For merchants using Redo OMS.
Before you start
Confirm carriers and services are connected and enabled
Decide how each requested service should map to carrier services
Align naming with what shoppers see at checkout (for example Plus Priority, Economy/Free Shipping)
Have a couple of test orders ready to validate your rules
Note: Automations also support package selection, tagging, and packing slips. This article focuses on service selection
Open the automation builder
Go to Settings > Order Fulfillment > Automations
Click Create New Automation
Name it, for example Requested Service, then continue to the advanced flow builder
Define your condition
Drag Condition into the canvas
Choose Requested shipping service
Requested shipping service = the service line the customer chose at checkoutPick an operator
Includes any of
Includes all of
Has none of
Example
Condition: Requested shipping service includes Plus Priority
Add the action: set the shipping service
Drag Action into the canvas
Select Set shipping service
Map the requested service to a carrier option
Example: Plus Priority → FedEx Ground
Tip: If you don’t want to hard-map to one carrier, use a cheapest-of rule instead
Choose the cheapest eligible service
In Set shipping service, select the option to choose the cheapest among multiple carriers
Add allowed services such as FedEx Ground, UPS Ground, UPS Ground Saver, USPS Ground Advantage
The system will select the lowest eligible rate at rating time
Add branching logic
Use the No branch to handle orders that don’t meet the first condition
Example
If Requested shipping service includes Economy/Free Shipping → choose cheapest of FedEx Ground, UPS Ground, UPS Ground Saver, USPS Ground Advantage
Save and set priority
Click Save
Drag the new automation higher in the list if it should run before others
Note: Automations at the top run first
Test your rule
Open a recent order that used the target requested service
Confirm the mapped service appears before purchasing the label
Repeat for each requested service you support
Tip: Keep a fallback rule at the bottom that selects the cheapest eligible ground service when no other rule matches
Key notes
Keep rule names and requested service names consistent with checkout copy
Verify mappings align with carrier contracts and customer expectations
Review results periodically and adjust priority or conditions as your catalog and rates change
FAQs
What happens if no rule matches the requested service?
Nothing changes automatically. Add a fallback automation that selects the cheapest eligible service, or choose a service manually before buying the label.
Does “cheapest” consider my negotiated rates and surcharges?
Yes. The cheapest-of option evaluates eligible services using your live rates at rating time.
Can I still override the selected service manually?
Yes. You can change the service before purchasing the label. If you re-rate or re-open the shipment later, automations may reapply depending on your rule order and conditions.
Do I need a separate rule for every speed (Economy, Standard, Expedited)?
It’s recommended. Clear one-to-one or cheapest-of mappings per requested speed keep outcomes predictable and easier to audit.
Need more help?
If you can't find the answer you're looking for, our support team is here to help. Contact us through the support channel in your Redo dashboard or email support@getredo.com.