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Set a Price Threshold and Automatically Apply the Cheapest Shipping Rate

2 min read

Use this feature to quickly select the most cost-effective carrier rate for multiple shipments at once, while ensuring the chosen rate does not exceed your defined maximum price.

How It Works #

  1. Select the shipments you want to process in the Shipments table.
  2. Click More → Calculate and Set Cheapest Rate.
    • The list of selected shipment IDs
    • Optional package dimensions and weight fields
    • Threshold (maximum price) field
Warehouse Management System Octava WMS
  1. A dialog will open showing:
    • The list of selected shipment IDs
    • Optional package dimensions and weight fields
    • Threshold (maximum price) field
  2. Enter the maximum price you are willing to pay for a shipping label.
    • If the cheapest available rate from the carrier is higher than this threshold, the system will not apply that rate for that shipment.
    • If the cheapest rate is within the threshold, it will be assigned automatically.
  3. Click Calculate and Set Cheapest Rate to run the process.
Warehouse Management System Octava WMS

What the System Does #

For each selected shipment, the system will:

  • Request available rates from the carrier
  • Compare all available services
  • Identify the lowest-price option
  • Check whether the rate is below or equal to your threshold
  • Apply the rate to the shipment when allowed

When the updates are complete, the dialog displays:

  • Successful Updates — shipments where a valid rate was applied
  • Skipped Shipments — if no eligible rate met your maximum price
  • The rate name and cost assigned to each shipment

This lets you review the results immediately without closing the dialog.

Warehouse Management System Octava WMS

Example #

If you set a maximum price of $15, and rates returned are:

  • UPS 2-Day Air: $13.25
  • FedEx Ground: $13.17
  • USPS Flat Rate: $9.10

All of them are within the threshold, so they will be applied automatically.

If a shipment only has rates above $15, it will be skipped.

Notes #

  • The threshold applies individually to each shipment.
  • This feature only sets the rate — you can generate labels later.
  • Use this tool to reduce costs and automate decision-making for high-volume shipping.

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