Delivery confirmation: signature, SMS¶
Beyond the printed documents, Odoo can collect a signature from the person receiving the goods and send the customer an SMS the moment a delivery is validated. Both are optional features of the Inventory app and are configured independently of the delivery method.
Signature on delivery orders¶
Turn the feature on from . In the Shipping section, tick Signature, and click Save.
Note
The setting adds the Sign Delivery Orders access right to the current user. Other users need that right as well before the signature button appears for them.
- menu
- Inventory ‣ Configuration ‣ Settings
- shows
- The Inventory settings page scrolled to "Shipping", with the "Signature" checkbox enabled.
- highlight
- The "Signature" checkbox (red frame).
- module
- stock
- notes
- English UI, light theme, 1440px width.
Once enabled, a Sign button appears in the header of every delivery order (it is not shown on receipts or internal transfers). Click it to open the signature pad: the recipient’s name is pre-filled from the delivery address, and the signature can be drawn, typed, or uploaded as an image. Confirming stores the signature on the transfer, the Sign button disappears, and the signature is printed on the delivery slip together with the recipient’s name.
The signature can be collected either before validating the transfer or after it is Done, so a driver can have the delivery signed on the spot from a portable device.
- menu
- Inventory ‣ Delivery Orders
- shows
- A delivery order header with the "Sign" button next to Validate, and the signature pad dialog open with the recipient's name pre-filled.
- highlight
- The "Sign" button (red frame).
- module
- stock
- notes
- English UI, light theme, 1440px width.
SMS confirmation¶
Odoo can text the customer when the last goods movement of their order is validated, so they know the parcel is on its way.
To set it up, go to , and in the Shipping section, tick SMS Confirmation. Doing so installs the Stock - SMS module and reveals the SMS Template field, where the message sent to the customer is selected. Click Save.
Sending text messages is an In-App Purchase service, so the database needs SMS credits.
Note
The setting is stored per company, and the message is only sent for outgoing transfers whose customer has a valid mobile number. The first time a delivery would trigger an SMS, Odoo shows a confirmation dialog so the message is never sent by accident.
- menu
- Inventory ‣ Configuration ‣ Settings
- shows
- The Inventory settings page scrolled to "Shipping", with "SMS Confirmation" enabled and the "SMS Template" field visible below it.
- highlight
- The "SMS Confirmation" setting and its "SMS Template" field (red frame).
- module
- stock_sms
- notes
- English UI, light theme, 1440px width.