{"id":268598,"date":"2020-10-01T13:53:24","date_gmt":"2020-10-01T13:53:24","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=268598"},"modified":"2023-09-29T08:11:16","modified_gmt":"2023-09-29T08:11:16","slug":"odoo-pos-send-receipt-greetings-via-whatsapp","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-pos-send-receipt-greetings-via-whatsapp\/","title":{"rendered":"Complete Guide To Odoo POS Send Receipt &#038; Greetings via WhatsApp"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">INTRODUCTION<\/h3>\n\n\n\n<p><strong>Are you looking for an advanced tool to interact with your customers?<\/strong><\/p>\n\n\n\n<p>Staying in contact with your customers makes them feel more significant &amp; they become more loyal towards your shop or restaurant. <\/p>\n\n\n\n<p>ince the world is changing very rapidly, now to stay connected with the customers, you need to be more advanced in digital technologies.  <\/p>\n\n\n\n<p>As they have been digital enough in shopping as well. <\/p>\n\n\n\n<p>Now connect your brand &amp; store with your customers digitally.<\/p>\n\n\n\n<p>Therefore, we have come up with the <strong>Odoo POS Send Receipt &amp; Greetings via the WhatsApp <\/strong>module.<\/p>\n\n\n\n<p>That facilitates the POS user to send messages &amp; order receipts to customer\u2019s WhatsApp from a running POS session.<\/p>\n\n\n\n<p> It integrates the Whatsapp web with Odoo POS so You can now send custom messages to individual customers or groups directly from the POS Shop.<\/p>\n\n\n\n<p>Moreover, you can send alerts, notifications, new offers, and order receipts to the customer\u2019s WhatsApp.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">FEATURES<\/h3>\n\n\n\n<p>1. The Odoo POS Send Receipt &amp; Greetings via whatsApp module integrates the WhatsApp web with Odoo POS.<\/p>\n\n\n\n<p>2. The module allows the POS user to send messages to the customer\u2019s WhatsApp from a running POS session.<\/p>\n\n\n\n<p>3.&nbsp; The POS user can now send custom messages to individual customers or groups directly from the POS Shop.<\/p>\n\n\n\n<p>4. Additionally, you can send alerts, notifications, new offers, and order receipt to the customer\u2019s Whatsapp.<\/p>\n\n\n\n<p>5. You can send the receipt to customers WhatsApp automatically.<\/p>\n\n\n\n<p>6. You can create and save predefined message templates.<\/p>\n\n\n\n<p>Before moving ahead, Check our extensive range of <a href=\"https:\/\/store.webkul.com\/Odoo.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Apps<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">INSTALLATION<\/h3>\n\n\n\n<p>1.) Once you purchase the <strong>Odoo POS Send Receipt &amp; Greetings via WhatsApp<\/strong> module From the Webkul store, you will receive the link to download the zip file of the module.<\/p>\n\n\n\n<p>2.) Extract the file on your system after the download finishes. You will be able to see a folder named- <strong>\u201cpos_whatsapp_messages\u201d.<\/strong><\/p>\n\n\n\n<p>3.) Copy and paste this folder inside your Odoo Add-Ons path.<\/p>\n\n\n\n<p>4.) Now, open the Odoo App and click on the Settings menu. Here, <strong>click on Activate the Developer Mode.<\/strong><\/p>\n\n\n\n<p>5.) Then, open on the Apps menu and click on the <strong>\u2018Update Modules List\u2019.<\/strong><\/p>\n\n\n\n<p>6.) In the search bar, remove all the filters and search <strong>\u201cpos_whatsapp_messages\u201d.<\/strong><\/p>\n\n\n\n<p>7.) Now you will be able to see the module in the search result. Click on <strong>\u2018Install\u2019<\/strong> to install it.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">WORKFLOW<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"> <span style=\"text-decoration: underline;\">Back-end<\/span><\/h4>\n\n\n\n<p>1. Initially, login to your Odoo database and then navigate to the Point Of Sale app.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/QAenB8ay28K3_jyPhv71rUgG6AL4OHFdn68LJSwVMWadgBkbHH8NQZVxdE4kNqQU5iRHjKhqUzsTriod0s3YmRXAOHucWr4iKVb_SdwHqCvj7LRxoJh2rrMuu9Lh-JyWh02OE562\" alt=\"Login to the Odoo database to use the Odoo POS Whatsapp Messages module.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. Now, navigate to the <strong>\u2018Whatsapp Templates\u2019 <\/strong>under the <strong>\u2018Configuration\u2019 <\/strong>tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/UgGtryo0rIUXu-pWCfg_kvBFoTlenCPD7N3245SfgGkeXRt7RB5ZrVRJ2N7YSyi0MYYX3ZZ2USd3O-xAd9y-9Yxxy9rT6k6bgoHCd8HP1LlR_OaDP5USTeP0qz1ESnx0GSVeF0ox\" alt=\"Navigate to the Whatsapp templates. To set up the Odoo POS Send Receipt &amp; Greetings via WhatsApp module.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>3. Here, click on <strong>\u2018Create\u2019 <\/strong>to create the WhatsApp templates to send to the customers from running POS session.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/q9dLLg3Ig-uK-uKsHe9Zzf6xTcczh8OaFuO978DaBWRxWtcUQy0RAM3hYlZ-mpDYD1mmGtP0Ax9wvSUZgyG1sEUTiD33KbWYs_EkEk6nBg3Bt0ZvSzPbA77gNx6YJ4PKduK_OAyS\" alt=\"Create a new whatsapp templates.