How the Pricing Panel Works

The Live Quote panel is the card on the right side of the New Quote popup. It stays with you across all six steps (titled Order Details / Live Quote) and shows a running total of every price as you build the order. You may also hear it called the Pricing panel, as it's the same thing.

When you open a saved order with Edit Order or Edit Quote, the button spins while the order loads, then the editor opens with the saved prices. While they load, the pricing card reads Loading pricing... and the price boxes stay locked, so nothing you type can replace a saved price. If the saved prices cannot load, the card says so; click Try again.

Monument order price lines

For a monument order, the Live Quote panel shows:

• Stone: click the field and type your price for the stone. If the order has more than one stone, this becomes one line per stone, each with its own amount. A stone whose base is not billed on its own line reads Stone A Price, Stone B Price, and so on. The labels re-letter automatically when you add or remove a stone, and drop back to a single Stone line when only one stone remains. An order without a stone (a service-only or accessory-only order, or a base with a service) shows no stone price, and a base-only or bench-top-only order's row reads Base or Bench Top instead of Stone.

  On your documents, and in QuickBooks Online (QBO), a stone's die and its base are billed as two separate lines by default. The company setting for this is How stones are itemised on the Settings → Stone Itemisation page, and Settings → Integrations carries a read-only note repeating the current choice. Custom stones follow a separate setting and stay on one line by default. The choice is stamped onto a quote when the quote is created, so documents a customer already holds keep the format they were written with. If you never price a base, none of your documents change.

• Naming a stone: once an order has two or more stones, pick the stone in the Stone row at the top of the panel and choose ⋯ → Rename stone. Type a name such as Companion upright in the field that opens and press Enter or click away to save, or press Esc to cancel; clear it to go back to the letter. A rename pencil (Rename this stone on documents) is also on the stone tabs on Review & Create and in the Generate Purchase Order and Generate Foundation Order windows, so you can name a stone from whichever screen you are on. Renaming from a saved order saves straight away; inside the New Quote wizard the name is saved when you save the order.

  The name replaces the STONE A heading on the quote, invoice, contract, shop ticket and purchase order. The Foundation Order does not show a stone name at all. Those headings print on orders with two or more stones. On the quote, invoice, contract, receipt and shop ticket they also print when the order carries services alongside the stone, with a lone stone headed STONE. The price lines in this panel keep their letters either way.

• Lettering & Carving: click the field and type your lettering price.

• Foundation: this line only appears when the stone actually has a foundation. On the Items & Configuration step, the Foundation Material row at the bottom of the Finish & Polish card offers None, Concrete and Granite, and a new stone starts at None. Pick Concrete or Granite and the Foundation line appears here, ready for you to click and type a price. Leave it on None and there is no Foundation line, nothing for the foundation in the order total, and no foundation on the invoice, receipt, quote, shop ticket or purchase order.

• 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, urn, QR code and vault selections. To change the amount, scroll down to the Accessories section in the form and update your configuration there.

• Etching: etching has a line of its own, with its own tax toggle. It appears when the etching you added in the Accessories section has a price, and that is where you change the amount.

• 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 a tax rate. Which rate a new quote starts with depends on Automatic Tax Calculation in Settings → Taxes.

With Automatic Tax Calculation on, a new quote takes the combined state and county sales tax rate for the purchaser's ZIP code. MonuDesk reads the ZIP code from the address you pick from the suggestions on Step 1, or from the separate billing address if the order has one. The rate is filled in for you, and hovering it shows Rate is set automatically by Auto Tax Calculation. If no rate is found for the ZIP code, MonuDesk uses the cemetery's county or zone rate, then the location's Default tax rate, then your company Sales Tax %, the same as the last three steps below. Learn more: How Automatic Tax Calculation Works

With it off, MonuDesk works down four steps and uses the first one that has a rate:

• A rate typed manually on this order.

• The county or zone rate of the cemetery on the order.

• The Default tax rate of the office location this order belongs to, set per location in Settings → Office Locations.

• Your company-wide Sales Tax % in Settings → Company Profile.

The tax rate is shown in brackets next to the Tax label, and on a new quote the percentage updates instantly when you change the cemetery. Hover the small question mark next to it and the tooltip tells you where the current rate came from. With Automatic Tax Calculation off, you can override the rate by clicking the percentage and typing a new value. The override applies only to this order, and the reset link next to it takes you back to the automatic rate.

Saved quotes and orders keep their rate. Once a quote is saved, it keeps the tax rate it was saved with. Opening it again with Edit Quote or Edit Order does not re-rate it to today's ZIP code, county, location or company rate, and the tooltip then reads Using the rate this order was saved with. To change it, click the rate and type the new one, which works whether Automatic Tax Calculation is on or off. reset puts the automatic rate back.

This only decides which rate gets used. The tax itself is still worked out the same way, from the line items you leave taxable.

