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1place.cloud Knowledge Base
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  • Getting Started
    • (000) 1place - Training Videos - Master List
  • Customers & Vendors
    • Customer Details
  • Item & Warehouse Management
    • Purchasing Items
      • Sales Integration
        • eBiz Integration - Credit Card Payments
      • 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
              • eBiz Charge (credit card integration with 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)
              • Quickbooks Online - How to Setup, Connect & Sync with 1place
              • QuickBooks Online - How to Prepare and Balance QuickBooks Online for use with 1place
            • 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

            • (000) 1place - Big Picture GoLive Process [INCOMPLETE]
            • Invoice Screen - How To's
            • (002) 1place - Quick Start Guide for Purchasing & Inventory Personnel
            • (001) 1place - Quick Start Guide for Sales & Customer Service Personnel
            • Items - Pricing How To's
            • 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

            • Find Parts screen (Automotive - Year, Make, Model format) - How To's
            • intSpec: Customers > Portal > AppSpec (Customer Portal - formerly OneSource Online Orders or osOO)
            • 1place. The new & improved cloud version of OneSource.
            • * Customer Support - 1place - Data Conversion How To's (OneSource (V4) to 1place (V5))
            • Tasks - How To's
            • See more...
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