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…
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…
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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…
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…
Building Item Bundles/ AssembliesDefinition of Terms 1. Bundle- referred to an assembled item made out of more than 1 component or items; 2. Components- Are items that is need to build a bundle item. Set Up the Bundle Item Create a bundle item. In the Dashboard,…
Help Topics Overview of the Item Details Screen Item Details Screen - Common Tasks How to Add a New Item Record How to Edit an Item Record How to Find an Item Record How to Find Various Lists of Items How to Delete Item/s Record Item Records and Reports How…
Help Topics Overview Common Tasks Opening List screens Customizing List Screen Columns Adding New Record on the List Screens Importing Records on the List Screens Exporting Records on the List screens Printing Records on the List screens Adding New 'Custom'…
