What the Order Overview Shows

Everything you see when you open an order.

Written By Dennis Rodin

Last updated 16 days ago

When you open an order and you're on the Order Details tab, you see a complete summary of everything configured in the New Quote.

Monument details (left side)

If this is a monument order, you'll see the drawing from the Sketch & Inscription step at the top, along with the inscription text. If no sketch was built yet, the area shows a clean placeholder you can click to upload an image directly. The uploaded image becomes the sketch for this order.

Below that:

  • Upright shows the color, size, and finishes (front, back, edges, top).

  • Base shows the same details for the base.

  • Foundation shows whether it's concrete or granite, plus the dimensions.

  • Lettering shows the lettering style and litho color.

  • Carving shows the carving type.

  • Options and Enhancements shows the porcelain picture, vase, and etching details along with their settings.

If this is a service order, you'll see a reference photo at the top instead of a drawing, and the service details instead of monument configuration.

Customer and billing info (right side)

Customer Info shows the customer's name, email, phone number, and address.

Billing Info shows either "same as customer" or the separate billing address if one was entered.

Installation Schedule shows the date range or seasonal preference you selected.

Promise Date shows the specific date you promised the customer for delivery or installation. This and the other dates on the order (Install date, Order Started date, etc.) are all editable inline. Click any date on the Order Overview and a date picker opens; save and the change applies everywhere including newly generated PDFs.

Pricing Panel

The Pricing Panel shows the price breakdown: stone, lettering, foundation, accessories, admin fee, cemetery fees, and tax.

Below the Total, you can see how much has been paid and the balance due.

The Log Payment button is right below this card.

Learn more: How to Log a Payment

Installation Location

Below the pricing you'll see the Installation Location card with the cemetery name, address, and cemetery contact information.

What shows when fields are skipped

Cemetery, color, finish, and size are all optional in the New Quote wizard. If you skipped any of them, the Order Overview shows empty states rather than blank space:

  • Cemetery not specified appears in the Installation Location card if no cemetery was selected.

  • Color not specified, Finish not specified, or Size not specified appears in the upright, base, or foundation sections for any field that was left blank.

The same empty states appear on the order cards in the Order Management board and on every generated PDF. Click Edit Order to fill in any missing fields. Saving the edit updates the Overview and any PDFs you generate afterward.

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