Integrate Zoho Inventory With WhatsApp

<!DOCTYPE html> <html> <head> <title>Integrate Zoho Inventory With WhatsApp | Help Document</title> <meta name="description" content="Zoho Inventory has integrated with WhatsApp that allows you to send WhatsApp notifications to your customers."/> <meta http-equiv="Content-Type" content="text/html; charset=utf-8"/> <meta name="viewport" content="width=device-width, initial-scale=1"> <link rel="SHORTCUT ICON" href="https://www.zohowebstatic.com/sites/zweb/images/favicon.ico" type="image/x-icon"> <link href="/inventory/styles/common/zoho-puvi.css" rel="stylesheet" type="text/css"> <link href="/inventory/styles/bootstrap.min.css" rel="stylesheet" type="text/css"> <link href="/inventory/help/styles/help.css" rel="stylesheet" type="text/css"> <link rel="alternate" hreflang="x-default" href="https://www.zoho.com/inventory/help/integrations/whatsapp-integration.html"> <link rel="alternate" hreflang="en-gb" href="https://www.zoho.com/uk/inventory/help/integrations/whatsapp-integration.html"> <link rel="alternate" hreflang="de-de" href="https://www.zoho.com/de-de/inventory/help/integrations/whatsapp-integration.html"> <link rel="alternate" hreflang="es-mx" href="https://www.zoho.com/es-mx/inventory/help/integrations/whatsapp-integration.html"> <link rel="alternate" hreflang="en-us" href="https://www.zoho.com/us/inventory/help/integrations/whatsapp-integration.html"> <link rel="alternate" hreflang="en-ca" href="https://www.zoho.com/ca/inventory/help/integrations/whatsapp-integration.html"> <link rel="alternate" hreflang="en-au" href="https://www.zoho.com/au/inventory/help/integrations/whatsapp-integration.html"> <link rel="alternate" hreflang="en-in" href="https://www.zoho.com/in/inventory/help/integrations/whatsapp-integration.html"> <link rel="alternate" hreflang="en-ae" href="https://www.zoho.com/ae/inventory/help/integrations/whatsapp-integration.html"> <link rel="alternate" hreflang="en-sa" href="https://www.zoho.com/sa/inventory/help/integrations/whatsapp-integration.html"> <link rel="alternate" hreflang="en-bh" href="https://www.zoho.com/bh/inventory/help/integrations/whatsapp-integration.html"> <link rel="alternate" hreflang="en-za" href="https://www.zoho.com/za/inventory/help/integrations/whatsapp-integration.html"> <link rel="alternate" hreflang="en-kw" href="https://www.zoho.com/kw/inventory/help/integrations/whatsapp-integration.html"> <link rel="alternate" hreflang="en-om" href="https://www.zoho.com/om/inventory/help/integrations/whatsapp-integration.html"> <link rel="alternate" hreflang="en-qa" href="https://www.zoho.com/qa/inventory/help/integrations/whatsapp-integration.html"> <link rel="alternate" hreflang="en-ke" href="https://www.zoho.com/ke/inventory/help/integrations/whatsapp-integration.html"> <link rel="canonical" href="https://www.zoho.com/inventory/help/integrations/whatsapp-integration.html"> </head> <body> <div class="navbar-header" style="position:fixed;z-index:200;"> <a class="navbar-brand" href="/inventory/" style="padding:15px 58px;position:relative;z-index:200;"> <img alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-helpdocs.svg"/> </a> <div class="edition-box-placing"> <div class="col-md-1 col-xs-2 edition-topx" style="padding-left:0;"> <div class="edition-selection-block"> <div onfocusout="hideSelectList()"> <div class="edition-select-box" onclick="selectListAction()"> <a href="javascript:void(0)"> <div class="edition-image-global"></div> <div class="edition-dropdown"><b class="select-caret"></b></div> </a> </div> <div class="edition-select-list"> <div class="edition-select-list-item" onclick="switchEdition('global')"> <a href="javascript:void(0)"> <div class="edition-image-global"></div> <div class="edition-label">Global</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('au')"> <a href="javascript:void(0)"> <div class="edition-image-australia"></div> <div class="edition-label">Australia</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('bh')"> <a href="javascript:void(0)"> <div class="edition-image-bahrain"></div> <div class="edition-label">Bahrain</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('ca')"> <a href="javascript:void(0)"> <div class="edition-image-canada"></div> <div class="edition-label">Canada</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('de-de')"> <a href="javascript:void(0)"> <div class="edition-image-germany"></div> <div class="edition-label">Germany</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('in')"> <a href="javascript:void(0)"> <div class="edition-image-india"></div> <div class="edition-label">India</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('ke')"> <a href="javascript:void(0)"> <div class="edition-image-ke"></div> <div class="edition-label">Kenya</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('kw')"> <a href="javascript:void(0)"> <div class="edition-image-kw"></div> <div class="edition-label">Kuwait</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('es-mx')"> <a href="javascript:void(0)"> <div class="edition-image-es-mx"></div> <div class="edition-label">Mexico</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('om')"> <a href="javascript:void(0)"> <div class="edition-image-oman"></div> <div class="edition-label">Oman</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('qa')"> <a href="javascript:void(0)"> <div class="edition-image-qa"></div> <div class="edition-label">Qatar</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('sa')"> <a href="javascript:void(0)"> <div class="edition-image-saudi"></div> <div class="edition-label">Saudi Arabia</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('za')"> <a href="javascript:void(0)"> <div class="edition-image-south-africa"></div> <div class="edition-label">South Africa</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('ae')"> <a href="javascript:void(0)"> <div class="edition-image-uae"></div> <div class="edition-label">U.A.E</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('uk')"> <a href="javascript:void(0)"> <div class="edition-image-uk"></div> <div class="edition-label">United Kingdom</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('us')"> <a href="javascript:void(0)"> <div class="edition-image-us"></div> <div class="edition-label">United States</div> </a> </div> </div> </div> </div> </div> </div> </div> <div class="modal-edition-box" id="modal-edition-box" style="display: none;"> <div class="modal-edition-box-backdrp"></div> <div class="modal-edition-box-container" id="modal-edition-box-container"> <div class="modal-edition-box-content"> <h4 id="edition-box-title"></h4> <div class="edition-box-desc" id="edition-box-desc"></div> <div class="edition-box-prim-button" id="edition-box-prim-button"> </div> <div class="edition-box-sec-button" id="edition-box-sec-button"> </div> </div> </div> </div> <div class="searchband no-print" style="top: 0px;background:white;"> <button type="button" class="navbar-toggle collapsed" id="main-menu" style="z-index:10; margin: 0px; background:none;border:none;"> <div class="mobile-home-icon"></div> </button> <button type="button" class="navbar-toggle collapsed sidebar-toggler" style=" margin-top:10px" id="toggler"> <span class="icon-bar"></span> <span class="icon-bar"></span> <span class="icon-bar"></span> </button> <div class="logo-mobile col-xs-4"> <a href="/inventory/"> <img alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-helpdocs.svg"/> </a> <div class="col-md-1 col-xs-2 edition-topx"> <div class="edition-selection-block"> <div onfocusout="hideSelectList()"> <div class="edition-select-box" onclick="selectListAction()"> <a href="javascript:void(0)"> <div class="edition-image-global"></div> <div class="edition-dropdown"><b