This lesson will describe how to modify the carrier for a Miranda InterConnect order.
1. Revert Order to Quote Pending
Log in to your CaseStack Miranda user account (ie: firstname.lastname@example.org).
- Click on the Orders tab.
- Double click on the order to open it.
With the order open, click on the Rates tab, then click the Override button next to the Status drop-down menu.
Select a status of Quote Pending, then click Save.
2. Select New Rate & Carrier
- Click the LTL tab to run new rates.
- To select a carrier, click on the desired carrier.
- Click the Select button to choose the carrier.
- Click Save to save your changes.
3. Log In as the InterConnect Company
Next, you'll need to open an "incognito window" in your browser and log in to Miranda as the InterConnect company.
To open an incognito window in Google Chrome, click the Customize button in the far right corner (see screenshot below), then select New incognito window.
Open Miranda and log in to the customer company (ie: email@example.com).
4. Modify the Carrier
In the InterConnect account:
- Open the order that you need to modify the carrier on and go to the Rates tab.
- Click on the LTL tab to run rates.
- Click Select to choose the rate & carrier.
You will receive a pop-up box asking if you would like to update your customer quote. Click Yes, update it. Click Save to save your changes.
5. Ensure that COGS and Revenue are Correct
You should now see that on both sides, the rate selected is for the desired carrier. In addition, both orders should still be in the "Quote Pending" status.
Next, we will make sure that the COGS and Revenue are correctly displayed on both accounts.
First, in your CaseStack account, validate that both your customer charges and your carrier charges are accurate so that your COGS and Revenue on this order are exactly what CaseStack expects. Click Save.
Next, on the CaseStack side, change the order status to Customer Approved, then click Save.
The order should now be in the Customer Approved status for both the CaseStack and InterConnect users.
Ensure that, on the InterConnect customer side, the COGS reflect the Revenue that CaseStack expects to receive.
6. Update the Carrier on Shipments
Next, we need to update the carrier on the Shipments tab.
On both the CaseStack and InterConnect account, click on the Shipments tab for the order.
Validate that the carrier on the shipment is the new carrier. If the carrier is incorrect, use the drop-down menu to select the correct carrier, then click Save. *Note: Always update the carrier from the CaseStack side prior to updating it on the InterConnect customer account.
7. Update the Order Status
The carrier should now be correct on the Rates and Shipments tab for both the CaseStack and InterConnect accounts. The charges should also be correct on both accounts.
You can now move the order back to the appropriate status from the CaseStack account. There is no need to update it on the InterConnect account as the orders are now in sync.