Customer Club Calculate Points On Hold And Move To Earned
Calculate loyalty points and immediately move them to earned status in one step.
Overview
The Customer Club Calculate Points On Hold And Move To Earned step combines point calculation and earning into a single operation. It calculates points for an order and immediately moves them to earned status, useful for workflows where points should be awarded at completion without a prior hold.
Identifier
| Property | Value |
|---|---|
| Key | CustomerClubCalculatePointsOnHoldAndMoveToEarned |
| Group | Customers |
| Applicable Statuses | Completed |
Configuration Properties
This step has no configurable properties.
Behavior
What It Does
- Skips execution in test mode
- Calculates points based on order/shipment value
- Immediately moves points to earned status
- Updates customer's available point balance
- Returns result invisibly (no UI notification)
Prerequisites
- Customer must be a club member
- Loyalty program must be configured
Side Effects
- Points calculated and immediately added to earned balance
- Customer club member record updated
Business Cases
When to Use
- Simplified workflows: When you don't need separate hold/earn phases
- Post-completion points: Award points only at final completion
- Legacy compatibility: Single-step point awarding
Example Scenarios
Scenario 1: Points Awarded Order completes. 100 points calculated and immediately earned.
Scenario 2: Shipment-Based Called with shipment context. Points calculated for that shipment only.
Scenario 3: Non-Member Customer not a club member. No points awarded.
Error Handling
| Condition | Result | Continues Workflow? |
|---|---|---|
| Test mode | Success (skipped) | Yes |
| Points calculated and earned | Success | Yes |
| Non-member | Success (no points) | Yes |
Related Steps
- Customer Club Calculate New Points On Hold - Calculate and hold points separately
- Customer Club Move From On Hold To Earned Points - Move held points to earned