Orders
The Active Orders page is the central control center for viewing, managing, adding, and editing orders. From this screen, orders can be viewed in list view or clicked into for individual order details.
Navigating Active Orders
Opening the Active Orders page will display orders in list view, with order details.
Order Fields
The fields displayed on the Active Orders landing page are detailed below.
Order ID
Unique Order ID assigned by system.
Family Name
Name of family in which the monument is for.
Ordered Promised
Two dates may display. The Ordered date appears in black font with no highlight. When a Promised date is present, it will appear with red highlight.
Sold By
Name of Sales Representative that assisted customer and made sale.
Designer
Name of the designer assigned to the project.
Cemetery
Name of the cemetery the monument is assigned to. Cemeteries can be saved for repeated use in the Admin page.
Type of Order
Denotes the type of the order placed. Valid values are Monument, Cemetery Engraving, Work Order, and Niche.
Contract Due
Two amounts will appear.
Order Status
Denotes the order status. Order statuses can be configured in the Admin page.
Design
Denotes the phase of design the order is currently in. Valid values are: Required, Submitted, Rejected, Approved, and Undetermined.
Material
Denotes the inventory status of the material. Valid values are: Received, Inventory, In-Stock, Ordered, Need, Undetermined.
Filtering Orders
Orders can be searched and filtered from the front page by entering the search criteria for the respective field.
Upon entering the criteria, the system will automatically filter for orders with matching values for the entered field.
Orders can also be filtered by clicking on the filter criteria buttons at the top of the screen. Clicking Scheduled or Promised will filter for orders in the appropriate status.
Managing Orders
Within the Active Orders page, orders can be added, edited, and updated. The actions are detailed below.
Add Orders
Orders can be added by clicking the + New Order button at the top-right of the screen. Upon clicking New Order, a modal will appear capturing the order information.
View and Edit Order Details
You can view an order's details by clicking on the order from the Active Orders screen to open the order. Upon opening the order, the order details screen will display, with all of the information regarding the order.
Applicable fields can be edited by clicking the Edit button for the specific field.
Printing Order Information
Order information can be printed and saved as a PDF by clicking the View/Print button. It will display a modal allowing you to save the PDF.
Set Promise Date
To set a promise date for the order, click the Promise button and enter a promise date.
Edit Invoice Items
Add Line Item
Line items can be added to the invoice by scrolling down to the Invoice Items section and clicking the + Add Line Item button. A modal will appear to fill out the line item information. Clicking Save will add the line item to the invoice.
Import From Calc Results
You can import results from a previous calculation using the Monument Calculator by clicking the + Import From Calc Results button and entering the Calculation Number.
Upon entering the Calculation Number and clicking Load Calc, the calculated items will appear for review. Clicking Save to Invoice will add the items to the invoice. More information regarding the Monument Calculator can be found here.
View and Approve/Deny Proofs
The Order Details page is the primary location to review, approve, and/or deny proofs. All applicable proofs for an order appear under the Proof section, with the current status of the proof.
Proofs that are accepted or rejected will display the appropriate value under the Approval column. The Approve/Reject button will appear for any proofs that have not been actioned.
To review the proof for an approval or rejection, click the Approve/Reject button. It will display a modal with the ability to add comments and select Approve or Reject.
Proof approval/rejections can be undone by clicking the Undo button.
Approvals can also be sent for review by clicking the Approval Link button and sending the link the the approver(s).
Add or Edit Parts
Add Parts
From the order detail page, scroll to the Invoice section and click Add Parts to order parts for an order. A modal will appear prompting for the part information.
Pull Parts from Inventory
Parts can be pulled from inventory if there is available inventory for the parts you desire. Clicking the Pull Items From Inventory button will display the inventory modal, where you can view inventory currently in stock. Once the item is found, the quantity can be set at the right side of the modal.
Record and View Payments
Payments are recorded by navigating to the Invoices section and clicking the Record Payment button. It will open a modal prompting for the payment type, payment information, and amount. Valid values for payment type are Check, Cash, and Credit Card.
Once a payment is recorded, it will appear in the Payments section.
Customer Portal
The Customer Portal link can be copied and sent to the customer for review by clicking the Customer Portal button to copy the link. Upon providing the link to the customer, the customer can view invoice information, past payments, and designs.
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