Summary Creating a New CCC Account Settings General Settings Supplier ID (Assigned to Us): This is the ID that CCC has assigned to you. This is crucial for the integration to work. Address and Contact Info Fields... Email Notification: Fall Back Customer:…
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…
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…
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…
What is the Find Parts Screen? Quick Start Information Common Scenarios: How do I search for a Customer by Phone #, Street Address, Customer #, etc? How do I create a new customer from the Find Parts screen? How do I open a customer record from the Find Parts…
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…
Overview To be able to integrate with CCC True, Customers, Items, and FTP settings must be set up. Preparation STEP 1 1. Instruct our customer to contact CCC and to create an account. 2. Request for these info from CCC and send it to our Lead Developer, Julian…
New Suggested Changes to the QuickBooks Online Integration (2025) Why We Created the 1place Integration with QuickBooks Online When we first created 1place we wanted to avoid 're-inventing the wheel' by re-developing the GL, Banking, AR, and AP functions…
