OrderWorkflow Steps
Customer Steps
Workflow steps for customer management and loyalty programs.
Overview
Customer steps manage customer records and loyalty program operations during order processing. They handle customer creation, updates, and loyalty point calculations.
Available Steps
| Step | Key | Description |
|---|---|---|
| Get or Create Customer From Order | GetOrCreateCustomerFromOrder | Create or update customer from order |
| Customer Club Calculate New Points On Hold | CustomerClubCalculateNewPointsOnHold | Calculate points and place on hold |
| Customer Club Move From On Hold To Earned Points | CustomerClubMoveFromOnHoldToEarnedPoints | Move held points to earned |
| Customer Club Calculate Points On Hold And Move To Earned | CustomerClubCalculatePointsOnHoldAndMoveToEarned | Calculate and earn points in one step |
| Customer Club Cancel New Points On Hold | CustomerClubCancelNewPointsOnHold | Cancel held points on order cancellation |
| Customer Club Calculate And Update Tier For Member | CustomerClubCalculateAndUpateTierForMember | Update customer loyalty tier |
Common Use Cases
Customer Management
Create or update customer records from orders:
Loyalty Points Flow
Standard loyalty point lifecycle:
Cancellation Handling
Cancel points when orders are cancelled:
Tier Management
Update tier status on new orders:
Loyalty Points Lifecycle
The customer club steps support a two-phase point awarding process:
- On Hold: Points calculated when order is placed but not yet available
- Earned: Points moved to earned when order completes, available for redemption
This prevents customers from earning and spending points on orders that may be cancelled.
Configuration
Customer operations can be configured via tenant settings:
- B2B/B2C creation: Enable/disable customer creation by type
- Loyalty rules: Configure point earning rates and tier thresholds
- Connector: Use specific customer service connector