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4. Now, you can add the name of the message templates and type the message for this template &amp; save it.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/y8zg8l8_aJYsfIawseRUE_ikKHIYSpLQFflMay0Nk68xJUVm0K4V07BKfgGzuwWib9HBGvXU79YVWwDZkf0mLCt6Jl_cN7f31ua5HszGooVmNbBpfSE9M2skulR452WUgVpNE3gg\" alt=\"Add the name of whatsapp temple &amp; message.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>5. Moving on, now navigate to the setting of the POS session, by clicking on the ellipsis.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/m5sGquhQgaxa-VOD3T-1vyp2tnzlXG1_NNTGMoyfXW2RTWt3yccT2vA8y_BI9w1C93-12Y3jFiJuQkgOu4G6rIMLI0ceTtljQ0wf4j1Gkzpm72XiLPfoy-hlEjjxzQtfLH0ZB8J2\" alt=\"Navigate to the settings of POS session.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>6. Now, scroll down under the <strong>\u2018Whatsapp Receipt\u2019 <\/strong>section. Here are several features that work accordingly.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li> Enable the <strong>\u2018Send Whatsapp Receipt\u2019 <\/strong>to send the POS order receipt to the customer via Whatsapp.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can send the order receipt on the customer\u2019s Whatsapp automatically, simply tick the<strong> \u2018Send Whatsapp receipt Automatically\u2019 <\/strong>checkbox.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enable the <strong>\u201cSend Whatsapp Message to client\u2019 <\/strong>checkbox to send the templates message or custom message to the customer via Whatsapp.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can also select the default message templates,<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enabling the <strong>\u2018Message Multiple users\u2019 <\/strong>you can send the same message to the multiple customers at once.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/vE8tRu2b0oSXM3cG1Z0lJmdksQ-8TASR-Cyoa9WqNNZEjsWydYngI1Ynq8rn_3qx4E-ltHL8a6e2bVul8qD8ZEG4UQUlaolkXuyHDUCbuFLGBYZ01lyd1WsVNba48QoyMkcM6aGW\" alt=\"Configure the Whatsapp message settings. Using Odoo POS Send Receipt &amp; Greetings via WhatsApp module.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>7. Now, you can launch the POS session.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/nw5K7g_3Yo2zYOQ_eZWSRjVNcyQnB48AA2CnaZQ1xUFPpGtr6RZR6gkI6PnCCzFKv54nHCp2TZGB7o1ijJsJb_lZDXpWw6YzC10THuN3jnUxip1YZXxJp8Dp0ShGgN6aTWEPxs7b\" alt=\"Start the POS session to use Odoo POS Whatsapp Messages module.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><span style=\"text-decoration: underline;\">Front-end<\/span><\/h4>\n\n\n\n<p>8. Here, Select the customer and click on the <strong>\u2018Whatsapp icon\u2019<\/strong> to send whatsapp message to the customer.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/MYQXdvVS9QzxhiOWt3-qByV7DuTBK9NSoT-cWi7q1eglvcdoBysSDpnipmnIT6W4ZjJMuZYRVEJI7xxJN5fK-X0D1aONnZbVpmhbzGpYXPNcWBzoKZUJu86Ft32lfB9qIaWZJyN4\" alt=\"Select a customer and click on the Whatsapp icon.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>9. Enter the mobile number of the customer and compose the message in the required field and send the message on Whatsapp.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"618\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/08\/download-2020-09-24T181011.681-1200x618.png\" alt=\"Enter the customer's mobile number and compose the message.\" class=\"wp-image-302913\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/08\/download-2020-09-24T181011.681-1200x618.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/08\/download-2020-09-24T181011.681-300x155.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/08\/download-2020-09-24T181011.681-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/08\/download-2020-09-24T181011.681-768x396.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/08\/download-2020-09-24T181011.681.png 1300w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>10. You will be redirected to the WhatsApp web. This is the Whatsapp view, the message has been sent on the customer\u2019s WhatsApp.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"915\" height=\"638\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/10\/Whatsapp-module-gimp1.png\" alt=\"The meesages has been to customer.\" class=\"wp-image-269355\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/10\/Whatsapp-module-gimp1.png 915w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/10\/Whatsapp-module-gimp1-300x209.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/10\/Whatsapp-module-gimp1-250x174.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/10\/Whatsapp-module-gimp1-768x536.png 768w\" sizes=\"(max-width: 915px) 100vw, 915px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>11. You can send a message to the group from POS Shop. Click on the <strong>\u2018Send Group Whatsapp Message\u2019 <\/strong>button. (Enable the checkbox from the back-end)<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/1zGXDU80p_PlvTk1qbjpnmoTMrVy_dE5M08V7q8IFj2fFD91Og2jtogy-mq3UYOmsVhimnvvvDjE0DACFUYZdUS81NM8I8_AGP0bsfXR7c4s8C7YVTe5grPxBggJDFmYFEifGgHb\" alt=\"Sent the whatsapp message to multiple clients at once.