Editing Warranties

Manage existing warranty plans: view, edit, activate, deactivate, and monitor performance.

Editing Warranties

Dashboard → Warranties

The warranty list page shows all your plans in a sortable, filterable table. From here you can edit plans, toggle status, monitor performance, and import plans via CSV.


Warranty List Table

The table displays the following columns (all sortable):

ColumnDescription
Warranty NumberUnique plan identifier (e.g., W-001)
Plan NamePlan name with coverage terms listed below
StatusActive or Inactive
Created AtDate created (default sort: newest first)
Warranties CountTotal policies sold under this plan
Claims CountTotal claims filed against this plan
Claims RatePercentage of warranties with a claim filed
Auto ApproveToggle auto-approval on/off directly from the list

To filter, type a plan name in the search field at the top. To sort, click any column header.

Warranties — Plan List
Plan
Status
Policies
Claims
Rate
Auto
2-Year Extended
W-001 · Extended Warranty
Active
87
4
4.6%
Shipping Protection
W-002 · Shipping
Active
214
12
5.6%
OEM Manufacturer
W-003 · OEM Warranty
Inactive
0
0
0%

Editing a Plan

To edit a plan, click Edit on the warranty row. The edit form is the same as the creation form with all current values pre-filled.

Dashboard → Warranties → W-001 (Edit)

All settings can be modified after creation: plan name, SKU prefix, plan type, coverage options, terms, eligibility, post-purchase rules, registration, claims rules, and resolution rules.

After making changes, click Save Changes in the title bar or at the bottom of the form.

Warning: Changing the plan type resets coverage terms. Existing sold warranties are not affected -- only new purchases use the updated configuration.

Activating and Deactivating Plans

  1. Click Edit on the warranty row.
  2. In the right column, change the Status dropdown to Active or Inactive.
  3. Click Save Changes.

Deactivating a plan hides it from new customers. Existing policies remain valid, claims can still be filed, and you can reactivate at any time.

Plan Status — Edit View
Status
Active ▾
Only active plans are visible to customers on your storefront

Auto-Approve Toggle

To toggle auto-approval without opening the edit form, use the auto-approve switch directly in the warranty list table. This updates the auto-approve setting while preserving all other claims rule settings.


CSV Import

To bulk-create warranty plans, click Import CSV on the warranty list page. For format details and instructions, see Advanced Options.


Plan Performance Metrics

Use the list table columns to monitor plan health:

Claims RateInterpretation
0-5%Healthy — normal claim activity
5-15%Moderate — review coverage terms and evidence requirements
15-30%High — consider tightening claims rules or adjusting coverage
30%+Critical — investigate for product quality issues or fraud
Plan Health — Performance Summary
87
Total Policies
4
Claims Filed
4.6%
Claims Rate
$1,306
Revenue

Prerequisites

Before creating or editing warranties, you need:

  1. Active Shopify integration — your store must be connected and installed.
  2. Active subscription — select a plan from Settings → Billing.

If either is missing, the warranty list page prompts you to connect your store or choose a plan.


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