Using the Quote Monitor Tile

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Once created, the Quote Monitor Tile will display the number of quotes that contain the issues identified in the tile's setup, broken out by degree of urgency. 

Frame 386.png

OI_GOOD.svg
No quote issues were identified.
OI_WARNING.svg

Quote issues were identified that suggest a follow-up is needed:

  • Pricing is lower than the lowest price in the price list.
  • The MFG quote has expired.
  • The PAT shipping prediction is estimated after the project's start date.
  • The quote is expiring in seven days or less.
OI_BAD.svg

A critical issue was identified:

  • The quote contains discontinued items.

 

Click the tile to view more details.

 

The Quote Monitor Tile Page

The Quote Monitor Tile page contains a tab for each issue identified in the tile's setup. Each tab displays the affected quotes. Users can click a quote to open it in OASIS Online. 

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