Manage customer rewards
Keep earning, redemption, returns and expiry tied to the original customer purchase.
6 stages · 2 approvals
Roles and responsibilities
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Step 4Reserve the reward
Reservation NumberAccountUnitsCurrency
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Step 5Commit the accepted discount
Reservation NumberAccountUnitsCurrency
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Approval required
Approve the commercial rules
Independent Sales Manager approves the exact effective program revision, excluding its preparer and material editors. Define eligible spend, integer rounding, limits, stacking, return handling and expiry. A commercial decision alone does not activate the program or establish approved financial treatment.
Approval required
Approve the financial treatment
Independent Finance Manager reviews that same frozen revision and its promotional-discount accounting. Unsupported required liability accounting blocks activation. Both required decisions must remain current before activation; a changed rule invalidates affected approvals. Existing customer entitlements retain their original rule version.
Verify membership and earning
Verify the actual customer membership and enrollment evidence. A shared walk-in account cannot pool rewards between shoppers. Eligible posted, paid and supplied invoice lines produce units under the frozen rule once. Repeated source events and imported history cannot create duplicate earning. Earned lots retain their own expiry and purchase lineage.
Reserve the reward
Use the member entitlement to reserve unexpired available units for this purchase. The source lots, conversion, currency, accepted discount and target lines remain explicit. Concurrent checkouts compete against one current account version. Existing reservations and clawback debt reduce availability; a second request cannot spend the same units.
Commit the accepted discount
Commit only the eligible reservation with the exact accepted and posted invoice allocation. The reward is already included in the agreed net line amount. It does not become cash tender and cannot be deducted a second time. Uncertain external outcomes keep the reservation held until an authenticated result or proof of nonexecution resolves it.
Resolve returns and expiry
Return and expiry effects use the original rule, earned lots and remaining eligible scope. Already spent returned earning creates noncash clawback debt rather than negative spendable units. Expiry excludes active claims. Manual adjustments need independent Sales Manager approval and Finance Manager review for financial consequences; those separate decision records must exist before any manually adjusted effect. Automated exact source reversals remain bound to the approved policy.
Approvals and controls
2 approvals required in this process
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Approve the commercial rules
Sales Manager signs · approve the financial treatment waits
LoyaltyPrograms, MasterChanges -
Approve the financial treatment
Finance Manager signs · verify membership and earning waits
LoyaltyPrograms, MasterChanges - Preserve original eventsExact revisions and independent decisions when a source changes.
- Recheck current entityCustomer and monetary or unit scope at execution.
- Keep failed, partialUncertain outcomes visible without releasing a claim prematurely.
- Use linked corrections after actual effects; never erase settled history to make a new request fit.
Start with the evidence
Keep earning, redemption, returns and expiry tied to the original customer purchase. Use the original source identities, retained policy versions and named decision owners. Connector acknowledgments and current status labels do not establish cash, completed work or permission. Verify this behavior during implementation before relying on it in a running store.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Approve the commercial rules | LoyaltyProgramsMasterChanges | Approve the exact commercial rules |
| 2 Approve the financial treatment | LoyaltyProgramsMasterChanges | Activate only after both current decisions |
| 3 Verify membership and earning | LoyaltyMembersLoyaltyAccountsLoyaltyEventsInvoices | Record eligible earned units once |
| 4 Reserve the reward | LoyaltyReservationsLoyaltyAccountsPurchaseContexts | Reserve available units atomically |
| 5 Commit the accepted discount | LoyaltyReservationsLoyaltyEventsInvoiceLines | Consume the exact reward claim once |
| 6 Resolve returns and expiry | LoyaltyEventsLoyaltyAccountsApprovalDecisions | Execute source-bound or separately approved effects |
Process reports
All reportsLoyalty Activity
Follow earned, redeemed, expired and reversed units by program and member, with active reservations and clawback debt visible.
Run by an agent
Agent support
An assistant cannot provide a required independent human approval, invent customer acceptance or treat an uncertain provider response as confirmed money. It cannot promise goods already held or committed to another order, receive the same finished kit twice, or release a refund without its eligible source and decision.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› manage customer rewards · approve the commercial rules on LoyaltyPrograms, MasterChanges
⏸ approval · waiting for the sales manager
# 5 more stages after approval: approve the financial treatment, verify membership and earning, reserve the reward, commit the accepted discount, resolve returns and expiry
Other processes
5 moreOrder to cash
Carry the accepted order through shipment, invoice approval and cash application.
5 stages · 2 approvals
Collect and reconcile
Connect actual collections, invoice applications and processor payouts without counting the money twice.
7 stages · 2 approvals
Procure to pay
Purchase needed supply, accept the goods received and settle the right supplier balance.
7 stages · 3 approvals
Close a store shift
Reconcile register cash with actual source activity and an independently reviewed close.
5 stages · 1 approval
Return and refund
Connect returned goods, customer credit and the actual refund without losing the original purchase.
9 stages · 4 approvals