Overview
1place Scan is the web-based warehouse scanning interface for 1place. It allows warehouse personnel to perform daily warehouse operations using barcode scanning or manual item entry.
1place Scan connects with 1place in real time, allowing inventory movements to be recorded as items are received, stored, picked, counted, staged, loaded, and delivered.
Using barcode scanning can help reduce manual data entry, improve inventory accuracy, and streamline warehouse operations.
Getting Started
How to Log In to 1place Scan
1place Scan is accessed through a web browser. No separate application installation is required.
Open 1place Scan using the web address: https://scan.1place.cloud/
Enter your Username.
Enter your Password.
Click or tap Login.
After successfully logging in, the Home screen will be displayed.
How to Navigate the Home Screen
The Home screen provides access to the warehouse functions available to the logged-in user.
The Home screen displays:
Current Version
Customer
Warehouse
User
Available functions may include:
Check Stock
Shipping
Receiving
Inventory
Delivery
Settings
The functions displayed depend on the permissions assigned to the user.
Check Stock
How to Check Stock by Bin
Use Check Stock by Bin to view the inventory currently stored in a specific warehouse bin.
How to Check Stock by Bin
From the Home screen, select Check Stock.
Select Check Stock by Bin.
Scan the bin barcode or manually enter the Bin #.
Click or tap Next.
Review the inventory displayed for the selected bin.
The inventory list displays:
Item
Qty
PO#, when available
The Total displays the total quantity of inventory in the selected bin.
How to Filter Items in a Bin
Enter all or part of the item number in the Filter Item field.
Select Filter.
The list will display only items matching the filter.
Other functions
- Select the Show PO checkbox to display the Purchase Order number associated with the inventory. Clear the checkbox to hide the PO# column.
- Select Refresh to retrieve the latest inventory information for the selected bin.
- Select Done when finished.
How to Check Stock by Item
Use Check Stock by Item to locate an item and view the warehouse bins where it is currently stored.
How to Check Stock by Item
From the Home screen, select Check Stock.
Select Check Stock by Item.
Scan the item barcode or manually enter the Item #.
Click or tap Next.
Review the inventory locations displayed.
The inventory list displays:
Bin
Qty
PO#, when available
The Total displays the total quantity of the selected item across the displayed warehouse locations.
How to Filter Bin Locations
Enter all or part of the bin name or number in the Filter Bins field.
Select Filter.
The list will display only matching bin locations.
How to Display Purchase Order Information
Select the Show PO checkbox to display the Purchase Order number associated with the inventory.
Clear the checkbox to hide the PO# column.
How to Refresh Item Information
Select Refresh to retrieve the latest inventory information.
Select Done when finished.
Shipping
How to Assign Items and Print Picking Documents
Items can be assigned to a stock picker through the Shipping & Receiving screen.
How to Assign Items for Picking
In 1place, go to Warehouse.
Select Shipping & Receiving.
Verify that the correct Warehouse is selected.
Under Items to Ship, select To Print & Pick.
Select the Picker Name.
Select the items or orders to be picked.
Use the available filters to narrow the list if needed.
Select Print & Pick Selected.
How to Select and Print Picking Documents
Select the document type you want to print.
Available document types include:
Label
Packing Slip
Picking Ticket
Sales Order
Stock Transfer
Enter the quantity of documents to print.
Select Preview to review the documents.
Select Save & Update Status.
The selected items are then assigned for picking.
How to Pick Orders
Use Pick Orders to pick items assigned to you and move them from their warehouse locations to your cart.
Stock Transfer items follow the same picking process as Sales Orders because both are included on the same picking list.
How to Pick Orders
From the Home screen, select Shipping.
Select Picking.
Select Pick Orders.
Select Assigned to Me.
Select Pick to Cart.
Enter or scan the item Location.
Scan each item being picked.
If a physical scanner is not available, manually enter the Item Number and press Enter to simulate a scan.
Continue until all required items have been scanned.
Select Done when finished.
How to Move Picked Items to Staging
Use Cart to Staging to move picked items from the cart to a staging location.
How to Move Items from the Cart to Staging
From the Home screen, select Shipping.
Select Picking.
Select Pick Orders.
