Set up warranty coverage

Before you start

The Warranty coverage tab contains Warranty rules, Option coverage, and Check a product. Step pages identify their place in the 6-level rule order.

Most term fields save individually when you press Enter or click away. Watch Saving… finish before moving on. The template warranty dialog has its own Save action.

Set your default warranty

1. 1

   Step 1: Open the default

   Go to Settings›Products›Warranty coverage and choose Default warranty. If no terms exist, Set default warranty opens the same starting point.

   

2. 2

   Step 2: Enter the term

   Enter the number of months, then press Enter or click away. The term saves for products without a more specific rule.

   Use Set a term to start at 12 months. The available range is 0 to 1,200 months. Default quick picks are 12, 24, 36, 60, and 120 months.

3. 3

   Step 3: Check whether the default is intentional

   Enter 0 when the store default should be Excluded. Leave it blank only when you intend to have no store default. The page identifies the missing default.

   Note

   No default leaves some products uncovered

   No default warranty means products without another applicable rule have no standard coverage. A vendor or product term can still supply coverage.

   For a store-wide option exception, use coverage exceptions. An option's exclusion and a whole-product default are separate decisions.

Give vendors, categories and templates their own term

1. 1

   Step 1: Set a vendor term

   Choose By vendor, find the vendor, and enter its months or use Set a term. The row identifies whether it follows or overrides the store default.

   

   The table lists 20 vendors per page. No warranty from this vendor sets 0. Follow the store default removes the vendor-specific term.

2. 2

   Step 2: Add a category rule

   Choose By category, then Add a rule. Choose Category, optionally choose Vendor (blank applies to all vendors), and enter Warranty in months; it starts at 12. Click Add rule to add the row; it stays greyed until a category is chosen.

   

   Leave Vendor blank for all vendors. A category rule beats a vendor rule, while a category-and-vendor rule beats the general category rule for that vendor.

3. 3

   Step 3: Review existing category rules

   Change Term in the rule table when the policy changes. Use Delete rule only when the category should return to the remaining applicable rules.

   Rules reach subcategories. Where several category levels have rules, the deepest ruled category wins. Check the product preview instead of assuming the parent category controls the result.

4. 4

   Step 4: Open a template's warranty

   Open the product template. Under Before an order is placed, open Warranty, click Edit, then Edit terms. The warranty dialog opens.

   

   The row summary shows the resulting term and any serial-number requirement. Its expanded view identifies the source and Option coverage.

5. 5

   Step 5: Save the template term

   In the dialog, set Whole product. Use Preview for vendor to inspect how the chosen vendor affects inherited terms. Click Save and look for Warranty saved.

   

   Cancelling changed terms asks Discard warranty changes?. The template dialog's explicit save is separate from the automatically saved fields on the rule pages.

   Use serial numbers for unit identification and extended plans for additional coverage sold with a line. Neither replaces the base warranty term.

Check what a product is covered for

1. 1

   Step 1: Choose the template and vendor

   Return to Warranty coverage and find Check a product. Search under Product, then choose the vendor. No vendor skips the vendor-specific levels.

2. 2

   Step 2: Read the resolved coverage

   Read Coverage for Whole product and each option. Each term names its source and step, or shows No warranty period set.

   

   This is the same preview used when creating an order. If a term surprises you, follow its named source before changing another level.

3. 3

   Step 3: Use the correct check for Shopify products

   Check a product searches templates. For a regular Shopify product, open By product and review its own term through coverage exceptions.

   The distinction matters when a template and a catalog product have similar names. Check the kind of line you actually intend to sell.

What happens next

New lines use the applicable rules. Existing orders retain their saved terms. The line chips and order Warranty panel show the sale's result.

For bulk template work, Warranty months is available through template import and export. Review the resulting term before placing new orders.

If something goes wrong