Built-in flows

OrderLoop seeds at least one flow per commerce model. Each is an ordinary flow: open it in the editor, change it and publish a new version.

Seeding

OrderLoop publishes the built-in flows the first time they are needed: when flows are listed or opened, when an order starts, and before the stock review starts a replenishment order. When a built-in flow changes in a new OrderLoop release, the new version is published over the flow’s draft and over anything you published from the editor since, so keep a customised copy as its own flow. A built-in flow that matches an earlier version is never published again, and orders already running keep the version they pinned.

The flows

Purchase request

tpl-purchase-request

Internal procurement: AI spend classification, budget check, tiered approvals, PO, supplier acknowledgement, goods receipt, 3-way match and payment.

• ModelProcurement
• ChannelsDashboard, Email, API
• Nodes22
• Edges30

Nodes

Id	Label	Type
request	Purchase request	Manual / API
classify	Classify spend	Classify
price	Price lines	Price lines
budget	Budget check	Budget check
needs_mgr	Over $5k?	Condition
mgr	Manager approval	Approval
needs_fin	Over $20k?	Condition
fin	Finance approval	Approval
po	Generate PO	Generate PO
send	Send PO to supplier	Notify
ack	Supplier acknowledges	Wait for event
goods	Goods received	Wait for event
match	3-way match	3-way match
mismatch	Resolve mismatch	Approval
pay	Pay supplier	Pay supplier
erp	Post to ERP	ERP sync
done	Closed	End
reject_note	Tell requester	Notify
rejected	Rejected	End
expire_note	Tell requester	Notify
expired	No decision	End
stalled	Supplier unresponsive	End

B2B order

tpl-b2b-order

Inbound PO by email: AI extraction, contract pricing, credit check, an assessment that fast-tracks confidently routine orders, an agent that triages the rest to auto-approve / approval / clarify, stock reservation, net-30 invoice, shipment and a dunning loop.

• ModelB2B
• ChannelsEmail, EDI, API, Dashboard
• Nodes29
• Edges35

Nodes

Id	Label	Type
po_in	PO received	Inbound email
extract	Extract order	Extract order
validate	Validate	Validate order
price	Contract pricing	Price lines
tax	Tax	Calculate tax
credit	Credit check	Credit check
assess	Assess: routine?	Assess
router	Agent: triage	Agent router
clarify	Ask customer	Notify
reply	Customer replies	Wait for event
approval	Sales approval	Approval
reserve	Reserve stock	Reserve inventory
invoice	Invoice	Generate invoice
ship	Ship	Create shipment
erp	Post to ERP	ERP sync
paid	Payment received	Wait for event
dunning	Dunning	Loop
remind	Payment reminder	Notify
paid_late	Payment received	Wait for event
collections	Send to collections	Notify
done	Paid	End
unpaid	Unpaid	End
decline	Decline order	Notify
declined	Declined	End
expire	Decline order	Notify
expired	No decision	End
unanswered	Decline order	Notify
no_reply	No reply	End
backorder	Out of stock	End

Reorder

tpl-reorder

Scheduled replenishment: AI demand forecast for SKUs at their reorder point, PO generation, approval above $10k, supplier acknowledgement, receipt and restock.

• ModelReplenishment
• ChannelsSchedule, Dashboard
• Nodes16
• Edges18

Nodes

Id	Label	Type
schedule	Daily stock review	Schedule
forecast	Forecast demand	Demand forecast
any	Anything to order?	Condition
price	Supplier cost	Price lines
po	Replenishment PO	Generate PO
big	Over $10k?	Condition
approval	Buyer approval	Approval
submit	Submit to supplier	Notify
ack	Supplier acknowledges	Wait for event
receipt	Goods received	Wait for event
restock	Restock	Restock
erp	Post to ERP	ERP sync
done	Restocked	End
nothing	Nothing to order	End
skip	Not approved	End
late	Supplier late	End

Subscription

tpl-subscription

Recurring box subscription: authorize, then a billing-period loop (wait → charge → ship) with a dunning retry, continuing as a new run after 12 cycles.

