Default Journey
Product Type Journey
Journeys in product types help automate workflows for different product categories, ensuring smooth order processing and lifecycle management. They enable consistency, customization, and efficient handling of various product-specific operations.
| Product Type | Node | Associated Journey | Description |
|---|---|---|---|
| Physical Product Type | Order Item Fulfillment | Order Fulfillment Physical | Order Item Fulfillment is the process of processing, packing, and delivering a purchased item to the customer. |
| Order Item Return | Return Journey | Order Item Return is the process of a customer sending back a purchased item, typically for a refund or replacement. | |
| Order Item Replacement | Replacement Journey | Order Item Replacement is the process of providing a new item to the customer in exchange for a defective, damaged, or incorrect product. | |
| Order Item Cancellation | Customer Cancellation Journey | Order Item Cancellation stops an order before fulfillment and processes refunds if applicable. | |
| Subscription Product Type | Subscription Activation | Subscription Activation Journey | Subscription Activation enables access to a service after a successful subscription purchase. |
| Subscription Cancellation | Subscription Cancellation | Subscription Cancellation stops an active subscription and processes a refund if applicable. | |
| Service Product Type | Booking Fulfillment | Service Fulfillment Journey | Booking Fulfillment completes the delivery of a scheduled service. |
| Booking Cancellation | Booking Cancellation Journey | Booking Cancellation cancels a scheduled service and processes a refund if applicable. | |
| Digital Product Type | Digital Activation | Digital Order Fulfillment Journey | Digital Activation enables access to a purchased digital product. |
| Digital Cancellation | Digital Order Cancellation Journey | Digital Cancellation revokes access to a digital product and processes a refund if applicable. | |
| Digital Content Creation | Upload File Content | Digital Content Creation is the process of producing and publishing digital media, such as articles, videos, or graphics. | |
| Digital Content Update | Update File Content | Digital Content Update is the process of modifying or enhancing existing digital media. | |
| Digital Content Download | Download File Content | Digital Content Download allows users to retrieve and save digital files for offline access. |
Settlements Journey
Journeys in the settlement process streamline invoice generation, tracking, and reconciliation for seamless financial transactions. They ensure accuracy, compliance, and efficiency in managing settlements.
| Node | Associated Journey | Description |
|---|---|---|
| Settlement Invoice Generation | Settlement Calculation Generation | Settlement Invoice Generation issues a detailed bill for finalizing financial transactions. |
| Settlement Invoice Download | Settlement Download Journey | Settlement Invoice Download allows users to retrieve and save the finalized invoice for financial reconciliation. |
Product Templates Journey
Journeys in product templates streamline the creation, modification, and management of product structures by automating predefined workflows. They ensure consistency and efficiency in handling product data across different use cases.
| Node | Associated Journey | Description |
|---|---|---|
| Product Creation | Product Create Journey | Creating a product by retrieving data, calculating taxes, and updating product details. |
| Product Update | Product Update Journey | Updating a product by retrieving data, recalculating taxes, and modifying product details. |
Onboarding Journey
Journeys in the Onboarding process help vendors by automating verification and approval while reducing manual effort and ensuring compliance. For customers, journeys simplify signup and verification, providing a smooth and structured onboarding experience.
| Onboarding Type | Associated Journey | Description |
|---|---|---|
| Vendor | Vendor Onboard Journey | The Vendor Onboard Journey automates vendor request approval and onboarding. |
| Customer | Customer Onboard Journey | The Customer Onboard Journey automates customer signup approval and account creation. |
Associated Journey
Order Fulfillment Physical
Order Fulfillment Physical consists of multiple types of order processing scenarios.
- Order Fulfillment – The standard process where an order is placed, confirmed, packed, shipped, delivered, and completed successfully.
a. Order Placed – The customer successfully places an order.
b. Order Confirmed – The seller acknowledges the order and begins processing it.
c. Order Packed – The ordered items are picked from inventory and securely packed for shipment.
d. Order Shipped – The package is handed over to the shipping carrier for transportation.
e. Out for Delivery – The package reaches the final delivery hub and is assigned to a delivery agent.
f. Order Delivered – The package is successfully delivered to the customer, completing the order fulfillment process.
