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  • About Module


    Using this module you can send invoices and quotations direct to clients/vendors through WhatsApp.

      

    Versions


    • v12.0
    • v11.0
    • v10.0

    Features


    • 1) Easy to send message to customer/vendor/contacts about quotation, sale order, delivery order, invoice, purchase, incoming order, bill, lead, opportunity.

    • 2) We have 3 ways 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.

    • 3) 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.

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

    • 5) 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.

    • 6) No any configuration required.

    • 7) Easy to install and use it.

    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_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_whatsapp_integration’.

    7) Click on ‘Install’ to install it.

    Workflow


    Select Options in Configuration settings of Sales, Purchase, Accounting, Inventory.

    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 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 a button.

    If you send quotation direct customer without edit message.

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

    This is the output after the click sends a button.

    Send Delivery Order Receipt in WhatsApp.

    Recipient and Edit Message as your required and click send.

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

    This is the output after the click sends a 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 a button.

    Send Invoice in WhatsApp to the customer.

    Recipient and Edit Message as your required and click send.

    After clicking the 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 a button.

    Invoice in paid stage send by Whatsapp.

    The output looks like.

    Send RFQ to Vendors Whatsapp.

    After clicking Send by WhatsApp you can Edit message and click send.

    After clicking Send you will see this WhatsApp confirmation page.

    After clicking Send you will see this output in WhatsApp messenger.

    Send RFQ to Vendors using send by WhatsApp direct.

    After clicking Send you will see this output in WhatsApp messenger.

    send by WhatsApp message for stock in.

    After clicking Send by WhatsApp you can Edit message and click send.

    After clicking Send you will see this whatsapp confirmation page.

    After clicking Send you will see this output in WhatsApp messenger.

    Send RFQ to Vendors using send by WhatsApp direct.

    After clicking Send you will see this output in WhatsApp messenger.

    Send Vendor Bill By Whatsapp.

    After clicking send by WhatsApp you can edit and send Vendor bill.

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

    After clicking send you will see the output in WhatsApp messenger like.

    Send Vendor Bill By Whatsapp Direct.

    After clicking send you will see the output in WhatsApp messenger like.

    You can connect the customer into the Lead.

    You can also connect to your customer in opportunity.

    Support

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