Open Twilio Console https://www.twilio.com/console
Login Username & Password
Step 1: Create Sub Account
Goto Settings → Sub Accounts
Click on the + symbol to add a new sub-account
It will prompt you to enter the friendly name, this should be the domain name of the merchant. (Characters should match with the cas.merchant table name field)
Step 2: Copy SID and Token
Once you create the subaccount, open the subaccount from the list given. You will be able to see their dashboard and the SID and token on the right side of the screen.
This information will be going to our configuration table called twilio_account
Domain is the domain of the merchant.
SID is the SID of the sub-account we created for the merchant (From the above screenshot)
AuthToken: This is the auth token from the above screenshot
ParentSID: is the SID of retailcoud account ( master account). You can find this from the first screen we load when we log in (master account dashboard)
Step 3: Assign a from address
Once we set up this.
We need to configure the from address need to be used by this account. In Twilio, we can buy phone numbers or messaging services, or shortcodes and assign them to a domain on the retailcloud side. At present we have a phone number on Twilio that can be used for multiple domains.
On cas database we have `twilio_from_address` table to store phone number
We can map the domain and phone number as shown above.
AddressType: this can be either of these
Priority is given to messaging service ID then ShortCode then the phone number.
if we wish to assign a from address for a specific type of communication we can set the communication type. By default, GENERAL will be applied.
Once these setups are done then we can start using the SMS with the new domain
Articles in this section
- Twilio Setup - Internal Document
- How to Generate On Hand Report?
- How to Generate Sales Roll Up Report?
- How to Generate Sales Forecast Report?
- How to Create KDS Register?
- How to Enable/Disable eCommerce for online products?
- How to List & Export Ecommerce enabled Items from your Product Catalog?
- Offline Mode
- How to Set up Payment Processor?
- How To Manual Entry CC details?