• Sales Whatsapp Integrations
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  • About Module


    Nowadays WhatsApp has a frequently used application, Many communications take place on WhatsApp. Currently, in odoo, there is no feature where you can send quotation/sale orders direct to customer WhatsApp. Our module will provide that feature. You can send a quotation/sale order direct or manually send it to the customer WhatsApp. You can track sent messages in chatter.





    Features


    • 1) We have 4 way to show message content.

      A) Order Information in Message - It will Display Only Order Information in Message.
      B) Order Product Detail in the message - It will display Product Name, Qty, Price, Disc in the message.
      C) Signature - It will Display signature at last in Message.
      D) Display in Chatter the Message - Easy to track send the message which is sent in whatsapp.

    • 2) We have given 2 buttons in each form.

      A) Send By WhatsApp - If you want to change anything in the message, also you can select more than one customer.
      B) Send By WhatsApp Direct - If you don't want to change anything in message. (For only one customer).

    • 3) Easy to send quotation/sale order to customer's WhatsApp in a single click.
    • 4) Easy to send quotation/sale order to more than one customer Whatsapp in a single click.
    • 5) Easy to attach files (image, product brochure, price list, etc) with the message.

    Versions


    • v13.0
    • v12.0
    • v11.0

    Installations


    1) You will receive the link to download the zip file of the module please download it.

    2) Extract the zip file, you will see a folder named ‘sh_sales_whatsapp_integration’.

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode.

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

    6) In the search bar, search ‘sh_sales_whatsapp_integration’.

    7) Click on ‘Install’ to install it.

    Workflow


    In "User", enable the "Sales Whatsapp Feature" option.

    Whatsapp message description with the configuration setting.

    This is the output shown in the WhatsApp messenger.

    Set the signature in the message,
    1) Go to Preferences.

    2) Add Signature.

    The user has one quick menu option to send a WhatsApp message to anyone. Users can easily send a message to anyone using that menu. This menu will be visible when the user has the SWQ group enable.

    This page will open by clicking the WhatsApp Number menu and fill the detail and click send.

    After clicking the send button you will see this WhatsApp confirmation page.

    This is the output shown in the WhatsApp messenger.

    Click Send By WhatsApp Button in Sale Quotation.

    Recipient and Edit Message as your required and click send.

    After click send you will see this WhatsApp confirmation page and click send.

    This is the output after the click sends button.

    If you send quotation direct customers without edit message. Click 'Send By Whatsapp Direct'.

    After click Send By WhatsApp Direct you will see a WhatsApp confirmation page and click send.

    This is the output after the click send button.

    In Sale order Chatter you can see the message which is sent.

    Tick the "Send Report URL in message" tickbox to send the sales report URL in WhatsApp.

    Select the recipient and edit Message and click send.

    This is the output after the click sends a button.

    After clicking on the URL, you can see or download that document.

    Support

    You will get free support and assistance in case of any issues