For the complete documentation index, see llms.txt. This page is also available as Markdown.

Adding a customer to an order

What changes when a customer goes on or comes off an order — and which prices survive it.

Adding a customer is not just recording who is buying. It re-prices the order, because the customer may have their own agreed prices or be eligible for customer-specific campaigns.

Removing a customer re-prices it again, the other way.

What happens on the order

When a customer is added or removed, Flow Retail walks every line and looks the price up again for that customer. Then it re-applies campaigns across the whole order.

Three rules govern what actually changes:

Line
What happens

Price was set manually

Left alone. A manual price survives the recalculation.

No price found for the customer, or the price comes back as zero

Left alone. The existing price stands.

Anything else

Re-priced to the customer's price

The first rule is the one worth knowing. A price someone typed in by hand is treated as a deliberate decision and is not overwritten when the customer changes.

Where a price came from

Every line records the origin of its price, which is how you tell why a line costs what it does:

Origin
Meaning

MANUAL

Typed in on the order. Survives re-pricing.

CUSTOMER

From the customer's own agreed price

CAMPAIGN

A campaign matched

STORE

The store's price

TENANT

The chain-wide price

PRODUCT

The product's own price

EXTERNAL

Supplied by an external system

If a line did not change when you expected it to, check whether its origin is MANUAL.

Add the customer early

Because adding a customer re-prices the order, do it before discussing price with them, not after. Adding the customer at the end can move prices that have already been quoted — and removing a customer can move them back.

Manual prices are the exception, and that is also the workaround: if a price has been agreed and must not move, set it manually.

What this means for you

  • Add the customer first, then talk about price.

  • A manual price is a commitment. It will not be recalculated, which is usually what you want, but it also means it will not pick up a better customer price later.

  • Campaigns are re-applied after re-pricing, so a customer becoming eligible for a campaign is handled in the same pass — see Discounts on an order.


Last updated 19.09.2026

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