WhatsApp Sales

• Automatically send quotations via WhatsApp with detailed view links

• Confirm sales orders immediately when customers place orders

• Notify delivery status and tracking numbers

• Customizable message templates for each sales stage

• Integration with Odoo Portal for online order viewing

• Track delivery success rates and customer responses

• Increase conversion rate from quotation to order by 35%

• Reduce customer response time from hours to minutes

• WhatsApp message open rate 98% vs email 20%

• Customers confirm orders faster via WhatsApp

• Reduce number of calls asking about order status

• Increase trust and professionalism in customer eyes

• Message contains customer name, quotation number, and total value

• Direct link to Odoo Portal to view product details

• Customers can confirm quotation directly on Portal

• Customizable message template by customer language

• Resend quotation when price or product changes

• Track whether customer has viewed quotation

• Notification that order has been confirmed and is being processed

• Order number, order date, and estimated delivery time

• Link to view order details and track status

• Payment information and delivery method

• Support hotline if customer needs to change order

• Automatically sent when sales team confirms order

• Notify when order is packed and ready for delivery

• Send tracking number when shipped to carrier

• Update when goods are on the way to customer

• Confirm successful delivery

• Request review and feedback after receiving goods

• Integration with Stock module for full automation

1. Register WhatsApp Business API via Meta Business Suite

2. Create Business Account and verify business

3. Get API Token and Phone Number ID from Meta

4. Configure in Odoo: Settings → WhatsApp → Business API

5. Enter API Token, Phone Number ID, and Webhook URL

6. Test connection by sending test message

7. Create and approve Message Templates with Meta

• Create template for each message type: Quotation, Order, Delivery

• Use variables {{1}}, {{2}} for customer name, order number

• Template must comply with WhatsApp policies (no spam)

• Submit template to Meta for approval (usually 1-2 days)

• Only approved templates can be used in Odoo

• Update template in Odoo after Meta approval

• Add logo and company information to header

• Customize greeting and tone according to brand voice

• Add CTA buttons: View Order, Contact, Payment

• Multilingual: Create separate template for each language

• Add footer with contact information and policies

• A/B testing to optimize response rate

1. Customer requests quotation or places order

2. Sales team creates Quotation/Sales Order in Odoo

3. System checks customer WhatsApp phone number

4. Select appropriate template and fill dynamic information

5. Send message via WhatsApp Business API

6. Log delivery status success/failure

7. Customer receives message and clicks link to view details

8. Track customer behavior on Portal

• View detailed quotation with products, prices, and terms

• Confirm quotation directly on Portal (Sign & Pay)

• Track order status in real-time

• View order history and invoices

• Download PDF quotations and invoices

• Contact sales team via chat or email

• Number of messages sent by type (Quotation/Order/Delivery)

• Delivery success and failure rates

• Customer click rate on message links

• Average time from quotation sent to order confirmation

• Compare conversion rate between WhatsApp and Email

• Monthly WhatsApp message sending costs

• Invalid phone number: Check and update in CRM

• Customer does not have WhatsApp: Automatically switch to Email

• Template not approved: Use backup template

• API Token expired: Alert admin and renew token

• Exceeded sending quota: Upgrade WhatsApp Business plan

• Customer blocked number: Mark and stop sending messages

• Only send messages for important events (quotations, orders)

• Do not spam customers with too many marketing messages

• Always have opt-out option for customers to unsubscribe

• Check timezone before sending to avoid midnight messages

• Personalize messages with customer name and specific information

• Monitor feedback and adjust templates regularly

• Backup to Email if WhatsApp delivery fails

• Comply with GDPR and data privacy regulations

• CRM: Send quotations from Opportunity to WhatsApp

• Stock: Notify inventory status and delivery

• Accounting: Send invoices and payment reminders

• Website: Customers ordering online receive confirmation via WhatsApp

• Point of Sale: Send electronic receipts via WhatsApp

• Marketing Automation: Send campaigns via WhatsApp

• First 1,000 messages free each month

• Then charged per message (varies by country)

• Marketing messages more expensive than Utility messages (orders)

• Daily message sending limit (depends on tier)

• Templates must be approved before use

• Cannot send proactive messages after 24h of no interaction

• Message not sending: Check API Token and connection

• Template rejected: Read reason from Meta and edit

• Wrong phone format: Standardize to E.164 (+84...)

• Customer not receiving: Check if customer has WhatsApp

• Portal link not working: Check domain configuration

• Exceeded quota: Upgrade tier or reduce message volume

• WhatsApp Business API - Official API for business messaging

• Message Template - Message template approved by Meta

• Phone Number ID - WhatsApp Business phone number ID

• API Token - Authentication token to call API

• Webhook - URL to receive notifications from WhatsApp

• Utility Message - Messages about orders, delivery

• Marketing Message - Advertising, promotional messages

• Session Message - Messages within 24h after interaction