Order Management Rules (OMR) Available Actions [Information]

Last updated: October 12, 2026

You can define precise automated behaviors for your shipments using Order Management Rules (OMR) actions. These actions allow you to manipulate order data, override carrier selections, and trigger specific system workflows when your configured conditions are met.

This article explains the built-in fields available within the Action builder in techSHIP, grouped by compatible loop level, and explains how registered Location Custom Fields and the selected Operation affect the available Field options.

To learn how to build and configure an OMR, refer to 📄 What's New in Order Management Rules (OMR) for Rule Sets in techSHIP [Guide].

As a best practice, always ensure your active evaluation level matches the category of the action you select.

The selected Operation can further restrict the available Field targets, while Level still determines the data context for the Action. A level mismatch can cause unexpected behavior:

Evaluating upwards: If you are inside a Line loop and select an Order action (e.g., Instruction), the system correctly applies the change to the overall order header data.
Evaluating downwards: If you are at the Order level and select a Line action (e.g., SKU), the engine may return inaccurate results or fail to apply the action, as it cannot determine which specific item to modify without an active loop.

Location Custom Fields in Actions

Registered Location Custom Fields for the current Location can appear directly in the Field selector. This includes both customer-managed fields and fields declared by the assigned Host System. Because registration is Location-specific, the available custom fields can differ between Locations.

The Field selector displays customfields: followed by the field's Display Name, while the saved rule retains the field's Code as its reference. The static Order Level, Package Level, and Line Level tables below list built-in fields only and do not attempt to enumerate Location-specific custom fields.

For details about creating, typing, and managing registered custom fields, refer to 📄 Managing Location Custom Fields [Guide].

Operation Compatibility

For Rule Set Actions, the Operation selection determines how the target Field is updated and can change which fields are available. The available operations are Set value, Add to, and Subtract from.

Operation	Available Field Targets	Behavior
Set value	Supported built-in fields and registered Location Custom Fields, including String and Number fields.	Replaces the current target value with the entered value.
Add to	Supported built-in numeric fields and registered Location Custom Fields whose Type is Number.	Adds the entered amount to the current target value. For a complete packaging-cost example, refer to 📄 Setting up Order Management Rules: Accumulating Packaging Costs with Custom Fields [Guide].
Subtract from	Supported built-in numeric fields and registered Location Custom Fields whose Type is Number.	Subtracts the entered amount from the current target value.

Operation

Available Field Targets

Behavior

Set value

Supported built-in fields and registered Location Custom Fields, including String and Number fields.

Replaces the current target value with the entered value.

Add to

Supported built-in numeric fields and registered Location Custom Fields whose Type is Number.

Adds the entered amount to the current target value.

For a complete packaging-cost example, refer to 📄 Setting up Order Management Rules: Accumulating Packaging Costs with Custom Fields [Guide].

Subtract from

Supported built-in numeric fields and registered Location Custom Fields whose Type is Number.

Subtracts the entered amount from the current target value.

String, legacy-untyped, and unregistered custom fields are not offered as normal Add to or Subtract from targets. These arithmetic operations apply to Rule Set Actions and are not added to Client or Client Template OMR Actions.

When Add to or Subtract from targets a field with no current value, techSHIP starts from 0. The Action runs once when reached, or once per applicable iteration when placed inside a loop.

Add to and Subtract from do not reset an existing value. If the rule runs again while the target retains its previous result, the operation continues from that value and can accumulate again.

Available Operations indicates which Operation values you can use with each built-in field. Set value preserves the standard assignment behavior, while Add to and Subtract from are available only for compatible numeric fields. Availability can still depend on the selected Level and Trigger. For the Carrier Selected trigger, only Set value is available.

Order Level

When building rules at the order level, techSHIP applies your selected actions to the primary header data of the shipment.

