New Order Grid
With this update comes a brand new order grid in Miranda with several key improvements:
- Multiple Grid Views - Save as many different configurations of grid views as you like, including filters, columns, column arrangement, etc. and easily switch between views
- Advanced Filters - Use more advanced filters like ranges of time, greater than or less than on numeric values. Select only the statuses, including archived or cancelled, customers, or customer reps, etc. that you wish to see on the grid.
- Improved Performance - With this new order grid, we have introduced pages to the grid to handle any number of orders loaded into the grid. Miranda will now show 50 orders at a time and allow easy next and back arrows to page through the orders and improve loading time significantly.
- And more...make sure and click "Try the Enhanced Grid View" inside your order grid to apply the new grid to your account.
Enabling the New Order Grid
To try the new order grid view, open your Orders tab, and click the Try the Enhanced Grid View button to open the new order grid.
Once you click this, you will be taken to a Default grid view with some basic columns.
You can add or remove columns (see image below), drag columns to rearrange them, or click on column headers to sort, all just like the old Order Grid. You can also export the grid just like before, with options to only export the current page (limited to 50 orders), or all orders in the grid view.
When you first open a grid view, you will see ALL orders with no filters applied. You WILL see Archived or Cancelled orders for example, if any exist, until you set your filters.
To set filters on columns, click the Filter button underneath that column. The filter menu will appear differently based on the type of column.
The Status filter. Select the order statuses that you wish to see on the grid and click Apply Filter. Once applied, the grid will list how many statuses are being displayed and you can hover over this to see what statuses are being displayed.
Filters on columns like Customer, Customer Rep, Carrier, and Carrier Rep allow you to select one or multiple options, similar to Status, depending on your permissions.
Click the Filter button underneath one of these columns, start typing and available options will be displayed.
Click on one to select it. If you wish to add more, then after selecting one, start typing again to select the next. Click Apply Filter when done to apply the filter.
Filters on Date columns like Earliest Pickup, Estimated Delivery, etc. will allow you to select whether you wish to filter on an exact date or a date range.
You have three options for a date range filter: Greater than, Less than, or Between. Click the option you want on the left as seen below, and then select the date(s) to select the preferred date range. Click Apply Filter to apply the filter.
Filters on Numeric or Accounting columns like Revenue, COGS, Margin, Items, etc. will allow you the same type of options as the Date columns, but with a slightly different look as shown below.
Filters on other columns like PO Number, PRO, BOL, etc. can be filtered via typing in your value.
NOTE: You can still type directly into the filter text field underneath the column name on most of these columns for exact match searching. Make sure and press Enter to apply the filter when you type into a filter.
ALL FILTERS WILL BE SAVED AUTOMATICALLY TO YOUR VIEW.
Clearing a Filter
To clear a single filter in the new order grid, click the Clear button beside the Filter button on a column header in which a filter is already added.
To clear ALL filters, you can use the same method as the old grid. Click the three horizontal line button in the top right corner, and click Clear Filters.
Multiple Grid Views
To create more or switch between grid views, click My Grids in the top left corner of the order grid.
To create a new Grid View, click New Grid.
Type in the name of the new grid view you wish to create, such as Tracking, or Discrepancy.
If you wish to create this new grid view based on an existing view you have already set up, you can choose to do so.
Once you click Create View, you'll be taken to the new order grid view, where you can further define the columns, column order, and filters that you wish to apply to this new grid view.
All changes you make will be saved automatically.
Switching Between Grid Views
To switch between Grid Views, click My Grids, and then click on a different grid view. You can also see how many orders are currently in any view you have set up here.
Viewing the rest of the orders
The new order grid will only display up to 50 orders in order to load faster. To see if there's more orders than this set of 50, or move to the next set of orders, then look in the bottom right corner of the grid to see how many orders are in this view and to move to the next or previous page of orders.
Refreshing Your grid
Miranda will automatically refresh your grid when you open a grid view, or the Orders tab itself, or when you click Refresh Grid in the top right of the grid.
Miranda will also display the last time this grid view was refreshed.
Finally, if you wish to change back to the original grid view, you can click Switch to Classic View.