How to Review and Finalize Your Order

Check the lettering recap, drawings and portal settings on Review & Create, then save as a quote, confirm the order, or move it to the quote stage.

Written By Dennis Rodin

Last updated 15 days ago

The final step is Review & Create. This is a summary of everything you've configured across all previous steps. Review it carefully before saving.

What you see on this page

  • Client Information shows the purchaser details from Step 1.

  • Billing Information shows the billing address if it was different from the customer's address.

  • Installation Location on the right side shows the cemetery, plot details, and cemetery contact from Step 2.

  • Items & Configuration shows everything from Step 3: the upright (color, size, finishes, and the chosen Top Shape when you picked one, including Apex or a Custom shape), base (color, size, finishes), foundation (Concrete or Granite, with dimensions), accessories (porcelain, vase, etching), the per-line carving type for each inscription line (such as Laser Etched or Hand Etched), and supplier notes.

A new stone starts with Foundation Material set to None, so a foundation is something you choose deliberately on every stone. A stone left on None has no foundation at all: nothing on this review step, nothing on the order overview, nothing added to the order total, and no foundation line on the invoice, receipt, quote, shop ticket or purchase order. If you are selling a foundation, go back to Step 3 and set Foundation Material to Concrete or Granite.

If this is a monument order, you will also see your drawing from the Sketch & Inscription step showing the front side and back side, along with the decedent information you entered (name, dates, and the description/Epitaph).

If this is a service order, the Sketch & Inscription section will not appear.

Payment Terms shows the split you set on the billing step. With Link a payment record with the order creation left on, it shows the deposit that will be logged as paid right now and the remaining balance due on completion. With that toggle off, the same terms are shown but nothing is logged as paid and the order carries its full balance due.

External Payment and the Live Quote panel are shown on the right side. The Live Quote panel stays with you across every step and totals the order in real time.

Empty states for fields you skipped

If you left any optional fields blank in earlier steps, the review summary shows them with the same wording you'll see everywhere else:

  • Cemetery not specified if you skipped Step 2.

  • Color not specified, Finish not specified, or Size not specified for any monument fields you left blank in Step 3.

The order still saves with these gaps. You can fill them in later from Edit Order, and PDFs regenerated after the edit will show the updated values.

Stock you're reusing

If a stone on this order matches an item in your inventory, a blue panel at the top of the step reads You're reusing 1 inventory stone and lists each item by name and SKU, flagging anything already at 0 on hand as out of stock.

  • Save as Confirmed Order deducts one from each of those items as it saves, and tells you what it pulled.

  • Save as Quote leaves your counts alone unless you tick Deduct 1 from inventory even though this is a quote in the panel.

A stone whose Top Shape is Custom never counts as reused stock, because it is being cut fresh rather than pulled off the shelf, and sizes have to match exactly, so a die with the same three numbers in a different order is not treated as your stock die. The panel only appears when Auto sync is on in Settings → Inventory.

Saving your order

You can save the order from this step. Save as Quote and Save as Confirmed Order stay enabled even when the total is zero, since real orders are sometimes $0 (warranty replacements, comped jobs, internal corrections). Add line items and pricing if you need to, or save as is.

At the bottom you have these options:

“Previous” on the left takes you back to the prior step if you need to change something.

Save as Quote saves the order and places it in the Quote stage on your order board. You will only see two to-dos: Quote Client and Payment. All other to-dos are saved in the background and will appear once the order moves to the Confirmed Order stage.

Learn more: How to Confirm a Quote Into an Order

Save as Confirmed Order tells the system this order is final and work is starting. The order is placed on the board with all the to-dos already generated based on your configuration. The deposit (if any) is logged as a payment immediately.

Learn more: How Order To-Dos Work

Move to quote stage is a separate action for parking an in-progress order in the Quote stage. When you choose it, a Draft Reason modal opens so you can note why you're moving it. After you confirm, the order moves and you'll see “Sent to quote stage”: “This order has been moved to the Quote stage in Order Management.” If the save can't go through, you'll see “Couldn't move to quote stage” with the error instead, and the order stays where it is so you can fix it and try again.

Tip: If you're still waiting on customer approval or need to double check details, use Save as Quote. You can always confirm the order later by moving it to the Confirmed Order stage on the board.

Good to know: A payment split like 50/50 or 30/70 does not force a confirmed order on its own. What decides it is the Link a payment record with the order creation toggle on the billing step.

With that toggle on (the default), the deposit is recorded as a payment when you save, so Save as Quote is grayed out and you must click Save as Confirmed Order. With the toggle off, Save as Quote is allowed even with a non-zero split: the payment terms are kept on the quote, no payment record is created, and the order shows its full balance due. If you selected 0% as the split, the Save as Confirmed Order button is grayed out and you can only click Save as Quote.

Need the contract to show your payment terms while it stays a quote? Set the split you want (50/50, 30/70, 100% upfront, or custom) in the Billing & Payment step and turn Link a payment record with the order creation off. Save as Quote then stays available: the terms are saved on the quote, no payment is logged, and the order shows its full balance due. Generate the contract and it shows your deposit and balance terms. Log the payment whenever the money actually arrives.

Automation Settings is shown at the bottom of this step. Here you can turn the Customer Portal on or off for this order. The portal is turned off automatically for wholesale customers and hard disabled only when the customer email is missing. Service orders now get the portal too, with a document-focused layout instead of the monument progress timeline.

Learn more: How the Customer Portal Works

Sending the order to QuickBooks

A QuickBooks card sits near the bottom of this step with a Send this order to QuickBooks switch, on by default. Left on, the order goes to QuickBooks the way your setup requires: invoice, sales receipt or journal entry. Switched off, the order stays off the books, with no invoice, sales receipt or journal entry created for it. Inventory quantities still sync either way.

Under that switch is a QuickBooks customer picker. Search your QuickBooks customer list and attach the order to the right customer, or choose Create a new customer in QuickBooks to have one made from the purchaser's details. It is read-only when you are editing an existing order. To change the customer afterwards, or to fix an order that went to the wrong one, use Order sync activity in Settings → Integrations.

This can only be set while the order is being created. Reopen the order later and the card reads (Locked), with the note "This can only be set when the order is created." Duplicating an order that was kept off the books keeps the copy off the books too.

If your plan does not include QuickBooks, or the location this order is booked to has no QuickBooks connected, the card is grayed out and tagged (Disabled), and the tooltip says which of the two it is.

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