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Building Automations for Package Selection

How to auto-assign the right parcel type based on weight, quantity, or product rules

Updated over a month ago

For merchants using Redo OMS.


Open the automation builder

  • Go to Settings > Order Fulfillment > Automations

  • Click Create New Automation

  • Name it, then open the advanced flow builder


Step 1: Define conditions

  • Drag Condition into the flow

  • Common options

    • Parcel weight

    • Item quantity

    • Product name

    • Product tags


Step 2: Weight-based logic

  • Less than 1 lb → Set parcel = Small

    • Condition: Parcel weight < 1 lb

    • Action: Set parcel to Small

  • 1–2 lbs → Set parcel = Medium

    • Condition: Parcel weight < 2 lbs

    • Action: Set parcel to Medium

  • Over 2 lbs → Set parcel = Large

    • Default action for heavier shipments


Step 3: Quantity-based logic

  • Condition: Item quantity = 1 → Set parcel = Small

  • Condition: Item quantity = 2 → Set parcel = Medium

  • Default: Higher quantities → Set parcel = Large


Step 4: Product-specific logic

  • Condition: Product name includes “Maxi Dress” → Set parcel = Large (more delicate product)

  • Condition: Product name includes “Concert T-Shirt” → Set parcel = Small poly bag or Small box

Tip: Product tags are often more stable than names; prefer tags like fragile, bulky, apparel


Step 5: Combine conditions

  • Layer conditions to handle edge cases

    • Quantity + Product name

    • Weight + Quantity

    • Product tags + Weight


Save and prioritize

  • Click Save

  • Drag the 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 should match the conditions

  • Confirm the selected parcel type before purchasing the label

  • Repeat for each common product category and weight range

Tip: Keep a fallback rule at the bottom that sets a safe default parcel when no other rule matches


Key notes

  • Standardizing parcel selection reduces manual clicks and packing mistakes

  • Use clear naming for parcels so packers recognize sizes quickly

  • Review outcomes weekly and adjust thresholds as your catalog or packaging changes


FAQs

What happens if two rules could apply?

The first matching rule in priority order applies. Place specific rules above general ones.

Can I override the parcel type manually?

Yes. You can change the parcel before buying the label. If you re-rate later, automations may reapply based on rule order.

Do package selection automations affect service selection?

They can. Parcel dimensions and weight influence available rates, so run package selection before service selection in your automation priority.

Where do parcel sizes come from?

Define and manage parcel types in Settings > Order Fulfillment > Packages so the automation can select from those options.


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.

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