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Topic · 11 guides

Warranty and service

Warranty cover, serial numbers and claims, from report to repair.

  • 11 guides
  • About 53 minutes in all
  • Updated 3 Nov 2026
Start with How warranty coverage works

Five guides, in the order you’ll use them

I want to offer warranty
  1. GUIDE 1 · 5 MIN

    How warranty coverage works

    How OrderPilot picks each line's warranty from six levels, when each unit's cover starts and stops, and where customers see it.

    Start guide 1

    YOU’LL BE ABLE TO

    • Explain which of the six levels sets a line's warranty
    • Tell Not set, Excluded and a term apart
    • Predict when each unit's cover starts and what stops it
  2. GUIDE 2 · 5 MIN

    Set up warranty coverage

    Set a store-wide warranty, give vendors, categories and product templates their own terms, and check what a product gets.

    Start guide 2

    YOU’LL BE ABLE TO

    • Set the store default warranty, or exclude cover by default
    • Give a vendor or a category (or a category from one vendor) its own term
    • Set a product template's own term
  3. GUIDE 3 · 4 MIN

    Set coverage exceptions for options and products

    Cover one option differently from its product, lock that on a template, and give ready-made Shopify products their own warranty.

    Start guide 3

    YOU’LL BE ABLE TO

    • Exclude or extend one option at any level
    • Add an option exception on a template and lock it against changes on orders
    • Set, exclude or remove a Shopify product's own term
  4. GUIDE 4 · 4 MIN

    Create and sell extended warranty plans

    Sell customers extra years of cover: create priced warranty plans, add one to a line on a quote or order, and retire plans you stop selling.

    Start guide 4

    YOU’LL BE ABLE TO

    • Create a plan with its price, cost, extra months and what it covers
    • Add a plan to a line on a quote or order, or remove it
    • Archive, restore or delete a plan
  5. GUIDE 5 · 4 MIN

    Require and record serial numbers

    Make staff record a serial for each fulfilled unit of chosen products or plans, enter and correct serials, and find a unit by serial later.

    Start guide 5

    YOU’LL BE ABLE TO

    • Require serials on a template, a Shopify product or a plan
    • Enter serials for fulfilled units
    • Correct a serial

For when you need them

Basics

The everyday jobs, start to finish.

Advanced

Setup done once, and the power-user jobs.

Situations

The same features, used for a different job.

Other topics

Get startedQuotes and ordersPayments and signaturesShowroom (POS)PurchasingInventory and costsCatalogStatuses and workflowCustomers and portalOnline storeEmails and messagesBrandingTeam and permissionsSettings and integrationsReports

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