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(000) 1place - Training Videos - Master List
| Author: Steve Childs Reference Number: AA-02810 Created: 2021-08-09 16:32 Last Updated: 2024-12-13 13:56 |
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1place - Training Videos - Linkhttps://www.youtube.com/@1placeCloud 1place Training Videos - Master List
How to create Invoices. | Video # | Category | Topic | Length | YouTube Keyword |
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| 001.0 | Overview & Setup | Quick Start: Learn 50% of 1place in less than 10 min | 6 min, 58 sec | 1place-001.0 | | 001.1 | Overview & Setup | Quick Start: Using the Find Parts screen. How to find, price and sell parts.. (For Auto Body Supply) | 11 min, 07 sec | 1place-001.1 | | 001.1b | Overview & Setup | Quick Start: Using the Find Parts screen. How to find, price, and sell parts. (For Wholesale Distribution) | | | | 001.2 | Overview & Setup | Quick Start: How to Print & Customize Invoices, Picking Tickets, etc. | 7 min, 25 sec | 1place-001.2 | | 001.3 | Overview & Setup | How to Setup & Manage Users | 10 min, 19 sec | 1place-001.3 | | | | | | | | 101.1 | Sales | How to create Customers. | 6 min, 06 sec | 1place-101.1 | | 101.2 | Sales | How to create Items (Parts) | 14 min, 58 sec | 1place-101.2 | | 101.3 | Sales | How to create Quotes. | 2 min, 39 sec | 1place-101.3 | | 101.4 | Sales | How to create Sales Orders. | 3 min, 30 sec | 1place-101.4 | | 101.5 | Sales | | 8 min, 40 sec | 1place-101.5 | | 101.5a | Sales | How to receive a payment on an Invoice (in 1place) | | | | | | How to apply a Credit (payment) to an Invoice | | | | | |
| | | | 101.6 | Sales | How to create Credit Memos (or Return Authorizations).7 min, 50 sec | 1place-101.6 |
| | | | | | | | 102.1 | Sales - Pricing Items | How to automatically price parts using a default Pricing Method | 9 min, 22 sec | 1place-102.1 | | 102.2 | Sales - Pricing Items | How to automatically price parts using Custom Pricing. | 6 min, 32 sec | 1place-102.2 | | 102.3 | Sales - Pricing Items | How to set up sales taxes codes in OneSource. | | | | | | | | | | 103.0 | Warehouse Management | Overview of the Shipping & Receiving Screen. | 7min, 17 sec | 1place-103.0 | | 103.1 | Warehouse Management | How to use the Shipping and Receiving Screen to Pick parts | 14min, 31 sec | 1place-103.1 | | 103.2 | Warehouse Management | How to Use the Shipping & Receiving Screen to DISPATCH Deliveries | | | | 103.3 | Warehouse Management | How to Use the Shipping & Receiving Screen to RE-DISPATCH Deliveries (that didn't get delivered) | | | | 103.4 | Warehouse Management | How to return parts. | | | | | | | | | | 104.1 | Purchasing Items | How to create POs - Overview | 16 min, 00 sec | 1place-104.1 | | 104.2 | Purchasing Items | How to create POs for Special orders | 18 min, 37 sec | 1place-104.2 | | 104.2b | Purchasing Items | How to create POs for Special orders (Supplement 1) | 3 min, 38 sec | 1place-104.2b | | 104.3 | Purchasing Items | How to Create PO's to Replenish Stock in your Warehouse | | | | 104.4 | Purchasing Items | How to Transfer Items | | | | | | | | | | | AR, AP, Banking | How to Receive 1 payment on 1 invoice (in 1place) | | | | | AR, AP, Banking | How to Receive 1 payment on multiple Invoices (in QuickBooks Online) | | | | | AR, AP, Banking | How to make a Deposit (in QuickBooks Online) | | | | | AR, AP, Banking | How to Enter an AP Bill (in QuickBooks Online) | | | | | AR, AP, Banking | How to Pay an AP Bill (in QuickBooks Online) | | | | | AR, AP, Banking | How to Reconcile a Checking Account (in QuickBooks Online) | | | | | | | | | | 107.1 | QuickBooks Online Integration | Overview of QuickBooks Online Integration with 1place. | 7 min, 08 sec | 1place-107.1 | | 107.2 | QuickBooks Online Integration | Preparing QuickBooks Online for use with 1place | 22 min, 41 sec | 1place-107.2 | | 107.3 | QuickBooks Online Integration | Getting Started with the proper QuickBooks Online Balance Sheet | | | | | | Connecting QuickBooks Online Bank Accounts to your Bank | | | | | | | | |
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