Using Touch Screens for Signature Capture

Merchanter can be set up to capture a signature at various order statuses using a touch screen device. If required, the captured signature can be included on documentation such as collection notes, delivery notes, or invoices. In the example below, we will be capturing a signature for proof of collection of goods, with the signature printing on the collection note.

Please ensure all the configuration stages have been followed and completed before proceeding with this guide. Only the Ten-25 Administrator can switch on this feature initially.

Adding Touch Screen Signature Capture

If you would like to add touch screen signature capture to your Merchanter system and do not yet have the feature enabled, please contact the Ten-25 support team for assistance with the initial setup as this feature can only be switched on by the Ten-25 Administrator.

Configuring Signature Capture in Merchanter

Configuring Document Scenarios

Next, you must enable signature capture in the required document scenarios. Navigate to Settings → Document Management → Document Scenarios. When creating a new scenario or editing an existing one, locate the Signature Required tick box. Ensure this box is ticked before saving to invoke the signature capture routine.

Signatures are most often captured for proof of collection of goods, with the signature printing on the collection note. However, this can be configured for any document scenario where customer authorisation is required.

Capturing and Saving Signatures

When progressing your order to a specific status, if signature capture is enabled and the relevant document scenario requires it, the system will display a signature capture window.

In the example scenario below, a customer has collected their order and now needs to sign to confirm they have received the goods. After signing, we would like a collection note or dispatch note to print, including the captured signature.

When the order reaches the correct status to trigger document handling, the signature capture window will pop up automatically. The customer can now sign directly on the touch screen using their finger or a stylus. You will see the signature appear on the screen in real time.

Clicking the dustbin button will clear the signature if the customer has made a mistake and needs to sign again. 

Once you are happy with the signature, click Save to progress the order and store the signature.

Using Signatures in Documents

Once a signature is captured and saved, it is associated with the order and can be included in relevant documents, such as collection notes or delivery notes.

When mapping the field in AuraQ the system provides two fields that can be used in document templates:

• SalesOrderProcessing.SalesOrder_Signature – Delivers the original captured signature image at its default size
• SalesOrderProcessing.SalesOrder_SignatureForPrint – Delivers the resized signature image based on your dimension settings

We recommend that the 'for print' entity is used.

To include the signature on your documentation, the relevant field must be added to your document template.  Define a field with a relevant and logical name something like <<Image:SignatureFP> and then map the field as shown in the example below:

Example of a signed dispatch note:

If you require assistance adding signature fields to your document templates, contact the Ten-25 support team.

Viewing the Captured Signature

You can also view the captured signature directly within Merchanter. From the order header, look for the Signature tab. Here you can see the signature image, along with the date and time the signature was captured.

Summary

Integrating touch screen signature capture with Merchanter provides a straightforward way to capture and store customer signatures directly within the system. By following this guide, you can:

• Capture signatures on a touch screen device for proof of collection or other authorisation events.
• Configure document scenarios to require signature capture at the appropriate order statuses.
• Include captured signatures on collection notes, dispatch notes, or other documentation.
• View stored signatures, along with timestamps and signatory names, from the order record.

If you encounter any difficulties during setup or require modifications to document templates to accommodate signature fields, please contact the Ten-25 support team for guidance.

Other useful articles. 

How to set up a Topaz Signature Pad 

How to Sign a Document with a Topaz Signature Pad