All in one WhatsApp Integration-Sales, Purchase, Account and CRM

by
Odoo

50.51

v 13.0 Third Party 42
Live Preview
Required Apps CRM (crm)
Inventory (stock)
Invoicing (account)
Sales (sale_management)
Purchase (purchase)
Technical Name sh_whatsapp_integration
LicenseSee License tab
Websitehttp://www.softhealer.com
Also available in version v 12.0 v 10.0 v 11.0
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Required Apps CRM (crm)
Inventory (stock)
Invoicing (account)
Sales (sale_management)
Purchase (purchase)
Technical Name sh_whatsapp_integration
LicenseSee License tab
Websitehttp://www.softhealer.com
Also available in version v 12.0 v 10.0 v 11.0
All in One WhatsApp Integration - Sales, Purchase, Account and CRM

Using this module you can send Quotations, Sale Order, Invoices, Bills, RFQs, Purchase Orders, and direct to Clients/Vendor's WhatsApp. You can easily send PDF of sale, purchase, invoice & inventory documents using URL.

Features


Easy to send sales, purchase, invoice & inventory report URL in WhatsApp.

Easy to send messages to Customer/Vendor/Contacts about Quotation, Sale Order, Delivery Order, Invoice, Bill, Credit Notes, Payment Info, RFQ, Purchase Order, Incoming Order, Lead, Opportunity.

We have 3 way to show message content

A) Order Information in Message - It will Display Only Order Information in Message.

B) Order Product Detail in 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 Message - Easy to track send a message which is sent in WhatsApp.

We have given 2 buttons in each form

A) Send By WhatsApp - If you want to change anything in message.

B) Send By WhatsApp Direct - If you don't want to change anything in message.

You can enable disable this easily in sales, purchase, accounting, inventory as we have given separate groups for that.

We have given one quick menu option to send a WhatsApp message to anyone. Users can easily send a message to anyone using that menu.

No, configuration required.

Easy to install and use it.

Version


v13.0.3(April 24 2020)
  • Easy to send PDF of sale, purchase, invoice & inventory document using URL.
v13.0.2(December 11 2019)
  • Easy to track send the message which is sent in WhatsApp.
v13.0.1(July 26 2019)
  • Initial Release

New updates(v 13.0.3)

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


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


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


Tick the "Send Report URL in message" tickbox to send the invoice 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.


v 13.0.1

In User Setting enable options as per requirements.


Whatsapp Message Description with the configuration setting.


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 customer without edit message. click 'Send By Whatsapp Direct'.


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


This is the output after click send button.


In Sale order Chatter you can see the message which is sent.(V1.0.2)


Select Options in Configuration settings of Inventory.


Send Delivery Order Receipt in WhatsApp.


Recipient and Edit Message as your required and click send.


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


This is the output after the click sends button.


Send Delivery Order Receipt in WhatsApp Directly.


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


This is the output after the click sends button.


In inventory chatter, you can see the message which is sent.(V1.0.2)


Select Options in Configuration settings of Invoicing.


Send Invoice in WhatsApp to the customer.


Recipient and Edit Message as your required and click send.


After clicking send button you will see this whatsApp confirmation page.


This is the output after sending a message to the customer.


Invoice Send Direct customers WhatsApp.


After clicking send direct whatsapp you will see this whatsapp confirmation page.


This is the output after the click sends button.


In customer Invoicece chatter you can see the message which is sent.(V1.0.2)


'Send By Whatsapp' in Invoice Payment.


After click 'Send By Whatsapp' this wizard will appear. Where you can edit the message.


After click 'Send' this wizard will appear. This wizard for confirmation by WhatsApp.


This is the output after the click send button.


'Send By Whatsapp Direct' in Invoice Payment.


After click 'Send by Whatsapp Direct' this wizard will appear. This wizard for confirmation by WhatsApp.


This is the output after the click send button.


