Avoiding Tax Rate Issues

Mothernode CRM offers a variety of ways users can adjust tax settings by adding flexibility when applying taxes. For example, different customers or offices may have different settings to make sure the correct tax is being used or in some cases no tax at all when creating new transactions, such […]

Reviewing Jobs in the Job Panel

Mothernode CRM offers a few different ways to schedule jobs and view them. One convenient way is using the scheduling features of the calendar. This offers a traditional way of viewing jobs on a calendar using month, week, and day views. Users can access orders and auto-schedule their jobs by […]

Production Schedule Overview

Mothernode can display jobs in Production using standard calendar month, week, and day formats. Each format offers a different perspective with greater detail. The hierarchy is as follows: ORDERS –> JOBS –> WORK CENTERS Orders The default landing view for the calendar is the month view for orders. The list on […]

Using Job Cards

Mothernode Job cards are used to schedule and manage various jobs within an order. Each line item gets its own Job Card for scheduling and managing. For practical purposes, you can combine line items that will go through the same workflow, using the Groupings option. See grouping items for production […]

Submitting line items for production

Mothernode includes an optional production module that allows for sales orders to enter into a fabrication process before being shipped and invoiced. Even with the production modules activated, not all orders or line items have to go through the production processes. If your workflow requires your products to be fabricated […]

Production Orders Overview

Production Orders Production Orders (or Orders in Production) are essentially Sales Orders that have been submitted to the shop for building, construction, assembly, or fabrication. Production Orders are optional and used to track shop orders and can include some or all line items from within the sales order. Orders in […]

Ready for Production

Ready for Production Mothernode’s Ready for Production Module (RFP) is a  listing screen of all orders that include line items that need to be submitted to the shop for production.  This process is initiated by the user in the (sales) Order. Once the order (all or some of its line […]

Grouping Items for Production

Mothernode gives shop managers the ability to create jobs for production that allow the grouping of line items that use parallel workflows. For example, an order with 3 line items that each include a quantity of 10 can be combined into a single job, containing all 30 items if they […]

Production Dashboard Work Centers

Mothernode’s Production Dash (List view) is one of many ways Shop Managers can stay on task with everything they have currently being worked on in all departments along with their status. Shop managers and production personnel can easily filter on the jobs and orders they want to see and get […]

Adding Images to Transaction Line Items

Mothernode CRM gives users the ability to add images to their transactions, giving their customers a visual representation of goods and services offered. Using images is optional and doesn’t have to be used in every instance. Line item images are available in Quotes, Orders, Purchase Orders, and Works Orders. Images […]