1place.cloud - User How To's

Overview Import Wizard Basic (Common) Procedures How to import Customer ListOn the Customer List Screen, click on the import button. On the Customer List Screen, click on the import button. On the Import Wizard screen, select Import Type: Customer List and…

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…

*** This article is a placeholder for other KBA article links. Content is coming soon. For additional help please contact us at support@onesourcesoftware.com *** Automated Pricing Tools - Explained (High Level) 1place provides numerous ways to price items…

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'…

There is no help available for this topic at this time. Please contact us at support@onesourcesoftware.com for help with this screen.

Help Topics Payments on 1place Overview of the Payments Feature The Payments feature in 1place allows users to process payments directly on Sales Orders and Invoices using various payment methods — including Cash, ACH, Check, Credit Card, Credit Memo, Email…

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…

There is no printed help available for this screen at this time. For help with with this screen please contact your dedicated support representative or send an email to support@onesourcesoftware.com. Quotation Screen - Common Task Multiple Ways to Create…