• ModelSubscription
• ChannelsWeb, Mobile app, API
• Nodes18
• Edges19

Nodes

Id	Label	Type
signup	Subscription signup	Webhook
validate	Validate	Validate order
price	Plan price	Price lines
tax	Tax	Calculate tax
authorize	Authorize card	Authorize payment
welcome	Welcome email	Notify
init	Start year	Set variables
periods	Billing periods	Loop
renewal	Until renewal	Wait
charge	Charge renewal	Charge
retry_wait	Dunning delay	Wait
retry	Retry charge	Charge
fulfill	Ship box	Create shipment
next	Next cycle	Set variables
pause	Payment failed	Notify
paused	Paused	End
renew	Next year	Continue as new
declined	Card declined	End

Storefront order

tpl-storefront-order

Card checkout: store policy, authorize, reserve, ship and capture, then a 30-day return window: RMA label, goods received, restock and a full or partial refund.

• ModelB2C retail
• ChannelsWeb, Mobile app, API
• Nodes26
• Edges26

Nodes

Id	Label	Type
checkout	Storefront checkout	Webhook
validate	Validate	Validate order
price	List price	Price lines
tax	Tax	Calculate tax
policy	Store policy	Policy check
reject	Explain rejection	Notify
rejected	Rejected	End
authorize	Authorize card	Authorize payment
reserve	Reserve stock	Reserve inventory
ship	Ship	Create shipment
capture	Capture payment	Capture payment
shipped	Shipping confirmation	Notify
window	Return window	Wait for event
rma	Return label	Return label
send_label	Send return label	Notify
back	Return received	Wait for event
restock	Restock	Restock
refund	Refund	Refund
refunded	Refund confirmation	Notify
review	Refund needs review	Notify
done	Fulfilled	End
returned	Returned	End
lost	Return not received	End
declined	Card declined	End
short	Out of stock	End
uncaptured	Capture failed	End

Marketplace order

tpl-marketplace-order

Multi-seller checkout: fraud check, authorize, split by seller and wait for each seller to accept, ship and capture what was accepted, a return window, then seller payouts net of commission and refunds.

• ModelMarketplace
• ChannelsMarketplace, Web, Mobile app, API
• Nodes30
• Edges40

Nodes

Id	Label	Type
checkout	Marketplace checkout	Webhook
validate	Validate	Validate order
price	List price	Price lines
tax	Tax	Calculate tax
risk	Fraud check	Risk score
trust	Trust & safety review	Approval
authorize	Authorize card	Authorize payment
split	Split by seller	Split by seller
ask	Ask sellers	Notify
accepting	Seller responses	Loop
responded	Seller responds	Wait for event
record	Record response	Seller response
expire	Reject unanswered	Seller response
reserve	Reserve stock	Reserve inventory
ship	Ship	Create shipment
capture	Capture payment	Capture payment
shipped	Shipping confirmation	Notify
window	Return window	Wait for event
rma	Return label	Return label
back	Return received	Wait for event
restock	Restock	Restock
refund	Refund	Refund
payout	Seller payouts	Seller payouts
done	Fulfilled	End
blocked	Blocked	End
declined	Card declined	End
no_sellers	No seller accepted	End
unanswered	Sellers did not answer	End
short	Out of stock	End
uncaptured	Capture failed	End

Omnichannel order

tpl-omnichannel-order

A brand’s own store: authorize, then route each order to shipping (from the warehouse or a store), pickup in store with a code, or digital delivery, and capture once every part is fulfilled.

• ModelDirect to consumer
• ChannelsWeb, Mobile app, API
• Nodes23
• Edges26

Nodes

Id	Label	Type
checkout	Checkout	Webhook
validate	Validate	Validate order
price	List price	Price lines
tax	Tax	Calculate tax
authorize	Authorize payment	Authorize payment
route	Route fulfillment	Route fulfillment
reserve_ship	Reserve stock	Reserve inventory
ship	Ship	Create shipment
shipped	Shipping confirmation	Notify
reserve_pickup	Hold at store	Reserve inventory
ready	Ready for pickup	Ready for pickup
ready_note	Pickup ready	Notify
collect	Customer collects	Wait for event
handover	Hand over	Hand over
deliver	Deliver digital goods	Deliver digital goods
delivered	Download ready	Notify
capture	Capture payment	Capture payment
done	Fulfilled	End
declined	Payment declined	End
unavailable	Cannot fulfil	End
short	Out of stock	End
uncollected	Not collected	End
uncaptured	Capture failed	End

Point-of-sale sale

tpl-pos-sale

A sale at the till: take payment, hand the goods over from the store’s own stock (or issue gift card and download codes), capture, and email a receipt when the buyer gives an address.

