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 […]

Change Orders

When working within Orders, the need may arise to modify one or more line items during the order management process. Whether it’s adding an item or quantities, changing colors or removing an item, there are many reasons Mothernode users will need to make an adjustment to an order at some […]

Sending Electronic Transactions for Approval

Mothernode can send transactions electronically, integrating your delivery process with Quotes, Invoices and Purchase Orders and more. Mothernode gives you an efficient way to communicate your documents and track their activity with your customers. The following tutorial demonstrates how to send electronic transactions for signing.  

Electronic Transactions Status

Mothernode lets users send Quotes electronical for download and review and/or signing. The following icons indicate electronic quotes sending status. Sent document approved. Sent document. Pending approval (viewed or downloaded)

1099 Employees and Contract Labor

It’s not uncommon for companies to hire contract labor and to have a high volume of turnover in these positions, especially as it relates to sales positions. Mothernode CRM includes special features that help its customers protect their data when granting access to contract labor employees who have a high […]

Deposit Invoices

When working with Quotes and Orders in Mothernode CRM, users have the option to issue deposit invoices to purchasers as a sales receipt for desposits. Mothernode provides the following options. Creating a Deposit Invoice Deposit invoices can be created in either quotes or orders and received in either record. If […]