Integrating Signatures with Sales Orders, Invoices & HR Contracts

1. Overview & Business Value#

SmartERP Sign integrates seamlessly across all enterprise transactions.

1. 1-Click Signature from Sales Orders#

From any Sales Order (sale.order), click the Sign Online action button. The system automatically converts the quotation PDF into a signature request, assigns the customer contact, and notifies the account executive when signed.

2. Prerequisites & Access Permissions#

• Required Modules: smarterp_sign, base, web
• Security Group: Internal User (Technical ID: base.group_user)
• Master Data Dependencies: Established corporate settings, defined role permissions, and active records.

3. Step-by-Step UI Execution & Verification#

Step 1: Navigating to the Module Interface#

1. Access your SmartERP instance at https://smarterp.et/odoo.
2. Open the main App Switcher and select the operational application.
3. Select the target view or configuration form.

{screenshot:80-crm-sales-and-hr-integration-step1-navigation}

Step 2: Executing Transactional Operations#

1. Fill in required parameters according to institutional procedures.
2. Validate entries and confirm execution.
3. Review updated record state in the chatter audit trail.

{screenshot:80-crm-sales-and-hr-integration-step2-verification}

4. Advanced Configuration Points#

• Automated Tasks (Crons): Dedicated background crons manage recurring tasks and state transitions.
• Multi-Company Rules: All operational records are strictly isolated to Company 1 (Ashewa Technology Solutions S.C.).

5. Comprehensive Troubleshooting Matrix#