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Beyond rules, the intelligence layer holds a few policy and list configurations that govern how plans behave.

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Approval policies

An approval policy reroutes a plan to an approval request when its value exceeds a threshold.
  • Threshold — the value above which approval is required.
  • Scope — the shops, brands, suppliers, or collections the policy applies to; a plan matches when it touches any entity in scope.
  • Active — policies can be toggled on/off.
When a matching plan crosses the threshold, validation is intercepted and a Pending approval is created for an approver to decide.

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Return policies

A return policy configures supplier-return behavior per supplier:
  • The return window (days after delivery during which returns are accepted).
  • A restocking fee percentage.
  • Whether a condition assessment and a reason code are required.
Return-policy rules use these to guard supplier return plans — for example blocking returns outside the window or missing a reason code.

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Organization lists

Org lists are reusable, org-scoped lookups that rules consult:
ListPurpose
Supplier blacklistBlock adding items for blacklisted suppliers.
Brand restrictionBlock adding items for restricted brands.
Return reason codesThe accepted reason codes for supplier returns.

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Working with policies & lists

1

Open the relevant page

Intelligence layer → Approval policies / Return policies / Org lists.
2

Configure entries

Set thresholds and scopes (approval), windows and fees (return), or list entries.
3

Attach rules where needed

Return and org-list guards are enforced through rules in your ruleset; approval policies act directly on plan validation.