FIELD	DESCRIPTION	AVAILABLE OPERATIONS
Rate shopping group	Sets the rate shopping group assigned to the Order.	Set value
Instruction	Sets the instruction text stored on the Order.	Set value
Terms	Sets the billing or shipment terms on the Order.	Set value
Import source	Sets the source system recorded for the Order import.	Set value
Ancillary endorsement	Sets the ancillary endorsement value on the Order.	Set value
Return reason	Sets the predefined return reason on the Order.	Set value
Return reason (other)	Sets the free-text return reason on the Order.	Set value
Dangerous goods class	Sets the dangerous goods class or category on the Order.	Set value
Dangerous goods mode	Sets the dangerous goods transportation mode on the Order.	Set value
Recipient tax number	Sets the recipient tax number on the Order.	Set value
Sender tax number	Sets the sender tax number on the Order.	Set value
Exporter tax number	Sets the exporter tax number on the Order.	Set value
Importer tax number	Sets the importer tax number on the Order.	Set value
Bill-to tax number	Sets the bill-to tax number on the Order.	Set value
Recipient EORI number	Sets the recipient EORI number on the Order.	Set value
Sender EORI number	Sets the sender EORI number on the Order.	Set value
Exporter EORI number	Sets the exporter EORI number on the Order.	Set value
Importer EORI number	Sets the importer EORI number on the Order.	Set value
Bill-to EORI number	Sets the bill-to EORI number on the Order.	Set value
Sender IOSS number	Sets the sender IOSS number on the Order.	Set value
Bill-to IOSS number	Sets the bill-to IOSS number on the Order.	Set value
Residential flag	Sets the residential classification on the Order.	Set value
Insurance flag	Enables or disables insurance on the Order.	Set value
Signature flag	Enables or disables the signature requirement on the Order.	Set value
Hold at location flag	Enables or disables hold-at-location on the Order.	Set value
Adult signature flag	Enables or disables adult signature on the Order.	Set value
Indirect signature flag	Enables or disables indirect signature on the Order.	Set value
Dangerous goods flag	Marks whether the Order is treated as dangerous goods.	Set value
Saturday delivery flag	Enables or disables Saturday delivery on the Order.	Set value
Saturday pickup flag	Enables or disables Saturday pickup on the Order.	Set value
Lift gate for pickup	Enables or disables lift-gate pickup on the Order.	Set value
Lift gate for delivery	Enables or disables lift-gate delivery on the Order.	Set value
Origin signature not required	Enables or disables the origin signature requirement on the Order.	Set value
Request pickup	Enables or disables the pickup request on the Order. DHL Express only. For more information, see 📄 How to configure Request Pickup - DHL Express [Step-by-Step guide].	Set value
Service code	Sets the selected service code on the Order. You must use the internal (and not the external) code from the Carrier. For more information, see 📄 How to set up Carrier Service Code Mappings - [Step-by-step guide].	Set value
SCAC	Changes the Carrier selection by SCAC and updates the linked billing account.	Set value
Billing account client name	Forces the Order to process through a specific billing account under the client profile by matching the exact name as displayed in the Name column, updating the linked Carrier context.	Set value
Terms of trade	Sets the terms of trade for the Order.	Set value
Print return labels	Sets the return-label preference on the Order.	Set value
Ship-to phone	Sets the recipient phone number on the Order.	Set value
Ship-to email	Sets the recipient email address on the Order.	Set value
Ship-to name	Sets the recipient name on the Order.	Set value
Ship-to company	Sets the recipient company name on the Order.	Set value
Ship-to address 1	Sets line 1 of the destination address on the Order.	Set value
Ship-to address 2	Sets line 2 of the destination address on the Order.	Set value
Ship-to address 3	Sets line 3 of the destination address on the Order.	Set value
Ship-to city	Sets the destination city on the Order.	Set value
Postal	Sets the destination postal code on the Order.	Set value
State	Sets the destination state or province on the Order.	Set value
Country	Sets the destination country on the Order.	Set value
Has bill-to address	Enables or disables the presence of bill-to details on the Order.	Set value
Bill-to phone	Sets the bill-to phone number on the Order.	Set value
Bill-to email	Sets the bill-to email address on the Order.	Set value
Bill-to name	Sets the bill-to contact name on the Order.	Set value
Bill-to company	Sets the bill-to company name on the Order.	Set value
Bill-to address 1	Sets line 1 of the bill-to address on the Order.	Set value
Bill-to address 2	Sets line 2 of the bill-to address on the Order.	Set value
Bill-to address 3	Sets line 3 of the bill-to address on the Order.	Set value
Bill-to city	Sets the bill-to city on the Order.	Set value
Bill-to state	Sets the bill-to state or province on the Order.	Set value
Bill-to postal	Sets the bill-to postal code on the Order.	Set value
Bill-to country	Sets the bill-to country on the Order.	Set value
Has ship from address	Enables or disables the presence of ship-from details on the Order.	Set value
Ship from phone	Sets the ship-from phone number on the Order.	Set value
Ship from email	Sets the ship-from email address on the Order.	Set value
Ship from name	Sets the ship-from contact name on the Order.	Set value
Ship from company	Sets the ship-from company name on the Order.	Set value
Ship from address 1	Sets line 1 of the ship-from address on the Order.	Set value
Ship from address 2	Sets line 2 of the ship-from address on the Order.	Set value
Ship from address 3	Sets line 3 of the ship-from address on the Order.	Set value
Ship from city	Sets the ship-from city on the Order.	Set value
Ship from state	Sets the ship-from state or province on the Order.	Set value
Ship from postal	Sets the ship-from postal code on the Order.	Set value
