Combine a Customer's Orders

Merge several of one customer's orders into a single shop ticket, invoice, and contract.

Written By Dennis Rodin

Last updated 5 days ago

Sometimes a single customer has several separate orders on the books at the same time — a few different memorials, or the same family coming back for more work. Instead of running paperwork for each order on its own, MonuDesk lets you combine that customer's orders so a single shop ticket, invoice, and contract cover all of them together.

Once the orders are combined, you can also generate one bulk purchase order spanning every item across all of the combined orders in a single step, instead of producing a separate set of documents and a separate PO for each order.

Why combine a customer's orders

Consolidating orders keeps things simple for both the family and your vendors:

  • One packet for the family: a single shop ticket, invoice, and contract that reflect all of the work, rather than a separate set of documents per order.

  • One purchase order to the vendor: all of the items across the combined orders can go out on one bulk PO, so your vendor receives a single clean order instead of several.

  • Less duplication: you handle one set of documents and one billing statement for the customer instead of reconciling many.

How it works

When one customer has multiple orders, you can consolidate them into a single combined group. The shop ticket, invoice, and contract are then produced once and include the line items from every order in the group, so a single document stands in for what would otherwise be several separate copies.

Generating those documents works the same way it always does — the only difference is that one shop ticket, one invoice, and one contract now cover the whole set of orders.

Tip: Combine orders when they belong to the same customer and are heading out together. That way a single packet for the family and a single PO to the vendor cover the entire job.

One bulk purchase order

After the orders are combined, you can generate a single purchase order that covers every item across all of them at once. Rather than creating a separate PO per order, MonuDesk pulls the combined items together so you can send your vendor one bulk order in a single step.

The purchase order itself behaves like any other PO — you still choose the vendor, select which items to include, and set the ship-to address — but the item list now spans all of the combined orders.

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