Adyen is a valuable integration to Citrus-Lime. It is essential that onboarding is handled with care and that we get it right the first time.
The following describes the correct onboarding process, from processing the sale through to in-store installation.
Order routing: who handles what
When an order is created, it needs to reach the right person without ambiguity. This article defines where each order type sits, so there is no confusion at the point of assignment.
1. Rachel
Rachel owns all accounts and store-level setup tasks. When an order relates to any of the following, it is assigned to Rachel:
- Group creation
- Store creation
- Additional till lanes
- ICPs (all)
- Reactivation of till lanes/stores
2. Project Tasks
All other order types are assigned to Project Tasks. This covers licences, integrations, payment setup, and additional services.
Licences and feeds
- SIM licences
- Locally feeds
- Workshop licence
Payments and finance
- Ecommerce MIDs
- Payment links
- Apple Pay
- Novuna Finance
- V12 Finance
Integrations
- Courier integrations (all)
- Xero integration
- QuickBooks integration
- eBay integration
- Amazon integration
- Blog integration
- 2-way SMS
- Book My Bike In
Other services
- Customer rewards scheme creation
IMPORTANT: Cancellation of any service always sits with Project Tasks, without exception. This applies regardless of what is being cancelled.
3. Split orders
If an order covers tasks that span both owners, for example, a new store alongside a SIM licence, two orders are to be created (Rachel handles the store setup, and Project Tasks pick up the remaining items)
