Mothernode allows you to set defaults for some of the fields found within Leads and Opportunity records. Setting these defaults can expedite the creation process for new records by automatically selecting default values for certain fields. To apply default values to fields located within Lead/Opp records follow the steps below: […]
Default Settings – Tax Settings
Applying the proper Tax Settings will ensure the proper tax rate is applied to your transactional records. This setting determines the default tax rate that should be used when creating new quotes and orders based on your business or State tax regulations. DEFAULT TAX RATES ARE PROVIDED BY A THIRD-PARTY SERVICE AND […]
Default Settings – Print Settings
Applying Print Settings will control what appears in the PDF printouts created from transactional records, such as Quotes, Orders, and Invoices. Follow the instructions below to control your Print Settings Login to Mothernode Go to the Administration | Settings menu Locate and click the General Default Values menu option Scrolll to locate […]
Default Settings – Inventory Search Criteria
The Inventory Search Criteria fields can be set to have a default values. Setting default values for all three fields will allow you to quickly search inventory items without having to toggle the search criteria drop-down fields. In the image below, we see the three search criteria fields. The defaults have been […]
Default Settings – Quotes Valid Until
Default Settings – FOB & Completed Method
The FOB and Completed Method fields can be set to have default values. Setting default values for both of these fields will allow new records to automatically default to your selections upon creation. Follow the instructions below to set your default values. Login to Mothernode Go to the Administration tab Locate and […]
Default Settings – Relationship, Source, & Est. Lead Time
The Relationship, Source, and Estimated Lead Time fields can be set to have default values that are automatically populated when new accounts and opportunities are created, which will help save users valuable time. Follow the instructions below to set your default values: Login to Mothernode Go to the Administration menu […]
Default Settings – Payment Terms & Pricing Level
The Payment Terms and Pricing Level fields can be set to have default values. Setting default values for both of these fields will allow new records to automatically default to your selections upon creation. Follow the instructions below to set your default values: Login to Mothernode Go to the Administration […]
Setting default Sales Rep & Project Managers for all new records
The Sales Rep and Project Manager fields can be set to default values. Setting default values for both of these fields will allow new records to automatically default to your selections upon creation. Follow the instructions below to set your default values. Login to Mothernode Go to the Administration menu […]
Triggered Transaction Emails
Mothernode allows you to customize the intro message in emails that are sent to customers when quotes become orders, and when orders are shipped. To customize the intro message for your Triggered Transaction Emails, follow the steps below. Please note that you must have Administrator access to make this […]