Odoo partners
Installing Tieroo for a client: what it needs, where to get it, and what to leave to the merchant.
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- What Tieroo needsWhat a client's Odoo needs before you install Tieroo.
- Getting and installing itWhere to get the Tieroo modules and how to install them on Odoo.sh or your own server.
- Tieroo and Customer LevelsThe difference between the Tieroo module and the Customer Levels add-on.
- Who starts the accountWhy the merchant, not the partner, starts the Tieroo account.
- Test and staging databasesHow Tieroo behaves in a copy of a client's database, and how to keep test copies from sending cards.
Merchants
Setting up the cards in your Odoo, getting them to your customers, and running them day to day.
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Set up
- Getting started and your planConnecting your Odoo to Tieroo and choosing a plan.
- The loyalty programmeWhich Odoo loyalty programme issues the Tieroo cards and how to switch it on.
- Designing the cardHow to use the card designer, step by step: look, the iPhone and Android cards, translations, summary and the poster.
- Grow
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Every day
- At the checkoutWhat happens at the Odoo POS when a customer shows the card, and when the card updates.
- NotificationsWhat updates the card, when it alerts the customer, and the limits that keep it quiet.
- Shops on the cardBringing the card up on the lock screen near your shops, and what it means for privacy.
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Levels
- Customer LevelsSetting up Customer Levels: levels and pricelists, Start levels, joining, periods and rights.
- Companies and their peopleHow Customer Levels works for companies (B2B) and their contact persons next to private customers (B2C).
- Importing customersBringing customers and their levels over from an earlier system with Odoo's own import.
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Later
- Account and billingChanging the plan, going over the limit, cancelling, closing the account and opening it again.
- Personal data and GDPRWho is responsible for customer data, what Tieroo keeps, and what happens when customers leave or ask to be erased.
- Several companiesRunning Tieroo for more than one company in the same Odoo.
- When something is offWhat to check when a card does not update, an email does not arrive or the POS charges the wrong price.
Cardholders
For customers of a shop that uses Tieroo: your card on the phone.