Level 3: Run the Order

Level 3 takes your order from confirmation through completion: log the payment, fill in the details you skipped on day one, build the sketch, and generate the paperwork. Takes about 10 minutes.

Step 1: Log a payment

Open the order and log the deposit or a payment. Deposit shortcuts fill the amount for you, and the payment shows on the receipt automatically.

To collect online, connect MonuPay in Settings → Integrations (it is offered to US and Canadian companies). Then Send Payment Link in the order header emails or texts the family a link to the order in their customer portal, where they pay by card.

Learn more: How to Log a Payment

Step 2: Edit the order and fill the gaps

Open Edit Order and fill in the fields you skipped in Level 1: cemetery details, color, size, finishes. PDFs regenerated after the edit show the updated values instead of "Not specified". Saving closes Edit Order at once. If you ticked the documents to update, MonuDesk rewrites them in the background and a Documents updated message confirms it.

Learn more: How to Edit an Order

Step 3: Build the sketch

Use the sketch builder to lay out the design: text, shapes, and the decedent information (name, dates, biography). The sketch appears on the contract and shop ticket.

Learn more: How to Use Sketch and Inscription

Step 4: Generate documents

Shop Ticket, Invoice, and Receipt all follow the same generation pattern and save to the order's Files section.

If the order has a drawing, a sketch rendering, a reference photo or a saved cemetery map, a picker opens first under the heading Select images so you choose what prints. On the Quote, Invoice, Receipt and Contract your monument artwork is ticked for you and reference photos are listed unticked. On the Shop Ticket nothing starts ticked, so tick the image the shop needs. A saved cemetery map sits in its own Cemetery location map section. An order with no images and no map generates straight away.

You can untick everything and still click Generate. The dialog then says "No images selected", and the Quote, Invoice, Receipt and Contract print an Additional Details section in place of the drawing pages: a Lettering box listing, per decedent, the inscription you entered (Given Names, Surname, Dates, Additional Text and Facing). The Contract also prints the order's Design Notes below that box. On the Shop Ticket, unticking the drawings removes the images only, its lettering, engraving styles and design notes print either way.

Learn more: What's on the Shop Ticket PDF, What's on the Invoice PDF, What's on the Receipt PDF

Step 5: Foundation Orders and Purchase Orders

Send the foundation paperwork to your cemetery contact and the purchase order to your vendor, choosing which drawings to attach.

Before you can generate a foundation order, the stone needs a foundation. New stones start with Foundation Material set to None, so if Generate Foundation Order is greyed out, open Edit Order and set that stone's foundation material to Concrete or Granite. A stone genuinely sold without a foundation stays greyed out on purpose, because there is nothing to pour.

Learn more: How to Generate a Foundation Order, How to Generate a Purchase Order

👉 Continue to: Level 4: Make MonuDesk Match Your Shop