Will Call Mode: Settings

Enable this option to send the customer a link to sign on their device. For the full list of details on Contactless Signing, click here.

When a customer has more than one invoice available for signing, this setting determines if all orders will be selected or deselected by default. The default is enabled, i.e. all available orders for the customer will be selected so when the customer signs the signature will be attached to all.

In addition to this setting, you will see "Select All" and "Deselect All" buttons at the bottom of the invoice listing for any customer with multiple invoices. For more information on these buttons, please see the Will Call Mode: Operation article.

Enable the "Verify COD Received" option to have the app prompt the driver prior to the customer signing to verify COD was taken. The driver must select Yes to get to the signing screen.

Enable the "Email Ship Ticket" option to have the app prompt the user to email the Ship Ticket after the customer signs. Signature Touch will try to auto-fill the email address for a given order based on the hierarchy  below. The app user can always overwrite any suggested email if needed.

1) Check email field on order's header, if nothing there,

2) Check the contact on the order as long as your site has the "Validate Name in Ordered by Field Against Customer Contact" control file enabled. Note, do not enable this just for this functionality as it has large Eclipse ramifications. If not enabled or no contact/email found,

3) Check the first email address in the WWW area of customer maintenance for the Ship-To account, if nothing there,

4) Check the first email address in the WWW area of customer maintenance for the Bill-To account.

When the Will Call option for Show Orders on the Settings screen is selected, the Order Selection settings are shown. Use the filter settings to adjust which invoices are available on the device for signing.

• Branch Type: The branches selected in the "For Branches" setting will be used in conjunction with this setting. The options are Price Branch, Ship Branch, or Both Price Branch and Ship Branch. For example, if Price Branch is selected (default) the app will only return those orders where one of the branches selected is the Price Branch on the order.
• Print Status: The default print status is Q and will only show those orders that are in a Q status. Press the > button to see a listing of print statuses. Press any print status in the listing to select it.
• Ship Vias: Filter the available invoices for signature based on specific Ship Vias setup in Eclipse. Press the Ship Vias > and enter the desired ship vias, one on each line on the Ship Vias screen.
• Terminal IDs: Entering a specific Terminal ID allows you to restrict orders to only display those orders created at a specific terminal.

NOTE: Ship Vias and Terminal IDs are case sensitive and must be entered exactly as they appear in Eclipse.

 The Enable Printing setting allows you to print a ship ticket when the customer signs for their order. There are four options:

• Printing Disabled: Removes the ability to print the invoice from Signature Touch.
• Printing Enabled: Will automatically print the invoice to the designated printer after the signature is accepted.
• Printing Enabled - Prompt Default Yes: By default, the ship ticket will print however the user will see a Print toggle button to the right of the Signed By field that can be disabled.
• Printing Enabled - Prompt Default No: By default, the ship ticket will not print however the user will see a Print toggle button to the right of the Signed By field that can be enabled.

Notes:

1. Based on the Printer Location selected, the Printer field will return all available printers that can print to the form you have mapped to “SALES.ORDER”.
2. If Eclipse forms is enabled, no printers will be returned and it will just display “Using Eclipse Forms Printer”.
3. If Eclipse forms is enabled, the ship ticket will print at the first printer enabled for that printer location.

For details on the various banner settings, please see the Banner Settings article found here.

The Select Customer passcode sets a four-digit numeric code that must be entered in order to select a customer and view their invoices for signing.

To enable this feature slide the button until it is blue and enter and re-enter a passcode in the popup screen.

To turn off this option, slide the button back until it is white. This will turn off the passcode needed to select a customer.