Send SMS Message to a Customer

In the Sales Module, you can send a quick SMS message to a Customer.

Introduction

SMS from Sales Menu

Send SMS from Receive Goods in screen

Introduction

From the Sales menu, you can send an SMS text message to a Customer to send updates, e.g. to advise them that their order has arrived, or to send them a general message.

This feature is also available in the Receive Goods In screen, where you can advise a Customer that their goods have arrived at your warehouse.

Refer to Send text messages from Lentune to read about setting up how to send texts using Bulletin.

Please contact us at support@lentune.com for assistance.

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SMS from Sales Menu

• Go to Sales > SMS.

In the New Text SMS screen, you can now select either a Person OR an Account to send a text SMS to.

You need select only one of these options.

• Person: To select a Person, you can select from the dropdown list, or add a new person from the blue Plus button above the Person field.

OR:

• Account: To select an Account, you can select from the dropdown list. Once you have selected an Account, the existing phone contacts will be displayed on the right of the screen.

Click the green Plus button beside the Account phone number to add that number to the To mobile(s) field.

• To Mobile(s): If you have selected a number from a Person or Account, it will display here. You can also manually enter a mobile number to the To mobile(s) field. You can add multiple numbers here, separated by a semi colon, to send the SMS to several people.
• Message: Enter your message.
• Click Send.

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Send SMS from Receive Goods in screen

When you have received goods in for a Purchase Order that is attached to a Sales Order for a Customer, you can go to the All Supplied Sales Order tab at the bottom of the Received Goods in screen to send a Text SMS from there.

• Go to Sales > Receive Goods in.
• Select the Purchase Order for the goods you are receiving, and process the received goods as usual.
• Click Save. 
• Go to the All Supplied Sales Order tab.
• Click Send SMS in the Purchase Order line that you want.

This takes you to the New Text SMS screen.

• Account: The Account and contact numbers for that Account will have been selected from the Sales Order attached to this Purchase Order.
• To mobile: Select the number/s you wish to send a text to by clicking the green Plus icon beside the name, or manually enter a number. You can add multiple numbers here, separated by a semi colon, to send the SMS to several people.
• Message: Enter your message.
• Click Send.

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Last updated: 12 April 2022.