01 SMS Automation Engine is accessible directly from the Odoo main navigation menu. Access your Rules and SMS Logs with a single click from anywhere in Odoo.

02 SMS Automation Engine adds a dedicated section inside Odoo Settings to control SMS usage globally.

• Set a Global Daily SMS Limit to restrict the maximum number of SMS attempts per day across all rules. Both sent and failed attempts are counted — as every attempt consumes an IAP credit.

• Set 0 for unlimited usage.

• When the limit is reached the system automatically stops all rules and notifies the admin via an activity warning — no manual monitoring needed.

• Visit SMS Logs anytime to track today's usage.

03 The SMS Rules list view gives you complete visibility over all your automation rules in one place.

• Color coded badges make it easy to identify trigger types at a glance — Blue for Before, Green for On and Yellow for After date.

• Sending Behavior badge shows whether the rule runs on exact day only or includes missed records using Catchup mode.

• Track performance of each rule directly from the list — see total sent, failed and today's SMS count without opening any record.

• Active rules are highlighted in green.Inactive rules appear muted. Toggle any rule on or off with a single click without deleting or reconfiguring it.

• Multi edit is supported — select multiple rules and update them together in one action.

04 Filter rules by Active, Inactive, Before, On or After trigger type.

• Group by Model or Trigger Type for better visibility.

• Find any rule instantly with built-in search filters.

05 Creating a new SMS rule is simple and straightforward.

The form is divided into four clear sections:

• Configuration — Select model and date field to watch

• When to Send — Choose trigger type and sending behavior

• Filter Records — Apply conditions to target specific records

• SMS Message — Write message with dynamic field support

• A built-in guide at the top of the form walks you through each step automatically. No technical knowledge required.

06 The SMS Rule form is clean and simple.Configure a complete automation rule in minutes without any technical knowledge.

Field by Field Explanation:

• NAME : Give your rule a meaningful name so you can identify it easily.Example: Overdue Payment Follow-up

• CONFIGURATION:

• Model: Select which Odoo module this rule applies to. Example: Account Move (Invoice)

• Date Field: Select which date field to watch for this rule. Example: Invoice Date Due

• A built-in guide at the top of the form walks you through each step automatically. No technical knowledge required.

WHEN TO SEND SMS:

• Trigger Type: Choose when to send the SMS relative to the date.Example: After

• Before — send X days before the date

• On — send exactly on the date

• After — send X days after the date

• Number of Days: How many days before or after the date. Example: 30 days

Sending Behavior:

• Exact Day — send only on the exact scheduled day

• Catchup — also include records missed in past days

• Example: Catchup

• Look Back Days: How many past days to consider for missed records.Example: 30 days

FILTER RECORDS:

• Use Odoo's native filter builder to target only specific records.Leave empty to apply rule to all records.

• Example filters:

• Invoice Type = Customer Invoice

• State = Posted

• Payment State = Not Paid

• Only unpaid posted customer invoices will receive this SMS.

SMS MESSAGE:

• Select Field : Pick any field from the selected model.Click Insert to add it into your message.

• Example fields:

• Customer Name → {object.partner_id.name}

• Invoice Name → {object.name}

• Total Amount → {object.amount_total}

• Message : Write your SMS message with dynamic variables.

• Example:

• Dear {object.partner_id.name},

• your invoice {object.name} of amount {object.amount_total} is overdue for more than 30 days.

• Please make payment immediately to avoid further action.

• -- Team vraja

• When SMS is sent variables are replaced with real values automatically:

• Dear John,
• your invoice INV/2025/001 of amount $1,500.00 is overdue for more than 30 days.
• Please make payment immediately to avoid further action.
• - Team Vraja

SMART BUTTONS:

• Active — rule is running and will execute daily.Click Active → rule becomes Inactive instantly

• Sent — total SMS successfully sent by this rule.Click Sent → opens list of all sent SMS logs

• Failed — total SMS failed for this rule.Click Failed → opens list of all failed SMS logs

• RUN NOW BUTTON

• Click Run Now to execute the rule instantly without waiting for the daily cron job.Perfect for testing your rule configuration before going live.

07 (Before Date Trigger)

Before Date

• Before Date trigger sends SMS X days

• before the date field.

• Example:

• Invoice due May 2 → SMS sends May 1

• Days = 1

• Use for:

• Invoice reminders, Delivery alerts,

• Subscription warnings

08 (On Date Trigger)

• On Date trigger sends SMS exactly on the date field.

• Days field is hidden automatically as it is not needed.

• Example:

• Delivery on May 2 → SMS sends May 2

• Use for:

• Delivery notifications, Appointment reminders, Event alerts

09 (After Date Trigger)

After Date trigger sends SMS after the date has passed.

• Example:

• Quotation expired yesterday → Customer receives follow-up SMS today.

• Days = 1 means SMS sends exactly

• 1 day after expiry date.

• Never lose a sales opportunity — let the system follow up automatically.

10 SMS Log List View

SMS Automation Engine maintains a complete log of every SMS attempt across all rules.

• Each log entry shows date, rule name, record, customer, phone number, status and failure reason — everything you need in one place.

• Filter by Sent, Failed or Today.

• Group by Rule, Status, Date or Customer for quick analysis.

• Never miss a failed SMS —see the exact failure reason and fix it instantly without any guesswork.

11 SMS Automation Engine includes a built-in scheduled cron job that runs automatically every day.

• No manual action required —the system processes all active rules,checks matching records and sends SMSwithout any human intervention.

• Cron job is accessible from:

• Settings → Technical → Scheduled Actions → Run SMS Automation Rules

You can also:

• Change the frequency (hourly, daily, weekly)

• Run manually anytime for instant execution

• View last execution time and status

• Enable or disable the cron anytime/li>

• For instant testing without waitingfor the daily cron — use the Run Now button directly on any rule.