Rule Sets

Comprehensive guides on managing Portal-level Order Management Rules (OMR) via Rule Sets. Includes instructions for the Visual Rule Builder, Client assignments, and legacy migration.

Order Management Rules (OMR) Available Actions [Information]
You can define precise automated behaviors for your shipments using Order Management Rules (OMR) actions. These actions allow you to manipulate order data, ...
Tue, 15 Sep, 2026 at 4:14 PM
Setting up Order Management Rules: Carrier Failover [Guide]
When rate shopping across multiple carriers, unexpected booking errors can stall your fulfillment process. You can use the Carrier failover action to automa...
Mon, 21 Sep, 2026 at 11:28 AM
Setting up Order Management Rules: Carrier Serviceability with Custom Lists [Guide]
Custom Lists can help you manage carrier serviceability when a Carrier only serves specific destination postal codes. By referencing a reusable list from an...
Wed, 26 Aug, 2026 at 12:17 PM
Setting up Order Management Rules: Assigning Handling Groups for Cartonization [Guide]
You can use Order Management Rules (OMR) to automatically assign a Handling Group to specific order lines based on their SKU or other line-level criteria, r...
Tue, 15 Sep, 2026 at 3:57 PM