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1place.cloud Knowledge Base
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  • Getting Started
    • (000) 1place - Training Videos - Master List
  • Customers & Vendors
    • Item & Warehouse Management
      • Purchasing Items
        • Sales Integration
          • Sales & Order Entry
            • Order Fulfillment
              • Reports & Dashboard
                • Admin Topics
                  • User Security - How To's
                  • Automated Jobs (Auto Jobs) - How To's
                • 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
                  • (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)
                  • 1placeScan (warehouse parts scanning and delivery application) + Suggestions (scan.1place.cloud)
                  • (INCOMPLETE) What should I double check before going live with 1place? ( High Level GoLive Checklist )
                  • 1place - Practice Scenarios (for Auto Body Supply Companies)
                  • 1place - Pre-Live Setup Settings (Checklist)
                  • 1place Customer Portal
                  • 1place Home Screen
                  • 1place Integrations (QuickBooks Online, CCC, OEConnection, PartsTrader, etc) [UNDER CONSTRUCTION]
                  • 1place Printer Connect - How To's
                  • 1place Scan - How To's (Incomplete)
                  • 1placeScan (scan.1place.cloud, WMS, osScan) - How to Setup & Use
                  • Account Login & Setup (Incomplete)
                  • AR Customer Statements - How to Print & Email
                  • AR Receive Payments screen - How to create and export
                  • Bin Management - How to's
                  • Catalog Management - How To's
                  • CCC True - 1place Integration - How To's
                  • Chrome Browser - How To's
                  • Cloud Server Requirements (if hosted on your own server)
                  • Custom Fields (creating, importing into, etc)
                  • Credit Memo Screen - How To's
                  • Custom Pricing Templates - How To's
                  • Customer: Add New Screen
                  • Customer Detail Screen - How To's
                  • eBiz Charge (credit card integration with 1place) How To's
                  • eBiz Integration - Credit Card Payments on 1place - How to's
                  • eBizCharge - How to Setup an ACH Account (for Monthly 1place Payments)
                  • Email - How To's
                  • Find Parts screen (Automotive - Year, Make, Model format) - How To's
                  • Find Parts screen (Standard format) - 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
                  • How to Perform a Full Inventory Count in 1place
                  • How to Print Shipping Labels (and Track shipments) using Aftership.com
                  • How to Simplify your QuickBooks Online Integration
                  • intSpec: Yodlee.com (open-finance) - Connect to 1,000s of Banks
                  • Import Wizard Screen - How To's
                  • Invoice Screen - How To's
                  • 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
                  • Job Details Screen - How To's (***Incomplete***)
                  • Job: Add New Screen
                  • Jobs & Projects - How To's (Incomplete)
                  • List of State Sales Tax Rates* (Last Update July, 2019)
                  • List Screens - How To's
                  • Log-in Screen
                  • Mac / MacBook How To's
                  • No Help Is Available For This Screen (Yet)
                  • PartsTrader - 1place Integration - How To's
                  • Payments on 1place (incomplete)
                  • Pricing Templates screen - How To's
                  • Printing How To's for 1place
                  • Printing on 1place
                  • Purchase Order screen - How To's
                  • Quick Search Screens
                  • QuickBooks Online - Sales Taxes with OneSource
                  • Quotation screen - How To's
                  • Record Numbering - How To's
                  • Replenish Stock - How To's
                  • Reports in 1place
                  • Sales Order Purchase Order Screen - How To's
                  • Sales Order Screen - How To's
                  • Sales Quotes Screen - User How To's
                  • Sales Taxes - How to's
                  • Settings Screen
                  • Shipping & Receiving - How To's
                  • Shipping and Receiving (New)
                  • Support Tickets - How to's (Jira Ticketing Embedded into 1place, Filtered to Customers Jira Tickets)
                  • Tasks - How To's
                  • Test Mode (How it Works)
                  • Vendor Detail Screen - How To's
                  • Vendor: Add New Screen
                  • Warehouse Management (New & In Progress)
                • 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

                • Items - Pricing How To's
                • User Security - How To's
                • (000) 1place - Training Videos - Master List
                • Automated Jobs (Auto Jobs) - How To's
                • (000) 1place - Big Picture GoLive Process [INCOMPLETE]
                • See more...

                New Articles

                • Automated Jobs (Auto Jobs) - How To's
                • 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))
                • Vendor: Add New Screen
                • See more...

                Updated Articles

                • eBiz Integration - Credit Card Payments on 1place - How to's
                • Shipping and Receiving (New)
                • 2026 Q3 - 1place Master Version (Changes Log)
                • Items - Pricing How To's
                • Automated Jobs (Auto Jobs) - How To's
                • See more...
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