QuickBooks Sales Tax (QuickBooks Online) When syncing Quotes and Invoices from Mothernode to QuickBooks Online, please note that by default, QuickBooks Online will control the initial sales tax calculation in the newly synced Estimate or Invoice. QuickBooks Online uses a default automated sales tax calculation named Based on Location, so […]
Using Your Browser’s Spell Check Function with Mothernode
Web-based applications including Mothernode typically rely on the Spell-Check function of the web browser they are using, for highlighting misspelled words, providing suggestions, and adding new words to the browser’s dictionary. In this article, we will use Chrome as the example given that it is most widely used, though other […]
Release Notes December 2020
Date: December 31, 2020 Release (2020-01B EOY) Mothernode customers should take note of the following important changes and updates now available in their Mothernode account. As always, we encourage users to read the release notes. This release contains new features, enhancements, workflow changes, and bug fixes. New tutorials and product […]
Release Notes September 2020
Date: September 2020 Release (2020-02A) Mothernode customers should take note of the following important changes and updates now available in their Mothernode account. As always, we encourage users to read the release notes. This release contains new features, enhancements, workflow changes, and bug fixes. New tutorials and product videos are […]
Production Setup – Workflows
Production Setup – Workflows This is the third of a three-part series focusing on Production setup in Mothernode: Production Setup Introduction – Stages Production Setup – Work Centers Production Setup – Workflows This support article addresses the setup of the Workflows, consisting of assigning previously created Work Centers to Production […]
Production Setup – Work Centers
Overview: Work Centers and their Relevance Work centers are an essential component of the estimating and manufacturing processes in mothernode. They are used to set up labor costs for different departments within a company. These work centers are then utilized to establish predefined workflows that guide products through the manufacturing […]
Production Setup Introduction – Stages
Production Setup Introduction – Stages This is the first of a three-part series focusing on Production setup in Mothernode: Production Setup Introduction – Stages Production Setup – Work Centers Production Setup – Workflows This support article introduces the three primary Mothernode Production setup components, with emphasis on Production Stages. Click […]
Editing Options for Processed Orders
For customers using Mothernode’s Enterprise edition for order processing including manufacturing, orders are created and then processed to enable order fulfillment functions including production, shipping and installation. Once an order has been processed using the Process Order function, line items may still be edited using the standard edit functions and […]
Re-assigning Quotes to Different Customers or Leads/Opportunities
A Mothernode quote can be re-assigned as needed to another lead/opportunity or customer record, using the Actions Menu option in the upper-right portion of the Quote record, choose Change Location from the menu: IMPORTANT: Once a Quote has been converted to an Order you cannot change the customer name on […]