Items, categories and units
Item codes, categories and units of measure, from each and pair to box, litre and kilogram.
Inventory
Inventory management for funeral homes, down to the last urn
Caskets, urns, embalming chemicals, body bags and PPE, tracked from the supplier's delivery to the family's invoice. See what's on the shelf, what's already set aside for a case, and what needs reordering before you run short.
- Reorder levels per item
- Stock reserved for each case
- Connected to purchase orders and invoices
Counted the way you buy it
- Casketsby the each
- Urnsby the each
- Embalming chemicalsby the litre
- Body bagsby the each or pack
- PPEby the box or pair
- Mortuary suppliesby the roll, set or sheet
How stock moves
From the supplier's van to the family's invoice
Stock only changes when something real happens: a delivery, a case, an adjustment. Follow one mahogany casket around the loop.
- 01
Order
Raise a purchase order to your supplier. It moves from draft to sent, and any item's page can start one for you.
PO-0043SentHartwell Casket Co. · Mahogany casket × 4On hand2 +4 on order - 02
Receive
Record the delivery when it arrives, in full or as partial receipts. Quantity goes up and the average cost updates.
4 of 4 receivedReceivedOn hand6 +4 - 03
Use on a case
Add the casket to a case and it's reserved for that family. The invoice line warns you before you promise stock you don't have.
Case MC-0142ReservedEleanor Hayes · Mahogany casket × 1Available5 1 reserved - 04
Reorder
Set a reorder level per item. When stock falls to it, the item is flagged low stock, and the next purchase order is one click away.
Mahogany casketLow stockReorder level 3 · preferred supplier setThenBack to 01
What's inside
A stock room that keeps its own books
Built around how a funeral home actually uses stock: a few costly items that must never be double-promised, and a steady flow of supplies that must never run out.
Know what you have
One list for everything on your shelves, with the numbers that matter.
Tracked or simply sold
Keep a running count of caskets and urns. Leave services and small consumables untracked; they still go on invoices.
Reorder levels
Set a level per item. Anything at or below it is flagged low stock and counted on your inventory overview.
Reserved for a case
On hand, reserved and available side by side, so two arrangers never promise the same casket.
Buy it, use it, account for it
Stock connects to the rest of MortemCare instead of living in a spreadsheet.
Suppliers and purchase orders
A preferred supplier per item, purchase orders from draft to sent, and deliveries received in full or in parts.
On the case and the invoice
Sellable items appear in the case service picker with their price and tax setting, and invoices warn when stock is short.
Adjustments with a reason
Damaged, expired, donated or a stock count correction. See the effect on quantity and value before you save.
Reports you can hand over
Item summary, item list as at any date, and item-by-item detail, exported to Excel or PDF.
See it with your own stock listWe'll walk you through items, purchase orders and case usage in a 30-minute demo.
Valuation & audit trail
Every movement, on the record.
Quantities never change quietly. Each receipt, case, write-off and correction is a stock movement with a date, a reference and the person who recorded it, so the number on screen always has a history behind it.
- Valued at average costStock value is quantity times average cost, updated by every receipt and revaluation.
- Stock can't go below zeroReceive or adjust stock first, so the count never shows what you don't have.
- Posts to your books With MortemCare Accounting switched on, stock movements post to your inventory and cost of goods sold accounts.
Questions
Inventory, answered
Straight answers about how stock works in MortemCare. Anything else, ask us on a demo.
Which items should I track?
Track anything you count and value: caskets, urns, embalming chemicals, body bags and PPE. Services and small consumables you don't count can stay untracked. They can still be sold on quotes and invoices, they just don't carry a stock level.
What happens when an item is used on a case?
Adding a tracked item to a case reserves it for that case, so your team sees what is actually available rather than just what is on the shelf. When the invoice quantity is more than you have available, MortemCare warns you before you save.
Can stock go negative?
No. Tracked stock can't go below zero. If a delivery hasn't been recorded yet, receive it against its purchase order or make a stock adjustment first, so the count always reflects what is really there.
How is my stock valued?
At average cost. Each receipt updates the item's average cost, and stock value is the quantity on hand times that average. If a supplier changes their price, a revaluation adjustment updates the value without touching the quantity.
Does inventory work with accounting?
Yes. Each item and category can point to sales, purchase, inventory asset and cost of goods sold accounts. With MortemCare Accounting switched on, stock movements post journal entries to those accounts. Without it, inventory still keeps full counts, values and movement history.
How do I bring in the stock I already have?
When you create an item, enter its opening quantity, unit cost and date. That becomes the item's first movement. If the date is on or before your accounting conversion date, it counts as part of your opening balances and isn't posted twice.