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Whatsapp Odoo All in one Integration

Whatsapp is an immensely popular chatting app used by 1.5 Billion people worldwide. It has an easy interface and can be used powerfully with Odoo.

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"Service was good with Pragmatic, and there were no issues faced with Whatsapp Odoo All in one Integration Module."

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Technical Manager at Maxvue vision

Overview

Odoo WhatsApp Central All-In-One is a comprehensive app suite developed by Pragmatic that helps you manage your entire business functions inside Whatsapp Messenger. There are powerful modules integrated into a single Odoo Whatsapp module package that automates core business functions, viz., marketing, payments, sales support, live chat, eCommerce shopping, product catalog, and customer service. It is primarily a multi-functional Odoo WhatsApp Integration that is essentially an excellent way


ODOO WHATSAPP CENTRAL ALL-IN-ONE FEATURES


Robust, Reliable, and Server-based

Payment Reminder Messages

Link Messages with POS

Odoo Website Sign-up Notification

Enable WhatsApp Messages for Sales Orders, Purchase Orders, Delivery Orders, and Invoices

One Account Per Company

Comparison Table

FeaturesPragmaticSofthealer TechnologiesGTICA.C.AAscents Entrepreneurs
Task creation notification to the assigned user (in project management)
Add signature to the project task details
Display message in the project task message chatter
Changing the task status to ‘done’ upon confirmation by the assigned user
Send payments reminder
Send a message when a user signs up on the website
Send message to single contacts with multiple attachments
Send message to multiple contacts with multiple attachments
User Permission Access Control to enable sales order
User Permission Access Control for purchase order
User Permission Access Control for delivery orders
Send order information from the sales order
Send product details from the sales order
Add signature in the sales order
Display message in the sales order message chatter
Send order information from account invoice, account payment, & credit notes
Send product details from account invoice, account payment, & credit notes
Add signature in the account invoice, account payment, & credit notes
Display message in the account invoice, account payment, & credit notes message chatter
Send order information from the purchase order
Send product details from the purchase order
Add signature in the purchase order
Display message in the purchase order message chatter
Send order information from the delivery order
Send product details from the delivery order
Add signature in the delivery order
Display message in the delivery order message chatter
Send message from the ‘point of sale’ to the customer
Lead creation notification to the salesperson (in CRM)
Add signature in the CRM
Display message in the CRM message chatter

How does it work?

Configuration

It is challenging to get a sign-up for ‘WhatsApp for Business’ directly and get access to API as the sign-up process takes too long. Hence, it is better to sign-up for a third-party WhatsApp API service as Chat API. Also, Selenium could be used for free but it is not robust and seems unreliable when it comes to handling large volumes of load.

Hence, you need to sign-up for a Chat API account exclusively on https://bit.ly/3MFXxY0

Once you sign-up, you will get a WhatsApp Instance ID & WhatsApp Token.


Go to General Settings and Paste the credentials for Whatsapp Instance Id and Whatsapp token copied from whatsapp chat api.

Click on Get QR Code & scan QR code from mobile Whatsapp Web.


After you scan QR code from your mobile is authenticated

Send messages to Contacts


Send messages with multiple attachments

Send messages to multiple customers using Send Whatsapp message menu



Provides Access Control Permission of WhatsApp message to all apps

Add signature to WhatsApp

Go to Settings -> User -> Preferences


Here we can add user signature

Sales order configuration

Goto Sales -> Configuration -> Settings



Add signature

Signature will get added to the message


Add product information in the message:

Product information is added to message


Product Order details in message

Product Order details added to message


Add to chatter message

Whatsapp message sent successfully and will be tracked in message chatter with attachment


Accounts Invoice configuration:

Goto Invoicing -> Configuration -> Settings

Add signature


Signature is added to message

Add Product information to the message


Product information will be added to message

Add Product Order details to message


Order product details added in message

Add to chatter message


Whatsapp message sent successfully and will be tracked in message chatter with attachment

Similarly for Account Payments:


Similarly for Credit Notes:

Delivery order configuration:

Goto Inventory -> Configuration -> Settings


Add signature

Signature will get added to message


Mark Add product information in the message

Product information will added in message


Mark Order product details in message

Order product details added in message


Mark Add in chatter message

Whatsapp message sent successfully this will track in message chatter with attachment


For purchase order configuration:

Goto Purchase -> Configuration -> Settings

Signature will added in message


Mark Add product information in the message:

Product information will added in message


Mark Order product details in message

Order product details added in message


Mark Add in chatter message

Whatsapp message sent successfully this will track in message chatter with attachment


For CRM configuration:

Goto CRM -> Configuration -> Settings
When we creating lead whatsapp message will send to salesperson
Mark Add signature

Signature will added in message

Mark Add in chatter message

Whatsapp message sent successfully this will track in message chatter with attachment


For project task configuration:

Goto Project -> Configuration -> Settings

When we creating task whatsapp message will send to Assigned to user Mark Add signature


Signature will added in message

Mark Add in chatter message



Whatsapp message sent successfully this will track in message chatter with attachment

If assigned to user sends reply as Done using “Whatsapp- Assigned task done” scheduler project task state changed to done


For payment reminder if customer overdue to invoice then message will be sent using “Whatsapp - Payment reminder send message” scheduler.

From Point of sale we can send order details by whatsapp


From website user signup page if user enter mobile number & country then message will send to mobile number

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