Customer Workflow Steps

Workflow steps for updating customer data and loyalty programs based on returns.

Overview

Customer workflow steps handle updates to customer records and loyalty programs when returns are processed. They ensure loyalty points are reversed appropriately when items are returned.

Available Steps

StepKeyDescription
Update Customer ClubUpdateCustomerClubReverse loyalty points earned on the original order when items are returned

Loyalty Point Handling

When a return is processed, previously earned loyalty points may need to be reversed. The UpdateCustomerClub step handles this by:

  1. Calculating points that were earned on the returned items
  2. Deducting those points from the customer's balance
  3. Recording a point cancellation transaction

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