1place.cloud - User How To's

41	Receive Payments screen - How To's Help Topics (Links) Overview of the Receive Payments Screen Payment Information Section Open Invoices Section Open Credits Section Notes and Actions Section Common Tasks (Scenarios) Payment received for full amount of an invoice Payment received for several…
42	Replenish Stock - How To's 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…
43	Reports in 1place Reports in 1place - Overview Reports in 1place The Reports module in 1place allows you to generate detailed reports across every key area of your operation—sales, purchases, inventory, customers, vendors, and more. Whether you're tracking orders, reconciling…
44	Sales Order Purchase Order Screen - How To's 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…
45	Sales Order Screen - How To's 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…
46	Sales Quotes Screen - User How To's 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…
47	Shipping & Receiving - How To's Help Topics Overview Shipping & Receiving Screen Sections Center Screen Design & Functionality--by Status (Shipping) ITEMS TO SHIP (Center Screen Design) Where Status = New ITEMS TO SHIP (Center Screen Design) Where Status = To Print & Pick ITEMS…
48	Tasks - How To's 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…
49	Test Mode (How it Works) The Purpose of Test Mode Test Mode helps users LEARN how to do things in 1place by providing a way to enter practice data in 1place. Test Mode enables users to feel free to ADD, EDIT, or DELETE records--even in a LIVE database--without changing or accidentally…
50	User Security - How To's Help Topics How to Access User Settings Adding New Users Editing Existing Users Deleting Existing Users Defining User Info Defining Other Settings Defining Email Settings Setting Up Module Security Other settings you will 'Allow' the User to Do Other settings…

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