POS SMS
Send automated SMS messages from Odoo point of sale. Send receipts, order confirmations, promotional messages directly to customer phones.
Overview
POS SMS module integrates SMS messaging capability directly into Odoo point of sale, helping stores communicate with customers quickly and effectively.
Automatically send electronic receipts, order confirmations, promotional notifications via SMS right after completing transactions at the counter.
Key Features
Key points
• Send receipts via SMS - Customers receive electronic receipts on their phones after payment
• Order confirmation - Send SMS confirming orders and expected delivery time
• Promotional notifications - Send messages about special offers and discounts to loyal customers
• Loyalty points SMS - Notify accumulated points after each transaction
• Return reminders - Send SMS reminding customers to return to store
• Content customization - Personalize messages with customer name, amount, reward points
• SMS history - Track all messages sent from POS
• SMS provider integration - Support multiple SMS service providers
Target Users
Key points
• Sales staff - Send receipts and order information to customers
• Store managers - Send promotional notifications, customer care
• Marketing staff - Deploy SMS marketing campaigns from POS
• Store owners - Increase interaction and retain customers via SMS
How to Use
Steps
1. Configure SMS provider: Settings → Technical → SMS → SMS Providers
2. Enter API key and SMS account information
3. Enable SMS in POS: Point of Sale → Configuration → Settings
4. Select "Enable SMS" and configure message templates
5. At POS screen, complete sales transaction
6. Enter customer phone number or select from list
7. Choose SMS type to send: Receipt, Promotion, Loyalty Points
8. Preview SMS content, edit if needed
9. Click "Send SMS" to send message
10. Check sending status in SMS history
Scenario 1: Send electronic receipt via SMS
After customer payment, staff sends electronic receipt via SMS with PDF download link or detailed transaction information.
Customer receives SMS immediately with total amount, order code and receipt viewing link.
Scenario 2: Notify member loyalty points
Member customer makes purchase and earns points. System automatically sends SMS notifying points just accumulated and total current points.
Example: "Thank you for shopping! You just earned 50 points. Total points: 350. Redeem gifts at store!"
Scenario 3: Send discount code to VIP customers
Store manager sends special discount code to VIP customers right at checkout counter.
SMS: "Congratulations! You received 20% discount code for next purchase: VIP2026. Valid until 04/30."
Scenario 4: Confirm pre-order
Customer pre-orders at store. Staff sends confirmation SMS with expected pickup time.
SMS: "Order #12345 confirmed. You can pick up on 04/22 at 2:00 PM. Thank you!"
Scenario 5: Remind customer to return
After 30 days without purchase, system automatically sends SMS reminding loyal customers to return with special offer.
SMS: "We miss you! Return to store this week to receive 15% off. See you soon!"
Important Terminology
Key points
• SMS Provider - Third-party service providing SMS API like Twilio, Vonage, SMSAPI
• SMS Template - Pre-built message content with variables like customer name, amount, order code
• SMS Credit - Number of messages that can be sent based on service plan
• Delivery Status - Message status: Sent, Delivered, Failed
• Opt-in/Opt-out - Customer agrees to receive or refuses marketing SMS
• Short Code - Short phone number used to send bulk SMS
• SMS Gateway - Connection bridge between Odoo and SMS provider
Tips for Effective Use
Key points
• Ask customer permission before sending marketing SMS - Comply with data protection regulations
• Keep messages concise - SMS has 160 character limit, get to the point
• Personalize messages - Use customer name, purchase history to create relevant content
• Send at appropriate times - Avoid sending SMS too early or too late
• Track response rates - Evaluate effectiveness of each SMS type
• Create SMS templates for each scenario - Save time and ensure consistency
• Check SMS credit balance regularly - Avoid service interruption
• Save customer phone numbers accurately - Ensure SMS reaches right person
System Requirements
Key points
• POS module installed and configured
• Account with SMS provider (Twilio, Vonage, SMSAPI, etc.)
• API key and authentication credentials from SMS provider
• Stable internet connection for SMS API calls
• Customer phone numbers saved in system
• Sufficient SMS credit to send messages
Troubleshooting: Cannot send SMS
Key points
• Check API key and SMS provider configuration
• Confirm sufficient SMS credit balance
• Check internet connection
• Verify customer phone number in correct format (+84...)
• View error logs in Odoo: Settings → Technical → Logging
• Contact SMS provider to check account status
Troubleshooting: SMS delayed or not delivered
Key points
• Check sending status in SMS history
• Confirm customer mobile network is working normally
• Try resending SMS after a few minutes
• Check with SMS provider about network delays
• Verify phone number is not blocked or blacklisted
Troubleshooting: SMS content has font errors
Key points
• Avoid using special characters or complex emojis
• Use plain text if having issues with Unicode
• Check SMS template for invalid characters
• Configure UTF-8 encoding for SMS provider
Troubleshooting: SMS costs higher than expected
Key points
• Check number of SMS sent in history
• Confirm message length - SMS longer than 160 characters count as multiple messages
• Disable automatic SMS sending if not needed
• Negotiate better pricing plan with SMS provider
• Only send SMS to important or high-value customers
Frequently Asked Questions
Key points
• Can SMS be sent internationally? - Yes, but check SMS provider support and higher costs
• Can customers reply to SMS? - Depends on provider, some support two-way SMS
• What is the cost of sending SMS? - Depends on provider and country, typically $0.01-0.02 per message
• Is there a daily SMS sending limit? - Depends on service plan and SMS provider
• Are SMS encrypted? - No, SMS is plain text, avoid sending sensitive information
• Can bulk SMS be sent? - Yes, but must comply with spam and data protection regulations
• How to know if customer read SMS? - Some providers support delivery reports and read receipts
Business Benefits
Key points
• Increase message open rate to 98% compared to 20% for email
• Improve customer experience with fast, convenient information
• Increase sales through SMS marketing and discount codes
• Reduce paper receipt printing costs, environmentally friendly
• Increase customer return rate through timely reminders
• Build customer database with phone numbers
• Automate communication, reduce manual workload