- Order Rejection Process for COD – If a Cash on Delivery (COD) order is rejected before shipping, it gets canceled without any further processing.
a. Order Placed – The customer successfully submits an order.
b. Order Rejected – The seller or system rejects the order due to various reasons like out-of-stock items, payment failure, or policy violations.
c. Order Cancelled – Since the order is not processed further, it gets canceled, and the customer is notified accordingly.
- Order Undelivered Process after Delivery Attempt for COD – When a COD order is undelivered after multiple attempts, it is canceled and returned to the seller.
a. Order Placed – The customer successfully places an order.
b. Order Confirmed – The order is accepted and processing begins.
c. Order Packed – The item is packed and ready for shipment.
d. Order Shipped – The package is dispatched from the warehouse.
e. Out for Delivery – The package is with the delivery agent, en route to the customer.
f. Order Undelivered – The delivery attempt was unsuccessful due to reasons like incorrect address, recipient unavailable, or refusal.
g. Order Cancelled – Since the order could not be delivered, it is canceled, and further action such as return to the seller or refund processing may take place.
- Order Rejection and Refund Process for Online Payment – If an online-paid order is rejected, a refund process is initiated, and the amount is returned to the customer.
a. Order Placed – The customer successfully places an order.
b. Order Rejected – The seller or system rejects the order due to various reasons (e.g., out of stock, payment issues, verification failure).
c. Refund Initiated – Since the order was rejected, the refund process begins.
d. Refunded – The refund is successfully processed and returned to the customer.
- Order Undelivered with Refund Process for Online Payment – If an online-paid order remains undelivered after multiple attempts, a refund is processed back to the customer.
a. Order Placed – The customer successfully places an order.
b. Order Confirmed – The seller verifies and accepts the order.
c. Order Packed – The order is prepared for shipment.
d. Order Shipped – The package is dispatched from the seller's warehouse.
e. Out for Delivery – The package is on its way to the customer.
f. Order Undelivered – The delivery attempt failed (e.g., customer unavailable, wrong address).
g. Refund Initiated – Since the order couldn’t be delivered, a refund is processed.
h. Refunded – The refund is successfully credited back to the customer.
Return Journey
The Return Journey refers to the process where a delivered order is sent back by the customer, including steps like return initiation, item pickup, and refund processing, either for COD or online payments.
a. Order Placed – The customer places an order.
b. Order Confirmed – The order is verified and accepted.
c. Order Packed – The package is prepared for shipment.
d. Order Shipped – The package is dispatched from the seller's location.
e. Out for Delivery – The order is on its way to the customer.
f. Order Delivered – The customer receives the order.
g. Return Initiated – The customer requests a return.
h. Item Picked Up – The returned item is collected from the customer.
i. Refund Initiated – The refund process starts.
j. Refunded – The amount is successfully refunded to the customer.
Replacement Journey
This flow represents an Order Replacement Journey, where after a successful delivery, the customer requests a replacement due to issues like defects or incorrect items. The process includes initiating the replacement, approving it, and delivering the new item to the customer.
a. Order Placed – Customer places an order.
b. Order Confirmed – The order is verified and approved.
c. Order Packed – The item is packed for shipping.
d. Order Shipped – The package is dispatched.
e. Out for Delivery – The order is on its way to the customer.
f. Order Delivered – The customer receives the product.
g. Replacement Initiated – The customer requests a replacement.
h. Replaced – A new item is delivered as a replacement.
Customer Cancellation Journey
The Customer Cancellation Journey includes two types of cancellation processing scenarios.
- Customer Cancellation through COD – The order is canceled without a refund process since no payment was made in advance.
a. Order Placed – The customer places an order.
b. Customer Cancellation Initiated – The customer requests to cancel the order.
c. Customer Cancelled – The order is successfully canceled.
- Customer Cancellation through Online Payment – The order is canceled, and a refund is initiated and processed back to the customer.
a. Order Placed – The customer places an order.
b. Customer Cancellation Initiated – The customer requests to cancel the order.
c. Customer Cancelled – The order is successfully canceled.
d. Refund Initiated – The refund process begins.
e. Refunded – The amount is successfully refunded to the customer.