class="select-caret"></b></div> </a> </div> <div class="edition-select-list"> <div class="edition-select-list-item" onclick="switchEdition('global')"> <a href="javascript:void(0)"> <div class="edition-image-global"></div> <div class="edition-label">Global</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('au')"> <a href="javascript:void(0)"> <div class="edition-image-australia"></div> <div class="edition-label">Australia</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('bh')"> <a href="javascript:void(0)"> <div class="edition-image-bahrain"></div> <div class="edition-label">Bahrain</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('ca')"> <a href="javascript:void(0)"> <div class="edition-image-canada"></div> <div class="edition-label">Canada</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('de-de')"> <a href="javascript:void(0)"> <div class="edition-image-germany"></div> <div class="edition-label">Germany</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('in')"> <a href="javascript:void(0)"> <div class="edition-image-india"></div> <div class="edition-label">India</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('ke')"> <a href="javascript:void(0)"> <div class="edition-image-ke"></div> <div class="edition-label">Kenya</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('kw')"> <a href="javascript:void(0)"> <div class="edition-image-kw"></div> <div class="edition-label">Kuwait</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('es-mx')"> <a href="javascript:void(0)"> <div class="edition-image-es-mx"></div> <div class="edition-label">Mexico</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('om')"> <a href="javascript:void(0)"> <div class="edition-image-oman"></div> <div class="edition-label">Oman</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('qa')"> <a href="javascript:void(0)"> <div class="edition-image-qa"></div> <div class="edition-label">Qatar</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('sa')"> <a href="javascript:void(0)"> <div class="edition-image-saudi"></div> <div class="edition-label">Saudi Arabia</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('za')"> <a href="javascript:void(0)"> <div class="edition-image-south-africa"></div> <div class="edition-label">South Africa</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('ae')"> <a href="javascript:void(0)"> <div class="edition-image-uae"></div> <div class="edition-label">U.A.E</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('uk')"> <a href="javascript:void(0)"> <div class="edition-image-uk"></div> <div class="edition-label">United Kingdom</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('us')"> <a href="javascript:void(0)"> <div class="edition-image-us"></div> <div class="edition-label">United States</div> </a> </div> </div> </div> </div> </div> </div> <div class="mobile-version text-right"> <div class="col-lg-11 col-md-10 col-sm-10 search-box" style="z-index:1;"> <form action="/inventory/help/search/results.html" class="srchbox clearfix"> <input class="src-input no-print" name="search" placeholder="Search Document" type="text" value=""> </form> </div> </div> <div class="navbar-collapse collapse" id="help-main-menu"> <ul class="nav navbar-nav navbar-right nav-list-position"> <li ><a href="/inventory/kb/general-overview/" target="_blank">FAQ</a></li> <li><a href="/inventory/api/v1/" target="_blank">Developers</a></li> <li><a href="/inventory/support/" target="_blank">Resources</a></li> <li id="help-kb-signup-button"><a class="signin" href="https://accounts.zoho.com/signin?servicename=ZohoInventory&signupurl=https://www.zoho.com/inventory/signup?help.header" target="_blank">Sign In</a></li> </ul> </div> </div> <div class="mobile-search"> <form action="/inventory/help/search/results.html" class="srchbox clearfix"> <input class="src-input no-print" name="search" placeholder="Search Document" type="text" value=""> </form> </div> <div class="help-container" id="help-container"> <div class="help-sidebar" id="side-bar-group"> <div class="sidebar-close"> <span class="icon-close">x</span> CLOSE </div> <ul class="help-main-menu nav nav-pills nav-stacked"> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Getting Started</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/getting-started/sign-up.html">Access Zoho Inventory</a> </li> <li > <a href="/inventory/help/getting-started/login.html">Log In to Zoho Inventory</a> </li> <li > <a href="/inventory/help/getting-started/dashboard.html">The Dashboard</a> </li> <li > <a href="/inventory/help/getting-started/manage-organization.html">Manage Organizations</a> </li> <li > <a href="/inventory/help/getting-started/keyboard-shortcuts.html">Keyboard Shortcuts</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Settings</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/settings/settings-overview.html">Settings - Overview</a> </li> <li > <a href="/inventory/help/settings/organization-settings.html">Organization Profile</a> </li> <li > <a href="/inventory/help/settings/users.html">Users & Roles</a> </li> <li > <a href="/inventory/help/settings/preferences.html">Preferences</a> </li> <li > <a href="/inventory/help/settings/currencies.html">Currencies</a> </li> <li > <a href="/inventory/help/settings/sub-accounts.html">Sub Accounts</a> </li> <li > <a href="/inventory/help/settings/taxes.html">Taxes</a> </li> <li > <a href="/inventory/help/settings/reporting-tags.html">Reporting Tags</a> </li> <li > <a href="/inventory/help/settings/templates.html">PDF Templates</a> </li> <li > <a href="/inventory/help/settings/emails.html">Emails</a> </li> <li > <a href="/inventory/help/settings/reminders.html">Reminders</a> </li> <li > <a href="/inventory/help/settings/automation.html">Automation</a> </li> <li > <a href="/inventory/help/settings/connections.html">Connections</a> </li> <li > <a href="/inventory/help/web-tabs/index.html">Web Tabs</a> </li> <li > <a href="/inventory/help/settings/incoming-webhooks.html">Incoming Webhooks</a> </li> <li > <a href="/inventory/help/import-export/data-backup.html">Data Backup</a> </li> <li > <a href="/inventory/help/subscription/subscription.html">Subscription</a> </li> <li > <a href="/inventory/help/settings/privacy-and-security.html">Privacy & Security</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Documents</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/documents/documents.html">Documents - Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Warehouses</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/warehouses/warehouses-overview.html">Overview</a> </li> <li > <a href="/inventory/help/warehouses/warehouse-operations.html">Warehouse Operations</a> </li> <li > <a href="/inventory/help/warehouses/transfer-orders.html">Transfer Orders</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Customers & Vendors</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/contacts/contacts-overview.html">Overview</a> </li> <li > <a href="/inventory/help/contacts/contact-details-page.html">Details Page</a> </li> <li > <a href="/inventory/help/contacts/manage-contacts.html">Manage Customers & Vendors</a> </li> <li > <a href="/inventory/help/contacts/customer-credit-limit.html">Customer Credit Limit</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Items, Groups and Composites</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/items/items-overview.html">Items</a> </li> <li > <a href="/inventory/help/items/item-groups.html">Item Groups</a> </li> <li > <a href="/inventory/help/items/composite-items.html">Composite Items</a> </li> <li > <a href="/inventory/help/items/item-managing.html">More Actions on Items</a> </li> <li > <a href="/inventory/help/items/item-details.html">Item