Overview

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Policies

The Policies menu allows you to define how your business process things like returns, cancellations, and exchanges.

To navigate to the Policies page, click on Settings in the left menu and then select Policies.

The Policies page shows a list of all Policies you have created previously. You can edit or delete a previously created Policy by hovering over its name in the list and clicking the pencil icon or trash can icon at the right.

To create a new policy, click the Create Policy button at the top-right of the page.

In the Basic Information section on the Create Policy page, fill out a name for the policy.

Use the Policy Type dropdown to choose the kind of policy this is, whether Return, Cancellation, or Exchange.

Use the channel dropdown to choose either 12 (USA Web) or 13 (Canada Web).

Return, Cancellation, or Exchange

Depending on the selection you made in the Policy Type dropdown above, the name of this section will change. However, the three fields it contains remain the same.

Use the +/- buttons or enter numbers in the Days, Hours, and Minutes fields to adjust how long customers have to return, cancel, or exchange an item.

Refund Fee

The Refund Fee section allows you to set up things like restocking or repackaging fees.

Use the Currency dropdown to set the currency, and then enter a short description in the Fee type field and an amount in the Return fee field.

Click the Add button to add another type of fee.

Reason Codes

The Reason Codes section allows you to create predefined reasons as to why the customer is returning their order (e.g. didn’t fit, wrong color, changed mind, etc.). Click the Add reason code button to add a reason code and enter a description (optional). Click Save when finished.