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1place.cloud - User How To's

11 1place Data Conversion Field Mapping Notes

Data Conversion File Preparation Overview & General Notes This article outlines the various EXCEL files that can be created to Import various types of data into the OneSource Cloud version. If using the OneSource Import Wizard to import data the file…

12 1place Printer Connect - How To's

Summary 1place runs 100% from a web browser. This provides many 'built in' features for printer from a browser. However it PREVENTS the browser from being able to control Printers (such as label printers) from the Browser. Because of this 1place has created…

13 1placeWMS (osScan) - How to Setup & Use

Scanner Hardware Requirements & Recommendations Operating System: Android. (Version: Kit Kat or greater) (Microsoft has made a decision to stop developing and supporting Windows Mobile in the near future). Wireless Capabilities / Internet Access: The…

14 Cloud Server Requirements (if hosted on your own server)

This article is not yet completed. A very high level, short answer is: Most likely 1-2 ($6,000-$10,000) Windows Server(s). Dual Processors from XEON E5 2600 family or better, with 8 cores or higher, with hyper-threading capabilities. (This will provide 32…

15 Credit Memo Screen - How To's

Help Topics Overview of the Credit Memo Screen Credit Memo Screen- Common Tasks How to Add a New Credit Memo Record How to Create a Credit Memo How to Apply a Credit Memo to an Invoice How to Find a Credit Memo Record How to Find Various Lists of Credit Memos…

16 Customer Detail Screen - How To's

Help Topics Overview of the Customer Details Screen Customer Details Screen - Common Tasks How to Add a New Customer Record How to Add a New Customer 'Contact' Record How to Edit a Customer Record How to Find a Customer Record How to Find Various Lists of…

17 Email - How To's

How To Set Up User's Email Settings This procedure will connect your email to your 1place Account enabling you to send emails directly from 1place (when sending Invoices, POs, etc). How To Set Up User's Email Settings in 1place.cloud, go to Settings (gear…

18 How to Perform a Full Inventory Count in 1place

How to Perform a Full Inventory Count in 1place (WITHOUT using a Scanner). Run a stock report. Go to Reports, click Items, click Items Stock, then click Run Report. Hand count the items. Enter the items manually item by item, by doing a stock adjustment on…

19 How to Print Shipping Labels (and Track shipments) using Aftership.com

Summary More to come... How it works More to come... Aftership Carriers Aftership Carriers

20 Invoice Screen - How To's

Help Topics Overview of the Invoice Screen Invoice Screen- Common Tasks How to Add a New Invoice Record How to Find an Invoice Record How to Find Various Lists of Invoices How to Delete Invoice(s) Record Add/Edit Invoice Line Item Table Limitations How to…