| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Helpdesk (helpdesk)
• Inventory (stock) • Invoicing (account) • Point of Sale (point_of_sale) • Project (project) • Purchase (purchase) • Discuss (mail) |
| Lines of code | 786 |
| Technical Name |
twilio_sms_integration_1 |
| License | OPL-1 |
| Versions | 15.0 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Helpdesk (helpdesk)
• Inventory (stock) • Invoicing (account) • Point of Sale (point_of_sale) • Project (project) • Purchase (purchase) • Discuss (mail) |
| Lines of code | 786 |
| Technical Name |
twilio_sms_integration_1 |
| License | OPL-1 |
| Versions | 15.0 16.0 17.0 |
Twilio SMS Automation
Twilio SMS Automation Module provides a feature that will automate the SMS on Sale, Purchase, Project Task, POS, Helpdesk, Payments.
Before installing the module please install twilio package
pip install twilio
Key Features:
- Send Manual Message by Selecting User in the SMS Logs Form View
- Send Group Message by Selecting Multiple User from Group SMS Logs Form View
- Without Selecting the User by entering Contact number including + sign and country code sms can send.
- Without Selecting the Multi User we can send SMS to group of people by entering their phone number by comma seperated format.
- On Sale Quotation Confirmation, Send SMS Send SMS by Activating the Settings the same thing applied for below points.
- On Purchase Quotation Confirmation, Send SMS.
- On POS Order invoice generation Send SMS to the respective customer.
- On Assigning Project Task to the Employee Send SMS to let them know.
- On Receipt Done Send SMS to the Vendor that we have received the Goods.
- On Delivery Done Send SMS to the Customer that we delivered the Goods.
- On Ticket Creation Send SMS to the Customer that we have created a ticket for them.
- On Ticket Assign Send SMS to the Employee that we have assigned a ticket for them.
- On Ticket Resolve Send SMS to the Customer that we have resolved their query.
- On Customer Payment Post Send SMS to the Customer that we have successfully received the payment.
- On Vendor Payment Post Send SMS to the Vendor that we have paid the Amount.
- Store the Sent message both individual and Group message with Status For history purpose.
- If we want we can resend the sent message also it logs the message that what we have sent to them.
- Like a Email it has signature feature What ever configured in the settings it will concatenate each end of the message.
How it works:
SMS
After the module installation a new Icon will be displayed:
Click and Open the SMS Module
SMS Logs Form View:
SMS -> SMS Logs -> SMS Logs List
Details: It will send one message to one person at time.
It has sms template feature, Go to the template master create the template and select the created template here. [ SMS -> Configuration -> SMS Template]
By default it has comes with 11 templates don't delete it/archive it. When sale confirmation , PO confirmation etc is happening these templates is used to send automated sms.
Still you can modify the templates body as your wish, but deletion is not allowed
When a SMS is triggered for Sale order confirmation, ***** it will replaced by customer name and ##### will be replaced by Sale order Sequence Number [These things you can find in template master]
Like email would you like to send signature for all of the automated message then configure your signature in the settings page in the name of Default Suffix Text.
SMS Logs submenu
Configurations Submenu
SMS Template Configuration
SMS Settings: We can configure SMS credentials
and It allows to activate the SMS automation
To Go to the Settings: SMS -> Configuration -> Settings
Enter the Twilio Account SID, Authentication Token and Configured Phone No
Like below screenshot, we have given a control for your automated sms. If you have activate On Sale confirmation feature, then whenever sale order is confirmed respective customer will receive the SMS.
By Default it will load the Message Body from the repective sale SMS Template, So as your wish go to the template master and modify the SMS content.
SMS Template Form view: Here we can create template as per our wish,
For sms automation by default few templates got created itself in one click we can use it during sending a message.
Settings Activation For which are the event's SMS should be sent
Sent Message on Sale Quotation Confirmation and It has logged the Message in chatter log
as Message sent successfully!
Sent Message on Purchase Quotation Confirmation and It has logged the Message in chatter log
as Message sent successfully!
Sent PO Confirmation message create as a record in the sms logs master
, we can resend it if we want by clicking send button. It will create a log for all kind of message not only purchase.
On task assigning send sms to the respective asignee
in the project task.
Sent Message on Project Task Assign it has created the record in the sms logs master
Send Message on POS order invoicing
when user generate the invoice it sends the SMS to the customer 
Send Message on Helpdesk Ticket creation
to the user.
Same as ticket creation it will trigger sms on ticket assign and ticket resolve.
When assigning the ticket respective employee will receive the sms and on ticket resolve sms receive by respective customer.
Same as other screens for Receipt or Delivery Order when we are validating then system will send the SMS to respective Customer or Vendor.
By Activating the settings we can use this feature as well. So i didn't add a screen shot for that.
This module provide group sms
option as well, Here is the Group SMS List View SMS-> SMS Logs -> Group SMS Logs List 
Group SMS Form View
It will allow you to select the multiple user or just enter the contact number by comma seperated ex: +1878987,+57894758,+878998
Email: subashmca2017@gmail.com
Telegram: https://t.me/Chubbu007
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