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Accessing Your Policy Rules

Because Global-e configures automation per policy rule, you can combine manual and automatic processing across different scenarios.

To access a policy rule
  1. In the left menu, navigate to to Settings > Return Policy.

  2. The Settings – Return Panel is displayed.

  3. On the right side of the screen, click Expand all.

  4. Click the pencil icon located to the right of the policy rule you want to update.

    Configuring_Automation_Rules_for_Returns_-_Image_1.png
  5. The selected policy rule’s details are displayed.

  6. Expand the RMA Handling Process section.

Do one or more of the following:

  • Configure Auto-Approval

  • Configure Auto-Refund

  • Set Auto-Mark as Done

  • Set Mark as Done after Partial Validation

  • Enable item validation

  • Validate items

  • Verify and monitor your automation results