Ship from country	Sets the ship-from country on the Order.	Set value
Has importer address	Enables or disables the presence of importer details on the Order.	Set value
Importer phone	Sets the importer phone number on the Order.	Set value
Importer email	Sets the importer email address on the Order.	Set value
Importer name	Sets the importer name on the Order.	Set value
Importer company	Sets the importer company name on the Order.	Set value
Importer address 1	Sets line 1 of the importer address on the Order.	Set value
Importer address 2	Sets line 2 of the importer address on the Order.	Set value
Importer address 3	Sets line 3 of the importer address on the Order.	Set value
Importer city	Sets the importer city on the Order.	Set value
Importer state	Sets the importer state or province on the Order.	Set value
Importer postal	Sets the importer postal code on the Order.	Set value
Importer country	Sets the importer country on the Order.	Set value
Importer account number	Sets the importer account number on the Order.	Set value
Has exporter address	Enables or disables the presence of exporter details on the Order.	Set value
Exporter phone	Sets the exporter phone number on the Order.	Set value
Exporter email	Sets the exporter email address on the Order.	Set value
Exporter name	Sets the exporter name on the Order.	Set value
Exporter company	Sets the exporter company name on the Order.	Set value
Exporter address 1	Sets line 1 of the exporter address on the Order.	Set value
Exporter address 2	Sets line 2 of the exporter address on the Order.	Set value
Exporter address 3	Sets line 3 of the exporter address on the Order.	Set value
Exporter city	Sets the exporter city on the Order.	Set value
Exporter state	Sets the exporter state or province on the Order.	Set value
Exporter postal	Sets the exporter postal code on the Order.	Set value
Exporter country	Sets the exporter country on the Order.	Set value
Has return address	Enables or disables the presence of return-address details on the Order. Use this action together with the other return-address actions below when defining an order-level return-address override. Note: These actions can be used to override the default return address configured on the (Billing) Account when the return address must be controlled per order. When supported by the Carrier/Service, these values may also be reflected on the shipping label.	Set value
Return phone	Sets the return phone number on the Order.	Set value
Return email	Sets the return email address on the Order.	Set value
Return name	Sets the return contact name on the Order.	Set value
Return company	Sets the return company name on the Order.	Set value
Return address 1	Sets line 1 of the return address on the Order.	Set value
Return address 2	Sets line 2 of the return address on the Order.	Set value
Return address 3	Sets line 3 of the return address on the Order.	Set value
Return city	Sets the return city on the Order.	Set value
Return state	Sets the return state or province on the Order.	Set value
Return postal	Sets the return postal code on the Order.	Set value
Return country	Sets the return country on the Order.	Set value
Order type	Sets the order type classification on the Order.	Set value
Freight billing account	Sets the freight billing account number on the Order.	Set value
Freight billing country	Sets the freight billing country on the Order.	Set value
Freight billing postal	Sets the freight billing postal code on the Order.	Set value
Freight billing terms	Sets the freight billing terms on the Order.	Set value
Duty payment terms	Sets the duty payment terms and updates the related payment type on the Order.	Set value
Duty payment account	Sets the duty payment account number on the Order.	Set value
Duty payment country	Sets the duty payment country on the Order.	Set value
Duty payment postal	Sets the duty payment postal code on the Order.	Set value
Purchase order number	Sets the purchase order number on the Order.	Set value
Invoice number	Sets the invoice number on the Order.	Set value
Declaration statement (commercial invoice)	Sets the commercial invoice declaration statement on the Order.	Set value
Comments (commercial invoice)	Sets the commercial invoice comments on the Order.	Set value
Freight class	Sets the freight class on the Order.	Set value
Freight NMFC class	Sets the freight NMFC class on the Order.	Set value
Dry ice	Enables or disables the dry ice flag on the Order.	Set value
Tracing	Enables or disables tracing on the Order.	Set value
Trace output	Sets where collected Carrier trace information is sent. In Value, enter Response to include the trace in the response, Log to send it to application logs, or Both to use both outputs. When techSHIP processes a shipment without saving the order, if Tracing is set to True and Trace output is not specified, techSHIP uses Log. Client API keys cannot receive Carrier trace information in the response. If Response or Both is entered, techSHIP uses Log instead.	Set value
Recipient notifications	Sets the recipient notification milestones stored on the Order.	Set value
COD header value (calculate)	Calculates the Order level COD amount from line quantity multiplied by unit price totals.	Set value
Delivery offset (days)	Sets the DeliverBeforeDate by adding the specified number of days to the current location date.	Set value, Add to, Subtract from
Delivery by (time)	Sets the delivery cutoff time on the Order. Requires a delivery date to already be set.	Set value
Carrier failover	Sets the maximum number of retry attempts to rebook an Order with the next rate-shopping result if the selected Carrier fails. Using the Carrier failover action may introduce a delay in order processing as the system performs synchronous voiding and re-attempts booking across multiple Carriers. Leaving this empty or at `0` disables failover. For more information, see 📄 Setting up Order Management Rules: Carrier Failover [Guide].	Set value, Add to, Subtract from

