Mothernode includes the following Case Status and Rules. Not Started: Indicates the case has not yet been assigned. In Progress: The case has been assigned to someone and activity has begun. On Hold: The case has been suspended until further notice. Resolved: The case is closed. Canceled: The case has been canceled.
Purchase Order Status
Mothernode includes the following Purchase Order Status and Rules. Open: All Purchase Orders that are in an open status. Received: Purchase Orders that are entirely received. Partially Received: Purchase Orders that have partially received quantities and/or line items. Cancelled: Work Orders that are cancelled are removed from work in progress.
Work Order Status
Mothernode includes the following Work Order Status and Rules. Open: All Work Orders that are in an open status can be modified and edited. Open status is a work order that has not yet been committed for processing. On Hold: Work Orders that have been placed on hold. Partially Completed: Work Order […]
Order Status
Quote Status
Mothernode includes the following Quote Status and Rules. Open: All active Quotes included in current pipelines. Won: All Quotes that were awarded to a sales rep and company. Lost: All Quotes that were lost to a competitor or for other reasons your company wasn’t awarded the business. Inactive: Quotes that are […]
Accessing Recent Activity
Assigning contacts to cases
Time tracking cases
Work Order Printing Options
Mothernode users can print work orders as PDFs or send them electronically. Mothernode users have the following options when printing their work orders. These print options are also retained when sending the work order electronically. Print options are saved, so the next time you print work orders, you will know […]
Invoice Printing Options
Mothernode users can print invoices as PDFs or send them electronically. Mothernode users have the following options when printing their invoices. These print options are also retained when sending the order electronically. Print options are saved, so the next time you print an invoices, you will know how the invoices […]