Odoo WhatsApp Integration - Sales, Purchase and Account

by
Odoo

30.70

v 14.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Discuss (mail)
Inventory (stock)
Invoicing (account)
Purchase (purchase)
Lines of code 1720
Technical Name whatsapp_integration_odoo
LicenseOPL-1
Websitehttps://www.doyenhub.com/
Versions 14.0 15.0 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Discuss (mail)
Inventory (stock)
Invoicing (account)
Purchase (purchase)
Lines of code 1720
Technical Name whatsapp_integration_odoo
LicenseOPL-1
Websitehttps://www.doyenhub.com/
Versions 14.0 15.0 16.0

Whatsapp Integration

Send crm details on Whatsapp

Overview

This module enables you to effortlessly send Quotations, Sale Orders, Invoices, Bills, RFQs, Purchase Orders, and direct messages to Clients/Vendors via WhatsApp. Additionally, you can conveniently share PDFs of sales, purchase, invoice, and inventory documents using a URL.

Help and Support

Write a mail to us: contact@doyenhub.com

Key Features


Customize Whatsapp Message Template

Multiple Attachments Through URLs

WhatsApp Message To Contacts

Send Quick Message

Send Signature In Message

Send Order Detail In Message

Send Document By URL

Screenshots


01

configuration to send direct messages

Go to settings menu -> General Settings -> Direct WhatsApp Message which enable the option to send direct messages to WhatsApp contacts.

02

Set up the phone numbers of your contacts to enable you to send WhatsApp messages to them.

Ensure that you include a plus sign before entering a phone number in the Odoo Contacts menu to avoid triggering a validation error.

03

Send message from contacts

To send a direct message from your Odoo Contacts menu, simply select the desired contact, locate the WhatsApp icon next to their phone number, and click it to initiate a direct WhatsApp message

04

Sent whats app message

Click on start task to record timesheet for perticular task.use can also start multiple task timer for that click on allow multitask checkbox which is inside settings

05

Send sales quatation or sales order message to whatsapp number

You can send sales,purchase,inventory,invoice details by clicking on "Direct Whats App Message" button

06

Send sales orders details on whats app.

The sent sales order message appears as follows

07

Send custom template message

You can send custom template messages and create new templates, as well as upload multiple attachments

08

Attachments urls

The custom message will appear as follows, and uploaded attachments will be converted into attachment URLs.

09

Configure Signature

You can add a signature to your WhatsApp message, which can consist of your company's greetings or notes. To configure the signature, please follow these steps: Go to "Users" => "Preferences."

10

Signature message

signature appends at the end of your whats app message

11

Log note of message on chatter

WhatsApp messages sent can be viewed in the log notes section of the Odoo form.

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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