• ModelB2C retail
• ChannelsPoint of sale
• Nodes16
• Edges18

Nodes

Id	Label	Type
sale	Till sale	Webhook
validate	Validate	Validate order
price	List price	Price lines
tax	Tax	Calculate tax
authorize	Take payment	Authorize payment
route	Store stock	Route fulfillment
reserve	Take from store stock	Reserve inventory
handover	Hand over	Hand over
deliver	Issue codes	Deliver digital goods
capture	Capture payment	Capture payment
has_email	Email receipt?	Condition
receipt	Email receipt	Notify
done	Sold	End
declined	Payment declined	End
unavailable	Not in stock here	End
uncaptured	Capture failed	End

tpl-marketplace-order is the marketplace model’s flow; Marketplace walks through it. tpl-omnichannel-order is the d2c default and tpl-pos-sale the flow for pos till sales; Fulfillment walks through them.

Scenarios

In workspaces with the demo data loaded, the dashboard’s Demo scenarios start an order on a built-in flow with a canned input. Each exercises a different path:

Scenario	Flow	Path
Guest checkout	tpl-storefront-order	A b2c web order with contact and no customer: card checkout, and the shipping and return emails go to the contact address
B2B PO by email	tpl-b2b-order	AI extracts lines from an email, contract pricing, the credit check passes, the routine assessment is unsure (without the model it always answers 0.5), so the agent router triages and auto-approves; ships, waits for payment
B2B over credit limit	tpl-b2b-order	cus_contoso is near its limit, so the credit check routes to a person
B2B out of stock	tpl-b2b-order	meta.simulate: "out_of_stock": the reservation comes up short and the order fails and rolls back
Procurement request	tpl-purchase-request	Eight laptops: AI classifies spend, manager then finance approve, PO, supplier ack, 3-way match
Reorder (stock review)	tpl-reorder	The forecast finds SKUs below their reorder point and drafts a replenishment PO
Subscription	tpl-subscription	Authorize, then a loop of wait → charge → ship
Subscription, card fails	tpl-subscription	meta.simulate: "charge_fail": the renewal and its retry both fail and the subscription pauses
Storefront order in euros	tpl-storefront-order	The retail checkout in EUR: USD prices convert at the workspace’s stored EUR rate, and the order, capture and webhooks are in euros
Marketplace order, two sellers	tpl-marketplace-order	HP-200 from a seller that auto-accepts and KET-01 from one that is asked: the order waits for Kettle & Co, then ships what was accepted and schedules each seller’s payout net of commission. See Marketplace
Buy online, pick up in store	tpl-omnichannel-order	A monitor held at the SoHo store with a pickup code; the order waits for pickup.collected, then hands it over and captures payment
Ship from store, with an e-book	tpl-omnichannel-order	The warehouse has no tees, so they ship from the SoHo store, the nearest to the New York ship-to (which carries coordinates); the e-book is delivered as a code, and payment is captured once both parts are done
Split shipment, nearest store	tpl-omnichannel-order	Eight monitors and three tees to San Francisco: no one place has both, so the monitors ship from the warehouse and the tees from the Mission store, as two shipments
Till sale with a gift card	tpl-pos-sale	A tee and a gift card at the Mission store: card present, the tee leaves store stock, the gift card gets a code, and the receipt is emailed
Storefront order, returned	tpl-storefront-order	Ships and captures, then a return: RMA label, restock, refund. A return.requested payload with lines: [{ sku, qty }] restocks only those lines; amount sets a partial refund

Simulating failures

The built-in commerce steps read order.meta.simulate, so any order (from the API too) can take a failure path:

Value	Effect
out_of_stock	Reserve inventory reports every line short
payment_decline	Authorize payment takes declined
charge_fail	Charge takes failed
three_way_mismatch	3-way match sees an invoice 10% over the PO and takes mismatch

Restarting an order from its page drops meta.simulate, so the retry runs for real.

Stock review

The stock review runs daily at 06:00 UTC. It scans for SKUs at or below their reorder point and, if there are any, starts one order on tpl-reorder titled Replenish <skus>. Run stock review now on the back office page starts it on demand.