Help Topics (Links)

• About 1place Scan
• Using 1place Scan – Common Tasks
• How to Receive a PO (to the Dock) WITHOUT Scanning Each Item
• How to Receive a PO (to the Dock) by Scanning Each Item
• How to Move Dock Items to Bins
• How to Assign Items & Print Labels for a Stock Picker in 1place
• How to Pick Items Assigned to Me (to my own Cart)
• How to Pick Items for Order Transfers
• How to Transfer Items From my Cart to Dock Staging Area
• How to Receive Order Transfers to Dock
• How to Receive Order Transfers to Dock Staging Bins
• How to Load Items in Staging Bins to Truck
• How to Check Inventory (Quantities & Locations)
• How to Count Items by Bin
• How to Count Items by Item #
• How to See All Items on the Dock
• How to Request a Credit (for a Customer)
• How to Authorize Credit (for a Customer)
• How to Inspect Item Returns
• How to Put Away Item Returns
• How to Move Inventory Items
• How to Rebalance Warehouse Inventory
• How to Transfer Inventory

About 1place Scan

About 1place Scan

The 1place Scan application is a mobile companion to the 1place system, built for fast, accurate warehouse and inventory operations. It allows warehouse teams to perform essential tasks with barcode scanning or manual item entry — keeping inventory updated in real time and streamlining day-to-day processes.

Key Features:

• Check Stock — View item availability, bin locations, and warehouse stock.
• Shipping — Pick items (from bins to cart, to staging, and load to truck) for both customer orders and order transfers.
• Receiving — Receive purchase orders, returns, and incoming order transfers.
• Inventory — Perform inventory counts, bin transfers, move dock items to bins, and view bin contents.

With 1place Scan, your team can handle critical inventory tasks right on the warehouse floor — quickly, reliably, and with confidence.

Using 1place Scan – Common Tasks

How to Receive a PO (to the Dock) WITHOUT Scanning Each Item

Here’s how to receive a PO to the dock in 1place using OS Scan:

1. From the Home Screen, click Receiving and select Receive PO to Dock.
2. In the PO: field, enter the PO number and click Locate PO.
3. Review the displayed information: Supplier, Date, and Number of Units/Items on the PO.
4. Click Receive Now.
5. On the next screen, click Yes to receive the entire PO to the dock.
6. Review the displayed list of items included in the PO.
7. The system will reconcile and display a confirmation message:
   PO Submitted Successfully
   # Units on PO:
   # Units Scanned:
   % Complete: 100%
8. Click Done again to complete the process
9. You can now continue receiving another PO or move on to other tasks in 1place.

Here’s a screen-by-screen summary of the process:

1. 

How to Receive a PO (to the Dock) by Scanning Each Item

Here’s how to receive a PO to the dock in 1place using OS Scan:

1. From the Home Screen, click Receiving and select Receive PO to Dock.
2. In the PO: field, enter the PO number and click Locate PO.
3. Review the displayed information: Supplier, Date, and Number of Units/Items on the PO.
4. Click Receive Now to start scanning.
5. On the next screen, click NO to receive PO to the dock by scanning each item.
6. Start scanning each item:
• If you have a physical scanner, scan each item. If not, manually enter the Item Number and press Enter to simulate a scan.
7. As you scan, each item will appear in a table showing:
• Location where the item will be placed
• Item Number
• Quantity
• A Delete(x) button to remove any mistakes
8. After scanning all the items on the PO, click Done.
9. The system will reconcile and display a confirmation message:
   PO Submitted Successfully
   # Units on PO:
   # Units Scanned:
   % Complete: 100%
10. Click Done again to complete the process
11. You can now continue receiving another PO or move on to other tasks in 1place.

Here’s a screen-by-screen summary of the process:

1. 

How to Move Dock Items to Bins

Here’s how to move dock items to bins in 1place using OS Scan:

1. From the Main Screen, click Receiving, then select Put Dock Items in Bins.
2. You will see the current location of the item — this will show as On Dock.
3. Scan the item using a scanner device.
• If you don’t have a scanner, manually enter the Item Number and press Enter to simulate a scan.
4. The next page will display the quantity of that item currently at the On Dock location.
5. Choose how many units you want to move:
• ALL — move the entire quantity.
• Enter Qty — move only a specific quantity. If selected, enter the quantity you wish to move and click Next.
• Go Back — return to the previous screen.
6. After selecting the quantity, you’ll be prompted to scan each item being moved, then click Next.
7. Enter the new bin location where the item will be placed.
8. Choose one of the following options:
• Finish — complete the move.
• Finish and Scan Again — complete the move and start another.
• Cancel — abort the move.