Details Page</a> </li> <li > <a href="/inventory/help/items/saleschannel-items.html">Sales Channel Items</a> </li> <li > <a href="/inventory/help/items/stock-counts.html">Stock Counts</a> </li> <li > <a href="/inventory/help/items/item-categories.html">Item Categories</a> </li> <li > <a href="/inventory/help/items/price-list.html">Price Lists</a> </li> <li > <a href="/inventory/help/items/inventory-adjustments.html">Inventory Adjustments</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Bin Locations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/bin-locations/index.html">Bin Locations</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Advanced Inventory Tracking</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/advanced-inventory-tracking/batch-tracking.html">Batch Tracking</a> </li> <li > <a href="/inventory/help/advanced-inventory-tracking/serial-number-tracking.html">Serial Number Tracking</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Retainer Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/retainer-invoices/index.html">Overview</a> </li> <li > <a href="/inventory/help/retainer-invoices/manage-retainer-invoices.html">Manage Retainer Invoices</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Orders</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-orders/sales-orders-overview.html">Sales Orders Overview</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-creation.html">Creating Sales Orders</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-managing.html">Managing Sales Orders</a> </li> <li > <a href="/inventory/help/sales-orders/other-actions.html">More Actions</a> </li> <li > <a href="/inventory/help/sales-orders/packages.html">Packages</a> </li> <li > <a href="/inventory/help/sales-orders/package-geometry.html">Package Geometry</a> </li> <li > <a href="/inventory/help/sales-orders/shipments.html">Shipments</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-cycle.html">Sales Order Cycle</a> </li> <li > <a href="/inventory/help/sales-orders/sales-persons.html">Salespersons</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/invoice/index.html">Invoices Overview</a> </li> <li > <a href="/inventory/help/invoice/record-payment.html">Recording Payments</a> </li> <li > <a href="/inventory/help/invoice/more-actions.html">More Actions</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Picklists</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/picklist/index.html">Picklist - Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Payments Received</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/payments-received/payments-received.html">Payments Received</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Returns</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-returns/sales-returns-overview.html">Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Purchase Transactions</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/purchase-orders/purchase-orders-overview.html">Purchase Transactions - Overview</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-order-creation.html">Managing Purchase Orders</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-import-export.html">Importing & Exporting purchases</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-receive.html">Purchase Receives</a> </li> <li > <a href="/inventory/help/purchase-orders/bills.html">Bills</a> </li> <li > <a href="/inventory/help/purchase-orders/other-actions.html">More Actions</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Payments Made</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/payments-made/payments-made.html">Payments Made</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Vendor Credits</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/vendor-credits/index.html">Overview - Vendor Credits</a> </li> <li > <a href="/inventory/help/vendor-credits/functions.html">Basic Functions in Vendor Credits</a> </li> <li > <a href="/inventory/help/vendor-credits/manage.html">Manage Vendor Credits</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Dropshipment</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/drop-shipments/drop-shipments.html">Dropshipment</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Backorder</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/backorder/backorders.html">Backorder</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Transaction Approval</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/transaction-approval/transaction-approval.html">Overview</a> </li> <li > <a href="/inventory/help/transaction-approval/transaction-approval-process.html">Approval Process</a> </li> <li > <a href="/inventory/help/transaction-approval/manage-approvals.html">Manage Approvals</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Contextual Chat</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/contextual-chat/contextual-chat.html">Contextual Chat</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Tasks</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/ae/inventory/help/tasks/tasks.html">Tasks</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Customer Portal</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/customer-portal/index.html">Customer Portal Overview</a> </li> <li > <a href="/inventory/help/customer-portal/preferences.html">Customer Portal Preferences</a> </li> <li > <a href="/inventory/help/customer-portal/functions.html">Functions in Customer Portal</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Vendor Portal</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/vendor-portal/index.html">Vendor Portal</a> </li> </ul> </li> <li class="nested-menu open"> <b class="sub-menu-arrow pull-right line-arrow down "></b> <a class="sub-menu-trigger" href="javascript:;">Zoho App Integrations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/integrations/advanced-analytics.html">Zoho Analytics</a> </li> <li > <a href="/inventory/help/integrations/crm-integrations.html">Zoho CRM</a> </li> <li > <a href="/inventory/help/integrations/desk-integration.html">Zoho Desk</a> </li> <li > <a href="/inventory/help/integrations/commerce-integration.html">Zoho Commerce</a> </li> <li > <a href="/inventory/help/integrations/cliq-integration.html">Zoho Cliq</a> </li> <li > <a href="/inventory/help/integrations/salesiq.html">Zoho SalesIQ</a> </li> <li > <a href="/inventory/help/integrations/sign-integration.html">Zoho Sign</a> </li> <li > <a href="/inventory/help/integrations/zoho-mail-integration.html">Zoho Mail</a> </li> <li > <a href="/inventory/help/integrations/zoho-notebook-integration.html">Zoho Notebook</a> </li> </ul> </li> <li class="nested-menu open"> <b class="sub-menu-arrow pull-right line-arrow down "></b> <a class="sub-menu-trigger" href="javascript:;">Integrations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/integrations/integrations-overview.html">Integrations - Overview</a> </li> <li > <a href="/inventory/help/integrations/aftership-integration.html">Shipment Tracking</a> </li> <li > <a href="/inventory/help/integrations/sales-channel.html">Marketplace & Shopping Cart</a> </li> <li > <a href="/inventory/help/integrations/shipping-integration.html">Shipping Carriers</a> </li> <li > <a href="/inventory/help/integrations/online-payments.html">Online Payments</a> </li> <li > <a href="/inventory/help/integrations/accounting-integrations.html">Accounting</a> </li> <li class="active" > <a href="/inventory/help/integrations/whatsapp-integration.html">WhatsApp</a> </li> <li > <a href="/inventory/help/integrations/gapps-inventory.html">G Suite</a> </li> <li > <a href="/inventory/help/integrations/slack-integration.html">Slack</a> </li> <li > <a