This article will walk you through the quick process for building a contract in the webCemeteries Contracts module.
There are three ways to start creating a contract. You can do so in management, while converting a property reservation into a contract or through Enterprise Sales.
Click "Add Location" to add a location to the contract.
Once you've added the location successfully, the location will appear on the screen along with new options to edit ownership, custom price, add decedent and remove graves. Continue to add locations to the contract as needed.
If you are not creating a contract from a Reservation made in Enterprise Sales, you will need to click "Manual Edit" or "Edit Ownership" to start adding ownership/purchaser information.
Simply click "Add Person" or "Add Institution" to start adding the ownership information.
Once the ownership information has been added, you can adjust the stakeholder type from the drop down menu. This will change the stakeholder to list them as "Owner," "Purchaser," or "Beneficiary." See our guide to stakeholder roles.
Click the bright orange "Save" button when you have finished adding owner/purchaser/beneficiary information.
If this property is being purchased on an At-Need basis you are able to add decedent information to the contract after ownership information has been saved.
Simply fill in the deceased information and then click "Create and Add." The deceased record will be added into webCemeteries into the identified burial right as soon as the contract status is updated to "Signed."
Add Merchandise or Services to the contract by clicking "Add Item." The item will be added to the contract right away along with price and tax.
You can also assign merchandise to a grave by clicking the "Grave" drop down and selecting the grave you'd like to assign the merchandise to.
You can add payment terms at any time. Click "Edit Payment Terms" from the main portion of the contract to add payment terms.
If you need to edit payment terms, click "More..." on the left side menu to expand the list of options.
If the contract is going to be paid as a one time fee you can skip adding payment terms as they typically apply to financing.
When you are ready to print the contract for the customer, click the "More..." button again, but this time select "Print Contract."
You can save the contract off as a PDF and email it to the family digitally or print the document for them to sign in person.
Simply click "Edit Status/Identifier" on the left side of the page and change the status to one of the four statuses that we offer.
Set the status to "Signed" if this contract has been signed and executed. This will make the contract finalized and will not allow you to edit the payment terms or details again.
Paid in Full Status
You can change the status to "Paid In Full" once all payments have been made on the contract.