Overview
Twilio SMS Automation Twilio SMS Automation Twilio SMS Automation Module provides a feature that will automate the SMS on Sale, Purchase, Project Task, POS, Helpdesk, Payments.
Supports v 17.0 — available directly on the Odoo Apps Store.
Description
The Twilio SMS Automation Module provides a feature that will automate the SMS on Sale, Purchase, Project Task, POS, Helpdesk, and Payments.
Before installing the module, please install the twilio package: pip install twilio
Key Features
Send Manual Message
Send a manual message by selecting a user in the SMS Logs Form View.Send Group Message
Send a group message by selecting multiple users from the Group SMS Logs Form View.Send SMS by Contact Number
Without selecting a user, SMS can be sent by entering the contact number, including the + sign and country code.Send Group SMS by Contact Numbers
Without selecting multiple users, SMS can be sent to a group of people by entering their phone numbers in a comma-separated format.Automated SMS on Sale Quotation Confirmation
Send SMS by activating the settings. This applies to the following points as well.Automated SMS on Purchase Quotation Confirmation
Send SMS.Automated SMS on POS Order Invoice Generation
Send SMS to the respective customer.Automated SMS on Project Task Assignment
Send SMS to the employee to let them know.Automated SMS on Receipt Done
Send SMS to the vendor that goods have been received.Automated SMS on Delivery Done
Send SMS to the customer that goods have been delivered.Automated SMS on Helpdesk Ticket Creation
Send SMS to the customer that a ticket has been created for them.Automated SMS on Helpdesk Ticket Assignment
Send SMS to the employee that a ticket has been assigned to them.Automated SMS on Helpdesk Ticket Resolution
Send SMS to the customer that their query has been resolved.Automated SMS on Customer Payment Post
Send SMS to the customer that payment has been successfully received.Automated SMS on Vendor Payment Post
Send SMS to the vendor that the amount has been paid.SMS Logs and History
Store both individual and group messages with their status for history purposes.Resend and Message Logging
Ability to resend sent messages, with logs of all messages sent.SMS Signature Feature
Similar to email, a configurable signature can be concatenated at the end of each message.
How it works
After the module installation, a new icon will be displayed for the Twilio SMS Automation module.
Click and open the SMS Module.
SMS Logs Form View
Navigation: SMS -> SMS Logs -> SMS Logs List
Details: It will send one message to one person at a time.
It includes an SMS template feature. Go to the template master to create and select templates (Navigation: SMS -> Configuration -> SMS Template).
By default, 11 templates are provided. Do not delete or archive them, as they are used for automated SMS on events like sale confirmation, PO confirmation, etc.
You can modify the template body as desired, but deletion is not allowed.
When an SMS is triggered for Sale order confirmation, ***** will be replaced by the customer name and ##### will be replaced by the Sale order Sequence Number (these details can be found in the template master).
Similar to email, if you wish to send a signature for all automated messages, configure your signature in the settings page under "Default Suffix Text".
SMS Template Configuration
SMS Template Form View: Here, you can create templates as per your wish. For SMS automation, a few templates are created by default, which can be used with one click during message sending.
SMS Settings
SMS Settings: This section allows you to configure SMS credentials and activate SMS automation.
Navigation to Settings: SMS -> Configuration -> Settings
Enter the Twilio Account SID, Authentication Token, and Configured Phone Number.
This provides control for your automated SMS. For example, if you activate the "On Sale confirmation" feature, the respective customer will receive an SMS whenever a sale order is confirmed.
By default, the message body will load from the respective sale SMS Template. You can modify the SMS content in the template master as per your wish.
Settings Activation for Events
Sent Message on Sale Quotation Confirmation: The message is logged in the chatter log as "Message sent successfully!".
Sent Message on Purchase Quotation Confirmation: The message is logged in the chatter log as "Message sent successfully!".
A sent PO Confirmation message is created as a record in the SMS logs master. It can be resent by clicking the send button. Logs are created for all kinds of messages, not just purchase-related ones.
On Task Assignment: An SMS is sent to the respective assignee in the project task.
A record for the sent message on Project Task Assign is created in the SMS logs master.
Send Message on POS Order Invoicing: When a user generates an invoice, an SMS is sent to the customer.
Send Message on Helpdesk Ticket Creation: An SMS is sent to the user.
Similar to ticket creation, SMS will be triggered on ticket assignment and ticket resolution.
When assigning a ticket, the respective employee will receive an SMS, and upon ticket resolution, the respective customer will receive an SMS.
For Receipt or Delivery Orders, when validating, the system will send an SMS to the respective Customer or Vendor. This feature can be used by activating the settings.
Group SMS
This module also provides a group SMS option. Group SMS List View: SMS -> SMS Logs -> Group SMS Logs List
Group SMS Form View: It allows you to select multiple users or simply enter contact numbers in a comma-separated format (e.g., +1878987,+57894758,+878998).
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