When working with orders that have line items that are bought out, Mothernode makes creating POs (Purchase Orders) from Orders a simple process. Creating POs from orders also helps with tracking items related to the order and job costing. Creating POs from Order Line items Access the Order Entry tab […]
Setting up your Mothernode account to send emails (SMTP account required)
IMPORTANT: These SMTP settings are general settings for sending emails from your Mothernode account. The FROM address that will be displayed to the recipient is that of the account you use to send generalized emails. However, if a user sends an email using these settings, they will still be relayed […]
Using Email Templates
When communicating with your Customers, Contacts and Leads and Opportunities, Mothernode CRM lets you use email templates to expedite the process of writing emails. As long as the contact you want to communicate with has an email on file, you can use email templates to communicate with your contact. Contacts […]
Creating Email Templates
Every Mothernode CRM user finds themselves writing the same (or similar) emails from time to time. Mothernode CRM’s Email Templates are a great timesaver when it comes to writing standard emails within your organization. Email templates incorporate merge fields (placeholders) from various modules in your Mothernode Account that can personalize […]
Setting Commission Exemptions
When selling goods and services Mothernode CRM customers may want to make some products and services commission exempt. For example you would not want to apply commission to external costs such as shipping charges or permits. Mothernode CRM gives you the ability to make certain products and services categories and […]
Edit Entries
Importing Line Items
When working with Quotes and Orders users can import line item from XLS files in addition to adding them using a traditional method. This is an ideal solution for Mothernode users who depend on XLS files for specialized calculations or if you receive pricing from a third-party for import. Importing […]
Setting Discounts
Scheduling Items for Ship or Completion
Mothernode’s orders include the ability to schedule a shipment or to complete one or more items automatically. This will automate the process of placing the items in ready for invoice on the scheduled date. NOTE: if you want to schedule orders that are recurring, see Recurring Orders. This process is […]