> ## Documentation Index
> Fetch the complete documentation index at: https://docs.solya.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Policies & lists

> Approval policies, return policies, and organization lists that govern plan actions.

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

## Approval policies

An **approval policy** reroutes a plan to an [approval request](/en/inventory-plans/lifecycle#approval-workflow)
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.

```mermaid theme={null}
flowchart TD
  ApprovalPolicies["Approval Policies<br/>threshold + scope"]
  ReturnPolicies["Return Policies<br/>window + fee +<br/>condition/reason code"]
  SupplierBlacklist["Supplier Blacklist"]
  BrandRestriction["Brand Restriction"]
  ReturnReasons["Return Reason Codes"]
  
  RuleEnforce["Rules attached to<br/>ruleset"]
  PlanValidation["Plan validation"]
  SRPlanValidation["Supplier Return<br/>plan validation"]
  
  ApprovalPolicies -->|act directly on| PlanValidation
  ReturnPolicies -->|guard via| RuleEnforce
  SupplierBlacklist -->|guard via| RuleEnforce
  BrandRestriction -->|guard via| RuleEnforce
  ReturnReasons -->|guard via| RuleEnforce
  
  RuleEnforce --> PlanValidation
  RuleEnforce --> SRPlanValidation
  
  PlanValidation -->|threshold exceeded| Intercept["Intercept validation<br/>create Pending approval"]
  SRPlanValidation -->|enforces guardrails| Enforce["Enforce return policy<br/>and org list rules"]
```

## 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](/en/inventory-plans/supplier-return)
plans — for example blocking returns outside the window or missing a reason code.

## Organization lists

**Org lists** are reusable, org-scoped lookups that rules consult:

| List                    | Purpose                                         |
| ----------------------- | ----------------------------------------------- |
| **Supplier blacklist**  | Block adding items for blacklisted suppliers.   |
| **Brand restriction**   | Block adding items for restricted brands.       |
| **Return reason codes** | The accepted reason codes for supplier returns. |

## Working with policies & lists

<Steps>
  <Step title="Open the relevant page">
    **Intelligence layer → Approval policies / Return policies / Org lists**.
  </Step>

  <Step title="Configure entries">
    Set thresholds and scopes (approval), windows and fees (return), or list entries.
  </Step>

  <Step title="Attach rules where needed">
    Return and org-list guards are enforced through rules in your ruleset; approval
    policies act directly on plan validation.
  </Step>
</Steps>