What the Order Overview Shows

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.

Who's assigned

The order's top line shows the assignee for this order as a round photo, or their initials when there is no photo. Click it to pick a different teammate. This is the teammate responsible for the order. When you assign an order to someone other than yourself, that person gets an in-app notification (the bell in the top bar) letting them know the order is theirs.

Monument details (left side)

If this is a monument order, you'll see the drawing from the Sketch & Inscription step at the top, along with the inscription text. If no sketch was built yet, the area shows a clean placeholder you can click to upload an image directly. The uploaded image becomes the sketch for this order.

Right after you upload or replace a Front or Back sketch image here, MonuDesk asks Show this drawing to the family? Show to the family puts it in the customer portal under drawings, where the family can approve it or ask for changes. Keep internal leaves it in Notes & Files only.

If the order has more than one stone, each stone appears as its own collapsible section (Stone 1, Stone 2, and so on), expanded by default, with that stone's color, size, finishes, base, foundation, and lettering inside. Each stone's foundation sits inside that stone's own section, since foundation is set per stone. The lettering total, accessories, and cemetery fees show once below all the stones, since they apply to the whole order. A single-stone order shows the standard layout below, with no section headers.

Below that:

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

• Base shows the same details for the base.

• Foundation shows the foundation material, Concrete or Granite, plus the dimensions. If that stone's Foundation Material is set to None, the stone has no foundation and this section does not appear at all. None also keeps the foundation out of the order total and off every document you generate, and it greys out Generate Foundation Order. New stones start at None, so choose Concrete or Granite on the Items & Configuration step whenever you are actually selling one.

• 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. A service order can hold up to 12 services, each with its own service type, price, lettering work order, photos and notes, and one order can carry a monument and services together.

Descriptions and notes show exactly as typed, with their line breaks, blank lines, indentation and spacing: a service's description and internal notes, the notes on a photo, vase, etching, urn, QR code or vault, a decedent's Additional Text and the lettering values.

An order without a stone (a service-only or accessory-only order, or a base with a service) does not show a stone price, size or colour. A stone counts as present once it has a colour, a measured dimension, supplier notes or a price.

Lettering & Inscription

A service order that carries lettering work shows a Lettering & Inscription row on the Order Details tab, subtitled "Only lines under Engrave This are cut". It is the work order the engraver receives, filled in on the Items & Configuration step, so you can check it without opening the wizard. Each service on an order has its own lettering work order.

It is grouped the way the shop ticket prints it:

• Stone: the stone's identity, the family name, inscription location, stone type and stone color.

• ENGRAVE THIS, in green: every line somebody ticked to be cut.

• NOTES (DO NOT ENGRAVE), in amber: everything that is already on the stone, listed so the engraver knows it is there and leaves it alone.

When the order names two or more people, each line carries the person it belongs to, for example "Deceased Name (Person 1)" and "Date of Death (Person 2)". The Review & Create step shows the same recap. The row is hidden when no lettering field has a value.

Customer and billing info (right side)

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

• Decedent names show the full name (or names) of the deceased on this order, pulled from the cemetery plot details. They appear next to the order so you can identify the order at a glance, and they're the same names that find the order when you search Contacts by the deceased's name.

• 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. You can change it on an existing order, either inline here or through Edit Order; the new dates replace the old range and save right away.

• Promise Date shows the specific date you promised the customer for delivery or installation. If no promise date is set, the slot shows a dashed Select promise date card, so click it to pick one. To take a promise date off an order entirely, click the small x in the corner of the card, or use the Clear button in the date picker. Removing it sticks. The field also carries a small badge, either Last day of date range or Manual, so you can see at a glance where the date came from. This and the other dates on the order (Install date, Order Started date, etc.) are all editable inline. Click any date on the Order Overview and a date picker opens; save and the change applies everywhere including newly generated PDFs.

The order also carries a Message Client action. It opens that customer's conversation in Conversations, or starts a draft to them if there is no thread with them yet. Conversations, and the Message Client button with it, is a Pro feature.

Pricing Panel

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

On an order without a stone the panel shows no stone price, and a base-only or bench-top-only order's row reads Base or Bench Top instead of Stone. Accessories on a service order (a vase, photo, etching, urn, QR code or vault) show on the Accessories row and are included in the total.

When a stone's price includes a base price, the stone amount has a dotted underline. Hover it (tap it on a phone or iPad) to see the split: the stone's own amount and the Base amount. On an order with more than one stone, each stone's amount (Stone A Price, Stone B Price) shows its own split. A stone with no base price has no underline.

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

The Log Payment button is right below this card.

On an order you sent to a supplier with Send to Supplier, a Price from <supplier> card sits with the pricing. While the supplier is still pricing it, the card says so. Once their price is in, it shows the Supplier price next to Your price to the family and Your margin, with Accept price and Request changes.

Next to the price summary you'll see a small "?" helper icon. It's a reminder that you can't edit a payment directly from here: to change or remove a payment you've already logged, open the Activity Timeline tab. Click the icon to learn where to go.

Learn more: How to Log a Payment and How the Activity Timeline Works

Installation Location

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

When the cemetery has more contacts, such as the sexton or the office, they are listed under the cemetery contact, headed Additional Contacts: each one's name and role, office phone, cell phone, email and note. Tap a phone number to call it or an email address to write to it. Additional contacts are for your team only and never print on a document. They are added in the cemetery's Contacts row: How to Add and Configure a Cemetery

An order marked for customer pickup has no cemetery, so a Delivery card takes that slot instead. It is headed Pickup and reads "The customer collects this stone. No cemetery involved." There is no cemetery name, address or contact on it, because there is no cemetery. A pickup order still schedules normally: the Scheduling card books an install date the same way it does on any other order.

Turn pickup on or off with the package button beside the Cemetery field on Step 2: Cemetery & Logistics in Edit Order. Full details: Orders for Customer Pickup (No Cemetery)

What shows when fields are skipped

Cemetery, color, finish, and size are all optional in the New Quote wizard. If you skipped any of them, the Order Overview shows empty states rather than blank space:

• Cemetery not specified appears in the Installation Location card when the order is a cemetery installation and no cemetery has been chosen. A pickup order is not missing anything, so it shows the Delivery card instead.

• Color not specified, Finish not specified, or Size not specified appears in the upright, base, or foundation sections for any field that was left blank. An order without a stone skips the stone's colour and size entirely.

The same empty states appear on the order cards in the Order Management board and on every generated PDF. Click Edit Order to fill in any missing fields. Saving the edit updates the Overview and any PDFs you generate afterward.

Saving an edit opens a confirmation that lists every changed field as one old → new line, for example Stone · Price $3,200.00 → $3,450.00, with the change in the order total in its header. Text you changed, such as a description or a note, keeps its line breaks and spacing in that list. When the order already has a quote, invoice or contract, the confirmation also has a checkbox to update those documents to match. Ticked, MonuDesk regenerates them with the new figures and the new version replaces the old one in the customer portal. Unticked, the stored documents keep the old figures.

Related articles:

• How to Open an Order

• How to Log a Payment

• How the Activity Timeline Works

• How to View and Download Documents

• Orders for Customer Pickup (No Cemetery)