href="/inventory/help/integrations/avalara-integration.html">Avalara</a> </li> <li > <a href="/inventory/help/integrations/office365-integration.html">Microsoft 365</a> </li> <li > <a href="/inventory/help/integrations/twilio.html">Twilio</a> </li> <li > <a href="/inventory/help/integrations/zsc-key.html">Zoho Inventory ZSC Key</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Import & Export</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/import-export/index.html">Overview</a> </li> <li > <a href="/inventory/help/import-export/import.html">Importing Data</a> </li> <li > <a href="/inventory/help/import-export/export.html">Exporting Data</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Reports</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/reports/reports-overview.html">Reports Overview</a> </li> <li > <a href="/inventory/help/reports/managing-reports.html">Managing Reports</a> </li> <li > <a href="/inventory/help/reports/inventory-reports.html">Inventory Reports</a> </li> <li > <a href="/inventory/help/reports/sales-reports.html">Sales Reports</a> </li> <li > <a href="/inventory/help/reports/purchase-reports.html">Purchase Reports</a> </li> <li > <a href="/inventory/help/reports/activity-reports.html">Activity Reports</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Migration Guide</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/migration/migration-general.html">General Migration</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">What's New</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/whats-new/index.html">What's New</a> </li> </ul> </li> </ul> </div> <div class="help-content" id="content"> <form class="print-form"> <input type="button" class="print-icon" name="print" value="" title="Print this page" alt="Print this page" onclick="javascript:window.print()"> </form> <h2 class="product-logo to-print" translate="no"><img src="/inventory/images/inventory-icon-default.svg?v=2"/>Inventory</h2> <div class="side-grid no-print"><h5 id="in-this-page">IN THIS PAGE…</h5> <ul> <li><a href="#Prerequisites">Prerequisites</a></li> <li><a href="#Connect-to-WhatsApp">Connect to WhatsApp</a></li> <li><a href="#Configure-Templates">Configure Templates</a> <ul> <li><a href="#Create-Templates">Create Templates</a></li> <li><a href="#Template-Approval">Template Approval</a></li> <li><a href="#Other-Actions">Other Actions</a></li> </ul> </li> <li><a href="#Enable-WhatsApp">Enable WhatsApp</a> <ul> <li><a href="#For-Sales-Transactions">For Sales Transactions</a></li> <li><a href="#For-Customers-and-Contact-Persons">For Customers and Contact Persons</a></li> <li><a href="#For-Customers-in-Bulk">For Customers in Bulk</a></li> </ul> </li> <li><a href="#Manage-WhatsApp-Credits">Manage WhatsApp Credits</a> <ul> <li><a href="#How-Credits-Work">How Credits Work</a></li> <li><a href="#Buy-Credits">Buy Credits</a></li> </ul> </li> <li><a href="#Send-Notifications-through-WhatsApp">Send Notifications through WhatsApp</a> <ul> <li><a href="#Send-Invoice-Notifications">Send Invoice Notifications</a></li> <li><a href="#Send-Payment-Receipts">Send Payment Receipts</a></li> <li><a href="#Send-Customer-Notifications">Send Customer Notifications</a></li> <li><a href="#View-Sent-Notifications">View Sent Notifications</a></li> </ul> </li> <li><a href="#Other-Actions-2">Other Actions</a> <ul> <li><a href="#Mark-WhatsApp-as-Inactive">Mark WhatsApp as Inactive</a></li> <li><a href="#Change-Default-WhatsApp-Number">Change Default WhatsApp Number</a></li> </ul> </li> </ul> </div> <h1 id="WhatsApp-Integration">Integrate Zoho Inventory With WhatsApp</h1> <p>Using WhatsApp for customer communication offers an easy way to send messages with a personalized touch. Integrating WhatsApp into Zoho Inventory keeps your customers informed regarding their invoices, sales orders, payment receipts, customer statements, estimates, retainer invoices, credit notes, and sales receipts.</p> <p>After enabling WhatsApp, you will have to buy credits to send notifications to your customers. <a href="#Manage-WhatsApp-Credits">Learn more about WhatsApp Credits</a>.</p> <h2 id="Prerequisites">Prerequisites</h2> <p>To integrate Zoho Inventory with WhatsApp, you should have:</p> <ul> <li>A verified Facebook Business Manager account.</li> <li>A WhatsApp Business account.聽</li> <li>A registered mobile number (The mobile number should not have a personal WhatsApp account as WhatsApp Business does not allow it for business purposes.)</li> </ul> <h2 id="Connect-to-WhatsApp">Connect to WhatsApp</h2> <p>To send WhatsApp notifications to your customers, you must connect Zoho Inventory to WhatsApp first. Here’s how:</p> <ul> <li>Go to <em>Settings</em> and then <em>Integrations & Marketplace.</em></li> <li>Navigate to <em>WhatsApp</em> and click <strong>Connect</strong> near聽<em>WhatsApp Business</em>.</li> </ul> <img alt="Connect WhatsApp" src="/inventory/help/images/integrations/whatsapp/connect.png" width="624" /> <p>Incase you have an existing WhatsApp Business account, the Set up WhatsApp Business pop-up will appear.</p> <ul> <li>Click <strong>Use the existing WhatsApp Business account registered with Zoho</strong> and select the account from the dropdown to continue using the existing WhatsApp account that is integrated with other Zoho apps. (or)</li> <li>Click <strong>Connect a new WhatsApp Business account with Zoho</strong> to create a new WhatsApp Business account.</li> </ul> <img alt="Connect New" src="/inventory/help/images/integrations/whatsapp/connect-new.png" width="624" /> <ul> <li>Read and agree to the terms in the <em>Connect WhatsApp with Zoho Inventory pop-up.</em></li> <li>Click <strong>Connect WhatsApp</strong> and you will be redirected to the <em>Facebook Login</em> page.聽聽聽</li> </ul> <img alt="Connect tnc" src="/inventory/help/images/integrations/whatsapp/connect-tnc.png" width="424" /> <ul> <li>Enter the registered <em>Email Address or Phone Number and Password</em> and click <strong>Log in</strong>.</li> </ul> <div class="tips-insight"><div class="tips-insight-img"></div> <p><b>Insight:</b> If you don’t have a Facebook account, create one by clicking <strong>Create New Account</strong>.</p> </div> <img alt="Facebook Login" src="/inventory/help/images/integrations/whatsapp/credentials.png" width="524" /> <ul> <li>Verify your account and click <strong>Continue as ‘Your Account Name’</strong> in the next page. If you want to log in with another account, click <strong>Login to another account</strong>.</li> </ul> <img alt="Get Started" src="/inventory/help/images/integrations/whatsapp/get-started-page.png" width="524" /> <ul> <li>Read through all the <em>WhatsApp Business Terms of Service</em> and the <em>Meta Terms of Service</em> and click <strong>Get Started</strong>.</li> </ul> <img alt="WhatsApp Get Started" src="/inventory/help/images/integrations/whatsapp/get-started.png" width="424" /> <ul> <li>Fill in your <em>Business Details</em> and click <strong>Next</strong>.</li> </ul> <img alt="WhatsApp Business Information" src="/inventory/help/images/integrations/whatsapp/business-info.png" width="424" /> <ul> <li>Select a <strong>WhatsApp Business account</strong> and <strong>WhatsApp Business Profile</strong> in the following page.</li> </ul> <div class="tips-insight"><div class="tips-insight-img"></div> <p><b>Insight:</b> If you don’t have one, select <strong>Create a WhatsApp Business account</strong> and <strong>Create a new WhatsApp Business Profile</strong> from the dropdown.</p> </div> <ul> <li>Click <strong>Next</strong>聽and click <strong>Finish</strong> in the page that follows.