Setting up Order Management Rules : Rate Shopping (Custom) Groups [Step-by-Step Guide]

When setting up order management rules, you might need to set up rules based on custom Rate Shopping Groups assigned to the order.

Rate Shopping Groups allow you to pass a value, which can be assigned to multiple service levels, and when detected and Rate Shopping is triggered, it rate shops the service levels assigned to it only.

OMR combined with Rate Shopping, can execute actions depending on which Rate Shopping Group is selected, for example, enable Insurance for all orders that are not shipped through "Free Shipping".

If you are going to use just one value as part of the condition, use the equals (=) or not equals (<>) operator.

If you are going to use more than one value, use the Like, Not Like, In or Not In operators, separating options with commas.

While Like and Not Like include results that match with your provided value fully or partially, In and Not In are used as equals and not equals, but allow detection of more than one value at the same time.

These are a few possible scenarios:

#1 - Apply actions when a specific Rate Shopping Group is evaluated for the order 

For this technical scenario, a business case could be: 

Whenever the order is not shipped through the FREESHIPPING Rate Shopping Group, Signature must be enabled. 

That being the case, it would be defined this way.

Not Equals is used, so whenever the Rate Shopping Group is not FREESHIPPING, the Signature Flag is turned on automatically upon import.

#2 - Apply actions when several Rate Shopping Groups are evaluated for the order 

For this technical scenario, a business case could be: 

Any order that is being shipped through the FREESHIPPING or the SAMPLESHIPPING Rate Shopping Groups, need to show COMMERCIAL SAMPLE as the shipping Instructions.

That being the case, it would be defined this way.

In is used, so whenever those values are detected as the Rate Shopping Group name, the Instructions field value is updated properly and automatically.

#3 - Apply actions when a word in multiple Rate Shopping Groups is evaluated for the order 

For this technical scenario, a business case could be: 

Any order that is being shipped through a Premium Rate Shopping Word (they contain the word PREMIUM as part of the Rate Shopping Group name), should have Insurance and Signature required enabled.

That being the case, it would be defined this way.

Like is used, so whenever that word is detected as part of the Rate Shopping Group name, the accessorials are applied upon import.

AVAILABLE ACTIONS TO BE USED

To review the full set of actions you could apply, read: Order Management Rules (OMR) available actions [Information]