Terms of Service

Last updated: October 14, 2026

1. Acceptance of Terms

By accessing or using OpenBoxes Lift ("Service"), you agree to be bound by these Terms of Service ("Terms"). If you are using the Service on behalf of an organization, you represent that you have the authority to bind that organization to these Terms.

If you do not agree to these Terms, you may not access or use the Service.

2. Description of Service

OpenBoxes Lift is a cloud-based supply chain management platform designed for organizations of all sizes. The Service includes:

  • Inventory management and tracking
  • Order and procurement management
  • Reporting and analytics
  • API access for integrations
  • Data backup and recovery

Features may vary based on your subscription tier.

3. Account Registration

To use the Service, you must create an account and provide accurate, complete information. You are responsible for:

  • Maintaining the confidentiality of your account credentials
  • All activities that occur under your account
  • Notifying us immediately of any unauthorized use

You must be at least 18 years old to create an account.

4. Subscription and Payment

4.1 Free Trial

New accounts receive a 30-day free trial with full access to the Shared tier's features. A valid payment method is required to start the trial. Your payment method will not be charged during the trial period. If you do not cancel before the trial ends, your payment method will be charged the then-current subscription fee for the billing interval you selected at signup.

4.2 Subscription Plans and Billing Intervals

Subscription fees are billed in advance on a monthly or annual cycle, as selected during signup. The billing interval can be changed at any time from the Billing settings page in your account. Changes are prorated against the current period.

4.3 Founding-Member Pricing

Accounts created on or before December 31, 2026 receive founding-member pricing: 50% off the regular subscription rate for 24 billing cycles starting on the first paid invoice. The discount is applied automatically; no coupon code is required. After the 24th billing cycle the regular rate applies. If you cancel your subscription, the discount terminates and does not restore on re-subscription. The discount applies to the subscription fee for your plan only; it does not apply to add-ons (Section 4.8), taxes, or one-time charges.

4.4 Taxes

All fees are exclusive of applicable sales tax, use tax, value-added tax, goods and services tax, and any similar government-imposed taxes. We calculate and collect such taxes automatically via Stripe Tax based on the billing address you provide and remit them as required by law.

4.5 Payment

You authorize us to charge your payment method for all fees due. If a charge fails, we will retry the charge according to standard payment-recovery practices and notify you. If we are unable to collect after multiple retries, your account may be suspended until the balance is settled.

4.6 Refund Policy

All fees are non-refundable except as expressly stated in these Terms or required by applicable law. If you cancel a subscription, you will retain access through the end of the period you have already paid for; no prorated refund is issued for the unused portion. Removing an add-on (Section 4.8) is different: the add-on stops applying immediately and the unused portion of the current period is credited to your account for use against future invoices; it is not refunded to your payment method. If we materially fail to meet our Service Level Agreement (Section 7) you may be eligible for a service credit.

4.7 Plan Changes

You may upgrade your subscription tier at any time. Upgrades are billed prorated for the remainder of the current period. Downgrades take effect at the end of the current billing period. Tier downgrades may not be available if your usage exceeds the new tier's limits. A change between the Shared and Dedicated tiers is arranged with our support team rather than completed self-serve in the Billing settings.

4.8 Add-ons

Shared and Dedicated subscriptions may add optional add-ons (additional users, additional included storage, higher API rate limits, where offered additional AI assistant questions, and (on Shared) a longer backup-retention period or Priority Support) from the Billing settings page once the subscription is paid; add-ons are not available during the free trial. An additional-storage add-on raises the storage included with your plan; it does not create a hard cap or change how storage is enforced. An AI assistant questions add-on, where it is offered in the Billing settings, adds 500 questions a month to your instance's monthly allowance of AI assistant questions (Section 5A.4) for each unit you buy, up to four units; it can be bought only while the AI assistant is turned on for that instance, and if the account owner turns the AI assistant off, every AI assistant questions add-on on that instance ends at the end of the current billing period, with no refund for that period; unused questions do not carry over to the next month. A backup-retention add-on extends the backup roll-over period described in Section 8.3 for as long as it is active; it does not extend the soft-delete window or any other period in that Section. The Priority Support add-on is available on Shared subscriptions only, the Dedicated and Enterprise tiers already including priority support; it places your support requests ahead of the standard queue. For the Priority Support add-on and the Dedicated plan, we set a target (not a guarantee) of a first human response within eight business hours (09:00 to 18:00 United States Eastern time, Monday to Friday) to support requests submitted through the in-portal support chat, measured from the time a request is passed to a support representative. Requests sent to us by email are not queued, ordered by plan, or measured against that target. It does not create a service level commitment, and no service credits or other remedies attach to it; the service credits described in Section 7 relate to uptime only. Each add-on is charged at its listed price: prorated for the remainder of the current billing period when added, and thereafter billed in advance together with your subscription, on the same billing interval, until you remove it or your subscription ends. The annual-billing discount applies to add-ons; founding-member pricing (Section 4.3) does not. Enterprise add-ons are set out in the customer's Enterprise agreement.

