1place.cloud - User How To's

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'…

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Help Topics Overview of the Purchase Order Screen Purchase Order Screen- Common Tasks How to Add a New Purchase Order Record How to (Manually) Create Purchase Orders How to Receive Items on a Purchase Order How to Un-Receive Items on a Purchase Order How…

How it Works The Stock Replenishment tool was designed to help you determine (mathematically) how much additional stock you need for each item in your warehouse. It works this way: I. Past Sales History: Gathers your criteria: What PAST date range of Sales…

Help Topics Overview Special and Related Tasks How to Batch Create PO's Using the Sales Order PO Screen How to Open the Sales Order PO's Screen How to Create a Dropship Purchase Order and Invoice Overview The Sales Order PO's screen gives users a way to view…

Help Topics Overview of the Sales Order Screen Sales Order Screen- Common Tasks How to Add a New Sales Order Record How to Find a Sales Order Record How to Find Various Lists of Sales Orders How to Delete Sales Order(s) Record How to Add/Edit Sales Order…

Overview of the Sales Quotes Screen 'Quotes screen' is a comprehensive screen that stores and displays every significant information about a Quote transaction all on one screen. It is divided into four (4) main sections to organize data and functions: Main…

Help Topics Overview How to Add, Edit and Delete Tasks How to Add a New Task Record Adding Tasks Related to Customers Adding Tasks Related to Vendors Adding Tasks Related to Jobs Editing Tasks Deleting Tasks Task Records and Reports How to Create & Generate…