Mortware General Price List – Code Guidelines USA (Except NY)

Support — Thu, 14 Aug 2014 20:49:35 +0000

Mortware Professional is sold with a GPL template in place. Category and item descriptions can be changed and whole items can be deleted if required. It is recommended that prices are updated by the Mortware users to match their current funeral services price list prior to going live with Mortware. This is to minimize data entry time and user input errors during arrangements.

Please refer to the GPL setup videos and documentation for further information on how to edit the GPL.

*It is highly recommended that the category and code numbers are left as-is. These are referenced to sort line items on the Mortware Dynamic contract as well as other documents.

Category – Description
Code Range Description

Category A1 – Professional Services:
100-109 Services of Funeral Director and Staff
110-119 Embalming
120-199 Other Preparation of the Body

Category A2 – Use of Facilities:
200-209 Facilities & Staff for Visitation / Viewing
210-219 Facilities & Staff for Funeral Ceremony
220-229 Facilities & Staff for Memorial Service
230-239 Staff & Equipment for Graveside Service
240-249 Staff & Equipment for Viewing elsewhere
250-259 Staff & Equipment for Ceremony elsewhere
260-269 Staff & Equipment for Memorial Services elsewhere
270-299 Other use of facilities, staff and equipment

Category A3 – Use of Motor Equipment:
300-309 Transfer of Remains
310-319 Hearse/Funeral Coach
320-329 Family Limousine
330-339 Pallbearer Limousine
340-349 Lead/Clergy Car
350-359 Utility/Flower Vehicle
360-369 Out of Town Vehicles
370-399 All other Vehicles

Category B – Merchandise:
Caskets, Vaults, Urns, and Burial Garments are maintained in the Inventory system
ACK Acknowledgement Cards
FLD Memorial Folders
MKR Temporary Grave Marker
PC1-PCZ Prayer Cards
RBK Register Book
___ Any other code to represent the merchandise item (that doesn’t overlap other codes)

Category C – Special Charges:
910-919 Forwarding of Remains
920-929 Receiving of Remains
930-939 Immediate Burial
940-949 Direct Cremation
DI1-DI9 General (Courtesy) Discounts
PN1-PN9 Preneed Savings / Discounts

Setting Sort Order for Funeral / Cemetery Packages

Support — Thu, 14 Aug 2014 20:03:13 +0000

By default, the order of packages displayed in the “Select Package” dropdown list in the Mortware Case Entry Screens is determined by the order they are created in the Mortware GPL. If you enter new packages and do not necessarily want them at the top of the list, the Mortware sort order tool can be used to set the packages in the order you would like them to be displayed.

With the sort order, the lowest number takes the highest position in the list, negative numbers are permitted, but all packages must have a sort order # assigned for this to work properly. If not all packages have a sort order number assigned, the packages without a number will automatically take the top position. You can also set the same sort order number for all packages and then just change the number for the one you want at the top of the list to a lower number.

(ie: if all packages are assigned a sort order #1 with the exception of one package assigned sort order #0. The package with sort order #0 will display at the top.)

The following are the steps required to set sort orders for packages in Mortware:

1. Select “Home Setup” from the dashboard.
2. Select “General Price List” tab on the Setup screen.
3. Select “Packages” tab.
4. Highlight the package you wish to change in the top menu.
5. Click “Edit”
6. Assign “Sort Order” number in the bottom box of the Package Properties screen.
7. Click “OK”
8. Repeat steps 4 through 6 until packages are in the proper order for your drop down menu and the top package is the one that you would like as the default.

Screen-cap of the steps to set sort order:

Mortware | Support » Settings

Mortware General Price List – Code Guidelines USA (Except NY)

Setting Sort Order for Funeral / Cemetery Packages