Packs. A pack is not a recurring add-on. A Dedicated subscription may purchase staging days in packs of five days, charged once at the listed price at the time of purchase; a pack does not renew, is not pro-rated, and is not discounted by annual billing or by founding-member pricing. A pack must be charged to a card; it is not available while your subscription is in its free trial. Purchased staging days do not expire. A staging day is consumed when a staging copy becomes available and each time you extend a staging copy's lease, and consumed days are not returned, including where you remove a staging copy before its lease ends. Pack purchases are non-refundable under Section 4.6. If a payment for a pack is reversed, charged back or otherwise disputed, we reserve the right to remove the corresponding unused staging days from your balance and to remove any staging copy running on them.

5. Acceptable Use

You agree not to:

  • Use the Service for any unlawful purpose
  • Attempt to gain unauthorized access to the Service or its systems
  • Interfere with or disrupt the Service
  • Transmit malware or other malicious code
  • Violate the rights of others, including intellectual property rights
  • Use the Service to send spam or unsolicited communications
  • Resell or redistribute the Service without authorization

5A. AI Assistant

5A.1 What It Is

The Service may include an AI assistant inside OpenBoxes that answers questions about your instance's data. Where Section 5A.5 applies, it can also prepare changes, as described in that Section, for the person using it to check and confirm. It works as the signed-in user, with that user's own OpenBoxes permissions, and only at the locations that user can open in OpenBoxes. Its answers are produced by an AI model provided by a sub-processor listed on our Sub-Processor List. What it sends to that provider, and how long conversations and the records of changes are kept, is described in our Privacy Policy.

5A.2 Answers Can Be Wrong

The AI assistant's answers are generated automatically and may be incomplete or incorrect. Check any figure that matters in OpenBoxes before you rely on it. The AI assistant does not give clinical, dosing or other medical advice, and you must not use it for that purpose. Section 9 applies to its answers.

5A.3 Turning It On and Off

The AI assistant is off unless your account owner turns it on for your instance in the customer portal. Before it is turned on, the account owner must read and agree to the AI assistant terms shown there, on behalf of your organization; we record who agreed, when, and to which version. Once it is on, every OpenBoxes user on your instance can use it. If we change those terms, the AI assistant stays off for your instance until the account owner agrees to the new version. The account owner can turn it off at any time in the customer portal. On Enterprise plans it can be turned on only where the Enterprise agreement provides for it. This Section 5A applies to your instance from the time your account owner agrees to the AI assistant terms, in the version the account owner most recently agreed to, except Section 5A.5. Section 5A.5 does not apply to your instance through the AI assistant terms alone; it applies only from the time described in Section 5A.5.

5A.4 Allowances

The AI assistant has a monthly allowance of questions for each instance, which applies only while the AI assistant is turned on for that instance (Section 5A.3). The allowance for your plan is shown in the customer portal, unless your agreement with us sets a different allowance. During a free trial, the allowance is the one for the Shared plan, whatever plan the trial is for. When the monthly allowance, a daily limit or another usage limit is reached, the AI assistant stops answering until it resets, or until you add more questions where that option is offered (Section 4.8). Unused questions do not carry over to the next month.

