How to Generate a Foundation Order

Send a clean, focused document to whoever is pouring the foundation, with the base size, foundation size, and grave details on it.

Written By Dennis Rodin

Last updated 16 days ago

A Foundation Order tells the cemetery (or a third-party contractor) exactly what foundation needs to be poured for a monument. It's cleaner than the shop ticket because it only includes what the foundation pourer needs.

To generate one, open the order, click Document Generation at the top right, and select Generate Foundation Order from the dropdown.

The popup

Most fields auto-fill from the order:

  • Cemetery, section, lot, and grave

  • Decedent name (or names if there are multiple)

  • Base size

  • Foundation size

If your order doesn't have plot data filled in, those fields stay empty and the popup re-balances on its own.

Who is doing the pour?

At the top of the popup you pick who you're sending this to:

  • Cemetery (default) — the document will be addressed to the cemetery on the order, using the cemetery's contact info.

  • Vendor — switches the recipient to a third-party contractor. A vendor search field appears, and you pick whichever vendor is doing the pour.

The recipient block on the PDF updates accordingly. Only one mode is active at a time.

Foundation type (optional)

You can also tag the foundation with one of three types:

  • Above ground

  • Recessed (flush to ground)

  • Ground level (flat)

Pick one or leave it blank. If you leave it blank, that field is omitted from the PDF entirely.

Drawings

If you've uploaded design drawings to the order (with the Drawing category), you can attach up to two of them to the Foundation Order. The popup shows thumbnails for each.

Important: Files only appear in the drawings selector if they have already been uploaded to Notes & Files on this order with the Drawing category. To attach a sketch or drawing, upload the file first under Notes & Files, choose Drawing as the category, then come back here and open the popup. Files saved with any other category (Instructions, Financial Document, Other, etc.) will not show up in the selector. This applies to every file you want to attach during document generation.

Sketches built in the Sketch & Inscription step of the wizard automatically save as Drawing-category files on the order, so they appear in the selector here without any manual upload step.

After you click Generate

The PDF is created and automatically saved to the order's Notes & Files under the Instructions category, set to internal only. You can download it from the popup or from the Notes & Files tab anytime later.

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