How to Assign Items & Print Labels for a Stock Picker in 1place

Here’s how to assign items and print labels for a stock picker in 1place:

1. From the Main Menu, click Warehouse, then select Shipping & Receiving.
2. On the upper left panel (the area showing the order lifecycle), check that you have the correct Warehouse selected.
3. Under the Items to Ship section, click To Print & Pick.
4. Select the Picker’s Name from the list.
5. In the table displayed, select the Items or Orders to be picked.
• Use the filters if needed to narrow down your search.
6. Once you’ve selected the items, click the green Print & Pick Selected button.

1. You’ll be prompted to choose the Picking Documents you want to print.
• Confirm the document types based on your workflow - Label, Packing Slip, Picking Ticket, Sales Order, Stock Transfer
• Enter the Quantity of documents to print.
2. Click Preview to see the documents before printing.
3. After reviewing, click Save & Update Status to finalize the assignment of items to the selected picker.

1. 

How to Pick Items Assigned to Me (to my own Cart)

Here’s how to pick items assigned to you (to your own cart):

1. Click Shipping, then Picking, then Pick Orders.
   
2. Click Assigned to Me to view orders assigned to you.
3. Click Pick to Cart.
4. Enter or scan the Location where you are picking from.
5. Start scanning each item:
   
• If you have a physical scanner, scan each item.
• If not, manually enter the Item Number and press Enter to simulate a scan.
  
6. Once all assigned items have been scanned, click Done.

1. 

How to Pick Items for Order Transfers

this kba will let the user know that this process is IDENTICAL to picking items for normal Sales Orders, since stock picked for Sales Orders and Sale Order Transfer are all included on the exact same picking list).

How to Transfer Items From my Cart to Dock Staging Area

Here’s how you can pick items assigned to you (to your own cart):

1. Click Shipping, then Picking, then Pick Orders.
   
2. Click Assigned to Me to view orders assigned to you.
3. Click Cart to Staging.
4. Enter or scan the Location where you are transferring the item to.
5. Start scanning each item:
   
• If you have a physical scanner, scan each item.
• If not, manually enter the Item Number and press Enter to simulate a scan.
  
6. Once all assigned items have been scanned, click Done.

Here’s a screen-by-screen summary of the process:

How to Receive Order Transfers to Dock

Here’s how to receive order transfers to the dock in 1place:

1. From the Home Screen, click Receiving and select Receive Order Transfer.
2. You’ll see two options:
• Receive All to Dock — this will automatically display all items in the transfer. Review them and click Receive Now if everything looks correct.
• Receive Items to Dock — this requires you to scan each item individually.
3. If scanning each item:
• Use a physical scanner to scan each item, or
• Manually enter the Item Number and press Enter to simulate a scan.
4. As you scan, each item will appear in a table showing:
• Location where the item will be placed
• Item Number
• Quantity
• A Delete (X) button to remove any mistakes
5. After scanning all the items, click Done to complete the process.

How to Receive Order Transfers to Dock Staging Bins

How to Load Items in Staging Bins to Truck

Here’s how to load items from staging bins to the truck in 1place:

1. From the Home Screen, click Shipping and select Loading.
2. Click Load Order Deliveries.
3. Select the Driver assigned to the delivery.
4. Pick the Schedule, then click Next.
5. Choose how you want to select the orders:
• Scan Tickets — scan each Order Number (ticket). Once you’re done scanning tickets, click Use Scanned Order.
• Select by Route — choose orders by selecting the route.
6. Start scanning each item for the selected orders.
7. Once all items are scanned, click Finish to complete the loading process.

How to Check Inventory (Quantities & Locations)

Here’s how to check inventory quantities and bin locations in 1place:

1. From the Home Screen, click Check Stock.
2. Enter the Item Number or scan the item.
3. The following details will be displayed:
• Default Bin
• Description
• Part Number (Part #)
• Total Quantity
4. Below that, you’ll see a table showing:
• Bin Location
• Quantity in each bin

How to Count Items by Bin

Here’s how to count items by bin in 1place:

1. From the Home Screen, click Inventory, then select Inventory Count.
2. Choose Count by Bin.
3. Enter or scan the Bin Location you want to count.
4. Scan each item in that bin.
5. Once done, click Review and Finish.
6. Review the scan results.
• Any discrepancies between your count and the system inventory will be shown.
7. Click Done to update the inventory.

