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

Mothernode offers a quick and easy way to edit multiple line items at once, by using the Edit Entries options. The Edit Entries function can be found in every transaction, in the Line Item Entry tab. The feature lets users expose all the editing features and make adjustments within a […]

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

Mothernode CRM lets user apply two different types of discounts within Quotes and Orders. Users can apply discounts to a line item. Users can apply discounts to an entire Quote or Order. IMPORTANT: You cannot double discount. If you use line item discounts and then apply a global discount to […]

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 […]

Order Shipping Notifications

When shipping items in an Order you can notify the customer that some or all their order items are being shipped. In the shipping process screen Check the box that notifies the customer when items are shipped. Select the Billing Contact, Shipping Contact or both. Options (add other email addresses)

Drop Shipping

Mothernode customers using CRM Editions with Orders might find themselves needing to drop ship one or more line items to another address. The shipping tab in the order typically contains the shipping address on file for the customer. From within the Order Header Click Edit to edit the Order Click […]