Policy rules

Overview

You may create any combination of policy rules regarding how you will allow returns on certain items. 

Configuring Policy Rules in Loop admin

In the Loop Admin, look for Policy Rules under app settings along the left-hand navigation. 

In this article

Creating a rule

  1. Select the Create Policy Rule button in the upper right-hand corner of the list view.  
  2. Enter the name of the rule.  
    1. Note: Conditions and Outcomes are optional for creation. See the next section in this article for more information on adding conditions and outcomes to your policy rule.
    2. If a rule has a Name, at least one Condition, and one Outcome then a merchant will be asked if they would like to enable the rule on creation.
  3. Click Save or Enable.

Adding conditions

p> Conditions are the criteria a return must meet in order to follow the policy rule. You may set Product IDs and/or range of days after fulfillment as a condition to your policy rule. These can be set separately or combined. 

Add by product IDs:

  1. Click the "Add a Condition" button and "Add Product ID"
  2. Add the product IDs that you would like as a condition in your rule. You may enter each product ID manually, or upload via CSV:
    1. Add product IDs manually 
      1. Click Add Product IDs button to open the modal
      2. Type Product ID in the “Add Product IDs” field
        1. Multiple Product ID can be added by separating by a comma
      3. Click the Add Button
      4. Repeat as needed
    2. Upload via CSV 
      1. Click Add Product IDs button to open the modal
      2. Click the Upload a CSV text button
      3. Find the file on the computer
      4. Each Product ID is automatically added to the list
  3. Click the Save button once finished

Add by days since fulfilled:

  1. Select the "Add a Condition" button and add "Days since fulfilled"
  2. Set the range of days after fulfillment and select Add.

Enable/disable policy rules

The Policy Rules page is organized into tabs to indicate which rules are enabled or disabled.

  • All: Shows all rules created that are active or disabled. Does not show deleted rules. 
  • Active: Shows all rules that are currently active. 
    • You cannot enable a rule until it has a Name, at least one Condition, and one Outcome.  
  • Disabled: Shows all rules that are currently disabled. 
    • If you delete a condition or outcome so that a (required to enable) section is empty, a prompt will appear and automatically disable the rule.

To enable or disable:
  1. Enter the policy rule you’d like to enable or disable
  2. Click on the Enable or Disable button below the policy rule title
  3. A prompt will show confirming the merchant's request. 
  4. Click the Enable or Disable button to confirm.

FAQ

What do the Return policy page tabs show?

The Policy Rules page is organized into tabs for the various stages of a rule. It will always load the page with the Active tab selected for quick access to currently active rules. 

  • All: Shows all rules created that are active or disabled.  Does not show deleted rules. 
  • Active: Shows all rules that are currently active.
  • Disabled: Shows all rules that are currently disabled.

Can I have policy rules for variants of a product?

No, you must use product IDs to attach a policy rule

Why is the policy rule on the return detail view of an order greyed out?

Rules with a blue tag on the product’s return detail view are currently enabled, while rules with a grey background are currently disabled. 

What happens when a customer attempts a return request on an order with two competing rules?

If a customer tries to return an order containing two competing rules, they will be prompted to go back and return them separately.  

How can I delete a Product ID?

Click the X button to the right of the product ID.

How can I delete a condition?

Click the X button next to any condition while on the return detail view.