You can track send a message on whatsapp activity in chatter also.


Make Payment into an invoice.



Now click 'Send by Whatsapp'.


click the 'send' button in edit wizard after that this wizard will appear(Whatsapp Confirmation Page) and click 'Send'.


This is the output after the click sends button.


'Send By Whatsapp' in Vendor Bill.


After click 'Send By Whatsapp' this wizard will appear. Where you can edit the message.


After click 'Send' this wizard will appear. This wizard for confirmation by whatsapp.


After clicking Send you will see this output in whatsapp messanger.


'Send By Whatsapp Direct' in the Vendor Bill.


After click 'Send by Whatsapp Direct' this wizard will appear.


After clicking Send you will see this output in whatsapp messanger.


You can track send meesage on whatsapp activity in chatter.


'Send By Whatsapp' in Vendor Payment.


After click 'Send By Whatsapp' this wizard will appear. Where you can edit message.


After click 'Send' this wizard will appear. This wizard for confirmation by whatsapp.


This is the output after the click sends button.


'Send By Whatsapp Direct' in Vendor Payment.


After click 'Send by Whatsapp Direct' this wizard will appear. This wizard for confirmation by whatsapp.


This is the output after the click sends button.


You can track send message on whatsapp activity in chatter also.


In Purchase Config Setting enable given options(If you needed).


'Send By Whatsapp' in the Purchase Order.


After click 'Send By Whatsapp' this wizard will appear. Where you can edit message.


After click 'Send' this wizard will appear. This wizard for confirmation by whatsapp.


This is the output after the click sends button.


'Send By Whatsapp Direct' in the Purchase Order.


This is the output after the click sends button.


You can track send message on whatsapp activity in chatter also.


In CRM configuration Setting enable given options for whatsapp.


In Lead you can send message on customer whatsapp direct, Just click 'Whatsapp' icon beside of mobile numbers.


After click on whatsapp icon this wizard will appear, where you can write message for customer. and click 'Send'


After that whatsapp confirmation wizard will appear and click 'Send'.


After that message sent to customers whatsapp.


You can tract that in chatter also.


In contact there is 'Whatsapp' icon which is placed beside of mobile number.


After click on icon you will see this wizard where you can write message. and click 'Send'.


After click 'Send' Whatsapp confirmation page will appear. click 'Send'.


After clicking send you will see output in whatsapp messanger like.


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can i have a demo or test
by
felipe vallejo
on 5/23/20, 10:04 AM

Dear sir, I wanted to see if you have a demo website in order to try your. Can you al so clarify whether each time I send a whatssap from odoo i will have to aprove the "send the followinng too ######" message window that appears in a whatsap format. or it is just one time

Re: can i have a demo or test
by
Softhealer Technologies
on 5/25/20, 2:58 AM Author

Hello There, We don't have demo available. Each time message send you need to click send button in web.whatsapp.com. Thanks.


can i tested or preview it
by
felipe vallejo
on 5/22/20, 10:53 PM

I have tried several apps for whatssap. non of them has worked or fully fulfilled our needs. Can you clarify: each time i send a whatssap from odoo it do requires or will appear the messsage: send tthe following to xxx number? or it is only one tim 2) It is possibel to attach a file in any of theses modules


can i tested or preview it
by
felipe vallejo
on 5/22/20, 10:50 PM

I have tried several apps for whatssap. non of them has worked or fully fulfilled our needs. Can you clarify: each time i send a whatssap from odoo it do requires or will appear the messsage: send tthe following to xxx number? or it is only one tim 2) It is possibel to attach a file in any of theses modules


Attach PDF
by
Asad
on 4/22/20, 4:50 PM

Hello, Can I also send the Sale Order as a PDF Attachment?

Re: Attach PDF
by
Softhealer Technologies
on 4/27/20, 2:07 PM Author

Hello, No but instead of that we have provide feature to send pdf url in message so they can easily download from that. Thank you.