</li> </ul> <img alt="Select WhatsApp Business Account" src="/inventory/help/images/integrations/whatsapp/next.png" width="424" /> <img alt="WhatsApp - Get Started" src="/inventory/help/images/integrations/whatsapp/finish.png" width="424" /> <p>Your Zoho Inventory organisation will be connected with WhatsApp.</p> <ul> <li>Click Continue to select the WhatsApp default number and buy credits.</li> </ul> <img alt="WhatsApp - Connected" src="/inventory/help/images/integrations/whatsapp/connected.png" width="424" /> <ul> <li>Check the WhatsApp channel number from which the WhatsApp messages will be sent to your customers and click <strong>Continue</strong>. You can either buy credits in the next step or also do it once you have created templates for WhatsApp notifications.</li> </ul> <img alt="Create WhatsApp Channel" src="/inventory/help/images/integrations/whatsapp/default-number.png" width="424" /> <p>Your聽Zoho Inventory organization will be connected with WhatsApp.</p> <h2 id="Configure-Templates">Configure聽Templates</h2> <p>To send notifications through WhatsApp, create a template in Zoho Inventory and get it approved by the WhatsApp Business team.</p> <h3 id="Create-Templates">Create Templates</h3> <p>To send invoice details through WhatsApp, you’ll have to create a template for it. Here’s how:</p> <ul> <li>Go to <em>Settings</em>,聽navigate to聽<em>Integrations & Marketplace,</em> and click <strong>WhatsApp</strong>.</li> <li>Select <strong>Invoices</strong> under <em>Message Templates</em>. 聽聽</li> </ul> <img alt="Create Template" src="/inventory/help/images/integrations/whatsapp/create-template.png" width="624" /> <ul> <li>Click <strong>New Template</strong>. The Create WhatsApp Template pop-up will appear.</li> </ul> <img alt="New Invoice Template" src="/inventory/help/images/integrations/whatsapp/new-template.png" width="624" /> <ul> <li>Fill in聽the <em>Template Name and Template Category</em>.</li> </ul> <div class="tips-insight"><div class="tips-insight-img"></div> <p><b>Insight:</b> The Template Category could either be <em>Utility</em> or <em>Marketing</em>.聽<a href="https://developers.facebook.com/docs/whatsapp/updates-to-pricing/new-template-guidelines/#template-categorization" target="_blank">Learn more about</a> <a href="https://developers.facebook.com/docs/whatsapp/updates-to-pricing/new-template-guidelines/#template-categorization" target="_blank">Template Categorization</a>.</p> </div> <ul> <li>Mark the聽<strong>Include a PDF attachment along with this message</strong>聽checkbox聽if you want to include the invoice PDF in the WhatsApp message.</li> <li>Click the dropdown next to <em>Language</em> to choose the preferred language for your customers.</li> <li>Edit the content under the <em>Message</em> field if required.聽You can insert placeholders by clicking the dropdown next to <strong>Insert Placeholders</strong>.聽</li> <li>Click <strong>Save</strong>.</li> </ul> <img alt="New Invoice Template" src="/inventory/help/images/integrations/whatsapp/save-template.png" width="624" /> <p>A template will be created, and once approved, you can send invoice notifications to your customers.</p> <p>Similarly, you聽can create templates for Sales Orders, Payment Receipts, Customer Statements, Estimates, Retainer Invoices, Credit Notes, and Sales Receipts.聽聽聽聽聽聽</p> <h3 id="Template-Approval">Template Approval</h3> <p>Once you create a template, it will be sent for approval. It can take up to 24 hours for the WhatsApp team to approve it. The status of the approval will be displayed聽in the list page.</p> <img alt="Template Approval" src="/inventory/help/images/integrations/whatsapp/approve-template.png" width="624" /> <p>A template can have the following statuses:聽</p> <table> <thead> <tr> <th>Status</th> <th>Description</th> </tr> </thead> <tbody> <tr> <td>Approved</td> <td>The WhatsApp Business team approved the template and it can be sent to customers.</td> </tr> <tr> <td>Rejected</td> <td>The WhatsApp Business team rejected the template. Edit and resumbit the template for approval. <a href="https://developers.facebook.com/docs/whatsapp/message-templates/guidelines/#common-rejection-reasons" target="_blank">Learn why templates get rejected</a>.</td> </tr> <tr> <td>Pending Approval</td> <td>The template has been sent to the WhatsApp Business team and is awaiting approval. It could take up to 24 hours for the status to be updated.</td> </tr> <tr> <td>Deletion in Progress</td> <td>The WhatsApp Business team is evaluating your request to delete a template.</td> </tr> <tr> <td>Deletion Failed</td> <td>The template was not deleted due to network issues. Initiate the delete process once again.</td> </tr> <tr> <td>Deleted</td> <td>The WhatsApp Business team has deleted the template. This action cannot be undone.</td> </tr> </tbody> </table> <h3 id="Other-Actions">Other Actions</h3> <h4 id="Clone-Template">Clone Template</h4> <p>If you want to create a template similar to an existing template, you can clone it. Here’s how:</p> <ul> <li>Go to <em>Settings</em>, navigate to <em>Integrations & Marketplace,</em> and click <strong>WhatsApp</strong>.</li> <li>Select the module under <em>Message Templates</em>.</li> <li>Click the <strong>More</strong> icon next to the template you want to clone and select <strong>Clone</strong>.</li> </ul> <img alt="Clone Template" src="/inventory/help/images/integrations/whatsapp/more-clone.png" width="624" /> <ul> <li>Edit the details if required, and click <strong>Save</strong>.</li> </ul> <img alt="Clone Template" src="/inventory/help/images/integrations/whatsapp/clone-template.png" width="624" /> <p>The new cloned template will be sent for approval to the WhatsApp Business team and can be used once approved.</p> <h4 id="Set-Template-as-Default">Set Template as Default</h4> <p>If you want a template as your default choice, you can set that template as default. To do so:</p> <ul> <li>Go to <em>Settings</em>, navigate to <em>Integrations & Marketplace,</em> and click <strong>WhatsApp</strong>.</li> <li>Select the module under <em>Message Templates</em>.</li> <li>Click the <strong>More</strong> icon next to the preferred template and select <strong>Set as Default</strong>.</li> </ul> <img alt="Set Default Template" src="/inventory/help/images/integrations/whatsapp/set-default.png" width="624" /> <p>The default template will be auto-populated in the <em>Template Name</em> field when you try to send WhatsApp notifications.</p> <h4 id="Delete-Template">Delete Template</h4> <p>You can delete a WhatsApp template if you do not require it.</p> <div class="tips-prerequisites"><div class="tips-prerequisites-img"></div> <p><b>Prerequisite:</b> Ensure that the template you wish to delete is not set as the default, as you won’t be able to delete it. You can set another template as default to delete the one that is no longer required.</p> </div> <div class="tips-warning"><div class="tips-warning-img"></div> <p><b>Warning:</b> Deleting a template is permanent and cannot be undone. However, you can create a new template again and send it to the WhatsApp Business team for approval.</p> </div> <p>To delete a template:</p> <ul> <li>Go to <em>Settings</em>, navigate to <em>Integrations & Marketplace,</em> and click <strong>WhatsApp</strong>.</li> <li>Select the module under <em>Message Templates</em>.</li> <li>Click the <strong>More</strong> icon next to the template that you want to delete.</li> <li>Click <strong>Delete</strong> from the dropdown to proceed.</li> </ul> <p>A request will be sent to the WhatsApp Business team to delete the template, which will subsequently, be deleted.