Pre-Need Items Search
The Pre-Need Register records every item sold under a pre-need arrangement by person and location, tracking the original sales documents and eventual redemption (or use) of the items.
To access the Pre-Need Register, click on the Pre-Need Register tile in yellow from the dashboard.
When first accessing the Pre-Need Register, there is a search screen to narrow down the list of pre-need items.
Complete the fields as necessary and then press Find on the right-hand side of the page.
Once a search has been completed, pre-need items that meet the search criteria will display below.
The following information will display:
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The name of the person linked to the item
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The location
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The Item Code
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The Item Description
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Amount (tax exclusive)
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Source Document
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Whether or not the item has been redeemed
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The Redeem Document number, if applicable
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Whether the invoice has been fully paid
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If the item was made redeemable
To access the item, click on the name of the person linked to the item, which serves as a hyperlink.
