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

The Quotes Valid Until field can be set to have a default value, so that the Valid Until date on the quote will automtaically calculate using the default setting noted below, adding the selected number of days to the quote creation date to determine the Valid Until date.  Follow the instructions […]

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 – 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 […]

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 […]

Localization Settings

Localization Settings allow you to adjust the defaults for State Label, Zip Label (short),  Zip Code Label (long), and the Date and Time Formats.  These settings will help provide a consistent format where these types of fields are displayed throughout Mothernode. To adjust your Mothernode defaults you must be an Administrator. […]