How to Add Accessories

The Accessories section is part of Step 3 (Items & Configuration). Each accessory can be toggled on or off. Prices from accessories are automatically added to the Accessories line in the Live Quote panel on the right.

You can add accessories to a service order too. A vase, photo, etching, urn, QR code or vault on a service order shows on the Accessories row of the price summary, is included in the order total, prints on every document and syncs to QuickBooks. An order that sells only accessories bills each accessory on the invoice, contract and QuickBooks invoice.

Photos

On the Photos card, click Add photo. Each photo gets its own numbered line, Photo #1, Photo #2 and so on, with a trash icon to remove it. Then select:

Material type: pick Porcelain, Steel or Granite first. The shapes and sizes offered next come only from that material's list in Settings > Accessories. A new photo line starts on the material your shop last saved there. If a material has no sizes yet, the card reads No photos set up for this material yet; pick a shape and add the size with + Add a size.

Shape: choose the shape of the photo, such as oval, heart, rectangle, round, cross, square/diamond or domed. The list offers the shapes set up for that material.

Size: choose from the sizes set up for that material and shape. Each size shows in its own unit, for example 8" × 10", or 9cm × 12cm for a size your shop set up in centimetres. If the size you need is missing, pick + Add a size at the bottom of the list, or click Add it here. under the field. In Add a photo size, enter the Size (for example 9x12), set the in / cm switch (it starts on the unit last saved for that material) and, if you like, a Price (optional), then click Save. The size is selected on the order straight away and saved to that material's list in Settings > Accessories, under that shape, so it is in the list next time. If the size already exists, MonuDesk simply selects it.

Mode: select B&W or Color. Sepia and Hand Colored are offered too when your list has sizes in those modes. The price fills in from the exact row in Settings for that material, shape, size, unit and mode, so a steel photo always takes a steel price. A size saved in Settings as B&W or color can be sold as either, at the same price.

Quantity: change the number if the order needs more than one of the same thing. You can also add the same photo more than once as separate lines, which is what you want when each one needs its own note or its own photo.

For non-standard porcelains, click the Custom button on the right. This opens a text field where you can describe exactly what you need, and you can Upload Photos that will be attached to the order.

You can also toggle on Charge Now to enter a price immediately. The amount is added to the Accessories line in the Live Quote panel.

Learn more: How to Set Up Your Photos and Vase Options

Vase

Toggle on Vase. Then select:

Style / Material: choose the style and material (granite, bronze, or metal) from the presets you've set up in your Accessories settings. If a material is not showing, you need to add it in Settings > Accessories first.

The style list includes Cross, Classic and Elegant alongside the older built-ins. Style names your shop typed in yourself (a catalog name such as Cameo, Crown or Crest) show up here too.

Granite, bronze and metal vases all offer a color, and each vase is only offered the colors that suit its material. A granite vase draws from your All group plus Granite catalog and Granite vases only. A metal vase draws from All plus Metal vases only. A bronze vase draws from All plus Bronze only. Each color can carry its own price (set up in your Accessories settings), so different colored vases price automatically and you do not have to enter them as custom.

Which colors a vase offers depends on how its variant is set up in Settings > Accessories. A variant whose color button reads All colors offers every color in that material's bucket, including colors you add later under Settings > Colors, with nothing to reopen or re-tick. A variant whose button reads "3 selected" offers only the colors ticked on it: the rest are still listed, greyed out, underneath them. Hover a greyed color and MonuDesk tells you why it cannot be picked, naming the style and size, and asks you to save the quote as a draft and make the change in your accessories settings. That is the fix: save the quote as a draft, open Settings > Accessories, click Configure accessories and tick the color on that variant, then reopen the quote and pick it.

The Metal vases only and Bronze only groups come stocked with common metal and bronze finish names, so a metal or bronze vase offers real finishes from the start, and granite colors are never offered on a metal or bronze vase. To add a finish of your own, go to Settings > Colors, add it under Metal vases only or Bronze only, then tick it on that vase in Settings > Accessories.

Size: choose from the sizes available for the style you selected. If the size you need is missing, pick + Add a size in the list (or Add it here. under the field), enter the size and an optional price in Add a vase size, and click Save. A ring size such as 10 is saved as 10", selected on the order and added to Settings > Accessories for next time. For vases sold by design rather than by measurement, pick General Size if your shop has set it up. A price row still needs a size to be saved, but "General Size" is never printed as a measurement on the quote, invoice, receipt or shop ticket.

Quantity: change the number if needed. As with porcelain, you can add the same vase more than once as separate lines. That is the right way to do it when a stone takes a vase on each side and each one carries its own note, and both lines are priced and printed. Each vase line keeps its own color, so two vases on one order can be two different colors, and inventory stock is matched and deducted per vase color.

Click Custom for non-standard vases. Same as porcelain: describe what you need, upload photos, and use Charge Now to set a price.

