Order Management Rules (OMR) Available Actions [Information]

Last updated: October 6, 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 all the evaluation fields available within the Action builder drop-downs in techSHIP, grouped by their compatible loop levels.

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.

While all actions remain selectable in the drop-down regardless of your current loop level, 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.

Order Level

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

FIELD	DESCRIPTION
Rate shopping group	Sets the rate shopping group assigned to the Order.
Instruction	Sets the instruction text stored on the Order.
Terms	Sets the billing or shipment terms on the Order.
Import source	Sets the source system recorded for the Order import.
Ancillary endorsement	Sets the ancillary endorsement value on the Order.
Return reason	Sets the predefined return reason on the Order.
Return reason (other)	Sets the free-text return reason on the Order.
Dangerous goods class	Sets the dangerous goods class or category on the Order.
Dangerous goods mode	Sets the dangerous goods transportation mode on the Order.
Recipient tax number	Sets the recipient tax number on the Order.
Sender tax number	Sets the sender tax number on the Order.
Exporter tax number	Sets the exporter tax number on the Order.
Importer tax number	Sets the importer tax number on the Order.
Bill-to tax number	Sets the bill-to tax number on the Order.
Recipient EORI number	Sets the recipient EORI number on the Order.
Sender EORI number	Sets the sender EORI number on the Order.
Exporter EORI number	Sets the exporter EORI number on the Order.
Importer EORI number	Sets the importer EORI number on the Order.
Bill-to EORI number	Sets the bill-to EORI number on the Order.
Sender IOSS number	Sets the sender IOSS number on the Order.
Bill-to IOSS number	Sets the bill-to IOSS number on the Order.
Residential flag	Sets the residential classification on the Order.
Insurance flag	Enables or disables insurance on the Order.
Signature flag	Enables or disables the signature requirement on the Order.
Hold at location flag	Enables or disables hold-at-location on the Order.
Adult signature flag	Enables or disables adult signature on the Order.
Indirect signature flag	Enables or disables indirect signature on the Order.
Dangerous goods flag	Marks whether the Order is treated as dangerous goods.
Saturday delivery flag	Enables or disables Saturday delivery on the Order.
Saturday pickup flag	Enables or disables Saturday pickup on the Order.
Lift gate for pickup	Enables or disables lift-gate pickup on the Order.
Lift gate for delivery	Enables or disables lift-gate delivery on the Order.
Origin signature not required	Enables or disables the origin signature requirement on the Order.
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].
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].
SCAC	Changes the carrier selection by SCAC and updates the linked billing account.
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.
Terms of trade	Sets the terms of trade for the Order.
Print return labels	Sets the return-label preference on the Order.
Ship-to phone	Sets the recipient phone number on the Order.
Ship-to email	Sets the recipient email address on the Order.
Ship-to name	Sets the recipient name on the Order.
Ship-to company	Sets the recipient company name on the Order.
Ship-to address 1	Sets line 1 of the destination address on the Order.
Ship-to address 2	Sets line 2 of the destination address on the Order.
Ship-to address 3	Sets line 3 of the destination address on the Order.
Ship-to city	Sets the destination city on the Order.
Postal	Sets the destination postal code on the Order.
State	Sets the destination state or province on the Order.
Country	Sets the destination country on the Order.
Has bill-to address	Enables or disables the presence of bill-to details on the Order.
Bill-to phone	Sets the bill-to phone number on the Order.
Bill-to email	Sets the bill-to email address on the Order.
Bill-to name	Sets the bill-to contact name on the Order.
Bill-to company	Sets the bill-to company name on the Order.
Bill-to address 1	Sets line 1 of the bill-to address on the Order.
Bill-to address 2	Sets line 2 of the bill-to address on the Order.
Bill-to address 3	Sets line 3 of the bill-to address on the Order.
Bill-to city	Sets the bill-to city on the Order.
Bill-to state	Sets the bill-to state or province on the Order.
Bill-to postal	Sets the bill-to postal code on the Order.
Bill-to country	Sets the bill-to country on the Order.
Has ship from address	Enables or disables the presence of ship-from details on the Order.
Ship from phone	Sets the ship-from phone number on the Order.
Ship from email	Sets the ship-from email address on the Order.
Ship from name	Sets the ship-from contact name on the Order.
Ship from company	Sets the ship-from company name on the Order.
Ship from address 1	Sets line 1 of the ship-from address on the Order.
Ship from address 2	Sets line 2 of the ship-from address on the Order.
Ship from address 3	Sets line 3 of the ship-from address on the Order.
Ship from city	Sets the ship-from city on the Order.
Ship from state	Sets the ship-from state or province on the Order.
Ship from postal	Sets the ship-from postal code on the Order.
Ship from country	Sets the ship-from country on the Order.
Has importer address	Enables or disables the presence of importer details on the Order.
Importer phone	Sets the importer phone number on the Order.
Importer email	Sets the importer email address on the Order.
Importer name	Sets the importer name on the Order.
Importer company	Sets the importer company name on the Order.
Importer address 1	Sets line 1 of the importer address on the Order.
Importer address 2	Sets line 2 of the importer address on the Order.
Importer address 3	Sets line 3 of the importer address on the Order.
Importer city	Sets the importer city on the Order.
Importer state	Sets the importer state or province on the Order.
Importer postal	Sets the importer postal code on the Order.
Importer country	Sets the importer country on the Order.
Importer account number	Sets the importer account number on the Order.
Has exporter address	Enables or disables the presence of exporter details on the Order.
Exporter phone	Sets the exporter phone number on the Order.
Exporter email	Sets the exporter email address on the Order.
Exporter name	Sets the exporter name on the Order.
Exporter company	Sets the exporter company name on the Order.
Exporter address 1	Sets line 1 of the exporter address on the Order.
Exporter address 2	Sets line 2 of the exporter address on the Order.
Exporter address 3	Sets line 3 of the exporter address on the Order.
Exporter city	Sets the exporter city on the Order.
Exporter state	Sets the exporter state or province on the Order.
Exporter postal	Sets the exporter postal code on the Order.
Exporter country	Sets the exporter country on the Order.
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.
Return phone	Sets the return phone number on the Order.
Return email	Sets the return email address on the Order.
Return name	Sets the return contact name on the Order.
Return company	Sets the return company name on the Order.
Return address 1	Sets line 1 of the return address on the Order.
Return address 2	Sets line 2 of the return address on the Order.
Return address 3	Sets line 3 of the return address on the Order.
Return city	Sets the return city on the Order.
Return state	Sets the return state or province on the Order.
Return postal	Sets the return postal code on the Order.
Return country	Sets the return country on the Order.
Order type	Sets the order type classification on the Order.
Freight billing account	Sets the freight billing account number on the Order.
Freight billing country	Sets the freight billing country on the Order.
Freight billing postal	Sets the freight billing postal code on the Order.
Freight billing terms	Sets the freight billing terms on the Order.
Duty payment terms	Sets the duty payment terms and updates the related payment type on the Order.
Duty payment account	Sets the duty payment account number on the Order.
Duty payment country	Sets the duty payment country on the Order.
Duty payment postal	Sets the duty payment postal code on the Order.
Purchase order number	Sets the purchase order number on the Order.
Invoice number	Sets the invoice number on the Order.
Declaration statement (commercial invoice)	Sets the commercial invoice declaration statement on the Order.
Comments (commercial invoice)	Sets the commercial invoice comments on the Order.
Freight class	Sets the freight class on the Order.
Freight NMFC class	Sets the freight NMFC class on the Order.
Dry ice	Enables or disables the dry ice flag on the Order.
Tracing	Enables or disables tracing on the Order.
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.
Recipient notifications	Sets the recipient notification milestones stored on the Order.
COD header value (calculate)	Calculates the Order level COD amount from line quantity multiplied by unit price totals.
Delivery offset (days)	Sets the DeliverBeforeDate by adding the specified number of days to the current location date.
Delivery by (time)	Sets the delivery cutoff time on the Order. Requires a delivery date to already be set.
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].

Package Level

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

FIELD	DESCRIPTION
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.
Declared value type	Sets the declared value type used on the Package.
Declared value (calculate)	Calculates the current Package declared value from line quantity multiplied by unit price totals.
Declared value (calculate using cost)	Calculates the current Package declared value from line quantity multiplied by unit cost totals.
COD package value (calculate)	Calculates the COD amount for the current Package from line quantity multiplied by unit price totals.
Billable weight (calculate, LBS)	Displays in the list but possesses no implemented action handler for the Package.
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.
Box width (IN)	Sets the Package box width in inches.
Box height (IN)	Sets the Package box height in inches.
Box length (IN)	Sets the Package box length in inches.
Box weight (LB)	Sets the Package box weight (empty packing material) in pounds.
Content weight (LB)	Sets the Package content weight in pounds.
Box width (CM)	Sets the Package box width in centimeters; techSHIP converts it to inches internally.
Box height (CM)	Sets the Package box height in centimeters; techSHIP converts it to inches internally.
Box length (CM)	Sets the Package box length in centimeters; techSHIP converts it to inches internally.
Box weight (KG)	Sets the Package box weight (empty packing material) in kilograms; techSHIP converts it to pounds internally.
Content weight (KG)	Sets the Package content weight in kilograms; techSHIP converts it to pounds internally.
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.

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
SKU	Sets the SKU code on the current line item.
Country of origin	Sets the country of origin on the current Line item.
SKU dangerous goods code	Sets the dangerous goods code on the current Line item.
SKU Description	Sets the description on the current Line item.
SKU Classification	Sets the classification on the current Line item.
SKU Unit Price	Sets the unit price on the current Line item.
Item quantity	Sets the quantity on the current Line item.
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].
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].