</p> <img alt="Delete Template" src="/inventory/help/images/integrations/whatsapp/more-delete.png" width="624" /> <h2 id="Enable-WhatsApp">Enable WhatsApp</h2> <h3 id="For-Sales-Transactions">Enable WhatsApp for Sales Transactions</h3> <p>Once you set up templates, enable the modules for which you’d like to send WhatsApp notifications. To do this:聽</p> <ul> <li>Go to <em>Settings</em>, navigate to <em>Integrations & Marketplace,</em> and click <strong>WhatsApp</strong>.</li> <li>Slide the toggle button next to the respective modules.</li> </ul> <img alt="Enable Template" src="/inventory/help/images/integrations/whatsapp/enable.png" width="624" /> <p>You’ll be able to send notifications through WhatsApp for the modules which you’ve enabled.</p> <h3 id="For-Customers-and-Contact-Persons">Enable WhatsApp for Customers and Contact Persons</h3> <p>To send notifications to your customers through WhatsApp, you’ll have to enable WhatsApp for them. Here’s how:</p> <ul> <li>Go to <em>Sales</em> on the left sidebar and select <strong>Customers</strong>.</li> <li>Select the customer for whom you want to enable WhatsApp messaging.</li> </ul> <p><strong>To enable it for the primary contact:</strong></p> <ul> <li>Click <strong>Edit</strong> in the <em>Overview</em> section.</li> </ul> <img alt="Enable Primary Contact " src="/inventory/help/images/integrations/whatsapp/enable-primary-contact.png" width="624" /> <p>(or)<br> <strong>To enable it for the contact person:</strong></p> <ul> <li>Scroll down and click the <strong>Gear icon</strong> next to the contact person and select <strong>Edit</strong>.</li> </ul> <img alt="Enable Contact Person " src="/inventory/help/images/integrations/whatsapp/enable-contact-person.png" width="624" /> <ul> <li>Ensure that the customer’s phone number is right and begins with a proper country code.</li> <li>Mark聽the option <strong>WhatsApp</strong> under <em>Communication Channels</em>.</li> </ul> <img alt="Enable WhatsApp Communication Channel" src="/inventory/help/images/integrations/whatsapp/communication-channel.png" width="524" /> <ul> <li>Click <strong>Save</strong> and WhatsApp will be enabled for the customer or contact person.</li> </ul> <h3 id="For-Customers-in-Bulk">Enable WhatsApp for Customers in Bulk</h3> <p>You can enable WhatsApp messaging for contacts in bulk in two ways. You can enable it for:聽</p> <ul> <li>All primary contacts and contact persons</li> <li>Specific primary contacts and contact persons</li> </ul> <p><strong>To enable it for all the primary contacts and contact persons:</strong></p> <ul> <li>Go to <em>Settings</em>, navigate to <em>Integrations & Marketplace,</em> and click <strong>WhatsApp</strong>.</li> <li>Click <strong>Update Communication Preference</strong> on the right, next to the gear icon.</li> </ul> <img alt="Update Communication Preference" src="/inventory/help/images/integrations/whatsapp/update-preference.png" width="624" /> <ul> <li> <p>In the pop-up that follows, click:</p> </li> <li> <p><strong>Only Primary Contact</strong> if you want to send WhatsApp notifications only to the primary contacts.</p> </li> <li> <p><strong>All Contact Persons</strong> if you want to send WhatsApp notifications聽messages to聽all contact persons, including the primary contacts.</p> </li> </ul> <img alt="Update Communication Preference" src="/inventory/help/images/integrations/whatsapp/update-preference-1.png" width="624" /> <ul> <li>Click <strong>Save</strong>.</li> </ul> <p><strong>To enable it for specific primary contacts and contact persons:</strong></p> <ul> <li>Navigate to <strong>Customers</strong> under <em>Sales</em>.</li> <li>Select the customers you want to message via WhatsApp聽and click <strong>Configure Communication Recipients</strong> at the top.</li> </ul> <img alt="Configure Communication Recepient" src="/inventory/help/images/integrations/whatsapp/update-preference-2.png" width="624" /> <ul> <li>Configure the default recipients for the WhatsApp聽channel type in the pop-up that follows.</li> </ul> <img alt="Configure Communication Recepient" src="/inventory/help/images/integrations/whatsapp/update-preference-3.png" width="624" /> <ul> <li>Click <strong>Save</strong>.</li> </ul> <p>The WhatsApp notification will now be sent to the selected contacts.</p> <h3 id="Manage-WhatsApp-Credits">Manage WhatsApp Credits</h3> <h3 id="How-Credits-Work">How Credits Work</h3> <p>Once you enable WhatsApp and create templates, you’ll need to buy Instant Messaging(IM) credits to send notifications through WhatsApp.<br> For instance, one credit costs Rs.123.60, and sending a utility message聽costs聽Rs 0.250. Therefore, on an average, you can send 400 or more WhatsApp utility messages for just one credit.</p> <p>Each time a WhatsApp notification is sent, the amount will be reduced according to the template category and the recipient’s region.聽<a href="https://developers.facebook.com/docs/whatsapp/pricing/#rates" target="_blank">View WhatsApp’s conversation charges and rate card.</a>聽</p> <h3 id="Buy-Credits">Buy IM Credits</h3> <p>To buy IM credits:</p> <ul> <li>Go to <em>Settings</em>,聽navigate to <em>Integrations & Marketplace,</em> and click <strong>WhatsApp</strong>.</li> <li>Click <strong>Buy IM Credits</strong>聽at the top-right corner.</li> </ul> <img alt="Buy Credits" src="/inventory/help/images/integrations/whatsapp/buy-credit.png" width="624" /> <ul> <li>Enter the number of credits required in the <em>Credits</em> field.</li> <li>Click <strong>Calculate Price</strong> and then click <strong>Make Payment</strong>.</li> </ul> <img alt="Buy Credits Pop-up" src="/inventory/help/images/integrations/whatsapp/make-payment.png" width="524" /> <p>You’ll be redirected to the payment gateway where you can pay. Once done, the credits will be added to your organization. You can also buy IM credits from Zoho Store.</p> <h2 id="Send-Notifications-through-WhatsApp">Send Notifications through WhatsApp</h2> <h3 id="Send-Invoice-Notifications">Send 聽Invoice Notifications</h3> <ul> <li>Go to <em>Sales</em> and select <strong>Invoices.</strong>聽</li> <li>Click <strong>New</strong> at the top-right corner and enter聽the necessary details.</li> <li>Select the contact persons to whom you want to share the Invoice details from the聽<em>Share invoice with</em> dropdown and click <strong>Save and Send</strong>.</li> </ul> <img alt="Share Invoice with drop-down" src="/inventory/help/images/integrations/whatsapp/send-invoice.png" width="624" /> <ul> <li>In the screen that follows, verify the <em>Message Template</em> and <em>Contacts</em>, and click <strong>Send</strong>.</li> </ul> <img alt="Send WhatsApp Message Invoice Template" src="/inventory/help/images/integrations/whatsapp/send-invoice-2.png" width="624" /> <p>The invoice notification will be sent to the respective contacts.聽聽</p> <p>To send a WhatsApp notification for existing invoices:</p> <ul> <li>Go to <em>Sales</em> and navigate to <strong>Invoices</strong>.聽聽聽</li> <li>Select the invoice for which you want to share the invoice details.</li> <li>Select聽<strong>WhatsApp Message</strong>聽from the <em>Send</em> dropdown.</li> </ul> <img alt="Send Customer Notifications" src="/inventory/help/images/integrations/whatsapp/send-cx-notifications.png" width="624" /> <ul> <li> <p>The contact person and the message template will be auto-populated in the following <em>Send WhatsApp Message</em> pop-up.</p> </li> <li> <p>Click <strong>Send.</strong></p> </li> </ul> <p>The invoice details will be sent to the respective contact person via WhatsApp. Similarly, you can send notifications for Sales Orders, Payment Receipts, Retainer Invoices, and Credit Notes.</p> <h3 id="Send-Payment-Receipts">Send Payment Receipts</h3> <ul> <li>聽Go to <em>Sales</em> and select <strong>Payments Received</strong>.</li> <li>聽Click <strong>New</strong>聽at the top-right corner and enter all the necessary details.