## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/in/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# 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.

**Note:**According to TRAI regulations, the URLs included in your SMS notifications must be whitelisted. Learn more about [whitelisting URLs](/in/inventory/kb/settings/whitelist-url.html).

### Enable SMS Notifications

To enable SMS notifications for your organisation:

*   Go to **Settings** at the top right corner.
*   Navigate to _Reminders & Notifications_ and click **SMS Notifications**.

![SMS Notifications](/inventory/help/images/settings/sms-notifications/sms-notifications1.png)

*   In the _Buy SMS Credits and Send SMS Notifications_ section, you can select any of the following options:
    
*   Click **Use Free SMS** and get 3 SMS messages to learn how it works. (or)
    
*   Click **Buy Credits** to purchase SMS credits from Zoho Store. Each credit costs ₹75, and you can send 300 messages per credit. You must purchase a minimum of 5 credits. (or)
    
*   Click **Configure** next to _Twilio_ under the _External SMS Providers_ section to [integrate with Twilio](/inventory/help/integrations/twilio.html).
    

![Enable SMS Notifications](/inventory/help/images/settings/sms-notifications/enable-sms-notifications.png)

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](/in/inventory/help/settings/sms-notifications.html#Configure-SMS-Notifications-and-Templates-in-Zoho-Inventory)
*   [DLT Registration and SMS Template Configuration](/in/inventory/help/settings/sms-notifications.html#DLT-Registration-and-SMS-Template-Configuration)

#### Configure SMS Notifications and Templates in Zoho Inventory

*   Go to **Settings** in the top right corner of the page.
*   Navigate to _Reminders & Notifications_ and click **SMS Notifications**.
*   In the _Overview_ tab, slide the toggle next to _Send SMS without DLT configuration._
*   In the _Configure SMS Notification_ section, click **Configure** to enable, disable, and configure your SMS notifications.

![Enable DLT Configuration](/inventory/help/images/settings/sms-notifications/Enable-DLT-config.png)

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:

*   Navigate to the _SMS Templates_ tab in the _SMS Notifications_ page.
*   Slide the _Notification Status_ toggle next to the notification types you want to enable.
*   Click **Change Template** and select the preferred template for the enabled notifications.

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

![Enable SMS Templates](/inventory/help/images/settings/sms-notifications/enable-sms-templates.png)

#### 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:

*   [Register with a DLT Operator](/in/inventory/help/settings/sms-notifications.html#Register-with-a-DLT-Operator)
*   [Configure DLT in Zoho Inventory](/in/inventory/help/settings/sms-notifications.html#Configure-DLT-in-Zoho-Inventory)
*   [Register SMS Templates in DLT](/in/inventory/help/settings/sms-notifications.html#Register-SMS-Templates-in-DLT)
*   [Configure SMS Templates in Zoho Inventory](/in/inventory/help/settings/sms-notifications.html#Configure-SMS-Templates-in-Zoho-Inventory)

**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](https://www.vilpower.in/), [Videocon](https://smartping.live/entity/login), [BSNL](https://www.ucc-bsnl.co.in/), [Jio](https://trueconnect.jio.com/#/), or [Airtel](https://www.airtel.in/business/commercial-communication/home) to proceed further. Here’s how:

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

*   Log in to your preferred DLT operator’s website.
*   Select **Enterprise**.
*   Choose **No** if you have not registered with any other DLT operators.
*   Enter the necessary details.
*   Upload the documents requested by your DLT operator.
*   Click **Submit**, and you will receive an acknowledgement that the details have been correctly entered. You will also receive an email with the approval status.

**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:

*   Go to **Settings** at the top right corner.
*   Navigate to _Reminders & Notifications_ and click **SMS Notifications**.
*   In the _Overview_ tab, click **Configure DLT Registration** in the _Update DLT registration details to send customised SMS_ section.
*   Enter the **DLT Registration Number** and **Sender ID** in the following pop-up.
*   Click **Save**.

![Configure DLT Registration](/inventory/help/images/settings/sms-notifications/configure-dlt-registration.png)

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](/inventory/help/images/settings/sms-notifications/dlt-approval-pending.png)

*   If you want to make any changes to the DLT registration details after approval, click **Edit** **DLT Configuration** at the top right corner of the SMS Notifications page.

![Configure DLT Registration](/inventory/help/images/settings/sms-notifications/edit-dlt-configuration.png)

#### 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.

*   Log in to the DLT website where you had registered for your _DLT Registration Number_ and _Sender ID._
*   Go to _Templates_ and click **Add New Template.**
*   Enter the necessary details.

**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.

*   Enter or paste the message content.

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.

*   Click **Submit**.

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

#### Configure SMS Templates in Zoho Inventory

*   Go to **Settings** at the top right corner.
*   Navigate to _Reminders & Notifications_ and click **SMS Notifications**.
*   In the _Overview_ tab, click **Configure Templates** in the Configure _SMS Template section_.

![Configure Templates](/inventory/help/images/settings/sms-notifications/configure-templates.png)

*   Slide the _Notification Status_ toggle and click **Configure Now** next to each notification type.

![Configure Now](/inventory/help/images/settings/sms-notifications/configure-now.png)

*   Enter the Template ID and SMS Template that was approved in the DLT platform.

![Send SMS Preview](/inventory/help/images/settings/sms-notifications/choose-template.png)

*   Click **Save**.

