O4 Tiles Overview

The Legacy OASIS Home Page served as a dashboard years before the concept became popular. When developing the Home Page in O4, the goal was to provide something more intuitive and configurable to enhance user interaction. This led to the introduction of Tiles.

Tiles are O4-exclusive reporting applications that display complex information in a compact and convenient format. Each tile will periodically run, interpret, and publish updates automatically. Tiles can be created for yourself or other users and displayed on the Home, Projects, Orders, Customers, or Manufacturers page.

Production Tile Help Articles- the articles below explain how to get started with each tile in production.

• Activity Tile: tracks user and contact activity across Legacy OASIS, O4, and the Customer Portal.
• Bid Board Tile: serves as the O4 equivalent of the Bid Board in Legacy OASIS and offers more versatility and capability.
• Order Monitor Tile: tracks specific order issues and notifies inside staff when an issue has been identified. 
• Order Summary Tile: tracks sales and earnings for the current day, month, week, or year based on the order's entry date.
• Order Summary Goal Tile: tracks order sales and compares these values to a set overall or stretch goal.  
• Invoice Summary Goal Tile: tracks invoices and compares the sales value to a set overall goal or stretch goal.
• Quote Follow Up Tile: provides a list of quotes to follow up on throughout the week, creating a to-do list tailored to the user's needs.
• Quote Monitor Tile: tracks specific quote issues and notifies inside staff when an issue has been identified. 
• Win/Loss Tile: tracks the overall hit rate for the company, an individual customer, or other criteria.
• Samples Tile: tracks samples that are checked out, available, due this week, and overdue. 
• Shipping Notification Tile: provides emailed shipping updates on orders to internal staff and customers.

Managing Tiles in O4- use this article to learn how to edit tiles, access tile batch jobs, and read tile tooltips.