Update Customer Club

Overview

The Update Customer Club step adjusts customer loyalty program points and membership tiers when returns are processed. It reverses points that were earned on the original purchase and recalculates tier status if necessary.

Identifier

Configuration Properties

This step has no configurable properties. Point calculations follow the loyalty program rules configured for the tenant.

Behavior

What It Does

1. Retrieves customer's loyalty membership
2. Calculates points earned on returned items from original order
3. Deducts those points from customer's balance
4. Recalculates membership tier if points cross tier thresholds
5. Records point adjustment transaction

Prerequisites

• Customer must be a loyalty program member
• Original order must have tracked point earnings
• Loyalty program configuration must be active

Side Effects

• Reduces customer's point balance
• May demote customer's tier level
• Creates point adjustment record
• Updates customer's loyalty status

Business Cases

When to Use

• Reversing loyalty points on returns
• Maintaining accurate point balances
• Adjusting tier status after significant returns
• Loyalty program integrity

Example Scenarios

Simple Point Reversal Customer earned 150 points on $150 order. Returns full order. Step deducts 150 points from balance.

Partial Return Customer earned 150 points on order, returns items worth $50 (50 points). Step deducts 50 points, leaving 100 points from original purchase.

Tier Demotion Customer at Gold tier (5000 points) returns items worth 1000 points. New balance is 4000 points, below Gold threshold. Step demotes customer to Silver tier.

Bonus Points Original order had 2x points promotion (earned 300 points on $150). Return reverses the full 300 bonus points.

Error Handling

Related Steps

• Credit Return - Often processed together
• Update Order Status - Update order after loyalty adjustment