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Client Handover Document

Dine360 Social Commerce Integration (Odoo 17)

Client / Project: Dine360 – Antalya Mediterranean Restaurant & eCommerce
System: Odoo 17.0 Community / Enterprise
Integration Module: dine360_meta_social
Date: September 2026
Target Audience: Store Owners, eCommerce Managers, Customer Support Teams, and Marketing Directors

1. Welcome & Executive Overview

Welcome to your new Dine360 Social Commerce integration suite! This system seamlessly connects your existing Odoo 17 eCommerce website with the world's three largest social sales channels:

  1. Meta / Facebook Commerce Catalog
  2. Instagram Shopping
  3. WhatsApp Business Platform / Cloud API

The Core Principle: Odoo as the Single Source of Truth

To prevent inventory discrepancies, overselling, and pricing mismatches, Odoo remains the sole and final authority for:

  • Product Catalog: Titles, descriptions, images, variants (sizes, options), and categories.
  • Pricing & Currency: List prices, taxes, discounts, and currency settings.
  • Inventory & Stock: Real-time warehouse availability.
  • Customer Contacts: Customer names, phone numbers, delivery addresses, and message logs.
  • Orders & Invoices: Order confirmations, payment receipts, kitchen/warehouse preparation, and delivery tracking.

Whenever you create a product, update a price, or sell an item in Odoo, the integration automatically synchronizes those changes with your Meta Catalog and Instagram Shop.

2. Key Features Delivered

2.1 Meta Commerce & Facebook Shop Catalog

  • Automated Product Sync: Any changes to product price, description, images, or availability are automatically enqueued and synced to Meta Commerce Manager.
  • Multi-Format Product Feeds:
    • Scheduled XML Data Feed: Accessible at https://<yourdomain>/social/meta/catalog_feed.xml (RSS 2.0 / Google Merchant format).
    • JSON Catalog Feed: Accessible at https://<yourdomain>/social/meta/catalog_feed.json.
  • Smart Stock Rules: Restaurant dishes and food menu items marked as consumables are automatically maintained as "In Stock", while packaged goods strictly reflect live inventory.

2.2 Instagram Shopping

  • Product Tagging: Tag items from your Odoo catalog in your Instagram posts, reels, and stories.
  • Direct Checkout Link: Customers tapping an Instagram product tag are routed directly to the product's checkout page on your Odoo eCommerce store.

2.3 WhatsApp Business Platform (Cloud API)

  • Automated Order Lifecycle Notifications:
    • 🔔 Order Confirmed: Sent automatically as soon as an online order is placed and paid for.
    • 🍳 In Preparation: Sent when the kitchen or fulfillment team begins processing the order.
    • 🚚 Order Shipped: Sent when the delivery driver departs or shipment tracking is generated.
    • ✅ Order Delivered: Sent upon successful delivery confirmation.
  • Anti-Spam Deduplication: Prevents duplicate WhatsApp messages if orders or shipments are edited or re-saved.
  • Two-Way Customer Inquiries:
    • When customers message your WhatsApp number, messages are logged directly in Odoo under Social Commerce > WhatsApp > Customer Inquiries.
    • Customer phone numbers are automatically linked to their existing customer profile.
    • Order numbers mentioned in the chat (e.g. SO00123) are automatically linked to the corresponding Sales Order.

2.4 Storefront Experience

  • Floating WhatsApp Button: Pulsing circular WhatsApp button fixed to the bottom-right corner of all web pages with a hover tooltip ("Chat with our team on WhatsApp").
  • Product Page "Chat on WhatsApp" Button: Located beside the Add to Cart button on /shop product pages. Clicking it opens WhatsApp with a pre-filled inquiry:

    "Hi, I'm interested in Antalya Mediterranean Platter (http://.../shop/product/...)"

  • Dynamic Variant Updates: Selecting different sizes or changing quantities dynamically updates the pre-filled inquiry text.
  • Mobile Ready: Seamlessly opens the native WhatsApp app on iPhone (iOS) and Android devices.

2.5 Executive Command Center Dashboard

  • Located in your Odoo backend under Social Commerce > Dashboard.
  • Live statistics: Total Products Synced, WhatsApp Messages Dispatched, Customer Inquiries Logged.
  • One-click action buttons:
    • Test Meta Connection: Verifies your Meta Catalog access token.
    • Sync Products to Meta: Forces an immediate sync of all published products.
    • Test WhatsApp API: Verifies your WhatsApp Cloud API connection.
    • Retry Failed Operations: Retries any queued items that failed due to temporary network issues.

3. Store Staff Daily Operations Guide

3.1 How to Add or Update a Product for Social Commerce

  1. Go to Website > eCommerce > Products (or Social Commerce > Meta & Instagram > Published Products).
  2. Create or open an existing product.
  3. Ensure the product is marked as Published on Website.
  4. Go to the Meta / Instagram Catalog tab:
    • Include in Meta Catalog: Checked by default for published products.
    • Google Product Category: Select the relevant category (e.g. Food, Beverages & Tobacco).
    • Item Condition: Defaults to New.
  5. Click Save.
  6. The system automatically enqueues the product for sync to Meta Commerce Manager within 15 minutes.
  7. Need it on Instagram immediately? Click the Sync to Meta Catalog button in the top action bar.

