Mothernode CRM lets users select line items from multiple orders to add to an existing purchase order (not yet received), combining orders to meet minimum order requirements or take advantage of vendor volume discounts. This article reviews a few methods that will let you add Order Line Items to existing […]
Creating Purchase Orders from Order Line Items
Purchase orders are a necessary part of doing business with vendors, and creating them doesn’t have to be a time-consuming process. With Motherndoe CRM, you can easily create POs for your vendors from customer orders. This makes the process much faster and easier, so you can focus on other aspects […]
Release Notes September 2022
Date: September 19, 2022 Release (2022-01A) 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 […]
Locations vs. Sub-Accounts. What’s the difference?
When working with Customers who have multiple locations, Mothernode offers two methods for managing these accounts: Locations or Sub-Accounts. This article helps differentiate the two options, outlining their benefits and limitations, and assisting you in determining the right choice for your customer setup in Mothernode. IMPORTANT: If you plan on […]
How to improve the deliverability of your emails
If you’re noticing that your emails are going straight to your recipient’s spam folder, it’s likely because you don’t have DMARC records added to your domain. DMARC stands for Domain-based Message Authentication, Reporting & Conformance, and it’s an email authentication protocol that helps to ensure that your emails are coming […]
How to auto-close records after long periods of inactivity
Record keeping is critical for any business, but it can be a difficult and time-consuming task. This is especially true when it comes to sales data and activity, which can quickly become cluttered and illegitimate. One way to help keep sales data clean and legitimate is to have Mothernode automatically […]
Construction Details
For Mothernode customers who manufacture goods, whether it’s standard or custom products, Mothernode CRM includes additional, optional features that allow users to include more specific product details that can be used as reference material throughout the production process. Construction Details provide Mothernode users with the ability to upload construction and […]
Completing orders that haven’t been shipped
Estimating Time and Labor
How to Estimate and Cost Time and Labor in Mothernode CRM Important: Work Centers and Workflows are exclusive to Mothernode CRM Enterprise Edition. When creating product assemblies in Mothernode CRM users have the ability to add multiple BOM components to build a single finished good, and they can also add […]
Showing and Hiding Contacts in Leads and Opportunities
When creating a lead or opportunity from scratch you typically need to add 1-3 contacts on average. But when you create an opportunity from an existing customer account, you could be overwhelmed with the number of contacts that appear in the opportunity record. By design, Mothernode brings in all the […]