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
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 […]
How to Setup Value Lists
Value lists are drop down choice lists that users can use to assign records throughout the application in practically every module. Value lists help you streamline your options and maintain consistency with your user responses. They are most important when it comes to reporting and keep data accurate. Administrators can […]
Setting Pricing Levels for Customers
Mothernode allows users to assign customers to different pricing levels which can be used to offer preferential pricing to different tiers of clients. This can automatically be done by using Inventory items in your transactions. All other processes are manual. Assuming you have set up different pricing levels and prices […]
Tax Exempt Numbers
When working in Quotes, Orders and Work Orders (in applicable editions) sometimes you may be in a situation where customers (or a transaction) will be Tax Exempt and therefore your transactions cannot include tax rates. Mothernode can account for this in a couple of different ways. It goes without saying […]
Global Search
Mothernode provides users with a Global Search function that enables you to search for any record pertaining to a particular customer, right from the convenience of the main navigation. Performing a Global Search In the Main Navigation, click the search icon. Type the name of the Customer, Prospect or Contact […]
Default Settings
Assigning system defaults can expedite creating some records by auto populating values you typically use as your standards. System defaults can be set by Administrators only. To access your Mothernode account’s default settings, follow the instructions below. Login to Mothernode Go to the Administration tab Locate and click the System […]
Updating Your Company’s Profile
Your Mothernode profile will be setup during implementation by your Mothernode support team. While this is setup for you during implementation, there may be a need to update some of the information if your company name changes, location, business logo, or SMTP information. You must be an Administrator to access […]