Differentiating Visible Status from Cycle Tracking Points

To fully understand the Recalculation process, it is helpful to know about the two distinct point tracking systems used by JeriCommerce.

Current Tier & Points

This system represents the customer's official, visible status right now.

• What it is: The customer's official, visible status right now.
• Where it's shown: Customer's wallet pass, loyalty profile, and your admin dashboard.
• When it changes: Immediately when customers earn enough points to upgrade, or during Recalculation if the carry tier value differs.

Carry Tier & Points

This system is a temporary bucket tracking points earned in the current cycle period.

• What it is: A temporary bucket tracking points earned in the current cycle period.
• Purpose: Used during Recalculation to determine the customer's status for the next period.
• When it resets: At Recalculation time, it resets to 0, and the carry tier resets to your base tier.

How They Work Together

During the Year (Active Earning)

• Both current and carry points increase together as customers make purchases.
• Both track the same value during active earning.

At Recalculation

The Recalculation event uses the Carry points to define the new cycle:

• Carry points become the new official (current) points.
• Carry points reset to 0 for the new cycle.
• If the carry tier differs from the current tier, the customer's official status is updated.

Next Guide: To finalize your program setup, please see Configuration Options and Merchant Best Practices.

‍