Subscription Activation Journey
Subscription Activation Journey is the process where a user initiates a subscription, it gets created in the system, and then becomes active, enabling the subscribed service or product.
a. Subscription Initiated – The customer begins the subscription process.
b. Subscription Created – The system successfully creates the subscription.
c. Subscription Activated – The subscription becomes active and ready for use.
Subscription Cancellation
Subscription Cancellation is the process where a user terminates their active subscription, followed by the initiation and completion of a refund if applicable.
a. Subscription Initiated – The subscription process was started.
b. Subscription Cancellation – The user has cancelled the subscription.
c. Refund Initiated – The refund process has begun.
d. Refunded – The refund has been successfully processed.
Service Fulfillment Journey
Service Fulfillment Journey consists of multiple types of order processing scenarios.
- Service Fulfillment Process - It refers to the end-to-end process of delivering a service to the customer after an order is placed. It includes everything from confirming the booking to completing the service.
a. Order Placed – Customer places a service request (via COD or Online).
b. Booking Confirmed – Service provider confirms the booking.
c. Service Started – The service begins as scheduled.
d. Service Completed – Service is successfully delivered to the customer.
- Service Rejection Process - It refers to the journey that occurs when a service booking cannot be fulfilled and is subsequently canceled by the provider.
a. Order Placed — The customer successfully places a service booking request.
b. Booking Rejected — The service provider reviews and rejects the booking (due to availability issues, location, capacity, etc.).
c. Refund Initiated — The system automatically initiates a refund for prepaid (online) orders.
d. Refunded — The refund is successfully processed and credited back to the customer.
- Service Incompletion with Full Refund - This occurs when a booked service is started but not completed by the vendor, resulting in a full refund.
a. Order Placed — Customer successfully books a service.
b. Booking Confirmed — The vendor accepts and confirms the service booking.
c. Service Started — The service process begins.
d. Service Incomplete — The service cannot be completed (e.g., due to technical issues, lack of resources, customer unavailability, etc.).
e. Vendor Cancelled With Full Refund — The vendor cancels the service due to incomplete execution and initiates a full refund.
f. Refund Initiated — The refund process begins through the payment system.
g. Refunded — The customer receives the full refund.
- Service Incompletion with Partial Refund Journey - here the service begins but is not completed, and a refund is issued minus a cancellation charge.
a. Order Placed — Customer places an order for a service.
b. Booking Confirmed — Vendor confirms the scheduled service.
c. Service Started — The service begins at the customer's location.
d. Service Incomplete — The service could not be fully delivered (e.g., due to customer unavailability, partial work, etc.).
e. Vendor Cancelled Except Cancellation Charge — The vendor cancels the service and deducts a cancellation or service fee from the refund.
f. Refund Initiated — Refund (excluding cancellation charge) is processed.
g. Refunded — The customer receives the partial refund.
Booking Cancellation Journey
The Booking Cancellation Journey refers to the step-by-step process that occurs when a service booking is cancelled, by the customer. It outlines how the system handles the cancellation and refund to ensure clarity and a smooth customer experience.
a. Order Placed – The customer successfully places a booking for a service.
b. Booking Cancel Initiated –The cancellation process is started by the customer.
c. Refund Initiated – The refund process is triggered by the system or support team.
Digital Order Fulfillment Journey
The Digital Order Fulfillment Journey is the process of delivering digital products or services to customers after they place an order.
a. Order Placed – The customer purchases a digital product.
b. Content Activated – The digital content (e.g., subscription, eBook, software access) is instantly made available to the customer.
Digital Order Cancellation Journey
The Digital Order Cancellation Journey outlines the process of canceling a digital product after activation and issuing a refund.
a. Order Placed – The customer purchases a digital product.
b. Content Activated – The digital content is delivered or made accessible.
c. Cancel Initiated – The customer or system initiates a cancellation request.
d. Refund Initiated – The refund process is triggered.
e. Refunded – The customer receives the refund amount.
