Set coverage exceptions for options and products

Before you start

Give an option different coverage

1. 1

   Step 1: Open option coverage

   Go to Settings›Products›Warranty coverage. Under Option coverage, choose Manage options. The page shows existing exceptions.

2. 2

   Step 2: Add the option exception

   Click Add an exception, choose Apply to, and find the option with Search options. The new exception starts at 12 months.

3. 3

   Step 3: Set the option's term

   Edit the months, using 0 to exclude the option. The row shows the resulting rule. Remove exception returns that option to the remaining applicable coverage rules.

   Warning

   An extended plan doesn't remove an exclusion

   An excluded option remains excluded from an extended plan unless an authorized order change lifts the exclusion. Check the order's warranty before promising coverage.

   If every option already has an exception at that level, edit the existing rows. Archiving an option changes its exception into named whole-product coverage; review that consequence before reorganizing options.

Add an exception on a template and lock it

1. 1

   Step 1: Open template terms

   Open the template's Before an order is placed area, then Warranty, Edit, and Edit terms. The template warranty dialog opens.

2. 2

   Step 2: Save the exception

   Click Add an exception, choose Option, and click Add exception. Set the term and save it. A new exception must be saved before it can be locked.

3. 3

   Step 3: Lock the saved option

   Open the exception's row menu and choose Lock this option. The help reads Prevent changes on orders. Save the change and check the locked term.

   

   An order line then explains that the option's coverage is locked on the product template. Unlock allows order changes again. Follow the product term again removes the separate option term.

   The template options table also includes a Warranty column and Edit warranty. Use that entry when reviewing coverage alongside the option itself.

Set warranty on a Shopify product

1. 1

   Step 1: Choose the catalog product

   From Warranty coverage, open By product. Under Catalog products, click Add a product and choose it in the Shopify picker.

   The separate Product templates card directs you to edit a template's warranty on the template. Don't add its catalog counterpart as a substitute for that template rule.

2. 2

   Step 2: Choose the coverage

   Choose Use warranty rules, Custom warranty period, or Excluded. For a custom period, enter the amount and choose years or months.

   

   Enter a whole number of at least 1 for a custom term. The longest term is 100 years. Use Excluded for no coverage instead of an invalid positive term.

3. 3

   Step 3: Save the product term

   Tick Require a serial number if needed, then save. The dialog notes that changes apply to orders placed from now on. Term saved confirms the result. See serial numbers for recording each unit.

Change or remove a Shopify product's term

1. 1

   Step 1: Open the product row

   In By product, open the row menu and choose Edit to change its term. The existing settings open for review.

2. 2

   Step 2: Return to the general rules

   Choose Remove when the product should use your warranty rules again. Term removed confirms that the product-specific term is gone.

   This doesn't rewrite existing sales. Older Shopify product lines sold before they carried warranty aren't backfilled.

What happens next

New lines use the resolved exception or product term. Review warranty on an order shows the source, while Check a product previews template exceptions.

A locked option remains protected even when staff can otherwise override an order's warranty. Review locks when deciding who should be able to make a sales exception.

If something goes wrong