Package Level

When configuring a Package loop, techSHIP applies these actions to the physical or financial attributes of the individual shipment box.

FIELD	DESCRIPTION	AVAILABLE OPERATIONS
Declared value (total)	Sets the declared value for the current Package. At the Order scope, the engine sets the total declared value and distributes it.	Set value, Add to, Subtract from
Declared value type	Sets the declared value type used on the Package.	Set value
Declared value (calculate)	Calculates the current Package declared value from line quantity multiplied by unit price totals.	Set value
Declared value (calculate using cost)	Calculates the current Package declared value from line quantity multiplied by unit cost totals.	Set value
COD package value (calculate)	Calculates the COD amount for the current Package from line quantity multiplied by unit price totals.	Set value
Billable weight (calculate, LBS)	Displays in the list but possesses no implemented action handler for the Package.	Not supported
Box	Applies a predefined Box for the applicable Client, setting the package Box Name, Length, Width, Height, and Packaging Weight. At the Order level, it applies to every package; at the Package or Line level, it applies only to the current package. Content Weight and Box Tags are not changed. Selecting a Box does not validate carton fit. If required, use Conditions to validate whether an item or Order fits the selected Box. If the selected Box is unavailable for an applicable Client, matching Orders can fail during Rule Set processing.	Set value
Box width (IN)	Sets the Package box width in inches.	Set value, Add to, Subtract from
Box height (IN)	Sets the Package box height in inches.	Set value, Add to, Subtract from
Box length (IN)	Sets the Package box length in inches.	Set value, Add to, Subtract from
Box weight (LB)	Sets the Package box weight (empty packing material) in pounds.	Set value, Add to, Subtract from
Content weight (LB)	Sets the Package content weight in pounds.	Set value, Add to, Subtract from
Box width (CM)	Sets the Package box width in centimeters; techSHIP converts it to inches internally.	Set value, Add to, Subtract from
Box height (CM)	Sets the Package box height in centimeters; techSHIP converts it to inches internally.	Set value, Add to, Subtract from
Box length (CM)	Sets the Package box length in centimeters; techSHIP converts it to inches internally.	Set value, Add to, Subtract from
Box weight (KG)	Sets the Package box weight (empty packing material) in kilograms; techSHIP converts it to pounds internally.	Set value, Add to, Subtract from
Content weight (KG)	Sets the Package content weight in kilograms; techSHIP converts it to pounds internally.	Set value, Add to, Subtract from
Dry ice weight in package	Sets the dry ice weight for the current Package. This action should only be used when the Dry ice flag is set to True.	Set value, Add to, Subtract from

Line Level

When iterating within a Line loop, the techSHIP engine applies these actions to the individual product lines associated with the order.

FIELD	DESCRIPTION	AVAILABLE OPERATIONS
SKU	Sets the SKU code on the current line item.	Set value
Country of origin	Sets the country of origin on the current Line item.	Set value
SKU dangerous goods code	Sets the dangerous goods code on the current Line item.	Set value
SKU Description	Sets the description on the current Line item.	Set value
SKU Classification	Sets the classification on the current Line item.	Set value
SKU Unit Price	Sets the unit price on the current Line item.	Set value, Add to, Subtract from
Item quantity	Sets the quantity on the current Line item.	Set value, Add to, Subtract from
Cartonization Handling Group	Sets the Handling Group on the current Line item. Select an available group, or select Ungrouped to clear the assignment. For a practical configuration example, refer to 📄 Setting up Order Management Rules: Assigning Handling Groups for Cartonization [Guide]. For detailed conceptual information and advanced configuration, refer to 📄 How to Use Cartonization [Guide].	Set value
Exclude from cartonization	Enables or disables exclusion from cartonization algorithms on the current Line item. Before using this action with Handling Groups, review its expanded Cartonization interaction in 📄 How to Use Cartonization [Guide].	Set value