</li> </ul> <img alt="Record Payment" src="/inventory/help/images/integrations/whatsapp/record-payment.png" width="624" /> <ul> <li>Select the contact person to whom you want to share the payment receipt details from <em>Share payment receipt with</em> dropdown.</li> </ul> <img alt="Record Payment" src="/inventory/help/images/integrations/whatsapp/record-payment-2.png" width="624" /> <ul> <li>Click <strong>Save</strong> and the WhatsApp notification with the payment receipt details of the payment amount and the invoice number will be sent to the respective contact person.</li> </ul> <p>To share existing payment receipts via WhatsApp:</p> <ul> <li>Go to <em>Sales</em> and navigate to <strong>Payments Received</strong>.</li> <li>Select the payment for which you want to share the payment receipt.</li> <li>Click the dropdown next to <strong>Send</strong> and select <strong>WhatsApp Message.</strong>聽</li> </ul> <img alt="Send Existing Payment Receipt" src="/inventory/help/images/integrations/whatsapp/record-payment-3.png" width="624" /> <ul> <li>The contact person and the message template will be auto-populated.</li> </ul> <img alt="Send WhatsApp Message - Payment Receipt" src="/inventory/help/images/integrations/whatsapp/record-payment-4.png" width="624" /> <ul> <li>Click <strong>Send</strong>聽and the WhatsApp notification聽with the payment receipt details will be sent to the respective contact person.聽</li> </ul> <h3 id="Send-Customer-Notifications">Send Customer Notifications</h3> <p>You can send marketing notifications to your customers regarding promotions, offers or any other informational updates along with the customer statement using this feature.</p> <ul> <li>Go to <em>Sales</em> and navigate to <strong>Customers</strong>.</li> <li>Select the customer to whom you want to send the WhatsApp notification.</li> <li>Go to the <em>Overview</em> and navigate to <em>Receivables</em> section.</li> <li>Select <strong>WhatsApp Message</strong> from the <em>Send</em> dropdown.</li> </ul> <img alt="Send Customer Notifications" src="/inventory/help/images/integrations/whatsapp/send-notifications.png" width="624" /> <ul> <li>The contact person and the message template will be auto-populated in the following <em>Send WhatsApp Message</em> pop-up.</li> <li>Click <strong>Send</strong> and the WhatsApp notification will be sent to the respective contact person.</li> </ul> <p>To send only the customer statement:</p> <ul> <li>Select a customer and switch to the <em>Statement</em> tab.</li> <li>Click <strong>Share via</strong> and select <strong>WhatsApp</strong> from the dropdown.</li> </ul> <img alt="Send Customer Notifications" src="/inventory/help/images/integrations/whatsapp/send-notifications-2.png" width="624" /> <ul> <li> <p>The contact person and the message template will be auto-populated in the following <em>Send WhatsApp Message</em> pop-up. You can also add other contact persons or replace the templates if required.</p> </li> <li> <p>Click <strong>Send.</strong></p> </li> </ul> <p>The customer statement will be sent to the respective contact person.</p> <h3 id="View-Sent-Notifications">View Sent WhatsApp Notifications</h3> <p>You can view the sent WhatsApp notifications at three different levels. Here’s how:</p> <h4 id="At-Transaction-Level">At Transaction Level</h4> <ul> <li>Click the respective transaction in Invoices or other module.</li> <li>Go to <em>Comments & History</em> at the top-right corner.</li> <li>Click <strong>Show Details</strong>.</li> </ul> <img alt="View Transaction Level" src="/inventory/help/images/integrations/whatsapp/view-notification.png" width="624" /> <p>You can view the customer details and the status of the WhatsApp notification.</p> <h4 id="At-Customer-Level">At Customer Level</h4> <ul> <li>Click the customer whose WhatsApp notifications messages you want to view.</li> <li>Navigate to the <em>Mails & Messages</em> tab.</li> <li>Click the dropdown next to <em>System Mails</em> and select <strong>WhatsApp Messages.</strong></li> </ul> <img alt="View Customer Level" src="/inventory/help/images/integrations/whatsapp/view-notification-2.png" width="624" /> <p>You can view all the WhatsApp notifications and their statuses sent to this customer.</p> <img alt="View Customer Level" src="/inventory/help/images/integrations/whatsapp/view-notification-3.png" width="624" /> <h4 id="At-organization-Level">At organization Level</h4> <ul> <li>Navigate to <strong>Reports</strong> on the left sidebar.</li> <li>Scroll down to <em>Activity</em> and click <strong>WhatsApp Notifications</strong>.</li> </ul> <img alt="View organization Level" src="/inventory/help/images/integrations/whatsapp/reports.png" width="624" /> <p>You can also click View Report in the WhatsApp configuration page and view all the WhatsApp notifications sent from your organisation.</p> <img alt="View organization Level" src="/inventory/help/images/integrations/whatsapp/view-reports-2.png" width="624" /> <h2 id="Other-Actions-2">Other Actions</h2> <h3 id="Mark-WhatsApp-as-Inactive">Mark WhatsApp as Inactive</h3> <p>If you want to disable the WhatsApp integration temporarily, you can mark it as inactive. Here’s how:</p> <ul> <li>Go to <em>Settings</em>, navigate to <em>Integrations & Marketplace</em> and click <strong>WhatsApp</strong>.</li> <li>Click <strong>Mark as Inactive</strong> .</li> </ul> <p>WhatsApp will be disabled for your organization until you mark it as active.</p> <img alt="Mark As Inactive" src="/inventory/help/images/integrations/whatsapp/mark-inactive.png" width="624" /> <div class="tips-note"><div class="tips-note-img"></div> <p><b>Note:</b> You can enable WhatsApp whenever required by clicking <strong>Mark as Active</strong>.</p> </div> <h3 id="Change-Default-WhatsApp-Number">Change Default WhatsApp Number</h3> <p>If you want to change the default WhatsApp number:</p> <ul> <li>Go to <em>Settings</em>, navigate to <em>Integrations & Marketplace,</em> and click <strong>WhatsApp</strong>.</li> <li>Click <strong>Change Default Number</strong> under the <em>Default WhatsApp Business Number</em> section.</li> </ul> <img alt="Change Default WhatsApp Number" src="/inventory/help/images/integrations/whatsapp/change-number.png" width="624" /> <ul> <li>Select the number you want to set as the default WhatsApp number from the pop-up that follows.</li> </ul> <img alt="Change Default WhatsApp Number" src="/inventory/help/images/integrations/whatsapp/change-number-2.png" width="624" /> <ul> <li>Click Send OTP to verify the number. You can also choose to get the OTP via call.</li> </ul> <div class="tips-insight"><div class="tips-insight-img"></div> <p><b>Insight:</b> If you haven’t verified the WhatsApp Business number, it will not be listed in the dropdown. In that case, click <strong>Verify Numbers.</strong></p> </div> <img alt="Configure Default WhatsApp Number" src="/inventory/help/images/integrations/whatsapp/verify-number.png" width="524" /> <ul> <li>Enter the OTP and click <strong>Verify</strong>.</li> </ul> <img alt="Configure Default WhatsApp Number Verified" src="/inventory/help/images/integrations/whatsapp/verify-number-2.png" width="524" /> <ul> <li>Once verified, click <strong>Back</strong> and select the number from the <strong>Default WhatsApp Number</strong> dropdown.</li> </ul> <p>Your default WhatsApp number will be updated.