How to Review and Finalize Your Order
Review everything before saving your order as a quote or confirming it.
Written By Dennis Rodin
Last updated About 8 hours ago
[Screenshot: Bottom of the Review & Create step showing Previous, Save as Quote, and Save as Confirmed Order buttons]
The final step is Review & Create. This is a summary of everything you've configured across all previous steps. Review it carefully before saving.
What you see on this page
[Screenshot: Left side showing Client Information, Billing Information, Items & Configuration details]
Client Information shows the purchaser details from Step 1.
Billing Information shows the billing address if it was different from the customer's address.
Installation Location on the right side shows the cemetery, plot details, and cemetery contact from Step 2.
Items & Configuration shows everything from Step 3: the upright (color, size, finishes), base (color, size, finishes), foundation (concrete or granite, dimensions), accessories (porcelain, vase, etching), and supplier notes.
If this is a monument order, you will also see your drawing from the Sketch & Inscription step showing the front side and back side, along with the decedent information you entered (name, dates, biography).
If this is a service order, the Sketch & Inscription section will not appear.
Payment Terms shows the deposit that will be logged as paid right now and the remaining balance due on completion.
External Payment and the Pricing panel are shown on the right side.
Saving your order
[Screenshot: Bottom of the Review & Create step showing Previous, Put Quote On Hold, and Confirm Order buttons]
At the bottom you have three options:
“Previous” on the left takes you back to the prior step if you need to change something.
Save as Quote saves the order and places it in the Quote stage on your order board. You will only see two to-dos: Quote to Client and Payment. All other to-dos are saved in the background and will appear once the order moves to the Confirmed Order stage.
Learn more: How to Confirm a Quote Into an Order
Save as Confirmed Order tells the system this order is final and work is starting. The order is placed on the board with all the to-dos already generated based on your configuration. The deposit (if any) is logged as a payment immediately.
Learn more: How Order To-Dos Work
Tip: If you're still waiting on customer approval or need to double check details, use Save as Quote. You can always confirm the order later by moving it to the Confirmed Order stage on the board.
Good to know: If you selected a payment split in the billing step (like 50/50 or 30/70), the Save as Quote button is grayed out. A payment split means the customer is committing, so you must click Save as Confirmed Order. If you selected 0% as the split, the Save as Confirmed Order button is grayed out and you can only click Save as Quote.
Automation Settings is shown at the bottom of this step. Here you can turn the Customer Portal on or off for this order. The portal is turned off automatically for wholesale customers, and hard disabled for service orders or if the customer email is missing.
Learn more: How the Customer Portal Works
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