Learn more: How to Set Up Your Photos and Vase Options

Cremation Urns

Click + Add Urn on the Cremation Urns card to add an urn to the order. Each urn gets its own numbered line with a trash icon to remove it, and you can add as many as the order needs. For each urn, fill in:

Urn: the dropdown reads "Select urn..." until you pick something. It lists every urn switched on in your catalogue in Settings, once by name. Material, capacity and price are fields of their own below. Last on the list is Custom name..., which opens a free-text Urn name box for an urn that is not in your catalogue.

Material: for a catalogue urn, the list shows the materials that urn comes in, and when there is only one it is filled in for you. For a custom-named urn, pick one of the standard materials, or Other... to type your own.

Capacity: for a catalogue urn, pick from the capacities set up for that urn and material. The field stays greyed out until the urn, and then its material, are picked, and when only one capacity fits it is filled in for you. Once the urn, material and capacity are set, the price and vendor cost come from that catalogue row, so the price always matches what is on the Accessories page. Urns with no capacity, such as keepsakes, are listed as None / minimal. For a custom-named urn, Capacity is simply a number in cubic inches.

Quantity: change the number if the order needs more than one of the same urn. It cannot go below 1.

Notes: a note for this specific urn, such as engraving or finish details. The box is prompted with "Note for Urn #1 (e.g. engraving, finish...)".

The Price line on the urn is always visible. It shows the unit price (for example $375.00), and when the quantity is more than one it also shows the multiplication (for example $375.00 × 2 = $750.00). Until a price is set it says what is still missing, for example "No price yet. Pick a capacity", or "No price yet. Pick a catalogue urn or set one below" on a custom-named urn. To price a line the catalogue does not cover, turn on the Custom price switch underneath and enter Your Price to Customer ($), which overrides the catalogue price for that line. Urn prices are added to the Accessories line in the Live Quote panel, and urns appear on the order and its documents like any other accessory.

Urns already on a saved quote keep the price they were saved with, so editing the catalogue later does not move a price on an order you have already written. Review & Create and the order popup's Order Details list each one as Urn #1, Urn #2 and so on, with its name, capacity, material, the quantity when it is above one, and the price.

To manage the urn catalogue itself, go to Settings > Accessories, click Configure accessories and open the Urns category. Every company starts with a ready-made catalogue of urns there, priced at retail with Vendor Cost left blank for you to fill in, and the same urn name can appear at several capacities and prices. Only urns with Enabled switched on are offered here in the wizard. Learn more: How to Set Up Your Photos and Vase Options

QR Codes

The QR Codes card adds memorial QR codes to the order. Click + Add QR Code and each one gets its own numbered line, QR Code #1, QR Code #2 and so on, with a trash icon to remove it. For each QR code, fill in:

QR Code: the dropdown reads "Select QR code..." and lists the QR code brands your shop has set up under QR Codes in Settings > Accessories. Custom name... at the bottom opens a Brand name box for anything else.

Size: once you pick a brand, choose one of the sizes set up for it, and the price fills in from that row. For a custom name, type the size yourself.

Quantity: change the number if the order needs more than one of the same QR code.

Notes: a note for this QR code, prompted with "Note for QR Code #1 (e.g. link destination, placement...)".

Price: filled in once a catalogue brand and size are picked. To price a line the catalogue does not cover, turn on Custom price and enter Your Price to Customer ($). QR code prices are added to the Accessories line in the Live Quote panel, and Review & Create lists each one under QR Codes.

Learn more: How to Set Up Your Photos and Vase Options

Vaults

The Vaults card sits between QR Codes and Etching. Click Add vault to add a vault to the order, then pick the brand, then the material, then the size.

Size stays greyed out until the brand and material are set, and when only one option fits, MonuDesk fills it in for you. If you type in a brand of your own, material and size become free text.

The brands, materials, sizes and prices come from the vault options in Settings > Accessories. Every company starts with 24 ready-made vaults there, such as Urn Vault, Cremation Vault, Grave Liner and Single Depth Vault, priced at retail, so the card has options from the first quote. Vaults show on the order overview and on the order's documents.

Learn more: How to Set Up Your Photos and Vase Options

Etching

Toggle on Etching. First, select the type: Laser etching, Hand etching or Impact etching. Your documents print the type, for example Impact for impact etching.

Then choose how it will be handled:

• In-house (manual fee) means you handle the etching yourself. Enter the price manually. You can also select Color Etching here.

• Vendor quote means you'll send it to a vendor. This opens a description field where you can describe the etching requirements, Upload Artwork, and optionally toggle Charge Now to give the customer a price before receiving the vendor's quote.

Administrative Fee

Below the accessories, you can toggle on Administrative Fee to add an admin charge to the order. The amount is entered in the Live Quote panel.

Related articles:

• How to Use Sketch and Inscription

• How the Pricing Panel Works

• How to Set Up Lettering and Carving

• How to Set Up Your Photos and Vase Options