Why am I seeing this message when I update the order status to Completed? While you can change the status of an Order by selecting a new status in the selection menu, Mothernode will prevent you from changing the status of an order to Completed if there are still items […]
Estimating Time and Labor
How to Estimate and Cost Time and Labor in Mothernode CRM Important: Work Centers and Workflows are exclusive to Mothernode CRM Enterprise Edition. When creating product assemblies in Mothernode CRM users have the ability to add multiple BOM components to build a single finished good, and they can also add […]
Showing and Hiding Contacts in Leads and Opportunities
When creating a lead or opportunity from scratch you typically need to add 1-3 contacts on average. But when you create an opportunity from an existing customer account, you could be overwhelmed with the number of contacts that appear in the opportunity record. By design, Mothernode brings in all the […]
Updating inventory items in Mothernode
Over time, Mothernode customers may want to make updates to their inventory items such as material cost, components, or finished goods. You can make changes to your inventory items in the inventory record itself. Once the changes are saved all inventory items added to transactions from that point forward will […]
Setting QuickBooks Tax Rates in Mothernode
Syncing customers and vendors with identical names to QuickBooks
In rare but possible instances, you may have vendors that are also your customers (meaning you purchase from and sell to the same business), and therefore they are listed in both the Customer Module and Vendor Module in your Mothernode CRM account. For Mothernode customers who sync their purchase orders […]
QuickBooks Special Characters Causing Syncing Errors
Mothernode CRM lets users sync their Invoices, POs, and Quotes, along with Customer and Vendor information, with QuickBooks Desktop (QBD) and QuickBooks Online (QBO). While the process is generally seamless and is easy to do, there are a few issues that can interrupt the syncing service that are most commonly […]
QuickBooks Desktop Setup for Mothernode CRM
Companies that use QuickBooks Desktop (QBD) can seamlessly integrate their Mothernode account with their QBD account to electronically transfer Mothernode Invoices and Purchase Orders (MN Enterprise Edition) or Motherndoe Quotes to QBD using all other Mothernode Editions. QuickBooks Desktop Setup To get started there are a few QBD setup items […]
Currency Codes and Exchange Rates
Mothernode CRM users who are selling outside their country can have access to current exchange rate information displayed in the transaction header and converted into the foreign currency based on the billing country. They can also communicate the currency in which their goods and services are being priced by using […]
Adding POs to Completed Orders
In certain circumstances, some Mothernode users might need to add additional Purchase Orders to a completed order. In this situation, there are a few processes users will need to observe, which are outlined below. Note that only processes within Mothernode are addressed in this article. Outside accounting processes may also […]