Zoho Inventory

SMS Notifications

Note: This feature is available only in the India edition of Zoho Inventory.

You can keep your customers informed of their quotes, invoices, and their pending payments using SMS notifications in Zoho Inventory. You can also use this feature to send them payment reminders, thank you messages, and payment retry messages.

Enable SMS Notifications

To enable SMS notifications for your organisation:

SMS Notifications Enable SMS Notifications

SMS notifications for your organisation will be enabled as soon as you perform any one of the actions mentioned above. Next, you can configure SMS templates for the notifications sent from your organisation.

SMS Template Configuration

You can configure the SMS templates in two ways:

Configure SMS Notifications and Templates in Zoho Inventory

Enable DLT Configuration

You can configure SMS notifications for the following messages:

Notification Type When you can send them
Invoice Details You can send this reminder when you create an invoice and want to notify via SMS.
Based on your preferences, Invoice Creation SMSes are sent automatically for recurring invoices.
Payment Thank-You This notification is sent to your customers when you receive payments from them.

To configure the template of each SMS notification:

Note: You cannot edit the content of your SMS templates. You can only change the templates for each notification.

Enable SMS Templates

DLT Registration and SMS Template Configuration

Distributed Ledger Technology also known as DLT, is a block-chain based registration system. According to the Telecom Regulatory Authority of India (TRAI), it is mandatory for businesses to register with DLT to send SMS to customers in order to avoid spam.

To send SMS notifications to your customer, you will have to:

Note: This is not applicable for users sending SMS using the Twilio integration.

Register with a DLT Operator

You will have to first register yourself as an enterprise with any of the following DLT operators: Vodafone Idea Ltd, Videocon, BSNL, Jio, or Airtel to proceed further. Here’s how:

The steps below might vary based on the DLT operator you choose.

Insight: If the registration is rejected, you will receive an email with the reason for rejection. You can make the necessary changes in the portal and re-register.

On successful registration, you’ll receive your DLT Registration Number and Sender ID in your email.

Configure DLT in Zoho Inventory

Once you have successfully registered with a DLT operator, you’ll have to configure the DLT details in Zoho Inventory. Here’s how:

Configure DLT Registration

The details provided here will be cross verified with the DLT operator. The status of the configuration will be Pending until it is verified. You’ll receive an email informing if the configuration has been approved or rejected.

Status Description
Pending The details are yet to be verified with the details present in the DLT platform.
Approved The details have been successfully verified.
Rejected The configuration has been rejected due to invalid or missing details.
Configure DLT Registration Configure DLT Registration

Register SMS Templates in DLT

To send SMS to your customers, you’ll have to register the SMS templates with DLT. If the SMS sent to your customers does not match the template registered in the DLT platform, the SMS will be barred. Here’s how you can register your SMS template in DLT:

Note: The steps below might vary based on the DLT operator you choose.

Insight: Choose whether the content type is Transactional, Promotional, Service Implicit or Service Explicit. Based on the content type, the list of approved headers will be auto-populated. You can select as many headers as necessary.

If you want to use a template from Zoho Inventory, you can do so by copying the content from the Message text box in the Configure Template pop-up. To send dynamic content, add variables.

On successful registration, you will receive the Template ID and the SMS Template via email.

Configure SMS Templates in Zoho Inventory

Configure Templates Configure Now Send SMS Preview

Enable SMS for Primary Contacts

To enable SMS for primary contacts:

SMS notifications will be enabled for the respective primary contact.

Enable SMS for Customer

Enable SMS for Contact Persons

To enable SMS notifications for contact persons:

Enable SMS for Contact Person

SMS notifications will be enabled for the respective contact person.

Enable SMS Notifications for Customers in Bulk

You can enable SMS notifications for customers in bulk in two ways:

All Primary Contacts and Contact Persons

To enable SMS notifications for all primary contacts and contact persons:

Update Communication Preference Update Communication Preference

Specific Primary Contacts and Contact Persons

To enable SMS Notifications for specific primary contacts and contact persons:

Configure Communication Preference Configure Communication Preference

SMS notifications will be enabled for the selected contacts.

Disable SMS Notifications for Primary Contact

To disable SMS notifications for primary contact:

Disable SMS Notifications for Primary Contact

The SMS notifications will be disabled for the respective primary contact.

Disable SMS Notifications for Contact Persons

To disable SMS notifications for contact persons:

Disable SMS Notifications for Contact Person

SMS notifications will be disabled for the respective contact person.

Disable SMS Notifications in Bulk

To disable SMS notifications for customers in bulk:

Configure Communication Preferences Configure Communication Preferences Pop-up

When the default recipients for customers are selected as None, the SMS notifications will not be sent to any contact persons.

Send SMS Notifications

Based on the SMS Notifications you’ve enabled and the contact preferences, SMS will be sent automatically to the respective customers and contact persons in the cases:

When you’ve configured the ‘Create and Send Invoice’ or ‘Create, Share and Send Invoices’ preferences for recurring invoices, an Invoice Creation SMS will be sent.

When you receive online payments from your customers, a Payment Thank You SMS will be sent.

Apart from sending automated SMS notifications, you can also send them manually. Here’s how:

Send SMS Send SMS Preview

Also, you can send Payment Thank You SMS notifications when you’ve collected the payment offline and are recording it manually: Here’s how:

Notify Via SMS

The Thank-You SMS notification will be sent to the customers.

View Sent SMS Notifications

You can view the SMS notifications sent from Zoho Inventory using the SMS Notifications report. To view the report:

View SMS Notifications Report SMS Notifications Report

You will be redirected to the SMS notifications report.

You can also view this report in the Activity section of the Reports module.


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