How the Pricing Panel Works
Understand the Pricing panel that updates as you build your order.
Written By Dennis Rodin
Last updated About 9 hours ago
[Screenshot: Pricing panel showing Stone, Lettering & Carving, Foundation, Accessories, Administrative Fee, Cemetery Fees, Tax, and Total]
The Pricing Panel is the card on the right side of the screen during Step 3 (Items & Configuration). It shows a running total of all prices as you configure the order.
Monument order price lines
For a monument order, the Pricing shows:
Stone — click the field and type your price for the stone.
Lettering & Carving — click the field and type your lettering price.
Foundation — click the field and type your foundation price.
Administrative Fee — this line only appears when you toggle on Administrative Fee in the form. Click the field and type your admin fee.
Accessories — this line is automatically calculated based on your porcelain, vase, and etching selections. To change the amount, scroll down to the Accessories section in the form and update your configuration there.
Cemetery Fees — based on the cemetery you selected in Step 2. If the cemetery has multiple fees configured, you will see a dropdown where you can select one or multiple fees to apply to this order. Size-based fees require you to enter the monument dimensions first before they can be calculated. The checkbox is grayed out until dimensions are entered, and hovering shows "To calculate this fee, enter the size into the physical properties first." Fixed fees are always available immediately.
Tax — calculated automatically based on the tax percentage you've set in Settings → Company Rate → Sales Tax %. The tax rate is shown in brackets.Each line item has its own tax toggle next to the amount. All toggles are always turned on by default. Click any toggle to exclude that line item from the tax calculation. The tax total recalculates immediately.To make the entire order tax exempt, click the toggle next to Tax to turn it off. It will show Tax Exempt and remove the tax from the order total. All individual line item toggles are grayed out while Tax Exempt is on.
Your toggle choices are saved with the order. When you use Edit Quote or Edit Order, the toggles stay exactly as you left them.
Tax rate → Learn more: How to Manage Your Company Profile
Custom line items
You can add your own pricing items to the order. Click Add Line Item in the Pricing panel to add a custom line. Type a description and an amount. You can use this for shipping fees, tariff fees, credit card processing fees, or anything else the app does not calculate automatically. To add a discount, type a negative amount. For example, type -300 for a $300 veterans discount.
Note: Stone, Lettering & Carving, and Foundation are always shown for monument orders. You enter these prices by clicking the dollar amount field and typing the number. Custom line items and discounts appear below these standard lines.
Service order price lines
[Screenshot: Pricing panel for a service order showing Service, Cemetery Fees, and Tax]
For a service order, the Pricing panel simplifies to:
Service — the price from your pricing type selection (flat, by area, or by letter count).
Cemetery Fees — same as monument orders.
Tax — same as monument orders.
Installation Location
[Screenshot: The Installation Location card below the Pricing panel showing cemetery name, address, plot details, and cemetery contact]
Below the Pricing, you'll see the Installation Location card. This shows the cemetery name and address, plot location details, the plot owner (if different from the purchaser), the cemetery contact person, and any cemetery notes from your settings.
Learn more: How Cemetery Fee Calculation Works
Related articles: