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Practice Scenario ID |
System Area | Practice Scenario | Type | Additional Help (KBA - Knowledge Base Articles) | Additional Help (Training Videos) | Length |
|---|---|---|---|---|---|---|
| Quick Start | Watch the Introduction to 1place Training Video (high level how to OPEN and USE 1place). | |||||
| Quick Start | If you are a Sales or Customer Service Rep, OPEN and REVIEW the 1place - Quick Start Guide for Sales & Customer Service personnel. | Overview | 1place - Quick Start Guide for Sales & Customer Service Personnel | |||
| Quick Start | If you are a Purchasing and Inventory List Manager, OPEN and REVIEW the 1place - Quick Start Guide for Purchasing & Inventory personnel. | Overview | 1place - Quick Start Guide for Purchasing & Inventory Personnel | |||
| Quick Start | If you are a Warehouse Manager or Warehouse Worker, OPEN and REVIEW the 1place - Quick Start Guide for Warehouse Management personnel. | Overview | 1place - Quick Start Guide for Warehouse Management Personnel | |||
| Quick Start | If you are in the Accounting Department, OPEN and REVIEW the 1place - Quick Start Guide for AR, AP, Banking & GL personnel. | Overview | 1place - Quick Start Guide for AR, AP, Banking, GL Personnel | |||
| Customers | WATCH training video of how to use the Customers screen. | Long | Overview of the Customer List and Detail Screen | 00:03:07 | ||
| Customers | CREATE 1 or more Test Customer's using the + Menu (button). | Long |
How to Add a New Customer Record |
Create a New Customer Record using the + Menu Button |
00:00:16 |
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| Customers | ASSIGN Default Pricing to a Customer (while making, or after made). | Long | Select a Default Pricing Method | |||
| Customers | ASSIGN a Pricing Template to a Customer (while making, or after made). | Long | Add Customer Pricing Template | |||
| Customers | CREATE1 or more Contact's on a Test Customer. | Short | Add a contact record | How to add a new contact on a customer record. | 00:01:04 | |
| Customers | CREATE 1 or more Tasks related to a Contact (on the Customer Contact tab). | Short | Create a Task related to a Customer | How to create a new task related to a customer | 00:01:15 | |
| Customers | CREATE 1 or more Tasks on the Task List screen. | Short | How to Add a New Task Record | How to Create a New Task on 1place | 00:01:11 | |
| Customers | Update 1 Customer Information while Taking Order | Short | How to Update Customer Information while Taking Order | How to Update Customer Information while Taking Order | 00:01:50 | |
| Customers | How does linking two companies work? | |||||
| Customers | Where do I check the previous purchases of my customer? | Customer Sales History | ||||
| Customers | Logging Customer Interactions and Notes | Customer Notes | ||||
| Customers | Flagging a Customer for Special Handling (special notes,tags) | |||||
| Customers | Managing Duplicates in the Customer Database | |||||
| Customers | Archiving or Inactivating a Dormant Customer | |||||
| Find Parts (Auto) | WATCH training video of how to use the Find Parts screen. | VIDEO: Using the Find Parts Screen | ||||
| Find Parts (Auto) | CREATE 1 or more Test Customers using Find Parts screen. | Short | Create New Customer using the Find Parts Screen | Create New Customer using the Find Parts Screen | 00:04:08 | |
| Find Parts (Auto) | REVIEW all the buttons, fields, and features on the Find Parts screen. | Long | Find Parts screen (Automotive - Year, Make, Model format) - How To's | Using the Find Parts Screen | 00:04:08 | |
| Find Parts (Auto) | CREATE 5 or more Quotes using Find Parts screen. | Long | Create Quotes using the Find Parts Screen | How to Use the Find Parts Screen | 00:04:08 | |
| Find Parts (Auto) | CREATE 5 or more Sales Orders using the Find Parts screen. | Short |
Create a Sales Order using the Find Parts Screen |
How to Use the Find Parts Screen | 00:04:08 | |
| Find Parts (Auto) | OPEN a Customer record from the Find Parts screen. | Short | How can I open a customer record from the Find Parts Screen? | Opening a Customer Record from the Find Parts Screen | 00:04:08 | |
| Find Parts (Auto) | OPEN an Item record from the Find Parts screen. | Short | How can I open an Item record from the Find Parts screen? | Opening an Item Record from the Find Parts Screen | 00:04:08 | |
| Find Parts (Auto) | How can I search for a Customer without the Company Name? | |||||
| Find Parts (Auto) | How does the VIN # Search works? | |||||
| Find Parts (Auto) | How to do a search of item in the Find Parts Screen? | |||||
| Find Parts (Auto) | How do I hide some of the columns on the Find Parts Screen? | |||||
| Find Parts (Auto) | ||||||
| Find Parts (Auto) | ||||||
| Find Parts (Wholesale) | ||||||
| Find Parts (Wholesale) | ||||||
| Find Parts (Wholesale) | ||||||
| Find Parts (Wholesale) | ||||||
| Quotes | CREATE 1 or more Quotes using the + Menu (button). | Short | How to Create a New Quote using the + Menu Button | How to Create a New Quote using the + Menu button | ||
| Quotes | CREATE 1 or more Test Customers using the Quotes screen. | Short |
How to add a new customer on the Sales Quotes Screen |
Add New Customer on the Quotation Screen | ||
| Quotes | CREATE 1 or more Quotes by 'duplicating' another Quote on the Quote. | Short | How to Duplicate an Existing Quote | |||
| Quotes | REVIEW all the buttons, fields, and features on the Quotes screen. | Long | Overview of the Sales Quotes Screen | How to Use the Quotation Screen | ||
| Quotes | EDIT 1 or more (line items) 'Item Number' on the Quote screen. | Short | How to Edit 'Item Number' on the Quote screen. | Adding Items to your Quotation | ||
| Quotes | EDIT 1 or more (line items) 'Item Description' on the Quote screen. | Short | How to Edit 'Item Description' on the Quote screen. | |||
| Quotes | EDIT 1 or more (line items) 'Net Price' on the Quote screen. | Short |
How to Edit the Net Price of an Item on the Quote Screen |
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| Quotes | EDIT 1 or more (line items) 'Discount' on the Quote screen | Short | How to Edit the Discount % of an Item on the Quote Screen | |||
| Quotes | DELETE 1 more Quote LINE ITEMS on the Quote screen. | Short | How to Delete a Line Item on the Quote Screen | Arrange or Remove Items on the Quote | ||
| Quotes | DELETE 1 or more Quotes using the Quote screen. | Short |
How to Delete a Quote on the Quote Screen |
Delete the Quotation | ||
| Quotes | CREATE a Follow Up task on the Quotes screen (using the Follow Up button). | Available Soon | ||||
| Quotes | PRINT 1 or more Quotes. | Short | How to Print a Quote on the Quote Screen | Print a Copy of the Quotation | ||
| Quotes | EMAIL 1 or more Quotes. | Short | How to EMAIL Records (such as Quotes, Sales Orders, Invoices) | Send an email copy of the quote | ||
| Quotes | (Admin) MODIFY the Quote printing properties (using the Print > Gear Icon). | Long | Modify the Quote Printing Properties | |||
| Quotes | ||||||
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Sales Orders | Create 1 or more Test Customer's using Sales Order screen. | Short | How to Add a New Customer Record on the Sales Order Screen | Add a New Customer Record from the Sales Order Screen | |
| Sales Orders | Create 1 or more Sales Orders using the + Menu. | Short | How to Add a New Sales Order Record | Several Ways to Create A New Sales Order | ||
| Sales Orders | Create 1 or more Sales Orders using the Find Parts screen. | Long | How to Create a New Sales Order Record from the Find Parts Screen | Several Ways to Create A New Sales Order | ||
| Sales Orders | Create 1 or more Sales Order from the Quotes screen. | Short | How to Create a New Quote from the Quotes Screen | |||
| Sales Orders | Edit 1 or more Sales Order line items. | Short | How to Add/Edit Sales Order Line Item/s | Add Items on the Sales Order | ||
| Sales Orders | Delete 1 or more Sales Orders on the Sales Order screen. | Short | How to Delete Sales Order/s Record | Arrange or Remove Item | ||
| Sales Orders | Open a Customer record from the Sales Order screen. | Short | How to Open a Customer Record on the Sales Order Screen | |||
| Sales Orders | Open an Item record from the Sales Order screen. | Short | How to Open a Item Record on the Sales Order Screen | Open Customer Record from the Sales Order Screen | ||
| Sales Orders | Create a NEW PO for 1 or more items on Sales Order (with PO checkbox checked). | Short | How To Create Purchase Order/s from Sales Order Screen | |||
| Sales Orders | Add 1 or more items on Sales Order (with PO checkbox checked) to an 'Existing' (Blanket) PO. | Available Soon | ||||
| Sales Orders | Enter a Payment (Sales Order Deposit) on a on a Sales Order. | Short | How to Apply a Deposit/ Pre-Payment on a Sales Orde | |||
| Sales Orders | Email 1 or more Sales Orders. | Short | How to Send an Email Copy of a Sales Order | |||
| Sales Orders | Handling Tax-Exempt Customers | |||||
| Sales Orders | Checking Inventory Across Multiple Warehouses While Ordering | Short | ||||
| Invoices | Create 2 or more Invoices using the Sales Order screen. | Short | How to Create Invoice from Sales Order Screen | |||
| Invoices | Delete 1 or more Invoices on the Invoice screen. | Short | How to Delete Invoice/s Record | |||
| Invoices | Enter a Payment on an Invoice. | Long | How to Enter a Payment on an Invoice | |||
