How to Set Up and Use Signature Stations in 10X ERP
This feature allows you to set up and use Signature Stations in 10X to capture customer signatures on connected devices such as tablets. You can assign multiple stations for different counters or workstations, making it easy to manage signatures across your operation. Once configured, signatures can be captured directly from a selected device during order processing. This streamlines will call pickups and other transactions requiring customer authorization.
- NAVIGATE TO SIGNATURE STATIONS Go to Admin → Devices → Signature Stations to view and manage all available stations.
- CREATE A NEW STATION Click the plus icon and assign a clear Name (e.g., Counter 1 or Desk 1) for each device you plan to use.
- LOG INTO A DEVICE Sign into any ERP User on the tablet or device that will capture signatures (Generic Or Individual Users Both Work).
- OPEN SIGNATURE STATION MODE From the Tools Menu on the device, select Signature Station and choose the Assigned Station Name.
- ACTIVATE SIGNATURE SCREEN Click Open Signature Dialog to display the Ready-To-Sign Screen on the device.
- SELECT STATION DURING ORDER When prompted for a signature in an order, choose the appropriate Signature Station and click Use Station.
- CAPTURE CUSTOMER SIGNATURE Have the customer Sign Directly On The Device and tap Save to complete the process.
- COMPLETE TRANSACTION Return to the desktop to Print Documents and proceed with the next order, with the station remaining ready for future signatures.