The Memorial Order Receipts function allows you to identify outstanding orders and to record the date received, while also setting the Sales & Booking status to Installation Pending. Staff can process receipts for individual orders or use the batch feature, described below.
Single Receipts
Staff can process single memorial order receipts by selecting the Memorial Orders button on the byondpro Home screen. This presents a list of memorial orders for which a purchase order has been raised but no receipt recorded.
The screen presents a list of open orders with filters to narrow selections by site, sales & booking ID and memorial type.
The receipt is processed by selecting the Memorial Type hyperlink, entering the date of receipt and saving.
Button
Description
Memorial Order Received
Produces a printout of memorial orders according to receipt date range. Intended to assist memorial installers.
Filter
Limits results shown in grid to those matching filter selections
Selection Filters
Site
Lookup to list of cemeteries
Sales & Booking ID
Sales & Booking number
Memorial Type Code
Text entry field for memorial code
Plaque Type
Selection list according to plaque designs
Results Grid
Sales & Bookings ID
Hyperlink to sales summary
Site
Name of cemetery associated with sales record
Reference Given Name
Given name of reference (deceased) on sales summary
Reference Surname
Surname of reference (deceased) on sales summary
Memorial Type Code
Unique code identifier for the memorial type
Hyperlink opens Memorial Order Receipt screen for receipt date entry
Memorial Name
Text description of memorial item
Date Ordered
Date memorial order was created
Date PO Raised
Date purchase order for memorial was issued to supplier
Date Received
(blank)
Batch of Receipts
Staff can process a batch of receipts by selecting the Plaque Receipts button on the byondpro Home screen. This presents a screen requiring the Sales & Booking ID associated with the memorial order and will build a list of memorial orders to be processed.
This approach is useful when there are high volumes of memorial orders in progress, and where the supplier's delivery paperwork includes the Sales ID as an order reference.
The staff member can navigate away from this screen while building a list of orders to be received, and return to it at a later time to complete processing. byondpro will retain the list in progress for the same day of operation; the list is cleared automatically the following day.
Find
Description
Sales & Booking ID
Text field to enter Sales & Booking ID associated with the memorial order
Buttons
Find
Searches for memorial orders associated with Sales & Booking ID, inserts results to the grid
Delete Search Results
Clears the grid
Receipt all Memorial Orders listed
Opens Memorial Order Receipt screen for receipt date entry. Processes receipt function.
Memorial Orders Received
Produces a printout of memorial orders according to receipt date range. Intended to assist memorial installers.
Results Grid
Sales & Bookings ID
Hyperlink to sales summary
Funeral Company
Name of funeral company associated with sales record
Reference Given Name
Given name of reference (deceased) on sales summary
Reference Surname
Surname of reference (deceased) on sales summary
Memorial Type Code
Unique code identifier for the memorial type
Name
Text description of memorial item
Plaque type
Text description of plaque type
Date Ordered
Date memorial order was created
Date PO Raised
Date purchase order for memorial was issued to supplier
Date Installed
(should be blank)
Included
Checkbox to indicate memorial order should be processed
