Who this is for: Brand users. Policy edits require brand administrator access. One active policy drives all return validation at a time.
Policy lifecycle
Only one policy can be Active at a time. Activating a new policy archives the previous active policy.
Key settings
Who can submit
Control whether reps, buyers, or both can initiate return requests.Return caps
Set per-return or per-rep dollar caps to limit exposure. Configure rep-specific caps when needed.Offsetting orders
Require the buyer to place a new order before a return is approved:- Minimum order amount or quantity
- Time window for the offsetting order
- Option to match the return amount
Submission modes
Enable or disable:- Entire invoice returns
- Generic SKU + quantity returns (manual or CSV)
- Product type returns (quantity by product type, priced from latest invoice or MSRP)
Shipping labels
Set preferred carrier and service, and whether credit is issued on first carrier scan.
Auto-approval
Optionally auto-approve returns below a dollar or quantity threshold when linked to an invoice.Credit memos
- Issue credit memos on return completion
- Optionally auto-push credit memos to QuickBooks when the integration is connected
Reminder emails
Configure reminder intervals for pending reviews, offsetting orders, unused labels, and rep-collect pickups.Related
- Returns — end-user return workflow
- QuickBooks integration — credit memo sync
- Returns Shipping Labels — EasyPost setup under Settings → Returns → Shipping Labels