Upload File Content
Upload File Content refers to the process of transferring or sending a file (such as documents, images, videos, or other data) from a user's device to a server, application, or online platform.
a. Start: Initiates the journey to upload content.
b. Upload-Content: Handles the actual file or data content upload operation.
c. Stop: Marks the successful completion of the upload process.
Update File Content
Update File Content refers to the process of modifying or revising the information or data within an existing file, such as editing text in a document, updating images, or altering data in a spreadsheet, and then saving those changes.
a. START: The process begins.
b. Authorization: The system checks if the user has the necessary permissions to update the content.
c. Decision: A decision point evaluates the authorization result:
- Yes: If the user is authorized, the process proceeds to update the content.
- No: If the user is not authorized, the process stops.
d. Update-Content: If authorized, the user can proceed to update the content (e.g., modifying a file or data).
e. STOP: The process ends, either after a successful update or if authorization is denied.
Download File Content
Download File Content refers to the process of retrieving or transferring a file (such as documents, images, videos, or other data) from a online platform to a user's device.
a. Start: Begins the download process.
b. Download File: Retrieves and downloads the specified file (e.g., invoice, report, or product data file).
c. Stop: Ends the journey after the file has been successfully downloaded.
Settlement Calculation Generation
The "Settlement Calculation Generation" refers to the process of creating and finalizing a settlement, which typically involves calculating amounts owed or due (e.g., payments, refunds, or invoices) and preparing the necessary documentation.
a. Start: Initiates the settlement calculation process.
b. Settlement-Generation: Performs calculations to determine settlement amounts based on transactions, commissions, or other business logic.
c. Stop: Marks the end of the settlement generation flow.
Settlement Download Journey
The Settlement Download Journey refers to the process of preparing and making available a settlement-related document (e.g., an invoice, payment settlement statement, or financial summary) for a user to download, typically in a digital environment such as an online portal or business application.
a. Start: Initiates the settlement invoice generation process.
b. Invoice-Details: Fetches invoice-related data (such as vendor info, billing items, and periods).
c. Transaction-Details: Retrieves financial transactions associated with the invoice.
d. Generate-Invoice: Compiles and generates the final invoice document.
e. Stop: Ends the journey after successful invoice generation.
Product Create Journey
The Product Create Journey is a streamlined process to add details in a system, ensuring accurate data and compliance.
a. Start: Initiates the product creation workflow.
b. Product-data-retrieval: Retrieves necessary product input data (e.g., specifications, attributes).
c. Tax-Calculation: Calculates tax based on product details.
d. Update-product-data: Inserts or updates the new product record in the database with tax included.
e. Stop: Ends the product creation process.
Product Update Journey
The Product Update Journey ia a structured flow to update product details accurately in the system.
a. Start: Initiates the product update workflow.
b. Product-data-retrieval: Fetches current product details from the system.
c. Tax-Calculation: Calculates taxes based on product pricing and applicable tax rules.
d. Update-product-data: Updates the product information (including tax adjustments) in the system.
e. STOP: Ends the journey after successfully updating the product data.
Vendor Onboard Journey
The Vendor Onboard Journey refers to the process of integrating a new vendor into a business or platform, ensuring they meet the necessary requirements and are officially accepted.
a. Start: Begins the onboarding process.
b. Vendor-Onboarding-Requested: A vendor requests to be onboarded.
c. Decision: Determines whether to accept the onboarding request:
- No → Vendor-Request-Rejected → Stop Rejected
- Yes → Vendor-Onboard-Accepted
d. DecisionTwo: Further validation step:
- No → Vendor-request-rejected → Stop rejected
- Yes → Vendor-Request-Verified → Vendor-Onboarded → Stop
Customer Onboard Journey
The Customer Onboard Journey refers to the process of registering and integrating a new customer into a business or platform, ensuring they are successfully signed up and activated.
a. START: Initiates the customer onboarding process.
b. Customer-Signup-Requested: A customer signs up, triggering the request.
c. Customer-Signup-Accepted: The signup request is validated and accepted.
d. Decision Node: A check is made to determine if the customer creation should proceed.
- Yes → Customer-Created → CC STOP: The customer is successfully created, and the journey ends.
- No → Customer-Not-Created → CNC STOP: The creation fails, and the journey ends with a different outcome.