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1place.cloud Knowledge Base
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  • Glossary
  • Getting Started
    • (000) 1place - Training Videos - Master List
    • (000) 1place - Big Picture GoLive Process [INCOMPLETE]
    • (002) 1place - Quick Start Guide for Purchasing & Inventory Personnel
    • (001) 1place - Quick Start Guide for Sales & Customer Service Personnel
    • (003) 1place - Quick Start Guide for Warehouse Management Personnel
    • (004) 1place - Quick Start Guide for Accounting (AR, AP, Banking, GL) Personnel (*** UNDER CONSTRUCTION ***)
    • (005) 1place - Quick Start Guide for System Admins (Settings) (*** UNDER CONSTRUCTION)
    • (006) QuickBooks Online - Preparing and Balancing QuickBooks Online for use with 1place
    • (008) QuickBooks Online - Imperfections In the Integration with 1place.cloud
    • (007) QuickBooks Online - How to Setup, Sync, and Use with 1place
    • 1place Data Conversion How To's (To Export and Transfer Files)
    • Account Login & Setup (Incomplete)
    • Chrome Browser - How To's
    • Email - How To's
    • Import Wizard Screen - How To's
    • Log-in Screen
    • Quick Search Screens
    • Settings Screen
    • Test Mode (How it Works)
    • List Screen
  • Customers & Vendors
    • Adding a New Customer
    • Customer Details
    • Adding a New Vendor
    • Vendor Detail Screen - How To's
  • Item & Warehouse Management
    • 1place Scan - How To's (Incomplete)
    • 1placeScan (scan.1place.cloud, WMS, osScan) - How to Setup & Use
    • Bin Management - How to's
    • Catalog Management - How To's
    • How to Perform a Full Inventory Count in 1place
    • Item - Adjustments Screen - How To's
    • Item Assembly (Bundle) - How to Create and Build
    • Item: Add New Screen
    • Items - Getting Inventory Levels Accurate (if data from old system is inaccurate)
    • Items - Pictures
    • Items - Item Detail screen - How To's
    • Items - How to Build Item Bundles (Assemblies)
    • Items - Pricing How To's
    • Pricing Templates screen - How To's
    • Shipping & Receiving - How To's
    • Warehouse Management (New & In Progress)
  • Purchasing Items
    • Purchase Order screen - How To's
    • Replenish Stock - How To's
  • Sales Integration
    • 1place Integrations (QuickBooks Online, CCC, OEConnection, PartsTrader, etc) [UNDER CONSTRUCTION]
    • CCC True - 1place Integration - How To's
    • eBiz Integration - Credit Card Payments
    • eBizCharge - How to Setup an ACH Account (for Monthly 1place Payments)
    • How to Print Shipping Labels (and Track shipments) using Aftership.com
    • How to Simplify your QuickBooks Online Integration
    • PartsTrader - 1place Integration - How To's
  • Sales & Order Entry
    • 1place Customer Portal
    • Credit Memo Screen - How To's
    • Find Parts screen (Automotive - Year, Make, Model format) - How To's
    • Invoice Screen - How To's
    • List of State Sales Tax Rates* (Last Update July, 2019)
    • Quotation screen - How To's
    • Sales Order Purchase Order Screen - How To's
    • Sales Order Screen - How To's
    • Sales Quotes Screen - User How To's
  • Order Fulfillment
    • 1placeScan (warehouse parts scanning and delivery application) + Suggestions (scan.1place.cloud)
    • 1place Printer Connect - How To's
    • Job Details Screen - How To's (***Incomplete***)
    • Job: Add New Screen
    • Jobs & Projects - How To's (Incomplete)
    • Printing How To's for 1place
    • Printing on 1place
    • Shipping and Receiving (New)
    • Tasks - How To's
  • Reports & Dashboard
    • 1place Home Screen
    • Reports in 1place
  • Admin Topics
    • 1place - Pre-Live Setup Settings (Checklist)
    • Cloud Server Requirements (if hosted on your own server)
    • Custom Fields (creating, importing into, etc)
    • Custom Pricing Templates - How To's
    • How To Allow Pop-Ups in Google Chrome
    • How to Create Microsoft Azure Storage Containers and View Files with Azure Storage Explorer
    • Mac / MacBook How To's
    • Record Numbering - How To's
    • Sales Taxes - How to's
    • Support Tickets - How to's (Jira Ticketing Embedded into 1place, Filtered to Customers Jira Tickets)
    • User Security - How To's
    • Automated Jobs (Auto Jobs) - How To's
    • Quickbooks Online - How to Setup, Connect & Sync with 1place
    • QuickBooks Online - How to Prepare and Balance QuickBooks Online for use with 1place
  • Version Release & QA Notes
    • 1place Release & QA Testing Processes
    • 2025 Q3/Q4 - 1place Master Version (Changes Log)
    • 2026 Q1 - 1place Master Version (Changes Log)
    • 2026 Q2 - 1place Master Version (Changes Log)
    • 2026 Q3 - 1place Master Version (Changes Log)
    • 23.0705 (released 7/5/2023)
    • 23.0821 (released 8/21/2023)
    • 23.1116 (scheduled for initial testing on 11/16/23)
    • 23.1005 (scheduled for initial testing on 10/5/23)
    • 24.0122 (scheduled for initial testing on 01/22/2024)
    • 24.0304 (scheduled for initial testing on 03/04/2024
    • 24.0731 (scheduled for initial testing on 07/31/2024)
    • 25.0212 (scheduled for initial testing on 02/12/2025)
    • 26.0630 Version Release Changes Log
  • User How To's
    • (INCOMPLETE) What should I double check before going live with 1place? ( High Level GoLive Checklist )
    • 1place - Practice Scenarios (for Auto Body Supply Companies)
    • AR Customer Statements - How to Print & Email
    • AR Receive Payments screen - How to create and export
    • intSpec: Yodlee.com (open-finance) - Connect to 1,000s of Banks
    • Payments on 1place (incomplete)
    • QuickBooks Online - Sales Taxes with OneSource
  • 1place. The new & improved cloud version of OneSource.
  • intSpec: Customers > Portal > AppSpec (Customer Portal - formerly OneSource Online Orders or osOO)
  • * Customer Support - 1place - Data Conversion How To's (OneSource (V4) to 1place (V5))

1place.cloud Knowledge Base

Getting Started

Customers & Vendors

Item & Warehouse Management

Purchasing Items

Sales Integration

Sales & Order Entry

Order Fulfillment

Reports & Dashboard

Popular Articles

  • Find Parts screen (Automotive - Year, Make, Model format) - How To's
  • (000) 1place - Big Picture GoLive Process [INCOMPLETE]
  • Items - Pricing How To's
  • Invoice Screen - How To's
  • (002) 1place - Quick Start Guide for Purchasing & Inventory Personnel
  • See more...

New Articles

  • Quickbooks Online - How to Setup, Connect & Sync with 1place
  • QuickBooks Online - How to Prepare and Balance QuickBooks Online for use with 1place
  • Customer Detail Screen - How To's
  • Automated Jobs (Auto Jobs) - How To's
  • 1place. The new & improved cloud version of OneSource.
  • See more...

Updated Articles

  • Vendor: Add New Screen
  • Customer: Add New Screen
  • Customer Detail Screen - How To's
  • Vendor Detail Screen - How To's
  • List Screens - How To's
  • See more...
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