Morph template · Update
Set the max credit limit for customers based on customer type
Set a max credit limit on customer accounts based on their customer type. Ideal for setting the max credit limit for all customers who are assigned a particular customer type.
Month-to-monthHuman setup helpNo surprise usage bills
01The result
What this template is ready to do.
✓Template outcomeMorph starting point
Add loyalty points to customer accounts based on their sign up location. Ideal for retrospectively adding loyalty points to customer accounts. Combine this with other filters such as a date range for the sign up date to make the targeting even more specific.
- Uses
- Customers
- Definition
- 4 dashboard stages
- Run control
- Preview before live
How this template runs
The dashboard definition, from trigger to safe change.
Every stage below comes directly from this template in the Slynk dashboard.
- 01trigger
Run automatically or manually
You can run this flow automatically on a schedule, for example every weekday at midnight, or choose to run it manually via our dashboard when you need it. - 02fetch
Fetch the customers
The flow will fetch all customers from your Epos Now account ready for filtering - 03filter
Target the customers who match your filters
Set customer types for whom the max credit limit needs to be updated. - 04action
Update the max credit limit
For customers who match your filters, set their max credit limit to the desired value.
For example set the max credit limit to 500 for all customer of type = Silver.
A good fit when
A repeated POS edit needs care and accuracy.
- You need to change many customers without editing them one by one.
- You can identify the right records using information already held in your POS.
- You want to check every proposed value before live data is changed.
- Product
- Morph
- What it does
- Update
- POS platform
- Eposnow
- Uses
- Customers
- Starting point
- Ready to adapt
Customisation catalogue
Start here. Make it fit the business.
This is the dashboard-owned list of triggers, filters and changeable fields available for this exact template. Learn how customisation works.
2 available
Choose what starts the workflow
Triggers are the events that start this template. Use a dependable schedule or keep control with a manual run.
Scheduler
Run automatically at a specific time or interval: monthly, weekly, daily or hourly.
Manual run
Start the template from the dashboard for testing or whenever it is needed on demand.
87 available
Fields you can filter on
Use one or more conditions to target only the records that matter. Related POS information is available without building a separate integration.
Browse all 87 fields by POS data group.
Customers50 fields
Customer addresses address line 1via Customer customer address
Customer addresses address line 1
Customer addresses address line 2via Customer customer address
Customer addresses address line 2
Customer addresses countyvia Customer customer address
Customer addresses county
Customer addresses customer IDvia Customer customer address
Customer addresses customer ID
Customer addresses IDvia Customer customer address
Customer addresses ID
Customer addresses ID namevia Customer customer address
Customer addresses ID name
Customer addresses is main addressvia Customer customer address
Customer addresses is main address
Customer addresses namevia Customer customer address
Customer addresses name
Customer addresses post codevia Customer customer address
Customer addresses post code
Customer addresses townvia Customer customer address
Customer addresses town
Customer business name
Customer card number
Customer contact number
Customer contact number 2
Customer current balance
Customer current points
Customer customer address ID
Customer date of birth
Customer email address
Customer expiry date
Customer forename
Customer ID
Customer ID name
Customer max credit
Customer notes
Customer reference code
Customer sign up date
Customer sign up location ID
Customer surname
Customer title
Customer titles name
Customer titles value
Customer type
Customer types default expiry length
Customer types default max credit
Customer types description
Customer types discount
Customer types ID
Customer types ID name
Customer types name
Locations33 fields
Location address 1
Location address 2
Location areas description
Location areas email address
Location areas location area ID
Location areas location area ID name
Location areas name
Location areas parent ID
Location bar tab spend limit
Location country name
Location county
Location currency ID
Location date format
Location decimal separator
Location description
Location email address
Location group separator
Location ID
Location ID name
Location is warehouse
Location language ID
Location location area ID
Location long time format
Location name
Location no of top sellers
Location number of bar tabs
Location phone number
Location post code
Location predefined locale settings ID
Location short time format
Location show bar tabs
Location time zone ID
Location town
Other POS data4 fields
Marketing consent emailvia Customer marketing consent
Marketing consent mailvia Customer marketing consent
Marketing consent phonevia Customer marketing consent
Marketing consent textvia Customer marketing consent
57 available
Fields you can update
Choose exactly which POS values this template can change. A simulation creates its own run with record-level results before any separate live run.
Browse all 57 fields by POS data group.
Customers32 fields
Customer addresses address line 1
Customer addresses address line 2
Customer addresses county
Customer addresses customer ID
Customer addresses is main address
Customer addresses name
Customer addresses post code
Customer addresses town
Customer business name
Customer card number
Customer contact number
Customer contact number 2
Customer current balance
Customer current points
Customer customer address ID
Customer date of birth
Customer email address
Customer expiry date
Customer forename
Customer max credit
Customer notes
Customer reference code
Customer sign up date
Customer sign up location ID
Customer surname
Customer title
Customer type
Customer types default expiry length
Customer types default max credit
Customer types description
Customer types discount
Customer types name
Locations25 fields
Location address 1
Location address 2
Location bar tab spend limit
Location country name
Location county
Location currency ID
Location date format
Location decimal separator
Location description
Location email address
Location group separator
Location is warehouse
Location language ID
Location location area ID
Location long time format
Location name
Location no of top sellers
Location number of bar tabs
Location phone number
Location post code
Location predefined locale settings ID
Location short time format
Location show bar tabs
Location time zone ID
Location town
Common questions
Know what happens before the first run.
Yes. Choose the information, filters, locations and timing that match your business rather than accepting a fixed setup.
Yes. A simulation evaluates live data without changing it and creates a run with each matching item’s current and proposed values. Review those results before deciding on a live run.
Yes. The Slynk team can confirm the scope, help configure the first run and check the result with you.
Related starting points
More customers jobs to explore.
Set the customer credit balance every night to a preset value
Set the credit balance on customer accounts that match your filters every day at a specified time. Ideal for setting daily credit for staff to use on-site.
View templateUpdate Epos Now customers
This is a blank template to fetch and update Epos Now customers. Add filters and actions to build you own custom flow.
View templateUpdate customer type based on sign up date
Update the customer type for customer who signed up more than a specified number of days ago
View templateSimulate this change with your own data.
Choose a Morph plan to start from this template, then preview the result before anything changes.