Mothernode Job cards are used to schedule and manage various jobs within an order. Each line item gets its own Job Card for scheduling and managing. For practical purposes, you can combine line items that will go through the same workflow, using the Groupings option. See grouping items for production […]
Submitting line items for production
Mothernode includes an optional production module that allows for sales orders to enter into a fabrication process before being shipped and invoiced. Even with the production modules activated, not all orders or line items have to go through the production processes. If your workflow requires your products to be fabricated […]
Production Orders Overview
Production Orders Production Orders (or Orders in Production) are essentially Sales Orders that have been submitted to the shop for building, construction, assembly, or fabrication. Production Orders are optional and used to track shop orders and can include some or all line items from within the sales order. Orders in […]
Ready for Production
Grouping Items for Production
Time Zones
Mothernode CRM lets companies and users set their timezones within the application. Regional time settings are used when timestamping information throughout the application to communicate to all users when certain events occurred. For example, date and time stamps are used when records are created and modified by users or events […]
Production Dashboard Work Centers
Adding Images to Transaction Line Items
Mothernode CRM gives users the ability to add images to their transactions, giving their customers a visual representation of goods and services offered. Using images is optional and doesn’t have to be used in every instance. Line item images are available in Quotes, Orders, Purchase Orders, and Works Orders. Images […]
QuickBooks Sales Tax (QuickBooks Desktop)
QuickBooks Sales Tax (QuickBooks Desktop) When importing into QuickBooks, you will need to manually enter sales tax percentages into your Sales Tax line items. The way QuickBooks is designed, sales tax line items must manually be assigned a percentage and a payee. When exporting from Mothernode to QuickBooks Desktop, we’ve […]
Release Notes February 2020
Date: February 2020 Release (2019-02A) Mothernode customers should take note of the following important changes and updates now available in their Mothernode account. As always, we encourage users to read the release notes. This release contains new modules, features, enhancements, workflow changes, and bug fixes. New tutorials and product videos […]