3.2 How Order Notifications Work

  1. New Order Arrives: When a customer completes checkout on /shop, the order is confirmed.
  2. Instant Message: A WhatsApp notification is sent to the customer's phone number containing their order reference, total amount, and order status URL.
  3. Fulfillment Update: When delivery staff validate the shipment in Odoo Inventory, the customer automatically receives the "Order Shipped" WhatsApp notification with tracking details.
  4. Audit Trail: Every message sent is recorded in Social Commerce > WhatsApp > Order Notifications with delivery status, timestamp, and message ID.

3.3 How to View & Respond to Customer Inquiries

  1. Open Social Commerce > WhatsApp > Customer Inquiries.
  2. Staff can see all incoming customer questions, the sender phone number, the customer profile, and any related sales order.
  3. Staff can click Reply via WhatsApp to open a direct WhatsApp chat window with the customer.

4. Account Setup & Meta Credentials Checklist

To connect your live store to your official Meta accounts, the following credentials must be configured:

4.1 Meta Business Manager Requirements

Requirement Where to Find in Meta Configured in Odoo
Meta App ID Meta Developer Portal > App Dashboard Social Commerce > Settings > Meta App ID
Meta App Secret Meta Developer Portal > App Settings > Basic Social Commerce > Settings > Meta App Secret
System User Token Business Settings > Users > System Users (Admin Token) Social Commerce > Settings > System User Token
Commerce Catalog ID Meta Commerce Manager > Catalog Settings Social Commerce > Settings > Catalog ID
Scheduled Data Feed URL Odoo Public URL Add https://<domain>/social/meta/catalog_feed.xml in Commerce Manager Data Sources

4.2 WhatsApp Business Platform Requirements

Requirement Where to Find in Meta Configured in Odoo
WhatsApp Phone Number Meta Developer Portal > WhatsApp > API Setup Social Commerce > Settings > Public WhatsApp Number
Phone Number ID Meta Developer Portal > WhatsApp > API Setup Social Commerce > Settings > Phone Number ID
WABA ID Meta Developer Portal > WhatsApp > API Setup Social Commerce > Settings > WABA ID
Webhook Callback URL Meta Developer Portal > WhatsApp > Configuration Enter https://<domain>/social/whatsapp/webhook
Webhook Verify Token Chosen secret token (e.g. dine360_wa_token_secret) Enter matching token in both Meta and Odoo Settings

4.3 Pre-Approved WhatsApp Message Templates

Meta requires transactional message templates to be submitted for approval under the UTILITY category:

  1. order_confirmation_v1: Variables: {{1}} (Customer Name), {{2}} (Order Ref), {{3}} (Total), {{4}} (Order URL).
  2. order_preparation_v1: Variables: {{1}} (Customer Name), {{2}} (Order Ref).
  3. order_shipped_v1: Variables: {{1}} (Customer Name), {{2}} (Order Ref), {{3}} (Carrier), {{4}} (Tracking Number).
  4. order_delivered_v1: Variables: {{1}} (Customer Name), {{2}} (Order Ref).

5. Frequently Asked Questions (FAQ)

Q1: What happens if Meta or WhatsApp servers go down?

A: Your Odoo store will continue operating normally! Checkout, orders, payments, POS, and inventory movements will never be blocked. The system enqueues notifications and catalog updates, logging any network errors, and retries automatically once connectivity is restored.

Q2: A customer claims they did not receive their WhatsApp notification. What should I check?

  1. Open Social Commerce > WhatsApp > Order Notifications.
  2. Search for the customer's Sales Order reference (e.g. SO00123).
  3. Check the Status:
    • If sent: The message was successfully dispatched by Meta's servers.
    • If failed: Click on the record to view the error reason (e.g., phone number invalid, recipient not on WhatsApp, or unapproved template).
    • If resolved, click Retry Dispatch to resend the message immediately.

Q3: How do I change the public WhatsApp support number?

  1. Navigate to Social Commerce > Configuration > Settings.
  2. Under the WhatsApp Business Cloud API section, update the Public WhatsApp Number (enter in international format without + or spaces, e.g. 15551234567).
  3. Click Save. The floating button and product page inquiry buttons will immediately route to the new number.

Q4: How long does it take for a new product to appear on Instagram?

  • Direct sync events are sent to Meta's Batch API within 15 minutes.
  • Scheduled data feeds run automatically every hour/day according to your Commerce Manager schedule.
  • Once received by Meta, Instagram typically reviews and displays new catalog items within 1 to 2 hours.

6. Support & Reference Documentation

7. Client Acceptance & Handover Sign-Off

Milestone / Deliverable Status Verified By Date
Meta Commerce Catalog Integration Delivered & Tested
Instagram Shopping Setup Readiness Delivered & Tested
WhatsApp Automated Order Notifications Delivered & Tested
Two-Way Webhook & Customer Chat Logs Delivered & Tested
Floating & Product Page WhatsApp Buttons Delivered & Tested
Executive KPI Dashboard & Controls Delivered & Tested
Client Documentation & Training Runbook Delivered

Sign-Off Signature: ___________________________
Date: ___________________________