| Invoices | Create a Credit Memo by returning 1 item on an Invoice. | Long | How to Return 1 or More Items on an Invoice | |||
| Invoices | Spend time reviewing ALL the buttons, fields, and features on the Invoice screen. | Long | Overview of the Invoice Screen | |||
| Invoices | Print 1 or more Invoices. | Short | How to Print, Email, and Download Invoice/Credit Memo Report(s) & Record(s) | |||
| Invoices | Email 1 or more Invoices. | Short | How to Print, Email, and Download Invoice/Credit Memo Report(s) & Record(s) | |||
| Invoices | Create 1 or Credit Memo's by returning 1 or more items on Invoice screen. | Long | How to Return 1 or More Items on an Invoice | |||
| Invoices | Receive Payment on the Invoice Screen | |||||
| Credit Memo's | Create 1 or more Credit Memo's by returning 1 item (using the Invoice screen--after the Invoice is Paid). | Short | How do I create one or more Credit Memos by returning a single item after the invoice has already been paid (using the Invoice screen)? | |||
| Credit Memo's | Create 1 or more Credit Memo's by returning 1 item (using the Invoice screen--before the Invoice is Paid). | Short | How do I create one or more Credit Memos by returning a single item before the invoice is paid (using the Invoice screen)? | |||
| Credit Memo's | Create 1 or more Credit Memo's by returning 1 item (using the Invoice screen--before the Invoice is Paid, and zero out the Price for the Item on the Invoice or Credit Memo--to keep a paper trail WITHOUT actually giving the Customer Credit for something they didn't actually pay for.) | Short | How do I create a Credit Memo for a returned item before the invoice is paid, without issuing credit (by zeroing out the price to keep a paper trail)? | |||
| Credit Memo's | Create 1 or more Credit Memo's by returning ALL items on an Invoice (using the Invoice screen--after the Invoice is Paid). | Short | How do I create one or more Credit Memos by returning all items on an invoice after the invoice has been paid (using the Invoice screen)? | |||
| Credit Memo's | Create 1 or more Credit Memo's by returning 1 item (marking the item as received but not allowing it to be put back into stock, assuming it is broken or damaged). | Short | ||||
| A-Z Scenarios | Creating, Invoicing, Delivering an Order. | |||||
| A-Z Scenarios | ||||||
| Searching | Spend time reviewing ALL the buttons, fields, and features on the Sales Order screen. | |||||
| List Screens | Searching | |||||
| Warehouse Management/Scanning | Receive 1 or 2 PO (to the Dock) without scanning each item. | How to Receive a PO (to the Dock) WITHOUT Scanning Each Item | ||||
| Warehouse Management/Scanning | Receive 1 or 2 PO (to the Dock) by scanning each item. | How to Receive a PO (to the Dock) by Scanning Each Item | ||||
| Warehouse Management/Scanning | Move Dock 5 Items to Bins | How to Move Dock Items to Bins | ||||
| Warehouse Management/Scanning | Assign 5 items and Print Labels for a stock picker in 1place | How to Assign Items & Print Labels for a Stock Picker in 1place | ||||
| Warehouse Management/Scanning | Pick 5 items assigned to you (to your own cart) | How to Pick Items Assigned to Me (to my own Cart) | ||||
| Warehouse Management/Scanning | Pick 2 items for order transfers. | How to Pick Items for Order Transfers | ||||
| Warehouse Management/Scanning | Transfer 2 items from your cart to dock staging area. | How to Transfer Items From my Cart to Dock Staging Area | ||||
| Warehouse Management/Scanning | Receive 2 Order Transfers to Dock | How to Receive Order Transfers to Dock | ||||
| Warehouse Management/Scanning | Receive 2 Order Transfers to Dock Staging Bins | How to Receive Order Transfers to Dock Staging Bins | ||||
| Warehouse Management/Scanning | Load 2 Items in Staging Bins to Truck | How to Load Items in Staging Bins to Truck | ||||
| Warehouse Management/Scanning | Check Inventory (Quantity and Locations) of 3 Items. | How to Check Inventory (Quantities & Locations) | ||||
| Warehouse Management/Scanning | Check the items on the dock. | How to See All Items on the Dock | ||||
| Warehouse Management/Scanning | Submit a credit request for a return for a customer. | How to Request a Credit (for a Customer) | ||||
| Warehouse Management/Scanning | Authorized a credit request for a return for a customer. | How to Authorize Credit (for a Customer) | ||||
| Warehouse Management/Scanning | Inspect an item for return | How to Inspect Item Returns | ||||
| Warehouse Management/Scanning | Put away an item returned | How to Put Away Item Returns | ||||
| Warehouse Management/Scanning | Move 3 inventory items to a different bin | How to Move Inventory Items | ||||
