How to Select a Cemetery and Set Up Logistics
Choose a cemetery, add plot details, and set the installation timeline in Step 2 of the New Quote.
Written By Dennis Rodin
Last updated 23 days ago
The second step when creating a new quote is Cemetery & Logistics. This is where you select the cemetery, enter plot information, and schedule the installation. The entire step is optional. You can leave the cemetery blank, skip the plot details, or skip both, and the order will save without them.
Selecting a cemetery
Click the Cemetery dropdown to see all the cemeteries you've added in your Settings. You can type in the dropdown to search by name, which makes it faster if you have a long list. Select the cemetery for this order.
If the cemetery isn't in your list yet, click the Add New button to the right of the dropdown to create it right from here.
Tip: If the cemetery is assigned to a county or zone with its own tax rate, that rate will be used automatically on this order. If no county is assigned, the order uses your default Sales Tax % from Company Profile. You can override the rate manually in the Pricing Panel.
Learn more: How to Add and Configure a Cemetery, How to Set Up Counties or Zones
When the order isn't going to a cemetery
You can leave the Cemetery dropdown empty and continue through the wizard. Real cases where this is needed:
A wholesale order going to another monument company.
A customer pickup where the family installs the stone themselves.
A non-cemetery installation site like a golf course, private property, or memorial garden.
When no cemetery is selected:
Cemetery fees do not apply. There is nothing to calculate against.
Tax falls through to your default Sales Tax % from Company Profile. You can still override the rate manually in the Pricing Panel.
Plot fields like Section, Lot, and Space become inert. You can leave them blank.
Order Overview, order cards, and all PDFs render Cemetery not specified wherever the cemetery would normally show.
You can add a cemetery later from Edit Order. When you save, cemetery fees and tax recalculate based on the cemetery you picked.
Client different than Plot Owner
If the person purchasing the monument is not the person who owns the cemetery plot, toggle on Client different than Plot Owner. This opens fields for the plot owner's First Name, Last Name, Phone, Email, and Address.
This is especially useful for cemetery applications where the cemetery needs the actual plot owner's information, not just the purchaser's.
Cemetery Plot Information
Click Cemetery Plot Information to expand it. Here you can enter:
Plot Location — the Section, Lot, and Space where the monument will be installed.
Decedent details (optional) — the First Name, Middle Name, and Last Name of the deceased. Whatever you type here will automatically carry over to the Sketch & Inscription step later in the quote. You can leave these fields blank and add the decedent later, or skip them entirely if the order doesn’t require them (for example, a stock monument or a pre-need order where the family hasn’t decided yet).
If there are multiple people to be memorialized, click Add Another Plot to add a second or third decedent with their own plot location.
Note: Plot information is optional by default. However, if you need your team to always enter plot details for a specific cemetery, you can make it required in that cemetery's settings under Settings → Cemeteries.
Installation Notes
Below the plot information, you will see a button called Installation notes. Use this to add placement details for this specific order, like which direction the stone should face, where exactly in the plot the stone goes, or any other installation instructions. These notes are shown in the Order Overview and on the Shop Ticket.
Location card
As you fill in the details, a Location card appears on the right side of the screen. It shows a summary of everything: the cemetery name and address, the plot location, the plot owner (if different), the cemetery contact person, and any notes you added in the cemetery settings.
Scheduling
At the bottom of this step, you set the installation timeline under Scheduling.
Specific date range — click this and a calendar opens where you pick a start and end date. Use this when you have a firm timeline.
Seasonal preference — click this and a list opens with Spring, Summer, Fall, and Winter. Use this when the customer doesn't have exact dates but knows which season they want the monument installed.
You can also set a Promise Date on this step. This is the specific date you promised the customer for delivery or installation. It is optional and can be added or updated later from the Order Overview.
Good to know: The completion timeframe is for internal purposes only. Your customers will not see this timeline on any documents or in any customer-facing communication.
When you're done, click Next at the bottom right to continue to Items & Configuration.
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