Odoo WhatsApp Integration! A boon for business communication

11 January, 2022 by
Odoo WhatsApp Integration! A boon for business communication
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Odoo WhatsApp Integration

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WhatsApp was launched in 2009, since its creation, WhatsApp has revolutionised the way of communication and has gained a lot of popularity over the years.

Up to date, it has among 2.5 billion active users and 60 billion messages are sent per day. Many chat apps have been created since then, but none has the active users like WhatsApp.

Enterprises are excited about the WhatsApp Business API. The way WhatsApp offers easy communication can be easily judged by it’s popularity and usage across the Globe.

Talking about Odoo, Odoo has gained very high popularity in the world of ERP. Odoo is a suite which provides extensive functionality for successfully running business operation through centralised system.

Being an Open Source ERP Framework, Odoo has unlimited capabilities in view of customization as per business requirements.

The Major benefits which Odoo provides are not limited but can be overall viewed in accordance to below points:

Inter-departmental liaising & Centralised system:

  1. Boosting Productivity

  2. Quick Decision making

  3. Exceeding Collaboration

  4. Streamlined Data Flow

  5. Reducing Operating Costs

  6. Delivery of Business Insights.

Connecting your business with WhatsApp is a boon for you.

Communicating with customers through WhatsApp shows positive impact on your business. WhatsApp chat gives your client quick support, hence reflecting the trustworthiness, strong relationship and commitment from your side.

In a decade, WhatsApp has evolved tremendously and the features it gives to the users are so compatible and flexible, that no other chat apps can give the facility as WhatsApp.

WhatsApp has an easy interface and can be used efficiently with Odoo. We have developed an Odoo app which allows the user to use WhatsApp application for sending messages via Odoo. Your customers can chat with you at WhatsApp, directly from your Odoo website. 

 
 

Benefits for Odoo WhatsApp integration:

  1. Robust, reliable and easy to use.

  2. Bi-directional can send and receive messages from WhatsApp in Odoo. HelpDesk Module in Odoo integrated with WhatsApp can help reduced time to reply back to customer complaints instantaneously.

  3. Server based and encrypted as per WhatsApp current policy.

Below features are included in this Integration:

  • Single WhatsApp number is defined for an entire company.

  • Messages can be sent and received from WhatsApp in Odoo making it as a bi-directional.

  • Invoices, receipts PDF can be sent within a single click.

  • Complete product details can be sent to the customer by just drag and drop method.

  • Pre-defined messages/templates can be stored and then sent to the customers.

  • Order information can be sent from Account invoice, Account payment.

  • The chat history is saved until it is manually deleted.

  • Group chat can also be done using this integration.

  • Media files such as product videos, pictures, PDF, .doc files etc can be sent using this integration. 

Below are the steps to communicate through WhatsApp in Odoo

For New Customers

  1. Click Sales on Homepage > Odoo Home Screen page

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Click on > Sales > Orders > Customers

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Click on > Sales > Orders > Customers > Create > Fill the Form > Save

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Click on > Sales > Orders > Customers > Create > Fill the Form > Save (Profile Created)

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Odoo Home Screen page > Discuss

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Odoo Home Screen page > Discuss > Direct Messages (+) > Search Customer Name

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Odoo Home Screen page > Discuss > Direct Messages (+) > Search Customer Name > Click the User Name for message interface

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Odoo Home Screen page > Discuss > Direct Messages (+) > Search Customer Name > Click the User Name for message interface > Click Product to send the same in the Chat

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Odoo Home Screen page > Discuss > Direct Messages (+) > Search Customer Name > Click the User Name for message interface > Sales > Create (for creating Quotation).

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Odoo Home Screen page > Discuss > Direct Messages (+) > Search Customer Name > Click the User Name for message interface > Sales > Quotation > Create > edit the form > Send Quotation by WhatsApp

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Odoo Home Screen page > Discuss > Direct Messages (+) > Search Customer Name > Click the User Name for message interface > Sales > Sales Order > Create > edit the form > Send by WhatsApp

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Odoo Home Screen page > Discuss > Direct Messages (+) > Search Customer Name > Click the User Name for message interface > Sales > Sales Order > Create > edit the form > Send by WhatsApp

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Similarly, you can send Receipts, Delivery Orders, PoS orders, through WhatsAPP from the INVENTORY page Odoo Home Screen page > Inventory > Receipts > Create > Save > Send by WhatsApp

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Odoo Home Screen page > Inventory > Delivery Orders > Create > Save > Send by WhatsApp

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Odoo Home Screen page > Inventory > PoS Orders > Create > Save > Send by WhatsApp

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Key Takeaways:

  • Messages can be sent or received through WhatsApp integrated in Odoo environment

  • WhatsApp features particularly as replying in relation to a particular message is available in this integration for easy communication.

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  • The WhatsApp Chat can be initiated with the customer by one point of contact from the company, however later on more agents from the company can be added to take the communication further.

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For e.g. If the Sales manager has initiated the chat with a customer and if the sales manager is not available or wishes to delegate a way forward to a sales executive then he can add a sales executive to this discussion who can take the communication further.

  • The chat history is saved until it is manually deleted.

  • Group chat can also be done using this integration.

  • Media files such as product videos, pictures, PDF, .doc files etc can be sent using this integration.

For more details or demo, you may contact us and we will be delighted to assist you.