Twilio Setup - Internal Document

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

Here

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.

https://www.twilio.com/console/phone-numbers/incoming

 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

PHONE_NUMBER, SHORT_CODE,

MESSAGING_SERVICE_ID

Priority is given to messaging service ID then ShortCode then the phone number.

CommunicationType

MARKETING, CRM,

TRANSACTIONAL, GENERAL

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

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• 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?
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• Offline Mode
• How to Set up Payment Processor?
• How To Manual Entry CC details?

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