Sending sales invoice copy as SMS to customer

Sending sales invoice copy as SMS to customer

Sending sales invoice copy as SMS to customer

 

 

Purpose:

 

Moving forward to a Digital era, a new feature added in a product to 'Sent sales invoice copy as SMS to customer mobile number in .pdf format' instead of giving physical paper copy of the bill. This feature will be useful for all types of customers to save the paper costs and giving digital experience to their customers.

 

Note: This is a custom license feature, customers who ever required this feature can able to buy this along with our GOFRUGAL Alert and also customers must have S3 storage space to store the bill copy of the .pdf files.

 

Benefits:

 

- This can be especially useful for customers who are on-the-go or don't have access to a printer.

- This can help improve customer satisfaction and reduce the likelihood of disputes or confusion over purchases.

- This can help retailers save money on paper, printing, and postage costs.

- SMS messages have high open rates, making them a great way to engage with customers and keep them informed about their purchases. Retailers can also use SMS messages to promote special offers or new products, further increasing customer engagement and loyalty.

 

 

Steps to process for Sending sales invoice copy as SMS to customer:

 

  • Once the user purchased this custom license feature then Sales tender screen 'save and sms' button will be enabled automatically.

  • In GOFRUGAL alert page need to enable the configuration as 'Bill Invoice'. Along with that, need to share the storage authentication details. (Preferably S3 storage as of now).

  • Give download configuration option in TACC application. (Which will be there in the POS server machine as Tray icon).

  • Now do the bill in POS machine (both Server as well as Clients) and save instead of print sms will be triggered to the selected customer mobile number with a tiny URL. Once the customer clicks the URL, he can view his bill copy in .pdf format.

 

 

Limitations:

 

    • Multi-company billing screen was not supported.

    • Offline billing was not supported.

 

 

Conclusion:

 

In conclusion, sending sales invoice copies as SMS to customers in RetailEasy POS offers as a convenience, instant delivery, cost-effectiveness, reduced environmental impact, and increased engagement to retailers and customers. Overall, implementing this feature can help improve the customer experience and streamline the sales process, while also saving time and resources for retailers.

 

 

FAQ's:

 

​

1. How do I sign up to receive sales invoice copies via SMS?
- Customers can provide their mobile phone number at the point of sale, and the sales invoice will be automatically sent to that number.

 

2. Is it secure to receive sales invoice copies via SMS?
- RetailEasy POS uses secure protocols to ensure that customer information is protected. However, customers should take steps to secure their mobile devices and keep their phone numbers confidential to prevent unauthorized access to their personal information.

 

3. Can I receive sales invoice copies for purchases made in-store and online?
- If a customer has provided their mobile phone number for a purchase made online, they may also receive a sales invoice copy via SMS. However, this may vary depending on the retailer's policies.

 

4. What if I don't receive my sales invoice copy via SMS?
- Customers should contact the retailer's customer service department to resolve any issues with receiving sales invoice copies via SMS. The retailer may need to update the customer's contact information or troubleshoot any technical issues.

 

 

 

 

    • Related Articles

    • Bulk mail sending feature for Customer/Distributor

      Bulk mail sending feature for Customer/Distributor Purpose: The bulk mail sending feature in RetailEasy POS is a powerful tool that allows retailers to send mass emails to their customers or distributors. This can be a great way to stay in touch with ...

    • Sales Order/Quotation/Proforma

      Sales quotation refers to the price estimates of the products that a customer wants to buy i.e. quoting price for the products/services. It is typically created as a draft order which includes prices, terms of sale, and description of items. If the ...

    • Capturing Customer Eye Details

      Capturing Customer Eye Details Purpose: Capturing customer eye details in RetailEasy Optical POS is important since it allows the optical shop staff to accurately take the readings of the doctor's prescription, which is essential for providing the ...

    • Changing the Customer Status in Sales Transaction

      Changing the Customer Status in Sales Transaction Purpose: The purpose of changing the customer status while having a sales transaction in POS is to keep track of the buying behavior and preferences of customers. This information can be used by ...

    • Limitations of the Custom License Save and SMS

      Limitations of the Custom License Save and SMS Purpose: To prevent misuse or unauthorized distribution of the software. Limiting the ability to send SMS messages from the POS system may be done to prevent abuse or misuse of the system for unsolicited ...