</p> <hr> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> TOP </div> <div id="zom-app-popup" class="popup-banner scroll-hidden no-print"> <div style="position: relative;"> <div id="popup-close" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Simplifying inventory and order management</p> <div> <a class="btn zom-btn-filled zom-access" id="banner-signup-button" href="/inventory/signup?utm_source=help&utm_medium=popup" target="_blank" rel="noopener noreferrer"> SIGN UP - IT'S FREE </a> </div> </div> </div> <div id="zom-app-popup-signed" class="popup-banner scroll-hidden no-print signed"> <div style="position: relative;"> <div id="popup-close-signed" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="support-agent" alt="Zoho Inventory" src="/inventory/help/images/common/support-agent.png"> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Cannot find what you're looking for&quest;</p> <p class="popup-text-style popup-text-font">We're just a call away.</p> <div> <a class="btn zom-btn-filled zom-access" href="https://assist.zohobookings.com/#/customer/zohoinventorycall?Source=help_docs" target="_blank" rel="noopener noreferrer" style="font-size: 12px !important; padding: 2px; width: 54%;"> Request a callback </a> </div> </div> </div> </div> <div class="help-footer row" id="footer"> <div class="col-md-3 mobile-img-section"> <img src="/inventory/help/images/getting-started/Inventory-mobile.png" alt="Zoho Inventory - Customer Support" class="footer-mobile pull-right"/> </div> <div class="col-sm-5 col-md-3 mobile-apps-description"> <div class="mobile-apps"> <b>Mobile Apps</b> </div> <p style="line-height:1;margin-top:5px;"> Available in all mobile platforms </p> <div> <a href="https://play.google.com/store/apps/details?id=com.zoho.inventory&referrer=utm_source%3Dzom_helpdoc%26utm_medium%3Dfooter_mobile_banner" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/android.svg"> </a> <a href="https://apps.apple.com/app/apple-store/id1037960494?pt=423641&ct=help_page_footer&mt=8" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/apple.svg"> </a> </div> <span class="font-xs lg-show">漏 2023, Zoho Corporation Pvt. Ltd. All Rights Reserved.</span> </div> <div class="col-sm-7 col-md-6 contact-us-section"> <img class="icon contact-icon" src="/inventory/help/images/getting-started/phone.svg"/> <div class="contact-header"> <b>1800911076</b> </div> <div class="contact-desc">Monday - Friday (9:00 AM to 7:00 PM)</div> <div class="email-section" style="padding-right:0px;margin-top: 20px;"> <img class="icon contact-icon" src="/inventory/help/images/getting-started/mail.svg"/> <div class="contact-header">Email</div> <a class="contact-desc" href="mailto:support@zohoinventory.com">support@zohoinventory.com</a> </div> <div class="forum-section" style="margin-top: 20px;margin-bottom: 20px;"> <div class="contact-header">Join our discussions</div> <span class="contact-desc"> Connect with the Zoho Inventory <a href="https://help.zoho.com/portal/en/community/zoho-inventory" target="_blank" rel="noopener noreferrer">Forum</a> </span> </div> <span class="font-xs lg-hide">漏 2023,Zoho Corporation Pvt. Ltd. All Rights Reserved.</span> </div> </div> <script type="text/javascript" src="/inventory/js/jquery-2.1.0.min.js"></script> <script type="text/javascript" src="/finance/js/finance.js"></script> <script type="text/javascript" src="/inventory/js/index.js"></script> <script type="text/javascript">"use strict";var globalSearchIndex=location.search.indexOf("zgs=1");$(document).ready(function(){-1!==globalSearchIndex&&(document.body.classList.add("global-search"),$("a[href]").attr("target","_blank"))});</script> <script src="/inventory/js/edition.js" type="text/javascript"></script> <script type="text/javascript">"use strict";function getCookieValue(e){return decodeURIComponent(document.cookie.replace(new RegExp("(?:(?:^|.*;)\\s*"+encodeURIComponent(e).replace(/[\-\.\+\*]/g,"\\$&")+"\\s*\\=\\s*([^;]*).*$)|^.*$"),"$1"))||null}document.onreadystatechange=function(){if("complete"===document.readyState){var e,o=!!(window.zohouser||{}).DISPLAY_NAME;if(!o&&!getCookieValue("hidePopup"))(e=document.getElementById("zom-app-popup")).classList.remove("scroll-hidden"),e.classList.add("scroll-visible");if(o&&!getCookieValue("hidePopup"))(e=document.getElementById("zom-app-popup-signed")).classList.remove("scroll-hidden"),e.classList.add("scroll-visible")}},document.getElementById("popup-close").addEventListener("click",function(){document.getElementById("zom-app-popup").classList.add("scroll-hidden");var e=new Date;e.setDate(e.getDate()+1),cookieCheck()&&(document.cookie=encodeURIComponent("hidePopup")+"=hidden; path=/; expires="+e)}),document.getElementById("popup-close-signed").addEventListener("click",function(e){document.getElementById("zom-app-popup-signed").classList.add("scroll-hidden");var o=new Date;o.setDate(o.getDate()+1),cookieCheck()&&(document.cookie=encodeURIComponent("hidePopup")+"=hidden; path=/; expires="+o)});</script> <script type="text/javascript"> var name = "ZInventoryRef"; var pageURL = "ZInventoryPageURL"; createCookie(name,pageURL); function zohoGASignupEvent() { } function zohoFedClickEvent() { } function zcTrackClick() { } </script> <script type="text/javascript">(function(w,s){var e=document.createElement("script");e.type="text/javascript";e.async=true;e.src="https://zohotagmanager.cdn.pagesense.io/ztmjs/9e14ca550fb345518206a5a65a40a7a9.js";var x=document.getElementsByTagName("script")[0];x.parentNode.insertBefore(e,x);})(window,"script");</script> <script type="text/javascript"> var $helpContainer = $('#help-container'); var $sideBar = $('#side-bar-group'); var $topband = $('#top-band'); var $searchband = $('.searchband'); var $windowHeight = $(window).height(); var $windowWidth = $(window).width(); var lastScrollTop = 0; $('.nested-menu').click(function (event) { var $target = $(event.target); if ($target.closest('.sub-menu-trigger').length) { var $descendantArrow = $('.sub-menu-arrow', this); var $descendantSubMenu = $('ul', this); if($descendantSubMenu.is(":visible")) { $descendantSubMenu.slideUp(200); $descendantArrow.addClass("right"); $descendantArrow.removeClass("down"); } else { $descendantSubMenu.slideDown(200); $descendantArrow.addClass("down"); $descendantArrow.removeClass("right"); } } }); $(document).ready(function() { $('#content').addClass('show'); }); $("#scroll-top-navigator").click(function (evn) { evn.preventDefault(); $("html, body").animate({ scrollTop: 0 }, 400, function () { window.location.hash = "#content"; }); return false; }); $(window).scroll(function () { var $scrollTopNavigator = $('#scroll-top-navigator'); var presentScrollTop = $(window).scrollTop(); if( presentScrollTop < lastScrollTop) { $scrollTopNavigator.removeClass('scroll-hidden'); $scrollTopNavigator.addClass('scroll-visible'); $searchband.css({position: 'fixed', top: 0, visibility: 'visible', opacity: '1', transition: 'all 0.2s ease 0.2s'}); } else { $searchband.css({position: 'fixed', visibility: 'hidden', opacity: '0', transition: 'all 0.2s ease 0.2s'}); } if (presentScrollTop == 0) { $scrollTopNavigator.removeClass('scroll-visible'); $scrollTopNavigator.addClass('scroll-hidden'); $searchband.css({position: 'relative', top: 0, visibility: 'visible'}); } lastScrollTop = presentScrollTop; }); $(document).click(toggleSideNav); function toggleSideNav (event) { var $target = $(event.target); if ($target.closest('#toggler').length) { $helpContainer.toggleClass('open'); } else if ($target.closest('.sidebar-close').length) { $helpContainer.removeClass('open'); } else if ($target.closest('.help-content').length) { $helpContainer.removeClass('open'); } if($target.closest('#main-menu').length) { $('#help-main-menu').toggleClass('in') } } </script> <script type="text/javascript" defer>"use strict";document.addEventListener("DOMContentLoaded",function(){var e=document.querySelector(".nested-menu.open");if(e)e.scrollIntoView({behavior:"smooth"});else{var o=document.querySelector("li.active");o&&o.scrollIntoView({behavior:"smooth"})}});</script> </body> </html>

CINXE.COM

Integrate Zoho Inventory With WhatsApp | Help Document