How to use the Topaz Signature Pad in Merchanter

Merchanter can be set up to capture a signature at various order statuses, and if required, the signature can be included on documentation. In the example below, we will be capturing a signature for a Sales order that is supplied for a Credit Sale, and it has been Collected. Please ensure all the stages have been followed and completed in the How to set up a Topaz Signature Pad  guide before continuing.

Capturing and Saving Signatures

At the end of editing a sales order or when progressing one to a different status, if the system has signature capture enabled and the relevant document scenario requires it, the system will pop up a signature capture form. In this scenario, a credit customer has collected the order and now needs to sign to say they have received the goods on collection. After which, we would like a dispatch note to print, including the signature.

Here is an example order.

We set up our document scenario in the previous guide. Now, when we set our order to the collected status, by clicking the Collected button, we get the Signature capture window pop up, the customer can now sign the pad, and you will see the signature on the screen. Once signed, you can add the customer's name if required. Clicking the Reset button will clear the signature if the customer has made a mistake. Once you are happy, click save to progress.

Please note If signature capture is required but the terminal does not have a signature pad connected, the popup will look like this:-

You should type the customer's name in the Signed by text box, then click Save to continue.

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 delivery notes or invoices. Speak to the support team to get help setting these documents up.

You can view the signature from the signature tab on the order header. 
You can also see the date and time the signature was taken and the printed name.

Integrating the Topaz Signature Pad with Merchanter provides a powerful tool for capturing and storing customer signatures directly within the system. By following this guide, you can set up and use the signature pad efficiently, improving your workflow and ensuring compliance with documentation requirements.

Video Guide