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• – Set a Global Daily SMS Limit to restrict the maximum number of SMS attempts per day across all rules. Both sent and failed attempts are counted — as every attempt consumes an IAP credit.
• – Set 0 for unlimited usage.
• – When the limit is reached the system automatically stops all rules and notifies the admin via an activity warning — no manual monitoring needed.
• – Visit SMS Logs anytime to track today’s usage.

• – Color coded badges make it easy to identify trigger types at a glance — Blue for Before, Green for On and Yellow for After date.
• – Sending Behavior badge shows whether the rule runs on exact day only or includes missed records using Catchup mode.
• – Track performance of each rule directly from the list — see total sent, failed and today’s SMS count without opening any record.
• – Active rules are highlighted in green.Inactive rules appear muted. Toggle any rule on or off with a single click without deleting or reconfiguring it.
• – Multi edit is supported — select multiple rules and update them together in one action.

• – Group by Model or Trigger Type for better visibility.
• – Find any rule instantly with built-in search filters.

The form is divided into four clear sections:

• Configuration — Select model and date field to watch
• When to Send — Choose trigger type and sending behavior
• Filter Records — Apply conditions to target specific records
• SMS Message — Write message with dynamic field support
• A built-in guide at the top of the form walks you through each step automatically. No technical knowledge required.

Field by Field Explanation:

• NAME : Give your rule a meaningful name so you can identify it easily.Example: Overdue Payment Follow-up
• CONFIGURATION:
• Model: Select which Odoo module this rule applies to. Example: Account Move (Invoice)
• Date Field: Select which date field to watch for this rule. Example: Invoice Date Due
• A built-in guide at the top of the form walks you through each step automatically. No technical knowledge required.

WHEN TO SEND SMS:

• Trigger Type: Choose when to send the SMS relative to the date.Example: After
• Before — send X days before the date
• On — send exactly on the date
• After — send X days after the date
• Number of Days: How many days before or after the date. Example: 30 days

Sending Behavior:

• Exact Day — send only on the exact scheduled day
• Catchup — also include records missed in past days
• Example: Catchup
• Look Back Days: How many past days to consider for missed records.Example: 30 days

FILTER RECORDS:

• Use Odoo’s native filter builder to target only specific records.Leave empty to apply rule to all records.
• Example filters:
• Invoice Type = Customer Invoice
• State = Posted
• Payment State = Not Paid
• Only unpaid posted customer invoices will receive this SMS.

SMS MESSAGE:

• Select Field : Pick any field from the selected model.Click Insert to add it into your message.
• Example fields:
• Customer Name → {object.partner_id.name}
• Invoice Name → {object.name}
• Total Amount → {object.amount_total}
• Message : Write your SMS message with dynamic variables.
• Example:
• Dear {object.partner_id.name},
• your invoice {object.name} of amount {object.amount_total} is overdue for more than 30 days.
• Please make payment immediately to avoid further action.
• — Team vraja
• When SMS is sent variables are replaced with real values automatically:
• Dear John,
  your invoice INV/2025/001 of amount $1,500.00 is overdue for more than 30 days.
  Please make payment immediately to avoid further action.
  – Team vraja

SMART BUTTONS:

• Active — rule is running and will execute daily.Click Active → rule becomes Inactive instantly
• Sent — total SMS successfully sent by this rule.Click Sent → opens list of all sent SMS logs
• Failed — total SMS failed for this rule.Click Failed → opens list of all failed SMS logs
• RUN NOW BUTTON
• Click Run Now to execute the rule instantly without waiting for the daily cron job.Perfect for testing your rule configuration before going live.

Before Date

• Before Date trigger sends SMS X days
• before the date field.

• Example:
• Invoice due May 2 → SMS sends May 1
• Days = 1

• Use for:
• Invoice reminders, Delivery alerts,
• Subscription warnings

• On Date trigger sends SMS exactly on the date field.
• Days field is hidden automatically as it is not needed.
• Example:
• Delivery on May 2 → SMS sends May 2
• Use for:
• Delivery notifications, Appointment reminders, Event alerts

After Date trigger sends SMS after the date has passed.

• Example:
• Quotation expired yesterday → Customer receives follow-up SMS today.
• Days = 1 means SMS sends exactly
• 1 day after expiry date.
• Never lose a sales opportunity — let the system follow up automatically.

SMS Automation Engine maintains a complete log of every SMS attempt across all rules.

• Each log entry shows date, rule name, record, customer, phone number, status and failure reason — everything you need in one place.
• Filter by Sent, Failed or Today.
• Group by Rule, Status, Date or Customer for quick analysis.
• Never miss a failed SMS —see the exact failure reason and fix it instantly without any guesswork.

• No manual action required —the system processes all active rules,checks matching records and sends SMSwithout any human intervention.
• Cron job is accessible from:
• Settings → Technical → Scheduled Actions → Run SMS Automation Rules
• You can also:
• → Change the frequency (hourly, daily, weekly)
• → Run manually anytime for instant execution
• → View last execution time and status
• → Enable or disable the cron anytime/li>
• → For instant testing without waitingfor the daily cron — use the Run Now button directly on any rule.