Select Assigned to Me.
Select Cart to Staging.
Enter or scan the transfer or staging location.
Scan the items being moved.
Continue until all applicable items have been scanned.
Select Done.
How to Load Order Deliveries
Use Load Order Deliveries to load picked orders onto the delivery vehicle.
How to Load Order Deliveries
From the Home screen, select Shipping.
Select Loading.
Select Load Order Deliveries.
Select the Driver.
Select the Schedule.
Select Next.
You can select orders using either of the following methods:
Scan Tickets
Scan the Order Number on each ticket.
After scanning the required tickets, select Use Scanned Order.
Select by Route
Select the orders based on the delivery route.
Complete the Loading Process
Scan each item for the selected orders.
Continue until all required items have been scanned.
Select Finish.
How to Load Stock Transfers
How to Perform a Quick Load
How to Pick by Delivery Route
How to Pick by Warehouse Zone
How to Pick a Single Order
How to Pick All Orders
How to Process Customer Pickup
How to Resume Picking
Receiving
How to Receive a Purchase Order
How to Resume Scanning a Purchase Order
How to Receive a PO to the Dock
Use Receive PO to Dock to receive a Purchase Order to the dock.
There are two ways to receive the PO:
Receive the entire PO without scanning each item.
Scan each item individually.
How to Receive the Entire PO to the Dock
From the Home screen, select Receiving.
Select Receive PO to Dock.
Enter the PO Number.
Select Locate PO.
Review the PO information, including:
Supplier
Date
Units
Select Receive Now.
Select Yes to receive the entire PO without scanning each item.
Review the items displayed.
Confirm the receipt.
Select Done.
The system will display the receiving confirmation, including the number of units on the PO and the number of units received.
How to Scan Individual PO Items to the Dock
From the Home screen, select Receiving.
Select Receive PO to Dock.
Enter the PO Number.
Select Locate PO.
Review the PO information.
Select Receive Now.
Select No.
Scan each item being received.
If a physical scanner is not available, manually enter the Item Number and press Enter to simulate a scan.
As items are scanned, the receiving list displays:
Location
Item Number
Quantity
Delete option
Review the scanned items.
Select Done.
Review the reconciliation information.
Select Done to complete the receiving process.
How to Move Dock Items to Bins
Use Put Dock Items in Bins to move items from the On Dock location into warehouse bins.
How to Move Dock Items to a Bin
From the Home screen, select Receiving.
Select Put Dock Items in Bins.
Confirm that the current location is On Dock.
Scan the item.
If a physical scanner is not available, manually enter the Item Number and press Enter to simulate a scan.
Select the quantity to move:
All – Move the entire available quantity.
Enter Qty – Enter a specific quantity.
Select Next.
Scan each item being moved.
Enter the new Bin Location.
Select one of the following:
Finish – Complete the move.
Finish and Scan Again – Complete the move and begin another.
Cancel – Cancel the current operation.
How to Receive an Order Transfer
Use Receive Order Transfer to receive an order transfer into the dock.
There are two options:
Receive All to Dock
Receive Items to Dock
How to Receive All Items to the Dock
From the Home screen, select Receiving.
Select Receive Order Transfer.
Select Receive All to Dock.
Review the items displayed.
Select Receive Now.
How to Scan Transfer Items to the Dock
From the Home screen, select Receiving.
Select Receive Order Transfer.
Select Receive Items to Dock.
Scan each item being received.
If a physical scanner is not available, manually enter the Item Number and press Enter to simulate a scan.
The receiving list displays:
Location
Item Number
Quantity
Delete option
Review the scanned items.
Select Done.
How to Receive a Transfer to a Bin
How to Quick Receive Transfers
How to Receive Stock Transfers
Returns
How to Request a Full Customer Credit
Use Request Credit to submit a credit request for returned items.
How to Request a Full Credit
From the Home screen, select Receiving.
Select Return Items.
Select Request Credit.
Enter the Invoice Number.
Select Next.
Scan the item or items being returned.
Select a Reason for Return for each applicable item.
Select Request Authorization.
Select Done.
If the user has the required access, Proceed may be available to approve the request.
Credit approval access is typically restricted to administrator users.
Returned items are subject to inspection before the credit is finalized.
How to Request a Custom Customer Credit
Use a custom credit request when the requested credit amount is different from the full amount of the returned item.
How to Request a Custom Credit
From the Home screen, select Receiving.
Select Return Items.
Select Request Credit.
Enter the Invoice Number.
Select Next.
Scan the item or items being returned.
Select the Reason for Return.
Select Custom Amount.
Verify the dollar amount.
Enter the reason for the custom amount.
Select Request Authorization.
Select Done.
If the user has the required access, Proceed may be available to approve the request.
Credit approval access is typically restricted to administrator users.
Returned items are subject to inspection before the credit is finalized.
How to Authorize a Customer Credit
Use Credit Authorization to review customer credit requests and approve or decline them.
How to Authorize a Credit Request
From the Home screen, select Receiving.
Select Return Items.
Select Credit Authorization.
Review the credit requests displayed.
The list includes:
Customer Name
Invoice Number
Item Number
Amount
Reason
Status
Select Proceed for the request you want to review.
Review the request.
Select Approve or Decline.
Select Done.
How to Inspect Returned Items
Use Inspect Returns to inspect returned items and determine whether they should be returned to inventory.
How to Inspect a Return
From the Home screen, select Receiving.
Select Return Items.
Select Inspect Returns.
Enter or scan the Item Number.
Review the matching invoices.
Select the applicable return.
Review the return information:
Item #
CM #
Customer Name
Ship Via
Reason for Return
Select whether the item is:
Good for Stock – Returns the item to inventory.
Not – Does not return the item to inventory.
Select Done.
How to Put Away Returned Items
Use Put Away Returns to move inspected returned items into their warehouse bins.
How to Put Away a Return
From the Home screen, select Receiving.
Select Return Items.
Select Put Away Returns.
Enter the Start Date and End Date.
Select Scan Now.
Enter or scan the Item Number.
Enter or scan the Bin Location.
Continue scanning and assigning returned items to their appropriate bins.
Select Done when finished.
Inventory
How to Count Inventory by Bin
Use Count by Bin to count inventory stored in a specific warehouse bin.
How to Count Inventory by Bin
From the Home screen, select Inventory.
Select Inventory Count.
Select Count by Bin.
Enter or scan the Bin Location.
Scan the items in the bin.
Select Review and Finish.
Review the count and any discrepancies.
Select Done to update the inventory.
How to Count Inventory by Item
Use Count by Item to count a specific item at one or more warehouse locations.
How to Count Inventory by Item
From the Home screen, select Inventory.
Select Inventory Count.
Select Count by Item.
Enter or scan the Item Number.
Enter or scan the Location.
Scan the items at that location.
Repeat the process for each location where the item is stored.
Review the count.
Select Done.
The system will display a confirmation message when the inventory has been successfully updated.
Any discrepancies between the physical count and system inventory will be displayed.
How to View Dock Items
Use View Dock Items to view inventory currently located on the dock.
How to View Dock Items
From the Home screen, select Inventory.
Select View Dock Items.
Review the items displayed.
Use Filter to locate specific items when needed.
Select Done when finished.
How to Transfer Items Between Bins
Use Bin Transfer to move inventory from one warehouse bin to another.
How to Transfer Items Between Bins
From the Home screen, select Inventory.
Select Bin Transfer.
Enter or scan the current Location.
Enter or scan the Item Number.
Select Next.
Select the quantity to transfer:
All – Transfer the entire available quantity.
Enter Qty – Transfer a specific quantity.
Scan each item being transferred.
If a physical scanner is not available, manually enter the Item Number and press Enter to simulate a scan.
Enter or scan the new Bin Location.
Select:
Finish – Complete the transfer.
Finish and Scan Again – Complete the transfer and begin another.
How to Transfer an Item
How to Transfer All Items in a Bin
How to Assign Inventory
Delivery
How to Process Proof of Delivery
Settings
How to Open Settings
The Settings menu provides access to user, company, warehouse, and scanner configuration.
Some settings are restricted to administrators.
How to Open Settings
From the Home screen, select the gear icon in the upper-right corner.
Select the setting you want to manage.
Available options include:
User Settings
Company Settings
Manage Bins & Zones
Go Back
User Settings affect the selected user.
Company Settings affect all users.
Manage Bins & Zones is used to maintain warehouse locations.
How to Manage Users
Use User Settings to create, edit, and remove users and configure their access to 1place Scan.
Administrators can configure:
User information
Default warehouse
Additional warehouse access
Scanner behavior
User permissions
How to Access User Settings
Open Settings.
Select User Settings.
Select the user you want to manage.
How to Add a User
Open Settings.
Select User Settings.
Select the option to add a new user.
Enter the required user information.
Configure the user's warehouse access.
Configure scanner settings.
Configure the user's permissions.
Save the user.
How to Edit a User
Open Settings.
Select User Settings.
Select the user you want to edit.
Select Edit User.
Update the required information.
Select Save.
User Information
The Edit User screen includes:
User Name
Password
Email
Admin
Default Warehouse
Additional Warehouses to Select From for Item Inspection Returns
OneSource User
Scanner Settings
Available scanner settings include:
Block Entry of Items Not on PO
Enable Cannot Find in Bin
Cannot Find Action
Duplicate User Access From
User Permissions
Permissions are organized by function.
Check Stock
Check Stock
Check Stock by Bin
Check Stock by Item
Shipping
Picking
Resume Picking
Customer Pickup
Assigned to Me
By Delivery Route
By Warehouse Zone
Single Order
All Orders
Pick Stock Transfers
Stock Transfers
Loading
Load Order Deliveries
Quick Load (No Scan)
Scan Each Item
Load Stock Transfers
Receiving
Receive PO
Resume Scanning PO
Receive PO to Dock
Scan PO Items to Dock
Move Dock Items to Bins
Receive Order Transfers
Receive Transfer to Bin
Quick Receive Transfers
Receive Stock Transfers
Return Items
Request Credit
Credit Authorization
Inspect Returns
Put Away Returns
Inventory
Check Stock
Check Stock by Bin
Check Stock by Item
View Dock Items
Move Dock Items to Bins
Count Inventory
Count by Bin
Count by Item
Inventory Assignment
Bin Transfer
Transfer Item
Transfer All in Bin
Delivery
Proof of Delivery
Settings
User Settings
Company Settings
Manage Bins & Zones
How to Remove a User
Open Settings.
Select User Settings.
Select the user you want to remove.
Select Remove User.
Confirm the removal if prompted.
How to Configure Scanner Behavior
Scanner behavior can be configured for individual users through User Settings.
Available options include:
Block Entry of Items Not on PO
Enable Cannot Find in Bin
Cannot Find Action
Duplicate User Access From
How to Configure User Permissions
User permissions determine which functions are available to each user in 1place Scan.
Open Settings.
Select User Settings.
Select the user.
Select Edit User.
Locate the appropriate permission section.
Enable or disable the permissions required for the user.
Select Save.
Only assign permissions required for the user's responsibilities.
How to Configure Company Settings
How to Manage Bins & Zones
How to Receive Payment using the Scanner (for Drivers)
Drivers can use the 1place Scanner to record customer payments during delivery. Receiving payments directly during delivery helps drivers complete payment collection on-site, reducing the need for separate follow-ups and helping keep customer payments recorded in 1place promptly.
On the scanner, select Delivery, then select Receive Payment.
A list of invoices will be displayed. Locate the invoice the customer wants to pay and select Pay beside it.
On the Review Balance screen, review the following information:
Invoice # – The invoice number.
Customer – The customer associated with the invoice.
Invoice Total – The total amount of the invoice.
Previous Payments – Payments previously recorded against the invoice.
If a discount needs to be applied, enter the discount amount in the discount field and select Recalculate. The Balance Due will be updated to reflect the discount.
Review the updated balance and select Proceed to Payment.
On the Enter Payment screen, review the Invoice #, Customer, and Balance Due to confirm the payment details.
Select the appropriate Payment Method:
ACH
Cash
Check
Credit Card
Credit Memo
Email Pay
NSF
Other
Wire
Enter the Payment Amount and verify that the payment method and amount are correct.
Select Submit Payment to complete the payment.
A Payment completed successfully message will appear to confirm that the payment has been recorded.