5A.5 Changes It Prepares

This Section 5A.5 applies to your instance only from the time your account owner turns on draft stock requests for it in the customer portal and agrees to the terms for them shown there, on behalf of your organization, in the version of those terms the account owner most recently agreed to. We record who agreed, when, and to which version. Until then, the AI assistant does not prepare or make changes on your instance. On Enterprise plans draft stock requests can be turned on only where the Enterprise agreement provides for it.

Once draft stock requests are on, the AI assistant can prepare a draft stock request into the location the person using it is working at in OpenBoxes, or change the quantities on the lines of a draft it prepared for that person. It does this only for a person whose OpenBoxes role at that location is Assistant or above, and never while someone is signed in to OpenBoxes on another person's behalf. It shows the change first. Nothing changes in OpenBoxes until that person presses Confirm, and each Confirm makes only the change shown. What the AI assistant proposes can be wrong, so the person using it should check the change shown before pressing Confirm; Sections 5A.2 and 9 apply to what it proposes. The change is made in that person's name, with their OpenBoxes permissions, as if they had made it themselves, and you are responsible for it as for any change your users make.

A draft is not submitted. Nothing ships until someone finishes the request in OpenBoxes, where the draft is listed as Pending, and other users who can see that location's incoming requests can see the draft. If a draft does not save in OpenBoxes as shown, the AI assistant removes it straight away where it safely can, and otherwise asks the person to check it in OpenBoxes.

We keep a record of each change confirmed through the AI assistant (what was proposed, who confirmed it, when, and the result) for 1 year, and of each change that was proposed but not confirmed for 90 days, as described in our Privacy Policy. The members of your account who can see the AI assistant page in the customer portal can see the record of confirmed changes there.

The account owner can turn draft stock requests off at any time in the customer portal. Turning the AI assistant off also turns them off, and when the AI assistant is turned on again they stay off until the account owner turns them on again. If we change the terms for draft stock requests, they stay off for your instance until the account owner agrees to the new version. Turning them off does not remove drafts already created in OpenBoxes.

5A.6 The Public Demo

Section 5A.2 applies to anyone who uses the AI assistant on our public demo instance, whether or not they have an account with us: its answers there may be incomplete or incorrect, and it must not be used for clinical, dosing or other medical advice. Where we offer it on the demo, the AI assistant can also prepare draft stock requests there as described in the second and third paragraphs of Section 5A.5, without any account owner turning them on, and each Confirm makes only the change shown. The demo holds sample data shared by every visitor, so other visitors can see a draft you create there; do not enter real or personal information in it. Each visitor can confirm up to 3 drafts between one nightly reset of the demo and the next, and we may lower that limit or stop offering drafts on the demo at any time. Anything created on the demo is removed when the demo is reset each night.

5B. AI Assistant Stock Changes

5B.1 How This Section Relates to Section 5A

Despite Section 5A.1 and the words "Until then, the AI assistant does not prepare or make changes on your instance" in Section 5A.5, where this Section 5B applies the AI assistant can also make the stock changes described in this Section. Sections 5A.1, 5A.2 and 5A.4 apply to those changes. Section 5A.5 does not, and turning draft stock requests on or off does not turn any stock change on or off. Where this Section 5B and Section 5A differ about a stock change, this Section 5B applies.

5B.2 When This Section Applies

This Section 5B applies to your instance, for each kind of stock change, only from the time your account owner turns that kind on for your instance in the customer portal and agrees to the terms for stock changes shown there, on behalf of your organization, in the version of those terms the account owner most recently agreed to. We record who agreed, when, and to which version. Until then, the AI assistant does not make that kind of change on your instance. Each kind is off until the account owner turns it on. On Enterprise plans stock changes can be turned on only where the Enterprise agreement provides for it.

5B.3 The Kinds of Stock Change

Once a kind is on, the AI assistant can make it only at the location the person using it is working at in OpenBoxes:

  1. Receive shipments: receive some or all of the lines of a shipment sent to that location, for a person whose OpenBoxes role at that location is Assistant or above.
  2. Enter and submit cycle counts: enter counted quantities on a cycle count already started in OpenBoxes at that location, and submit it, for a person whose OpenBoxes role at that location is Assistant or above. Entering counts does not change stock. When a count is submitted and every count matches the quantity OpenBoxes holds, OpenBoxes records the count with no change to quantities; when any count differs, OpenBoxes asks for a recount.
  3. Record stock quantities: set the quantity of a product's bins and lots at that location, for a person whose OpenBoxes role at that location is Manager or above.

