Knowledge Base Logo
1place.cloud Knowledge Base
  • Contact Us
  • Login
  • Home
  • Glossary
  • Getting Started
    • Introduction and Navigation
      • 1place - The new & improved 'cloud' version of OneSource.
      • Account Login & Setup
      • 1place Home Screen
      • Quick Search Screens
      • List Screen
      • Knowledge Base - How To's
    • Learning Paths
      • (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)
    • Practice and Training
      • (000) 1place - Training Videos - Master List
      • 1place - Practice Scenarios (for Auto Body Supply Companies)
      • Test Mode (How it Works)
    • Preparing to Go Live
      • (000) 1place - Big Picture GoLive Process [INCOMPLETE]
      • (INCOMPLETE) What should I double check before going live with 1place? ( High Level GoLive Checklist )
      • 1place - Pre-Live Setup Settings (Checklist)
  • System Setup and Administration
    • Company and User Configuration
      • Custom Fields (creating, importing into, etc)
      • Email Settings - How To Configure Email for Sending from 1place
      • Settings Screen
      • Record Numbering - How To's
      • User Security - How To's
      • Automated Jobs (Auto Jobs) - How To's
      • Sales Settings - How to Configure
      • How to Configure AR & GL Settings
    • Catalog Pricing and Tax Configuration
      • Pricing Templates screen - How To's
      • Sales Taxes - How to's
      • Catalog Management - How To's
      • Custom Pricing Templates - How To's
    • Data Migration and Imports
      • 1place Data Conversion How To's (To Export and Transfer Files)
      • Import Wizard Screen - How To's
      • * Customer Support - 1place - Data Conversion How To's (OneSource (V4) to 1place (V5))
    • Quickbooks Online and Financial Setup
      • (006) QuickBooks Online - Preparing and Balancing QuickBooks Online for use with 1place
      • (007) QuickBooks Online - How to Setup, Sync, and Use with 1place
      • How to Simplify your QuickBooks Online Integration
      • QuickBooks Online - Sales Taxes with OneSource
      • AR Financial Periods - How to setup & use
      • Quickbooks Online - How to Setup, Connect & Sync with 1place
      • QuickBooks Online - How to Prepare and Balance QuickBooks Online for use with 1place
    • Other Integrations
      • CCC True - 1place Integration - How To's
      • PartsTrader - 1place Integration - How To's
      • Car-Part.com - 1place Integration - How To's
      • Descartes Integration
    • Printing and Technical Setup
      • 1place Printer Connect - How To's
      • How to Create Microsoft Azure Storage Containers and View Files with Azure Storage Explorer
    • Subscription Billing
      • eBizCharge - How to Setup an ACH Account (for Monthly 1place Payments)
  • Daily Operations (How To's)
    • Item - Vendor Management
      • How to Create a Vendor One at a Time
      • How to Import Your Vendor List
    • Item - List & Catalog Management
      • How to Create a Part (Item) 1 at a Time
      • How to Import a List of Items
    • Item - Pricing
      • Item - Assemblies
        • Item - Purchasing
          • Item - Receiving
            • Sales - Customer Management
              • Sales - Customer Item Pricing
                • Sales - Quote & Order Creation
                  • How to find, price, and sell parts using the Find Parts screen
                • Sales - Order Fulfillment & Invoicing
                  • Sales - Item Returns & Credit Memo's
                    • Accounts Receivable (AR)
                      • Accounts Payable (AP), Banking & General Ledger
                        • Reports
                          • How Item Pricing works in 1place (High Level)
                        • Business Workflows
                          • Pricing
                          • Features and References Guides
                            • Terminology and Screen References
                              • Job Details Screen - How To's (***Incomplete***)
                              • Items - Item Detail screen - How To's
                              • Customer Details
                              • Vendor Detail Screen - How To's
                            • Technical and Integration References
                              • Cloud Server Requirements (if hosted on your own server)
                              • Swagger UI
                            • Release Information
                              • 1place Release & QA Testing Processes
                            • Tax Reference
                              • List of State Sales Tax Rates* (Last Update July, 2019)
                          • Troubleshooting and FAQs
                            • QuickBooks Online
                              • (008) QuickBooks Online - Imperfections In the Integration with 1place.cloud
                            • Inventory and Customer Balances
                              • Items - Getting Inventory Levels Accurate (if data from old system is inaccurate)
                              • AR Customer Statements - Fixing Tiny Rounding Error Balances (after Importing)
                            • Browser and Device Help
                              • Mac / MacBook How To's
                              • Google Chrome Browser - How-To Guide
