In webCemeteries Management, if a customer already has a contract for the property/location, and they want to purchase merchandise, you can reference the property/location on the new merchandise contract. You will not be able to add the property/location as a separate line item if it was already used on a prior contract.
Step 1
Step 2
Add Merchandise/Services to the contract.
Step 3
Next to the Merchandise line, you can reference a location by clicking the drop-down menu.
Step 4
Select "Search Non-Contract Locations."
Step 5
Fill out the search fields with the property details of the location you wish to reference. Click SEARCH. You will see the property listed in the search results.
Step 6
Click the check box to the left of the non-contract property you wish to reference in the merchandise contract. Click OK in the bottom right corner.
Step 7
You will see the property referenced on the merchandise line.
Property Alert
Beside the Non-Contract Location, you will see a red triangle with a white exclamation point. If you hover over this symbol, you will see the note:
"This grave has existing ownership. Please ensure all required processes are followed."
