What the Order Overview Shows

Everything you see when you open an order.

Written By Dennis Rodin

Last updated About 7 hours ago

[Screenshot: Full order overview showing the drawing, monument details, customer info, and pricing on the right]

When you open an order and you're on the Order Details tab, you see a complete summary of everything configured in the New Quote.

Monument details (left side)

[Screenshot: Left side showing upright, base, foundation, lettering, and accessories]

If this is a monument order, you'll see the drawing from the Sketch & Inscription step at the top, along with the inscription text.

Below that:

  • Upright shows the color, size, and finishes (front, back, edges, top).

  • Base shows the same details for the base.

  • Foundation shows whether it's concrete or granite, plus the dimensions.

  • Lettering shows the lettering style and litho color.

  • Carving shows the carving type.

  • Options and Enhancements shows the porcelain picture, vase, and etching details along with their settings.

If this is a service order, you'll see a reference photo at the top instead of a drawing, and the service details instead of monument configuration.

Customer and billing info (right side)

[Screenshot: Right side showing customer info card, billing info, and installation schedule]

Customer Info shows the customer's name, email, phone number, and address.

Billing Info shows either "same as customer" or the separate billing address if one was entered.

Installation Schedule shows the date range or seasonal preference you selected.

Pricing Panel

[Screenshot: Pricing Panel showing prices, total, amount paid, balance due, and Log Payment button]

The Pricing Panel shows the price breakdown: stone, lettering, foundation, accessories, admin fee, cemetery fees, and tax.

Below the Total, you can see how much has been paid and the balance due.

The Log Payment button is right below this card.

Learn more: How to Log a Payment

Installation Location

[Screenshot: Installation Location card showing cemetery name, address, and cemetery contact]

Below the pricing you'll see the Installation Location card with the cemetery name, address, and cemetery contact information.

Related articles: