Policies
Set policies, staff and permissions
Return and refund, shipping and warranty policies, plus team roles and store access, set once and applied everywhere.
Book a DemoGeneral
Analysis
Customer
Sales Channels
Integrations
Staff
Users, roles and store access
Set once, applied everywhere
- 1
Define the policy
Returns, refunds, shipping and warranty terms, and staff roles.
- 2
Choose the scope
Per product, category, region, zone or store.
- 3
The platform applies it
Policies apply automatically to eligible orders and products.
- 4
Everyone sees the same terms
Staff and customers read the same rules.
Users & roles
Manage staff access and duties with ease
Give every person on your team the access they need, and nothing more, across every yard and store.
- Add staff accounts across locations.
- Assign user roles with permission settings.
- Activate, deactivate or delete users.
- Limit access based on role and store.
General
Analysis
Customer
Sales Channels
Integrations
Staff
Users, roles and store access
Permissions
Roles that decide who can do what
Set what each role can see and change, so counter staff, managers and administrators each work within the right limits.
- Assign user roles with permission settings.
- Limit access based on role and store.
- Change a role once and it applies to everyone who holds it.
General
Analysis
Customer
Sales Channels
Integrations
Roles and permissions
What each role can do
Return & refund policy
A consistent, automated return process across your catalog
Handle returns and refunds the same way on every order, without a pile of manual paperwork, so staff follow the same rules every time.
- Define refund methods.
- Set return windows.
- Specify who covers return shipping.
- Apply policies per product or category.
- Automate refund conditions and approvals.
General
Analysis
Customer
Sales Channels
Integrations
Return & refund policy
Applied automatically to eligible orders
Policy terms
Refund method
Return window
Return shipping paid by
Applies to
Automate approvals
Approve refunds that meet the conditions
Shipping policy
Define how every order gets delivered
Set the rules for how and when orders go out, and customize them for each region or zone.
- Set shipping methods and rates.
- Add handling times.
- Define delivery windows.
- Set cut-off times for same-day shipping.
- Customize by region or zone.
General
Analysis
Customer
Sales Channels
Integrations
Shipping policy
How every order gets delivered
Timing
Handling time
Delivery window
Same-day cut-off
Methods and zones
Customized by region or zone
Warranty policy
Build trust with transparent warranty terms
Put warranty terms where customers and staff can both read them, so questions about coverage have one clear answer.
- Set warranty periods for products.
- Define coverage and exclusions.
- Add warranty details to product pages.
- Keep terms clear for both staff and customers.
General
Analysis
Customer
Sales Channels
Integrations
Warranty
2x4 treated lumber · product page
Warranty terms
Warranty period
Coverage
Exclusions
On the product page
Warranty: 5 years
Covers defects in materials. Excludes improper installation and misuse.
Shown to staff and customers alike
Policies in action
Where your policies show up
Set a policy once and the platform applies it, so every order, shipment and product page follows the same rules.
Orders and refunds
Return and refund policies apply automatically to eligible orders, including full and partial refunds.
See ordersShipping and delivery
Handling times, delivery windows and cut-off times shape what customers see at checkout.
See shippingProduct pages
Warranty details appear on product pages, so staff and customers read the same terms.
See productsWorks with
Orders
Every order from every channel, in one place.
Shipping
Your delivery zones, ShipStation, Shippo or distributor fulfillment.
Store locations
Every yard and store in one dashboard.
Common questions
Can policies differ by product?
Yes. Apply return and refund policies per product or per category.
What can I set in a return and refund policy?
Refund methods, return windows, who covers return shipping, and refund conditions and approvals, which can be automated.
What can I set in a shipping policy?
Shipping methods and rates, handling times, delivery windows and cut-off times for same-day shipping, customized by region or zone.
Can I show warranty terms to customers?
Yes. Set warranty periods, coverage and exclusions, and add the details to product pages.
Can I limit what staff can do?
Yes. Assign roles with permission settings and limit access by role and store.
Can I turn off a staff member's access?
Yes. Activate, deactivate or delete users at any time.