How to Confirm a Quote Into an Order

Move an order from Quote to Confirmed Order to start production.

Written By Dennis Rodin

Last updated 7 days ago

To confirm an order, drag it from the Quote stage to the Confirmed Order stage on your board. This tells the system that the customer said yes and work is starting.

If no payment has been logged

When you move an order to Confirmed Order and no payment has been logged yet, a warning popup will appear. This is a reminder that no deposit has been collected. You can still confirm the order if you choose to proceed.

If a payment has already been logged

If a deposit or payment was already logged (either during the New Quote process or manually from the order overview), the order moves to Confirmed Order with no warning. The system knows payment has been collected.

What happens after confirming

Once the order is in the Confirmed Order stage, all the to-dos that were saved in the background become visible. These are based on everything you configured in the “New Quote” window where you originally created the quote: order type, accessories, cemetery settings, and workflow checkboxes.

Learn more: What Triggers Each To-Do

What confirming does to your stock and your books

Stock comes off when the order leaves the Quote stage, not only when you drag it to Confirmed Order. If the order's stone was linked to an inventory item when the quote was built, MonuDesk shows a compact confirm naming that exact stone: its name, SKU, color, dimensions, and what is on hand. Click Deduct to take one off the count, or Skip if you are not pulling this one off the shelf.

  • An order with more than one stone lists one row per stone or base slot, so you decide for each one separately.

  • Stock that has already come off the shelf shows an already deducted note instead of asking you a second time.

  • If the linked stone is not the one you are actually pulling, click choose a different stone… to open the full inventory picker and search your pullable stock. The picker's search understands SKUs and sizes: typing 448 finds GRN-00448, and a size search like 1x1 pulls up the stones with matching dimensions.

  • An order with no linked stone still gets that full picker, headed Which stone is order #123 using?, exactly as before.

Confirming also sends the order to QuickBooks, if you left the Send this order to QuickBooks switch on when the order was created. Two things to know about that. The stone posts against your own linked QuickBooks product rather than a generic service item named after the category, so the sale lands on the right product in your books. And only one unit comes off your QuickBooks quantity on hand: before this, MonuDesk removed one and the QuickBooks invoice removed another, so two units came off for every stone sold.

Cancelling does not put the stone back on your MonuDesk shelf. Nothing is ever put back. Cancelling an order does not return a stone to your yard. What cancelling reverses is the QuickBooks side: voiding the invoice makes QuickBooks hand its own stock back, and MonuDesk drops the matching give-back it had queued, so the two do not cancel each other out twice. Your own MonuDesk count does not heal itself, so if the stone is genuinely back on the shelf, open Inventory and put the unit back on by hand.

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