Locations vs. Sub-Accounts. What’s the difference?

When working with Customers who have multiple locations, Mothernode offers two methods for managing these accounts: Locations or Sub-Accounts. This article helps differentiate the two options, outlining their benefits and limitations, and assisting you in determining the right choice for your customer setup in Mothernode. IMPORTANT: If you plan on […]

How to improve the deliverability of your emails

If you’re noticing that your emails are going straight to your recipient’s spam folder, it’s likely because you don’t have DMARC records added to your domain. DMARC stands for Domain-based Message Authentication, Reporting & Conformance, and it’s an email authentication protocol that helps to ensure that your emails are coming […]

Construction Details

For Mothernode customers who manufacture goods, whether it’s standard or custom products, Mothernode CRM includes additional, optional features that allow users to include more specific product details that can be used as reference material throughout the production process. Construction Details provide Mothernode users with the ability to upload construction and […]

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 […]

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

When syncing transaction records to QuickBooks you’re going to need to make sure the correct tax rate is set up in QBO or QBD before sending. You can either add new rates within the Mothernode CRM transaction, which will add the tax rate code to your QuickBooks account or modify […]