Merchandise are items that we as funeral directors buy in from a wholesaler that we then put a markup on and sell on to clients.
Typically these would be Caskets, Urns, Grave markers and memorial books.
FreeDAM has specific fields for the casket and an Urn.
As we would like the invoice to read nicely there are default pre-casket text and after casket text options. These are set to company defaults but can be changed as required.
Note that the casket name is the ‘invoice name’ of the casket not the ‘internal name’ of the casket. (These are set in the preferences – prices – caskets)
FreeDAM will automatically fill in the casket and urn for you from the case entry screen – but you are able to change the casket or urn on this screen by selecting one from the drop down list or overtyping the casket description.
The prices of the casket and urn are automatically filled in from the case entry screen however these can also be overtyped.
Additional Merchandise Items
These are able to be added as a list.
Common merchandise items are displayed in the bottom pink list a double click will put the item in the top fields for you adjust the number and price if required.
Tabbing on the keyboard will then drop these items into the list.
Click the ‘Invoice Preview’ tab to see how the invoice will appear on paper.