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>12. Now, just type the message you want to send to the group on WhatsApp and hit the <strong>\u2018Send\u2019 <\/strong>button.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/PzCsjk3bf87zkk8OAqtWU5xxXgHC7pf2BtM8iy9pNjUG9hOwO3X0dMRAOq7ii7kAmmdBeDks0aNVB5CAlub08j0eAA5tM9_D0en7iJEEF0kfA2UZJ9gfA2vxHqJ6ic8b0T9iMz50\" alt=\"Type message &amp; hit the send button.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>13. On WhatsApp you can select multiple clients and send the same message to all at once.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"588\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/10\/Whatsapp-module-gimp2-1200x588.png\" alt=\"Select the people you want to sent this message.\" class=\"wp-image-269353\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/10\/Whatsapp-module-gimp2-1200x588.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/10\/Whatsapp-module-gimp2-300x147.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/10\/Whatsapp-module-gimp2-250x122.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/10\/Whatsapp-module-gimp2-768x376.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/10\/Whatsapp-module-gimp2.png 1297w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>14. Click on this button to send the order receipt on Whatsapp.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/ihWo3rAZD4zI3fiKgqepcoiJmvggT7mQ-xwddtYIIgODPbxmfDCUanEgnt3Ee-UbC0odsZzgahf79mMCsJC_lxWiAryokYoqJshy773VtijS97sUCpafpZqcFkcOwQ6htHmvaCUQ\" alt=\"Send the POS order receipt on whatsapp.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>15. Enter the number of customers along with the country code and send the receipt via WhatsApp.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/Ip8PwyYmonyJ0Tp1gxuwcqhyi9i1yboBNgQPNp9rNkSQX39gX8gqEQKdFFVyAilnYvfj-7qyLd7oHu4oMU8MG0HljqypTLzKqAk0nVOj6_NcDk5aiXxMcsv-QnTDS7mfLSG-5bfa\" alt=\"Enter the client's number and hit the send button.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>16. The receipt has been sent to the customer on WhatsApp.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"916\" height=\"638\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/10\/Whatsapp-module-gimp3-1.png\" alt=\"Receipt on the customer's whatsapp. Using Odoo POS Send Receipt &amp; Greetings via WhatsApp module.\" class=\"wp-image-269354\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/10\/Whatsapp-module-gimp3-1.png 916w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/10\/Whatsapp-module-gimp3-1-300x209.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/10\/Whatsapp-module-gimp3-1-250x174.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/10\/Whatsapp-module-gimp3-1-768x535.png 768w\" sizes=\"(max-width: 916px) 100vw, 916px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong><em>Also, Read The User Guides For The Other Modules<\/em><\/strong><\/p>\n\n\n\n<p><strong><em><a href=\"https:\/\/webkul.com\/blog\/odoo-restrict-user-to-default-pos\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Restrict User To Default POS<\/a><\/em><\/strong><\/p>\n\n\n\n<p><strong><em><a href=\"https:\/\/webkul.com\/blog\/odoo-pos-sales-commission\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo POS Sales Commission<\/a><\/em><\/strong><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">NEED HELP?<\/h3>\n\n\n\n<p>Was this guide helpful? Please share your feedback in the comments below.<\/p>\n\n\n\n<p>If you have any issues\/queries regarding the module please raise a ticket at <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/<\/a><\/p>\n\n\n\n<p> For any doubt contact us at <a href=\"mailto:support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support@webkul.com<\/a>.<\/p>\n\n\n\n<p>Thanks for reading!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>INTRODUCTION Are you looking for an advanced tool to interact with your customers? Staying in contact with your customers makes them feel more significant &amp; they become more loyal towards your shop or restaurant. ince the world is changing very rapidly, now to stay connected with the customers, you need to be more advanced in <a href=\"https:\/\/webkul.com\/blog\/odoo-pos-send-receipt-greetings-via-whatsapp\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":319,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[5025],"class_list":["post-268598","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-odoo-pos"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Odoo POS Send Receipt &amp; Greetings via WhatsApp | - Webkul Blog<\/title>\n<meta name=\"description\" content=\"Odoo POS Send Receipt &amp; Greetings via WhatsApp module facilitates the POS user to send messages to the customer\u2019s WhatsApp.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/webkul.com\/blog\/odoo-pos-send-receipt-greetings-via-whatsapp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Odoo POS Send Receipt &amp; 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