Creating Warranty Plans

Overview of creating warranty plans — common settings shared by Extended Warranty, OEM Warranty, and Shipping Protection plan types.

Creating Warranty Plans

Dashboard → Warranties → Create

To create a new warranty, click Create Warranty from the warranty list page. The form has two columns: plan identity and terms on the left, status and rules on the right.

Note: The form warns you before navigating away with unsaved changes. Use Reset to clear all fields.

Common Settings (All Plan Types)

Before selecting a plan type, configure these shared settings that apply to all warranty plans.

Plan Name

Enter a clear, descriptive name (e.g., “2-Year Extended Warranty” or “Shipping Protection”). This name appears in your Shopify store, on invoices, and in the customer portal.

SKU Prefix

Each plan generates Shopify product variants with a SKU. The default prefix is UMBRELLA-WRNTY. To customize it, enter a new prefix using uppercase letters, numbers, and hyphens only.

Plan Status

Set the plan to Active or Inactive. Only active plans are visible to customers. Inactive plans keep their configuration and can be reactivated at any time.

Upload a custom logo to display alongside warranty offers. If you skip this, the default Umbrella badge is used.

  • Use a square image (e.g., 200x200px or 400x400px)
  • Supported formats: PNG, JPG, SVG
  • Keep file size under 2MB
  • Transparent backgrounds work best

Plan Description

Use the rich text editor to describe your plan. Include what is covered, exclusions, and how to file a claim. A legal terms template is auto-generated based on your plan type — you can customize or replace it.

Warranties → Create — Common Fields
Plan Name
2-Year Extended Protection Plan
SKU Prefix
UMBRELLA-WRNTY
Uppercase letters, numbers, hyphens only
Plan Status
Active ▾
Warranty Logo
Drag & drop or click to upload (PNG, JPG, SVG — max 2MB)

Plan Type Selection

Select a plan type from the dropdown. This determines how coverage, pricing, and claims work. Each type has its own dedicated guide:

Plan Type Selector
Extended Warranty
Paid protection customers purchase at checkout or post-purchase
OEM Warranty
Free manufacturer warranty included with qualifying purchases
Shipping Protection
Protects against lost, stolen, or damaged shipments
Warning: Changing the plan type after selection resets your coverage terms. A confirmation dialog appears before the change applies.

Plan Type Guides

  • Extended Warranty — Paid protection plans with coverage tiers, deductibles, and product eligibility rules
  • OEM Warranty — Free manufacturer warranties with product registration and serial number management
  • Shipping Protection — Package protection covering lost, stolen, or damaged shipments

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