SMS Center
Overview
SMS Center – Business Overview
The SMS Center is a central business tool used to manage, send, and track SMS communications with customers, leads, and internal stakeholders. It supports timely, consistent, and controlled messaging as part of daily sales, service, and relationship management activities.
What the SMS Center Is Used For
The SMS Center allows businesses to send text messages directly from Dafater to contacts linked with sales and operational records. It is commonly used to:
- Notify customers about orders, deliveries, or appointments
- Send payment reminders and outstanding balance alerts
- Communicate promotions, offers, or important announcements
- Share one-time passwords (OTPs) or confirmations
- Maintain quick, reliable communication without relying on emails
By keeping SMS communication inside Dafater, businesses ensure messages are professional, traceable, and aligned with ongoing transactions.
Prerequisites and Setup Requirements
Before using the SMS Center, the following should be in place:
- A configured SMS service provider approved for business use
- Verified sender information (such as sender ID or mobile number)
- Customer or contact records with valid mobile numbers
- Defined message templates for commonly used communications (recommended)
These preparations ensure messages are delivered successfully and comply with communication regulations.
Typical Workflow and Business Fit
- A business event occurs (order confirmation, invoice due, delivery scheduled, etc.)
- The user opens the SMS Center
- Recipients are selected (individual contacts or groups)
- A message is written or selected from a predefined template
- The SMS is reviewed and sent
- Message status is recorded for future reference
This workflow integrates smoothly into sales, customer service, and finance processes, ensuring customers are informed at the right time.
Key Business Scenarios Where SMS Center Is Essential
- Sales follow-ups: Instantly confirm orders or thank customers after a sale
- Payment collection: Send polite, timely reminders for overdue invoices
- Customer service: Notify customers about service requests or issue resolution
- Marketing campaigns: Share time-sensitive offers or announcements
- Operational alerts: Inform internal teams or partners of urgent updates
In all these cases, SMS provides fast delivery and high visibility compared to other communication channels.
Important Considerations for Users
- Ensure messages are clear, concise, and professional
- Avoid sending messages without customer consent to comply with regulations
- Be mindful of message timing to prevent customer dissatisfaction
- Regularly review message history to track communication effectiveness
- Use templates to maintain consistency and reduce errors
Summary
The SMS Center is a critical communication hub in Dafater that helps businesses stay connected with customers and stakeholders through reliable text messaging. When used thoughtfully, it improves responsiveness, strengthens customer relationships, and supports smooth sales and operational workflows.
Basic Information
- Module: Selling
- Document Type: Other
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| send_to | Send To | Select | , All Contact, All Customer Contact, All Suppli... | Select recipient group for sending SMS through Dafater | |
| customer | Customer | Link | Customer | Specific customer to receive SMS via Dafater | |
| supplier | Supplier | Link | Supplier | Specific supplier selected for SMS communication | |
| sales_partner | Sales Partner | Link | Sales Partner | Sales partner chosen to receive the SMS | |
| department | Department | Link | Department | Department filter for targeting SMS recipients | |
| branch | Branch | Link | Branch | Branch filter to send SMS to relevant recipients | |
| createreceiverlist | Create Receiver List | Button | createreceiverlist | Generate SMS receiver list based on selected criteria | |
| receiver_list | Receiver List | Code | - | Auto-generated list of mobile numbers for SMS delivery | |
| message | Message | Text | ✓ | - | SMS content to be sent to selected recipients |
| total_characters | Total Characters | Int | - | Total character count of the SMS message | |
| total_messages | Total Message(s) | Int | - | Calculated number of SMS units required | |
| send_sms | Send SMS | Button | send_sms | Send the composed SMS to all listed recipients |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Branch | Links to | Setup |
| Customer | Links to | Selling |
| Department | Links to | Setup |
| Sales Partner | Links to | Setup |
| Supplier | Links to | Buying |