                              • How To Allow Pop-Ups in Google Chrome
                            • Getting Support
                              • Support Tickets - How to's (Jira Ticketing Embedded into 1place, Filtered to Customers Jira Tickets)
                            • Version Release & QA Notes
                              • 2026 1place Master Version Changes Log
                              • Previous Releases: 2023 & Earlier
                              • Previous Releases: 2024 - 2025
                          • Help Topics
                            • Sales & Order Entry
                              • Credit Memo Screen - How To's
                              • Adding a New Customer
                              • Customer Portal - How To's
                              • Find Parts screen (Automotive - Year, Make, Model format) - How To's
                              • Invoice Screen - How To's
                              • 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
                            • Sales Integration
                              • How to Print Shipping Labels (and Track shipments) using Aftership.com
                              • eBiz Integration - Credit Card Payments
                            • Order Fulfillment
                              • 1placeScan (warehouse parts scanning and delivery application) + Suggestions (scan.1place.cloud)
                              • Job: Add New Screen
                              • Jobs & Projects - How To's (Incomplete)
                              • Printing How To's for 1place
                              • Shipping and Receiving (New)
                              • Printing on 1place
                              • Tasks - How To's
                            • Item & Warehouse Management
                              • 1placeScan (scan.1place.cloud, WMS, osScan) - How to Setup & Use
                              • Bin Management - How to's
                              • How to Perform a Full Inventory Count in 1place
                              • Item - Adjustments Screen - How To's
                              • Item: Add New Screen
                              • Items - How to Build Item Bundles (Assemblies)
                              • Shipping & Receiving - How To's
                              • Warehouse Management (New & In Progress)
                              • 1place Scan - User Guide & How To's
                              • Item Assembly (Bundle) - How to Create and Build
                              • Item Pictures
                              • Item - Labels
                            • Purchasing Items
                              • Purchase Order screen - How To's
                              • Replenish Stock - How To's
                              • Adding a New Vendor
                            • AP, AR & GL
                              • AR Customer Statements - How to Print & Email
                              • AR Receive Payments screen
                              • AR Cash Management - How To's
                              • AR Payment History - How To's
                              • AR Aging Summary - How to View and Export
                            • Reports & Dashboard
                              • Reports in 1place
                            • User How To's
                              • Payments on 1place (incomplete)
                              • Common Things to Check Before Going Live in 1place

                          1place.cloud Knowledge Base

                          Getting Started

                          System Setup and Administration

                          Daily Operations (How To's)

                          Business Workflows

                          Features and References Guides

                          Troubleshooting and FAQs

                          Help Topics

                          Popular Articles

                          • 2026 1place Master Version Changes Log
                          • Sales Order Screen - How To's
                          • PartsTrader - 1place Integration - How To's
                          • Invoice Screen - How To's
                          • 1place - The new & improved 'cloud' version of OneSource.
                          • See more...

                          New Articles

                          • How to Create a Part (Item) 1 at a Time
                          • How to Import a List of Items
                          • How to Import Your Vendor List
                          • How to Create a Vendor One at a Time
                          • Car-Part.com - 1place Integration - How To's
                          • See more...

                          Updated Articles

                          • How to Create a Part (Item) 1 at a Time
                          • 2026 1place Master Version Changes Log
                          • How to Import a List of Items
                          • How to Import Your Vendor List
                          • How to Create a Vendor One at a Time
                          • See more...
                          Copyright © 2025 Your Company, LLC. All rights reserved.
                          Made with KnowledgeOwl