Order Management
Understand the order board, move orders between stages, and manage your pipeline.
- Understanding the Order BoardA quick overview of your main workspace in MonuDesk.
- How to Search for an OrderFind any order on your board by typing a name.
- How to Cancel/Archive an OrderCancel an order or archive a finished one, what each does in QuickBooks, and how to restore or delete an order from the Archives window.
- How to View Archived OrdersOpen the Archives window from the Orders board to search completed and cancelled orders, open one, restore it to the board, or delete it.
- What Each Order Card ShowsWhat you can see on an order card without opening it: the assignee bubble, the stone type and delivery rows, and the supplier badges.
- How Order To-Dos WorkHow the to-do checklist tracks every step of an order, who is assigned, and how payment is tracked.
- What Triggers Each To-DoWhat makes each of MonuDesk's 20 built-in to-dos appear on an order: order type, stone and lettering, accessories, etching, cemetery settings, customer pickup and the Before You Start checkboxes.
- How to Customize To-Dos on an OrderEnable, disable, or add custom to-dos for a specific order.
- How to Confirm a Quote Into an OrderMove an order from Quote to Confirmed Order to start production.
- How to Hide Prices on Your ScreenUse the dollar icon to blur prices on your own screen, or set the Can see prices role permission to hide them for an entire role.
- Purchase Order TrackingFind every purchase order you have raised on one Pro page, grouped by vendor, with Active, Completed and All filters, search and the three row actions.
- How to Generate Bulk Documents for Several OrdersSelect several orders on the board and produce one combined invoice or one purchase order covering all of them.
- Why an Order Moved or Changed on Its OwnFind the automation behind an order that changed stage, gained or lost a to-do, collapsed, changed color, or disappeared from the board, and what to do about it.
- Marking a Purchase Order Completed and Adding the Stones to InventoryClose a purchase order out from PO Tracking and add the stones the vendor delivered to your inventory quantity.
- How to Email a Purchase Order to Your VendorSend a generated purchase order from Conversations, test it first, and track the vendor's one-click confirmation in PO Tracking.