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Woocommerce POS Share Receipt on WhatsApp

Updated 15 April 2024

Introduction

WooCommerce POS Share Receipt on WhatsApp: This plugin enables POS agents to send customized, order-related messages to POS customers over WhatsApp.

This plugin allows the administrator to build templates for WhatsApp pos messages. The WhatsApp message’s headline and content can be customized by the administrator.

Customers can receive order-related and personalized messages from the pos agent.

The administrator can even choose to send order receipts messages to customers automatically. The pos agent has the ability to send messages to many customers at once.

Because this plugin is an add-on to the WooCommerce POS system, you must first install the POS Plugin before using it.

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Check a brief overview of the plugin –

Features of Woocommerce POS Share Receipt on WhatsApp

  • Can send order receipts automatically to the customers on WhatsApp
  • Admin can send manually order receipts as well.
  • Send WhatsApp messages to multiple customers at the same time.
  • Send personalized messages on WhatsApp to any pos customer.
  • This addon supports dark theme feature.

Installation of Woocommerce POS Share Receipt on WhatsApp

The user will get a zip file which he has to upload in the “Add New” menu option in the WordPress admin panel. For this login to WordPress Admin Panel and Under the Dashboard hover your mouse over the “Plugins” menu option which brings out a Sub-Menu and then select the “Add New” option.

add plugin

Thereafter, you will see an option on the top of your page that is “Upload Plugin”, click the option to upload the zip file.

upload plugin

Afterwards clicking on the “Upload Plugin” option, below that you will see a button “Choose File” click on the button to browse for the zip file as per the snapshot below.

choose file

Thereafter browsing the file, click the “Install Now” button to install the plugin as per the snapshot.

Installation_Install_Now

Now when the plugin is installed correctly, you will see the success message and an option to activate the plugin. Click on “Activate Plugin” to activate the installed plugin.

activate plugin

Now, run the below-mentioned command in the respective directory (Likewise: domain/wp-content/plugins/wk-purchase-assistant) via terminal.

composer install

Make sure that you have installed composer on your server else follow this instruction to install composer – Composer Installation

Module Translation

To know how to translate the module, you can click here.

How to Setup the Twilio Account?

The store owners need to register themselves on Twilio to set up their account by undergoing the following steps.

Log In – Twilio Account

Moreover, if you already have a Twilio account, to log in enter your email id and further click over the Next button.

Twilio-Login-A-2

Sign Up – Twilio Account

To initiate your Twilio account. Now, enter your Name, Email and then set your password next click on the start your free trial button.

Twilio-Try-Twilio-Free-B

Therefore, as a result, a verification email sent to your registered email id as shown below.

C

Now, verify your email by clicking on the Confirm your Email link enclosed within the mail.

Verify-your-email-D

Further, you need to enter your Phone number and click on the verify button.

Twilio-Cloud-Communications-Web-Service-API-for-building-Voice-and-SMS-Applications-E

Afterwards enter the verification code, that you have received on the number provided by you and then click on the submit button.

Twilio-Cloud-Communications-F-1

Thereafter, a pop-up will appear on your screen click on Confirm button to activate your sandbox account as shown below.

Twilio-Console-WhatsApp-G

WhatsApp Sandbox Configuration

Furthermore, to initiate working (i.e build your WhatsApp bot) in the test environment the user needs to configure his/her sandbox inbound URL.

To be able to send and receive messages from the Sandbox to the Application. The store admin needs to go to the following web page.

  • Send a message to the Twilio number with the verification code to join.

Twilio-Console-WhatsApp-4-1

You will receive a confirmation text on your device as shown below.

WhatsApp-A-1-1

  •  Send a One-Way  Message.

Twilio-Console-WhatsApp-B-2-1

  • Two-Way Messaging.

WhatsApp-c-01-1

Now after replying to the notification as shown above the user will have a 24-hour conversation window.

Twilio-Console-WhatsApp-c-02-1

  • Configure your sandbox.

Let’s say the admin site URL is https://storefrontend.com/ 

Then In the below field WHEN A MESSAGE COMES IN the admin needs to paste the link https://storefront.com/wp-json/notification/whatsapp-bot and click on Save. Now webhooks to this URL when a message comes in.

Twilio-Console-WhatsApp-D-1

Twilio-Console-WhatsApp-D-2

Note: To move into production using the Twilio API for WhatsApp, you need a WhatsApp Business Profile in conclusion, WhatsApp has to formally approve your account.

Generate Credentials

Just go to your Twilio project under the TRIAL dropdown menu as shown below.

Twilio-Console-WhatsApp-H-1

You can view your ACCOUNT SID and AUTH TOKEN credentials, on the Dashboard section under your Project Name.

Twilio-Cloud-Communications-Web-Service-API-J

Module Configuration of Woocommerce POS Share Receipt on WhatsApp

To configure the module the admin can click the POS WhatsApp Greeting Template in the side-bar menu at the admin panel. 

Dashboard-‹-Wo

As a result, The admin will get three tabs here as mentioned below.

POS Greeting Template List

Firstly, they need to navigate through POS WhatsApp Greetings Template > Greeting Templates. Here you can view the list of templates.

Greeting-Templat

 

To add a template click on the Add New button as per the above image. You can add a greeting template as per the below image:

Greeting-Templat-2

Settings

The admin needs to configure some general settings.

Settings-‹-Woo-1

Send Order receipt to the client: If you enable this feature, then send order receipt button will appear on each order in POS.

Whatsapp message to the client: If you enable this feature, then you can send messages to clients in the POS customers section.

Send Automatic Order receipt to the client: If you enable this feature, then the order receipt will automatically send to a client.

Send a message to multiple clients: If you enable this feature, then you can send messages to multiple clients.

API Configuration

The admin needs to configure some general settings associated with their Twilio account. 

Settings-‹-Woo

Here, the admin needs to give the required inputs for the below fields.

Twilio WhatsApp Number – The admin needs to enter their Twilio WhatsApp number here.

Twilio Account SID – Now enter the fetched Twilio Account SID.

The Twilio Auth Token – Further, enter the Twilio Auth Token here.

Product View Page – Front End 

Here, after login click on the top left-hand side.

WC-POS-Whatsapp-reciept

Select the customer and click on the ‘Whatsapp icon’ to send a WhatsApp message to the customer.

screenshot_from_2022_11_23_10_19_37

Customers 

By clicking on the customer you can send a message on WhatsApp to the customer as per the below image:

pwa-wc.webkul.com_woocommerce-pos-greetings-text-via-whatsapp_pos_customers

After clicking on the “WhatsApp Message” admin can select the template then click on Send Message as per the below image:

pwa-wc.webkul.com_woocommerce-pos-greetings-text-via-whatsapp_pos_customers-2

Select Customer

After selecting a customer, you will redirect to the website

pwa-wc.webkul.com_woocommerce-pos-greetings-text-via-whatsapp_pos_customers-3

After selecting a customer, you will redirect to the website to place the order.

screenshot_from_2022_11_23_10_19_56

Click on pay for further steps as per the below image:

pwa-wc.webkul.com_woocommerce-pos-greetings-text-via-whatsapp_pos_pay

For orders placed, click on the amount number then click on the confirm payment & generate an invoice.

pwa-wc.webkul.com_woocommerce-pos-greetings-text-via-whatsapp_pos_pay-1

Note: Details of the order and receipt will be automatically sent on WhatsApp if it’s enabled from the backend.

Orders

Admin can send an order receipt via order section as per the below image: 

screenshot_from_2022_11_23_10_15_11

Click on Whatsapp Order Receipt then it shows as per the below image:

screenshot_from_2022_11_23_10_15_28

Note: Details of the order and receipt will be automatically sent on WhatsApp if it’s enabled from the backend.

Group Message 

You can send a message to the group from POS Shop. Click on the ‘Group Message’ button. (Enable the checkbox from the back-end)

pwa-wc.webkul.com_woocommerce-pos-greetings-text-via-whatsapp_pos_whatsapp-group

Clicking on Send Message:

pwa-wc.webkul.com_woocommerce-pos-greetings-text-via-whatsapp_pos_whatsapp-group-1

WhatsApp Message

This is the Whatsapp view, the message has been sent on the customer’s WhatsApp.

abc

Support

That’s all for the Woocommerce POS Share Receipt on WhatsApp. If you need any technical assistance, please reach us by mail at [email protected]. Also, discover various solutions to add more features and enhance your online store by visiting the WooCommerce plugins page. Additionally, if you require expert assistance or want to develop custom unique functionality Hire WooCommerce Developers for your project.

Current Product Version - 1.1.0

Supported Framework Version - WordPress: 6.1.1 WooCommerce: 7.1.0 WooCommerce Point Of Sale: 4.1.0

Blog Version - WordPress: 6.1.1 WooCommerce: 7.1.0 WooCommerce Point Of Sale: 4.1.0
  • Version Wordpress: 5.8.2, Woocommerce: 6.0.0
  • Version Wordpress: 5.8, Woocommerce: 5.9
  • Version WordPress: 6.1.1 WooCommerce: 7.1.0 WooCommerce Point Of Sale: 4.1.0
  • Version WordPress, 5.0.x, 5.1.x, 5.2.x, 5.3.x, 5.4.x, 5.5.x, 5.6.x, 5.7.x, WooCommerce, 4.0.x, 4.1.x, 4.2.x, 4.3.x, 4.4.x, 5.1.x, 4.5.x, 4.6.x, 4.7.x, 4.8.x, 4.9.x, 5.x
. . .

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