For the complete documentation index, see llms.txt. This page is also available as Markdown.

Shipments

The Shipments section lets you control how shipment information appears in the Customer Portal and whether customers can request product returns.

From this section, you can choose the shipment display style and enable return-related options.

Open the Shipments Settings

From the Customer Portal Builder, select Shipments from the left-side menu.


Show Shipments

Use Show Shipments to choose how shipment information appears to customers in the portal.

Option
What it does

Table

Displays shipments in a table format. This is useful when customers need to review shipment details in rows and columns.

Card

Displays each shipment as a separate card. This provides a more visual, mobile-friendly experience.

Choose the display style that best fits how you want customers to review their shipment history and tracking details.


Allow Product Returns

Turn on Allow Product Returns to let customers request a return from the Shipments page.

Setting
What it does

Enabled

Customers can access return options for eligible shipped products.

Disabled

Return options are hidden from the customer portal.

When enabled, additional return settings may appear depending on your portal configuration.

Number of Days

Use Number of days to control how long customers are allowed to request a return.

This setting prevents customers from submitting return requests for orders older than the number of days entered.

Example:

This means customers can request a return only within 30 days of the order.


Opening Message

Use Opening Message to add custom text that appears at the beginning of the return request experience.

This message can be used to explain your return policy, set expectations, or provide instructions before the customer submits a return request.

Example:

The message editor supports rich text formatting, including:

Formatting Option
Description

Bold, italic, underline, strikethrough

Style important text.

Font and size

Adjust text appearance.

Text color and background color

Customize the message styling.

Bullet and numbered lists

Add policy steps or requirements.

Alignment

Align message content.

Links

Add links to return policies or support pages.

Code view

Edit the message HTML/source when needed.

The message field supports up to 500 characters.


Closing Message

Use Closing Message to add custom text that appears at the end of the return request experience.

This message can be used to thank the customer, confirm what happens next, or direct them to support.

Example:

The closing message uses the same rich text editor and also supports up to 500 characters.


Allow Replacements

Turn on Allow Replacements if customers should be able to request a replacement instead of only requesting a return.

Setting
What it does

Enabled

Customers can request a replacement for eligible products.

Disabled

Replacement options are hidden.

This is useful when customers may need a damaged, incorrect, or defective item replaced instead of refunded.

Last updated