Creating the Order Summary Tile

The Order Summary Tile allows users to track sales and earnings for the current day, week, month, and year based on the order's entry date. It also shows if a user is above or behind in sales and earnings compared to the same time period as the previous year. This article will explain how to create the Order Summary Tile in O4.

Requirements:

• User must have Reports access to Reports.

Creating the Tile

1. Navigate to the O4 Home Page.

2. Click the Tiles menu, then select Create from the drop-down list.

3. The Create Tiles page will appear. Click the Order Summary tile.

5. The Creating Order Summary Tile page will appear. This page is divided into two sections: Visual Details and Filters.

Visual Details 

Use this section to define the tile's display information.

1. Enter a display name. Note: if you do not enter a display name, it will appear as "Order Summary" by default. 

2. Select the page where the tile should display using the Tile location drop-down.

3. To create this tile for other users, enter User IDs into the Create Tile For Other Users field or click Select All to create the tile for all users. Skip this step if you are only creating this tile for yourself. 

4. Check the Show Earnings box if you would like the tile to display earnings.

Filters

Use this section to filter the quotes that are displayed in the tile. Filters are not required.

1. Select SellPrice or TerritorySalesCredit from the Sell Value drop-down to define the value that will be reported in the tile.

2. Click to open Header Level and Line Level filters.

Header Level

• Important Projects Only- show orders from projects that have the Important Project toggle enabled
• CSRs- show orders where the CSR is a specific user
• Order Status- show orders of a specific order status
• Quoters- show orders where the quoter is a specific user
• Sales Accounts- show orders where a specific sales account is assigned
• Specifier Assigned To- show orders where the specifier is assigned to a specific sales account
• Workgroups- show orders within a specific workgroup

Line Level

• Manufacturer- show orders where the order is for a specific manufacturer
• Parent Manufacturer-show orders where the order is for a specific parent manufacturer
• Release Status- show orders in a specific release status

When the tile's set up is complete, click . After the tile has been created, it can be edited at any time. 

Viewing the Tile

Once the tile has generated data, it will update every 30 minutes. Read more about viewing the Order Summary Tile.