| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Sales (sale_management) • Invoicing (account) |
| Lines of code | 305 |
| Technical Name |
whatsapp_foss |
| License | See License tab |
| Website | https://fossinfotech.com |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Sales (sale_management) • Invoicing (account) |
| Lines of code | 305 |
| Technical Name |
whatsapp_foss |
| License | See License tab |
| Website | https://fossinfotech.com |
| Versions | 17.0 18.0 |
Highlights
Multi-Tenant Support
Manage multiple Twilio accounts for different WhatsApp numbers within a single Odoo database, offering flexibility for different business needs.
Custom Templates
Create and use customisable message templates for different purposes (e.g., order updates, invoices, promotions), ensuring consistency and efficiency.
Personalized Messaging
Use dynamic templates to personalise WhatsApp messages based on customer data or order details, enhancing customer experience in sale orders, customer invoices and vendor bills.
Seamless Integration
Fully integrate WhatsApp communication within Odoo, allowing for a smooth workflow between order management, customer communication, and invoicing.
Note : Install Twilio by running the command (pip install twilio)
Twilio App Configuration - Twilio Website.
Twilio account signup page
Twilio Verification Page
Twilio recovery code
Twilio configuration
Twilio configuration
Twilio configuration
Twilio configuration
Twilio configuration
Twilio configuration
Once all the information is filled out, you will be directed to the Twilio homepage.
If you upgrade an account, you will be directed to the customer profile creation page.
On this page, you need to enter your information, such as your name and phone number.
After upgrading, you will receive your Account SID and Auth Token.
Go to messaging -> senders -> Whatsapp senders -> Create new sender
Click the "Create New Sender" button if you need a Twilio phone number. You can either buy a number or use your own phone number. Enter the number with the country code and ensure that the mobile number has not been used previously on WhatsApp.
Link your WhatsApp Business account to Meta. If you don't have either of these, you need to create one.
To complete the business information, select your step, choose your WhatsApp Business Account, WhatsApp Business Profile, and phone number, then verify the number. Once all steps are completed, your account will be verified by Meta.
Messaging -> Content Template Builder -> Create new
Enter a template name, choose a language, and select the content type. Submit the request and wait for WhatsApp's confirmation.
Sequences 1 and 2 are dynamic variables, and they will come from Odoo.
Select either Utility or Marketing, then submit the request.
Once the approval was confirmed by WhatsApp, we could use the Template SID in Odoo.
Twilio Sale Configuration : Sale -> Configuration -> Twilio Configuration
In the Twilio Sale Configuration, enter the Twilio Auth Token in the "Twilio Account Token" field and the Twilio Account SID in the "Twilio Account ID" field. Then, enter the registered WhatsApp number with the country code and the Twilio Template SID in the "Template ID For Dynamic Text WhatsApp Message for Sale. The model should be selected as a sale order. If the variable is Many2One, select the corresponding model and their Many2One field. Values can be any field in a sale order (e.g.). Variable 1 was Customer Name (Deco Addict) in Sale Order, and variable 2 was Order Date in Sale Order.
Sale -> Orders -> Quotations
The "Send Text Only WhatsApp" button is located in the sale order form. When clicked, a wizard will pop up.
In this wizard, the template you can choose is a sale order. If the mobile number does not link to the customer, please add the mobile number along with the country code.
If you click the confirm button, the selected WhatsApp template with its value will be sent to the given WhatsApp number.
The view of a WhatsApp message.
Twilio Invoice Configuration: Invoicing -> Configuration -> Twilio Invoice Configuration
Similar to the sale configuration, the same process should be followed in the invoice configuration. The model should be selected as a journal entry.
Invoicing
The "Send Text Only WhatsApp" button is located in the invoice form. When clicked, a wizard will pop up.
In this wizard, the template you can choose is Invoicing. If you click the confirm button, the selected WhatsApp template with its value will be sent to the given WhatsApp number.
Why Choose This Module?
- Automatically send quotations, invoices, and other key documents to customers via WhatsApp, improving communication speed and reducing manual effort.
- Easily integrate and manage multiple Twilio accounts within a single Odoo database, offering flexibility across departments or business units.
- Create configurable templates that automatically pull in customer or order data, allowing personalised and consistent messaging for sales orders, invoices, promotions, and more.
- Maintain a smooth workflow between customer interaction, order processing, and billing—all from within Odoo, without switching platforms.
- Predefine WhatsApp SMS templates to avoid repetitive typing, ensuring faster communication and operational efficiency.
Advantages
- Automated Messaging Through WhatsApp:With Twilio WhatsApp Integration, you can automatically send quotations, invoices, and other messages to customers via WhatsApp.
- Dynamic Template Configuration:Create and configure dynamic templates for customer orders for various purposes.
- Support for Multiple Twilio Accounts:You can integrate multiple Twilio accounts into a single Odoo database, allowing you to use more than one Twilio account without being restricted to just one.
- Seamless WhatsApp Integration Within Odoo:Seamlessly integrate WhatsApp communication within Odoo, ensuring a streamlined workflow between order management, customer interaction, and invoicing.
- Easy Configuration Process:The integration with Twilio is easy to configure.
Benefits
- Centralized Multi-Account Support:Integrate multiple Twilio accounts in a single Odoo database.
- Personalized Customer Communication:Leverage dynamic templates to customise WhatsApp messages using customer data or order details, improving the customer experience in sale orders, customer invoices, and vendor bills.
- Automatic Delivery of Business Documents:Twilio WhatsApp Integration enables automatic delivery of quotations, invoices, and other messages to customers via WhatsApp.
- Time-Saving Message Templates:Configure WhatsApp SMS templates so you can save your time from writing the same SMS multiple times.
- Customizable Templates for Multiple Use Cases:Create and utilise customisable message templates for various purposes (e.g., order updates, invoices, promotions) to maintain consistency and improve efficiency.
Yes, the app works perfectly well with Odoo Enterprise as well as Odoo Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.
You can contact us to request a customization in the app or you can write to us at sales@fossinfotech.com
Yes, You will get 4 hours Of Free Support, You can write your queries to support@fossinfotech.com
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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