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 […]
Resorting Line Items
Quote Versioning
When creating quotes for customers, it’s not uncommon for refinements to be made to one or more quotes throughout the sales process. Mothernode CRM accounts for this with Quote Versioning; a process that allows you to make a new version of a quote while archiving the previous version(s). Quote Versioning […]
Quote Templates
Quote Templates give users a fast and easy way to add popular items (including sub-items) and configurations to quotes. Users can easily save Quote Templates from a quote and then re-add them later to future quotes. Users can make their templates private or available for other users to benefit from. […]
Sub Items
Adding line items from Purchase Order History
Mothernode makes it easy to add line items that customers have previously ordered, by letting users add line items available in previous purchase orders. This is done via adding items using the Purchase Order History option. Adding items from Purchase Order History is a practical solution for working with customers […]
Adding line items from Order History
Mothernode makes it easy to add line items that customers have previously ordered, by letting users add line items available in previous orders. This is done via adding items using the Order History option. Adding items from Order History is a practical solution for working with customers who re-order the […]
Merging Duplicate Contact Records
From time to time, you may end up with duplicate contact records. Sometimes this is caused by importing the same contact which already exists, or sometimes users may mistakenly create a duplicate record for a contact that already exists. When this happens and the issue isn’t rectified, you may end […]
Adding Products and Services Items
Products and Services When adding line items to Quotes, Orders, Work Orders, and Purchase Orders, Mothernode provides a variety of entry options. Using Products and Services is a quick way to add common line items. See more information on Products and Services to learn how to add your listing of […]