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 […]
Adding FreeForm Items
FreeForm When adding line items to Quotes, Orders, Work Orders, and Purchase Orders, Mothernode provides a variety of entry options. FreeForm allows users to enter any item they want and is ideal for adding ad-hoc items that are customized or not listed in Inventory or Products and Services. FreeForm […]
Transaction Pro Importer
These instructions cover the basics of using Transaction Pro Importer to download your Mothernode financial activity and import it into Quickbooks. For more information about Transaction Pro Importer of technical support, visit Baystate Consulting’s website. IMPORTANT: Mothernode and its Customer Service and Customer Support teams do not provide customer service […]
Purchase Order API
Purchase Orders GET https://api.mothernode.com/purchaseorders Receive a list of all Purchase Orders Sample Response: { “purchaseorders”:{ “10000”:{ “header”:{ “po_id”:”0000000a-a0a0-00a0-a000-a00a00a0000a”, “po_number”:”10000″, “vendor_name”:”Company”, “bill_name”:”Billing”, “bill_address1″:”555 Main”, “bill_address2″:”Suite 100”, “bill_city”:”New York”, “bill_state”:”NY”, “bill_country”:”US”, “bill_contact”:”Accounts Payable”, “bill_contact_email”:”accounts@company.com”, “revision_date”:”2016-06-15 16:45:48″, “due_date”:”2016-06-15 16:45:48″, “g_reference”:”Reference”, “subtotal”:”4000.00″, “tax_total”:”0.00″, “quote_total”:”4000.00″ }, “detail”:[ { “line_number”:”1″, “line_sub”:”0″, “item_name”:”test item”, “item_description”:null, “qty”:”3.000″, “unit_cost”:”-1000.00″, […]
Invoices API
Invoices GET https://api.mothernode.com/invoices Receive a list of all Invoices Sample Response: { “invoices”:{ “10000”:{ “header”:{ “invoice_id”:”0000000a-a0a0-00a0-a000-a00a00a0000a”, “invoice_number”:”10000″, “company_name”:”Company”, “bill_name”:”Billing”, “bill_address1″:”555 Main”, “bill_address2″:”Suite 100”, “bill_city”:”New York”, “bill_state”:”NY”, “bill_country”:”US”, “bill_contact”:”Accounts Payable”, “bill_contact_email”:”accounts@company.com”, “revision_date”:”2016-06-15 16:45:48″, “due_date”:”2016-06-15 16:45:48″, “g_reference”:”Reference”, “subtotal”:”4000.00″, “tax_total”:”0.00″, “quote_total”:”4000.00″ }, “detail”:[ { “line_number”:”1″, “line_sub”:”0″, “item_name”:”test item”, “item_description”:null, “qty”:”3.000″, “unit_cost”:”-1000.00″, “markup”:null, “discount”:null, […]
Cases API
Cases GET https://api.mothernode.com/cases Receive a list of all Cases Sample Response: { “cases”: [ { “ticket_id”: “0000000a-a0a0-00a0-a000-a00a00a0000a”, “ticket_number”: “71”, “created_by”: “0000000a-a0a0-00a0-a000-a00a00a0000a”, “created_on”: “2014-03-31 15:38:17”, “customer_id”: “”, “contact_id”: “”, “reported_by”: “P”, “ticket_email”: “email@gmail.com”, “ticket_phone”: “”, “ticket_title”: “test 4:22”, “ticket_desc”: “test 03/31/14\r\n”, “status_id”: “3”, “priority_id”: “0”, “source_id”: “63”, “type_id”: “226”, “completed_on”: “2014-08-17 […]
How do I change the Sequence Numbering for my Mothernode records?
Custom fields
Custom fields can be created and applied to all Mothernode modules. Once created, these fields can be used to run advanced searches and can be included in custom reports. Custom fields can be created by Administrators only. IMPORTANT: Before creating custom fields be sure to check if the field already exists […]