How to Send SMS to a Customer Using Nexchar POS

Steps to Send SMS to a Customer (Desktop POS)

Login to Nexchar POS (Desktop)
Launch the Nexchar POS desktop application and log in with your credentials.
Navigate to the Customer Section
From the main menu, go to the Customers tab where you can manage all customer information.
Search for the Customer
Use the search bar to locate the customer by their name, phone number, or ID.
Open Customer Profile
Click on the customer’s name to access their profile. Here, you’ll see their contact information, purchase history, and more.
Click on the 'Send SMS' Button
On the customer’s profile page, find the 'Send SMS' button located next to their phone number. Click this to open the SMS interface.
Compose the SMS
Type your message in the provided field. Keep the message clear and relevant.
Example SMS Templates:
- Order Confirmation: "Dear [Customer Name], your order #[Order Number] has been confirmed. Thank you for shopping with us!"
- Promotion: "Hello [Customer Name], enjoy a 10% discount on your next purchase. Visit us today!"
Review and Send
Once the message is ready, review it for accuracy and click 'Send SMS'.
Check SMS Delivery Status
After sending the SMS, you can check its delivery status.

How to Set Up SMS Gateway (Back Office/Web Console)

Before you can send SMS through Nexchar POS, you need to configure the SMS gateway in the back office. Nexchar POS supports two types of gateways: Twilio SMS REST API and a Custom Gateway Setup. Follow the steps below to set up your SMS gateway.

1. Twilio SMS REST API Setup

If you’re using Twilio as your SMS provider:

Navigate to Back Office Settings
Log into the Nexchar Web Console, and go to Settings > SMS Gateway.
Select Twilio SMS REST API
Choose the "Twilio SMS REST API" option.
Enter Twilio Credentials
You will need to provide:
- Account SID
- Auth Token
- From Number (the phone number registered with Twilio)
Save Configuration
After entering the credentials, click "Save" to complete the setup.

2. Custom Gateway Setup

To configure a custom SMS gateway:

Go to Settings > SMS Gateway
In the Nexchar Web Console, go to Settings > SMS Gateway.
Select Custom Gateway Setup
Choose the "Custom Gateway Setup" option.
Configure HTTP Request
Depending on your SMS provider’s API, you can configure either an HTTP GET or HTTP POST request.
Add HTTP Parameters
Add necessary parameters, such as:
- PhoneNumber: Customer’s phone number.
- Message: The SMS content.
- Additional parameters as required by your SMS provider.
Add HTTP Headers (Optional)
Include any custom HTTP headers required by your provider.
Test and Save
Test the configuration to ensure everything is working properly, then click "Save" to finalize the setup.

Additional Tips

The SMS Gateway setup is required before you can send messages from the desktop POS.
Ensure the customer’s phone number is accurate before sending an SMS.