### Enable SMS for Primary Contacts

To enable SMS for primary contacts:

*   Navigate to _Sales_ and click **Customers**.
*   Click the customer for whom you want to enable SMS notifications.
*   In the _Overview_ tab, click **Enable SMS Notification**.

SMS notifications will be enabled for the respective primary contact.

![Enable SMS for Customer](/inventory/help/images/settings/sms-notifications/enable-sms-for-customer.png)

### Enable SMS for Contact Persons

To enable SMS notifications for contact persons:

*   Navigate to _Sales_ and click **Customers**.
*   Click the customer for whom you want to enable SMS notifications.
*   Scroll down to the _Contact Persons_ section and click the **Gear** icon.
*   Click **Enable SMS Notification** in the following dropdown.

![Enable SMS for Contact Person](/inventory/help/images/settings/sms-notifications/enable-sms-for-contact-person.png)

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](/in/inventory/help/settings/sms-notifications.html#All-Primary-Contacts-and-Contact-Persons)
*   [Specific Primary Contacts and Contact Persons](/in/inventory/help/settings/sms-notifications.html#Specific-Primary-Contacts-and-Contact-Persons)

#### All Primary Contacts and Contact Persons

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

*   Go to **Settings** at the top right corner.
*   Navigate to _Reminders & Notifications_ and click **SMS Notifications**.
*   Click the **More** icon in the _Buy Credits and Send SMS Notifications_ section.
*   Select _Update Communication Preference_ from the dropdown.

![Update Communication Preference](/inventory/help/images/settings/sms-notifications/update-communication-preference1.png)

*   In the following pop-up, select the default recipients to whom you want to send the SMS notifications.

![Update Communication Preference](/inventory/help/images/settings/sms-notifications/update-communication-preference2.png)

*   Click **Save**.

#### Specific Primary Contacts and Contact Persons

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

*   Navigate to _Sales_ and click **Customers**.
*   Select all the customers for whom you want to enable SMS notification.
*   Click **Configure Communication Preferences** at the top.

![Configure Communication Preference](/inventory/help/images/settings/sms-notifications/configure-communication-pref.png)

*   Select the default recipients for SMS channel type in the pop-up that follows.

![Configure Communication Preference](/inventory/help/images/settings/sms-notifications/configure-communication-pref2.png)

*   Click **Save**.

SMS notifications will be enabled for the selected contacts.

### Disable SMS Notifications for Primary Contact

To disable SMS notifications for primary contact:

*   Navigate to _Sales_ and click **Customers**.
*   Click the customer for whom you want to disable SMS notifications.

![Disable SMS Notifications for Primary Contact](/inventory/help/images/settings/sms-notifications/disable-sms-customer.png)

*   In the _Overview_ tab, click **Disable SMS Notification**.

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

### Disable SMS Notifications for Contact Persons

To disable SMS notifications for contact persons:

*   Navigate to _Sales_ and click **Customers**.
*   Click the customer for whom you want to disable SMS notifications.
*   Scroll down to the _Contact Persons_ section and click the **Gear** icon.
*   Click **Disable SMS Notification** in the following dropdown.

![Disable SMS Notifications for Contact Person](/inventory/help/images/settings/sms-notifications/disable-sms-contact-person.png)

SMS notifications will be disabled for the respective contact person.

### Disable SMS Notifications in Bulk

To disable SMS notifications for customers in bulk:

*   Navigate to _Sales_ and click **Customers**.
*   Select all the customers for whom you want to disable SMS notification.
*   Click **Configure Communication Preferences** at the top.

![Configure Communication Preferences](/inventory/help/images/settings/sms-notifications/bulk-disable.png)

*   In the default recipients field for SMS channel type, select **None**.

![Configure Communication Preferences Pop-up](/inventory/help/images/settings/sms-notifications/bulk-disable2.png)

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](/in/inventory/help/settings/sms-notifications.html#Configure-SMS-Notifications-and-Templates-in-Zoho-Inventory) you’ve enabled and the [contact preferences](/in/inventory/help/settings/sms-notifications.html#Enable-SMS-for-Primary-Contacts), 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:

*   Go to a module (say Invoices), select the invoice for which you want to send the SMS notifications.
*   Click **Send** and select **Send SMS** from the following dropdown.

![Send SMS](/inventory/help/images/settings/sms-notifications/send-sms.png)

*   You can select the contact to whom you want to send the SMS notifications in the following pop-up.
*   Click **Send SMS**.

![Send SMS Preview](/inventory/help/images/settings/sms-notifications/send-sms-preview.png)

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

*   Navigate to _Sales_ and click **Invoices**.
*   Click the invoice for which you want to send a thank-you notification.
*   Click **Record Payment**.
*   Check the **Notify via SMS** option and click **Record Payment**.

![Notify Via SMS](/inventory/help/images/settings/sms-notifications/notify-via-sms.png)

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

**Note:** According to TRAI regulations, it is mandatory to complete the PE-TM binding process for the messages you send your customers. Learn more about the [PE-TM binding chain process](/in/inventory/kb/settings/pe-tm-chain.html).

### View Sent SMS Notifications

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

*   Go to **Settings** in the top right corner.
*   Navigate to _Reminders & Notifications_ and click **SMS Notifications**.
*   Click the **More** icon in the _Buy Credits and Send SMS Notifications_ section.

![View SMS Notifications Report](/inventory/help/images/settings/sms-notifications/view-sms-notifications-report.png)

*   Click **View SMS Notifications Report**.

![SMS Notifications Report](/inventory/help/images/settings/sms-notifications/sms-notifications-report.png)

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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