When working in Quotes, Orders and Work Orders, users have the ability to resort line items and sub items for presentation purposes. This allows users to worry about the final presentation once line items have been added. Users have 2 options when it comes to resorts, but sub items can […]
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
Mothernode offers users a unique capability when adding line items to Quotes, Orders, and Invoices by introducing sub-items. Sub-items are basically child items to a parent product. You can have as many sub-items as you want, and together, they make up a single bundled item with one price. Line 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 […]
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 […]