Customer Club Calculate New Points On Hold
Calculate loyalty points for a new order and place them on hold.
Overview
The Customer Club Calculate New Points On Hold step calculates loyalty points earned from a new order and places them in an "on hold" status. Points remain on hold until the order is completed.
Identifier
| Property | Value |
|---|---|
| Key | CustomerClubCalculateNewPointsOnHold |
| Group | Customers |
| Applicable Statuses | New |
Configuration Properties
This step has no configurable properties.
Behavior
What It Does
- Skips execution in test mode
- Calculates points to be placed on hold based on order total and configured earning rules
- Places calculated points in "on hold" status for the customer
- Returns result invisibly (no UI notification)
Prerequisites
- Customer must be a club member
- Loyalty program must be configured with point earning rules
Side Effects
- Points calculated and placed on hold for customer
- Customer club member record updated
Business Cases
When to Use
- Loyalty programs: Award points when orders are placed
- Point reservation: Hold points until order completion
- Fraud prevention: Prevent point redemption on cancelled orders
Example Scenarios
Scenario 1: Points Calculated Order total $100, earning rate 1 point per $1. 100 points placed on hold.
Scenario 2: Non-Member Customer is not a club member. No points calculated.
Scenario 3: Test Mode Running in test mode. Point calculation skipped, success returned.
Error Handling
| Condition | Result | Continues Workflow? |
|---|---|---|
| Test mode | Success (skipped) | Yes |
| Points calculated | Success | Yes |
| Non-member | Success (no points) | Yes |
Related Steps
- Customer Club Move From On Hold To Earned Points - Move points to earned
- Customer Club Cancel New Points On Hold - Cancel held points