Update Customer Club

Reverse customer loyalty points earned on the original order when items are returned.

Overview

The Update Customer Club step reverses customer loyalty program points when returns are processed. It reverses points that were earned on the original purchase and records a cancellation transaction. Membership tier recalculation is handled by a separate workflow step.

Identifier

PropertyValue
KeyUpdateCustomerClub
GroupCustomers

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. Records a point cancellation 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
  • Creates point cancellation record
  • Updates customer's loyalty status

Business Cases

When to Use

  • Reversing loyalty points on returns
  • Maintaining accurate point balances
  • 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.

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

Error Handling

ConditionResultContinues Workflow?
Points updatedSuccessYes
Customer not a memberSuccess (no action)Yes
No points to reverseSuccess (no action)Yes
Loyalty service errorErrorDepends on StopOnError

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