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Create and sell extended warranty plans

4 min readUpdated 31 Oct 2026Situation

Sell extra coverage with a product by creating a warranty plan and adding it to the customer's line. The plan adds months to the base coverage and records its own price.

Add plans in the OrderPilot app before the sale becomes a Shopify order. POS carries an existing plan fee but doesn't add or discount plans.

Before you start

Understand the base term

Read How warranty coverage works and set up coverage.

Check plan permissions

Creating plans needs Manage shop settings. Costs need View costs to see and Enter costs and charges to change.

Check the sale

Adding a plan needs Create and edit quotes and orders and a record that isn't yet a Shopify order.

Create a plan

  1. Step 1: Open the plan editor

    Go to SettingsProductsWarranty plans and click New plan. The editor opens with the plan's name, price, coverage, and unit settings.

  2. Step 2: Enter the commercial terms

    Enter Name, Price to the customer, and Cost to you where your access allows. Set Additional coverage (months) from 1 to 1,200.

    New plan editor for 5-year protection
    New plan editor for 5-year protection.

    The initial extension is 12 months. Name the plan to match its real coverage: a 5-year total on a 2-year base needs 36 additional months.

  3. Step 3: Choose coverage and create

    Under What it covers, choose Whole product or Selected options. Whole product includes options added later. Selected options supports up to 200 choices.

    Under Units, tick Require a serial number when needed. Click Create plan. The plan appears with its price, cost where visible, added months, and coverage.

    Changes to a plan apply to future sales. A plan already sold keeps the terms recorded for that sale.

    Warranty plans tab with 5-year protection and the Archived card
    Warranty plans tab with 5-year protection and the Archived card.

Sell a plan on a quote or order

  1. Step 1: Review the product line

    Open the line menu and choose Review warranty. Check the base term and any exclusions using Warranty on an order.

  2. Step 2: Add the plan

    Under Extended warranty, click Add a plan, then Add beside the chosen plan. The plan list opens in place of the review and returns to it. The line shows the plan name, extension, coverage, and price multiplied by quantity.

    Add a plan dialog listing the store's plans
    Add a plan dialog listing the store's plans.

  3. Step 3: Finish the line review

    Click Done. The plan is recorded with the product. Only one plan can be attached to a line.

    Review warranty with 5-year protection sold and its '+ 3 years' badge
    Review warranty with 5-year protection sold and its '+ 3 years' badge.

    Warning

    Excluded options stay excluded

    A plan doesn't cover an excluded option unless the authorized order action Allow plan coverage on this order lifts that exclusion. Check before describing the plan to the customer.

Remove a plan before the order is placed

  1. Step 1: Open the sold plan

    Return to Review warranty and find the plan under Extended warranty. Check that this is the line and plan the customer wants removed.

  2. Step 2: Remove and finish

    Click Remove, then Done. The plan is removed from the editable sale. Once it is a Shopify order, its warranty can no longer be changed this way.

Archive, restore or delete a plan

  1. Step 1: Retire a plan from new sales

    In Warranty plans, open the row menu and choose Archive. It moves to Archived, marked Not available for new sales.

  2. Step 2: Restore or delete when appropriate

    Choose Restore to sell an archived plan again. Delete is available only for a plan never sold. Use Archive when sales already exist.

What happens next

The plan becomes a warranty fee at price multiplied by quantity. It isn't discounted, including by POS discounts, and is included in the Shopify draft.

Quote and invoice PDFs, the signing page, and order emails list it under the product. Its added months apply to unit coverage from delivery.

Quote PDF line for the Linden Sofa with the plan under it
Quote PDF line for the Linden Sofa with the plan under it.

The portal lists purchased plans. Warranty reporting counts order lines with plans and their sales.

Example: extend Olivia's sofa to 5 years

Example · Harlow & Finch Interiors

Add 36 months to the sofa's base term

Nora Ellis creates Harlow & Finch's 5-year protection plan.

  1. She sets 36 additional months and Whole product.
  2. She requires a serial number for each covered unit.
  3. Sam Ortiz adds the plan to Olivia Bennett's Linden Sofa quote.
  4. He checks exclusions before explaining the coverage.
  5. The sofa's 24-month base plus 36 months gives 60 months from delivery.

If something goes wrong

No plans are available

Create a plan or restore an archived one.

Cost is hidden or read-only

Check View costs and Enter costs and charges.

Selected options won't save

Select at least one option or choose Whole product.

The line is locked

Its sale is already a Shopify order, so the warranty cannot be changed here.

Delete is unavailable

The plan has sales. Archive it to stop new sales while preserving existing terms.

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