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Clienteling Sale

associate action transactional

Outcome

A store associate can complete a personalised assisted sale using customer history and loyalty profile.

Service Flow

flowchart LR
    S0["Search Customer"]
    S1["Retrieve Customer History"]
    S0 --> S1
    S2["Create Clienteling Session"]
    S1 --> S2
    S3["Create Basket"]
    S2 --> S3
    S4["Authorize Payment"]
    S3 --> S4
    S5["Create Order"]
    S4 --> S5

Capabilities

Customer Identity Clienteling Basket Management Order Management Payment Processing

Domains

customer commerce order payment loyalty

Business Objects

Object Classification Domain
customer aggregate-root customer
clienteling-session aggregate-root customer
basket aggregate-root commerce
order aggregate-root order
payment aggregate-root payment

Business Services

  • search-customer
  • retrieve-customer-history
  • create-clienteling-session
  • create-basket
  • authorize-payment
  • create-order

Applications

Application Classification
Clienteling App clienteling-app system-of-engagement
CRM crm system-of-intelligence
POS pos system-of-engagement
Payment Hub payment-hub platform
OMS oms system-of-record
Event Classification Object Terminal
CustomerRegistered created customer —
CustomerIdentified transitioned customer —
CustomerMerged transitioned customer —
ClientelingSessionCreated created clienteling-session —
ClientelingInteractionRecorded created clienteling-session —
BasketCreated created basket —
BasketUpdated updated basket —
BasketCalculated calculated basket —
BasketConverted transitioned basket ✓
BasketAbandoned transitioned basket ✓
BasketMerged transitioned basket ✓
OrderCreated created order —
OrderValidated transitioned order —
OrderConfirmed transitioned order —
OrderModified updated order —
OrderCancelled transitioned order ✓
OrderClosed transitioned order ✓
PaymentAuthorized transitioned payment —
PaymentCaptured transitioned payment —
PaymentVoided transitioned payment ✓
PaymentRefunded transitioned payment —
PaymentSettled transitioned payment ✓
CustomerCreated created customer —
CustomerProfileViewed updated customer —
CustomerInteractionLogged updated customer —
GiftCardActivated transitioned gift-card —
GiftCardRedeemed updated gift-card —
GiftCardToppedUp updated gift-card —
GiftCardExpired transitioned gift-card —
GiftCardCancelled transitioned gift-card —
GiftCardRefunded transitioned gift-card —
RefundProcessed updated refund —
RefundFailed transitioned refund —
RefundConvertedToCredit transitioned refund —
BasketLineAdded created basket-line —
Endpoint Method Service Description
/orders POST create-order Creates a new Order from a validated Basket, transition…
/orders/{id} GET track-order Retrieves the full state of an Order including lines, p…
/orders/{id}/cancel POST cancel-order Cancels a confirmed Order, triggering reversal of payme…
/orders/{id}/confirm POST confirm-order Confirms a validated Order once payment is authorised, …
/payments/authorizations POST authorize-payment Submits a payment authorisation request for the order t…
/payments/authorizations/{id}/capture POST capture-payment Captures a previously authorised Payment. Requires paym…
/payments/authorizations/{id}/void POST void-payment Voids a payment authorisation that has not yet been cap…
/payments/{id}/refunds POST refund-payment Initiates a full or partial refund against a captured p…
/customers POST register-customer Registers a new Customer, creating a unique identity re…
/customers GET search-customer Resolves a Customer by email, phone, loyalty card or ex…
/transactions/{id}/payment POST authorize-payment Adds a payment tender to an in-progress POS transaction…
/baskets POST create-basket Creates a new digital basket for an anonymous or authen…
/baskets/{id}/lines POST add-basket-item Adds a product line to an existing basket, validating a…
/customers/{id}/360 GET retrieve-customer-profile Returns a unified 360-degree customer view including pu…
/interactions POST record-clienteling-interaction Records a customer interaction (visit, styling session,…

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