For merchants

Setting up the cards in your Odoo, getting them to your customers, and running them day to day.

1. Set up
   1. Getting started and your planConnecting your Odoo to Tieroo and choosing a plan.
   2. The loyalty programmeWhich Odoo loyalty programme issues the Tieroo cards and how to switch it on.
   3. Designing the cardHow to use the card designer, step by step: look, the iPhone and Android cards, translations, summary and the poster.
2. Grow
   1. How customers get the cardThe three ways a customer gets the Tieroo card: the QR code, buying, or you sending it.
3. Every day
   1. At the checkoutWhat happens at the Odoo POS when a customer shows the card, and when the card updates.
   2. NotificationsWhat updates the card, when it alerts the customer, and the limits that keep it quiet.
   3. Shops on the cardBringing the card up on the lock screen near your shops, and what it means for privacy.
4. Levels
   1. Customer LevelsSetting up Customer Levels: levels and pricelists, Start levels, joining, periods and rights.
   2. Companies and their peopleHow Customer Levels works for companies (B2B) and their contact persons next to private customers (B2C).
   3. Importing customersBringing customers and their levels over from an earlier system with Odoo's own import.
5. Later
   1. Account and billingChanging the plan, going over the limit, cancelling, closing the account and opening it again.
   2. Personal data and GDPRWho is responsible for customer data, what Tieroo keeps, and what happens when customers leave or ask to be erased.
   3. Several companiesRunning Tieroo for more than one company in the same Odoo.
   4. When something is offWhat to check when a card does not update, an email does not arrive or the POS charges the wrong price.