Each line item has its own tax toggle next to the amount, including the Base row when a stone bills its base on its own line. Services share one toggle that covers every service on the order. 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. When you pick a funeral home, cemetery or monument company as the customer, Tax Exempt turns on by itself, unless your company is in Germany, Austria or Switzerland and shows gross totals under How totals are shown in Settings → Taxes. Adding an accessory keeps the order tax exempt, so a photo, vase or other accessory you add later stays untaxed until you turn the Tax toggle back on. With tax on, a new accessory is taxed and the toggle on the Accessories line works as usual.

Tax rate → Learn more: How to Manage Your Company Profile, How to Set Up Counties or Zones

Pricing a stone's base on its own line

When a stone bills its base separately, the panel shows two fields instead of one: Stone and Base on a single-stone order, or Stone A and Stone A Base on an order with more than one stone.

The Base field appears only for a stone that has its base turned on and at least one Base Dimension entered. A stone with no measured base is never asked for a base price and stays on one line.

Stone is the die price and Base is the base price. The stone total is Stone plus Base, so a $3,000 die with a $600 base totals $3,600, and the order total, tax and deposit follow from that. Typing a base price keeps the die price you already entered, and you can type the base before or after you price the stone. An unpriced Stone or Base field shows a grey 0; click it and type to replace it. Both amounts are saved with the quote.

On the saved order. The order popup's Order Details card shows the stone as one amount, die plus base, with a dotted underline. Hover it (tap it on a phone or iPad) to see the Stone and Base amounts. On an order with two stones, each stone's amount shows its own split.

Tax on the base. The Base row carries its own tax toggle, the same as the Stone row, so you can tax the die and leave the base untaxed, or the other way round. Until you touch it, the base follows the Stone row's toggle. Your choice is saved with the quote and kept when the order is duplicated.

Smart Prefill on the Items & Configuration step follows the same split. A Past Orders row shows the full price that order billed, the die plus its base, and carries the earlier order's base share into the Base field when that order billed the base on its own line. An In Inventory row applies the item's price as the whole stone price, with no base share.

On your documents. On the quote, contract, invoice and receipt a stone with a priced base prints as two line items, the stone row and a Base row, each with its own color, size and finish. The two add up exactly to what the stone billed as one line, so no total moves. A stone with a sub-base prints as one stacked row (Die / Base / Sub-base). The shop ticket keeps its single stacked row, and the purchase order does its own die, base and sub-base breakdown. Orders keep the format they were created with, so changing the setting affects orders you create afterwards.

The setting. Open Settings → Stone Itemisation, listed under Data & Integrations in the Settings menu. Its How stones are itemised card holds two dropdowns. Standard stones covers upright, slant, bevel, marker, ledger, footstone, bronze, bench and corner posts, and offers One line or Two lines; it starts on Two lines. Custom stones, the stones you build from scratch, offers One line, Two lines or No inventory item, and starts on One line. An Invoice shows: preview illustrates each choice, and No inventory item bills a custom stone to a plain line so QBO takes nothing off stock. Each change saves at once. Changing it needs the Edit settings permission.

The card itself says: "Applies to new orders only. Orders you already made keep the format they were created with. A stone with no base price stays on one line either way. We never put a line with no price on an invoice." Choosing One line adds the note "Die and base bill to a single QuickBooks item, so QuickBooks won't track base stock separately."

In QuickBooks. The QBO invoice is built from the same lines, so a split stone posts as two lines. The base line bills against its own product, the one chosen or created for the base row on Review & Create, so the base's quantity on hand moves separately from the die's. A base row with no linked product posts as a generic line. Settings → Integrations → Inventory sync, visible once QBO is connected, shows a read-only How stones are itemised note with your current values and a link to Settings → Stone Itemisation.

Custom line items

You can add your own pricing items to the order. Click Add Line Item in the Live Quote 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.

The item name field on a custom line suggests your saved Custom Line Items, reusable name and price pairs you set up in Settings. Click one and its name and price fill in, then stay editable for this order. The list puts your most-used items first. To save a new one, type a name that does not exist yet and click the Use [name] option that appears at the top.

If you run more than one location and an item has different prices per location, the list shows the price for the location this order is booked to, and that is the price that fills in.

Manage these in Settings → Custom Line Items, where you can add, edit, delete, and mark each one taxable. Learn more: How to Manage Custom Line Items

Service order price lines

For a service order, the Live Quote panel simplifies to:

• Service: the price from your pricing type selection (flat, by area, by letter count, or by quantity). An order can hold up to 12 services, each priced on its own.

• Accessories: any vase, photo, urn, QR code or vault added to the service order. An etching shows on its own Etching line. Both are included in the order total, print on every document and sync to QuickBooks.

• Cemetery Fees: same as monument orders.

• Tax: same as monument orders, except that one tax toggle covers every service on the order. Its tooltip reads "Services are taxed. Click to exclude every service from tax."

Installation Location

Below the price lines, 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:

• How to Configure the Monument Type, Color, Size and Finishes

• How to Create a Service Order

• How to Add Accessories

• How Cemetery Fee Calculation Works

• How to Manage Your Company Profile