The AI assistant never makes a stock change while someone is signed in to OpenBoxes on another person's behalf.

5B.4 Confirming a Change

The AI assistant shows each change first. Nothing changes in OpenBoxes until the person using it presses Confirm, and each Confirm makes only the change shown. What the AI assistant proposes can be wrong, so the person using it should check the change shown before pressing Confirm; Sections 5A.2 and 9 apply to what it proposes. The change is made in that person's name, with their OpenBoxes permissions, as if they had made it themselves, and you are responsible for it as for any change your users make.

5B.5 Changes Cannot Be Undone by the AI Assistant

A receipt and a recorded quantity change stock in OpenBoxes as soon as the person presses Confirm. A submitted count is recorded in OpenBoxes as soon as the person presses Confirm: where every count matches, with no change to quantities, and where any count differs, OpenBoxes asks for a recount, as described in Section 5B.3. The AI assistant cannot undo any of them. Any correction must be made in OpenBoxes, in the way OpenBoxes provides for it; some corrections, such as reversing a stock adjustment, can be made only by a user with the OpenBoxes Superuser role. If a change does not save in OpenBoxes as shown, the AI assistant tells the person and asks them to check it in OpenBoxes.

5B.6 Records

We keep a record of each stock change confirmed through the AI assistant (what was proposed, who confirmed it, when, and the result) for 1 year, and of each stock change that was proposed but not confirmed for 90 days, as described in our Privacy Policy. The members of your account who can see the AI assistant page in the customer portal can see the record of confirmed changes there.

5B.7 Turning Stock Changes Off

The account owner can turn each kind of stock change off at any time in the customer portal. Turning the AI assistant off also turns every kind off, and when the AI assistant is turned on again they stay off until the account owner turns them on again. If we change the terms for stock changes, every kind stays off for your instance until the account owner agrees to the new version. Turning a kind off does not reverse changes already made in OpenBoxes.

5B.8 The Public Demo

The AI assistant does not make stock changes on our public demo instance.

6. Data Ownership

6.1 Your Data

You retain all rights to the data you upload to the Service ("Your Data"). We claim no ownership over Your Data.

6.2 License Grant

You grant us a limited license to use, store, and process Your Data solely to provide the Service to you.

6.3 Data Export

You may export Your Data at any time using the Service's export functionality. Upon termination, we will make Your Data available for export for 30 days.

7. Service Level Agreement

7.1 Uptime Commitment

We commit to 99.0% monthly uptime for the Shared tier and 99.5% for the Dedicated tier, both available for self-serve signup. Uptime is measured as the percentage of total minutes in a calendar month during which the Service is available to handle customer requests. The service-credit schedule in Section 7.3 applies to the Shared and Dedicated tiers.

Enterprise is offered under an individual agreement rather than these standard Terms. The Enterprise uptime commitment (a 99.9% monthly availability target, measured per instance) and its remedies are defined in that customer's signed Enterprise agreement, which controls over this Section for Enterprise customers.

7.2 Excluded Downtime

The following periods are excluded from uptime calculations:

  • Scheduled maintenance window: Sundays from 02:00 to 04:00 Pacific time (UTC-7 or UTC-8 depending on Daylight Saving). We reserve this window for Liquibase migrations, Helm upgrades, and infrastructure changes that may require brief downtime. Most weeks the window passes with no observable impact; when a planned change is going to take downtime, we announce it on the status page and via email at least 24 hours in advance.
  • Emergency maintenance required to address security or stability issues, with as much advance notice as the urgency permits
  • Downtime caused by factors outside our reasonable control, including force majeure events, internet/DNS issues outside our infrastructure, or customer-caused issues
  • Downtime caused by your software, hardware, or third-party integrations not supplied by us

7.3 Service Credits

If monthly uptime falls below 99.0% in a billing cycle, you may request a service credit. Credits are calculated as a percentage of the monthly fee for that cycle, applied against your next invoice:

  • 98.0% to 98.99% uptime: 10% credit
  • 95.0% to 97.99% uptime: 25% credit
  • Below 95.0% uptime: 50% credit

Service credits are your sole and exclusive remedy for any uptime failure. To request a credit, contact support@openboxes.cloud within 30 days of the affected month.

8. Termination

8.1 By You

You may cancel your subscription at any time from the Billing settings page in your account. Cancellation takes effect at the end of the current billing period; you will retain full access until then. You may also close your account entirely, which initiates the data-retention process described in Section 8.3.

8.2 By Us

We may suspend or terminate your account if you materially breach these Terms, engage in fraudulent activity, fail to pay fees when due, or use the Service in a manner that threatens the security or stability of our infrastructure. Where practical we will provide notice and an opportunity to cure before terminating; immediate termination is reserved for security or legal-compliance reasons.

8.3 Effect of Termination and Data Retention

Upon cancellation or account closure your access to the Service ends at the end of the current paid period. We then retain Your Data for a 30-day soft-delete window during which you may recover the account by contacting support. After the soft-delete window, Your Data (including the underlying OpenBoxes database schema) is destroyed.

For 30 additional days after the soft-delete window we retain anonymized account metadata (account record, subscription history, invoice records with PII redacted) to support finance and compliance obligations. This is fully described in our Privacy Policy.

Backups roll over on a 30-day cycle, or your purchased backup-retention period, if longer. Once your account is closed the 30-day cycle applies regardless, so complete erasure including from backups can take up to 30 additional days after data destruction.

8.4 Data Export

You may export Your Data at any time during the subscription and during the 30-day soft-delete window by visiting the Account Settings page. Export downloads are available for 7 days after generation.

9. Warranty Disclaimer

EXCEPT AS EXPRESSLY STATED IN THESE TERMS, THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS, OR THAT ANY DATA WILL BE SECURE OR NOT LOST OR ALTERED.

You are solely responsible for your use of the Service, the data you upload, and any decisions you make based on the Service's output.

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT WILL OPENBOXES SOLUTIONS LLC OR ITS AFFILIATES, OFFICERS, EMPLOYEES, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING WITHOUT LIMITATION LOSS OF PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS OPPORTUNITY, WHETHER ARISING IN CONTRACT, TORT, OR ANY OTHER THEORY OF LIABILITY, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR TOTAL CUMULATIVE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE TOTAL FEES PAID BY YOU TO US DURING THE 12 MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE LIABILITY.

Some jurisdictions do not allow the exclusion or limitation of certain damages; in those jurisdictions our liability is limited to the maximum extent permitted by law.

11. Indemnification

You agree to indemnify, defend, and hold harmless OpenBoxes Solutions LLC and its affiliates, officers, employees, and agents from any claims, damages, losses, liabilities, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your use of the Service in violation of these Terms or applicable law; (b) Your Data or the data you upload to the Service; (c) your violation of any third-party right, including any intellectual property or privacy right.

We will provide you with prompt notice of any such claim and cooperate reasonably in the defense.

12. Governing Law and Disputes

12.1 Governing Law

These Terms are governed by the laws of the Commonwealth of Massachusetts, United States, without regard to its conflict-of-laws principles. The United Nations Convention on Contracts for the International Sale of Goods does not apply.

12.2 Jurisdiction

Subject to Section 12.3, the state and federal courts located in Suffolk County, Massachusetts have exclusive jurisdiction over any dispute arising from these Terms or the Service.

12.3 Informal Resolution

Before filing a formal claim, you agree to attempt to resolve any dispute by contacting us at legal@openboxes.cloud. We will work in good faith to resolve disputes within 30 days.

13. Changes to Terms

We may modify these Terms from time to time. We will provide notice of material changes by email to the address associated with your account and by posting the updated Terms with a new "Last updated" date at least 30 days before they take effect. Non-material changes (clarifications, typo fixes, formatting) may take effect immediately on posting.

Your continued use of the Service after the changes take effect constitutes acceptance of the updated Terms. If you do not agree to the changes you may cancel your subscription before they take effect.

14. Contact Information

For questions about these Terms, please contact us at:

Email: legal@openboxes.cloud
Mailing address: OpenBoxes Solutions LLC, Boston, Massachusetts, United States

For data-protection inquiries (rights of access, deletion, correction, portability), please see our Privacy Policy.