How to Count Items by Item #

Here’s how to count items by item number in 1place:

1. From the Home Screen, click Inventory, then select Inventory Count.
2. Choose Count by Item.
3. Enter or scan the Item Number.
4. Enter or scan the Location, then scan each item in that location.
5. Repeat this step for each location where the item is stocked.
6. Review the scanned items.
7. Click Done to complete the count.
8. You’ll see a confirmation message: "Successfully Updated Inventory."
• Any discrepancies between your count and the system inventory will also be displayed.

How to See All Items on the Dock

Here’s how to view all items currently on the dock in 1place:

1. From the Home Screen, click Inventory, then select View Dock Items.
2. All items currently on the dock will be displayed.
3. Use the Filter to search for a specific item if needed.
4. Click Done when finished.

How to Request a Credit (for a Customer)

Here’s how to request a credit for a customer (for the FULL AMOUNT of the item):

1. From the Home Screen, click Receiving and select Return Items.
2. Click Request Credit.
3. Enter the Invoice Number of the item being returned, then press Enter or click Next.
4. Scan the item(s) being returned.
5. In the table that appears, select the Reason for Return from the dropdown under the Reason column.
6. Once all items are scanned and reasons selected, click Request Authorization.
7. Click Done when finished.
8. If you have the proper access, you may click Proceed to approve the credit request directly.
• Note: Approval access is typically restricted to admin users.
• Returned items are also subject to inspection before credit approval.
• Once approved, the credit will be issued to the customer.

Here’s how to request a credit for a customer (CUSTOM AMOUNT):

1. From the Home Screen, click Receiving and select Return Items.
2. Click Request Credit.
3. Enter the Invoice Number of the item being returned, then press Enter or click Next.
4. Scan the item(s) being returned.
5. In the table that appears, select the Reason for Return from the dropdown under the Reason column.
6. Select Custom Amount.
7. Verify the dollar amount you are requesting and provide a reason for the custom amount.
8. Click Request Authorization to submit the request.
9. If you have the proper access, you may click Proceed to approve the credit request directly.
• Note: Approval access is typically restricted to admin users.
• Returned items are also subject to inspection before credit approval.
• Once approved, the credit will be issued to the customer.

How to Authorize Credit (for a Customer)

Here’s how to authorize a customer credit in 1place:

1. From the Home Screen, click Receiving and select Return Items.
2. Click Credit Authorization.
3. You will see a list of credit authorization requests in a table showing:
• Customer Name
• Invoice Number
• Item Number
• Amount
• Reason
• Status of the request
4. Click Proceed on the request you want to review and approve.
5. After carefully reviewing, click Approve or Decline as needed.
6. Click Done when finished.

How to Inspect Item Returns

Here’s how to inspect item returns using the scanner:

1. From the Home Screen, click Receiving, then select Return Items.
2. Click Inspect Returns.
3. Enter or scan the Item Number of the item being inspected.
4. After scanning, the system will display matching invoices.
5. Click Select on the item you want to inspect.
6. The following details will be displayed:
• Item #
• CM # (Credit Memo)
• Customer Name
• Ship Via
• Reason for return
7. The inspector will confirm whether the item is Good for Stock or Not:
• If Good for Stock, the item will be returned to inventory.
• If Not, it will not be restocked.
8. Click Done when finished.

How to Put Away Item Returns

Here’s how to put away returned items in 1place:

1. From the Home Screen, click Receiving, then select Return Items.
2. Click Put Away Returns.
3. Set the Start Date and End Date for the returned items you want to put away, then click Scan Now.
4. Enter or scan the Item Number.
5. Enter or scan the Bin Location where the item will be stored.
6. The scanned item will be highlighted in the system.
7. Once all items are scanned and put away, click Done.

How to Move Inventory Items

Here’s how to move inventory items in 1place:

1. From the Home Screen, click Inventory, then select Bin Transfer.
2. Enter or scan the Location where the item is currently stored.
3. Enter or scan the Item Number, then click Next.
4. Confirm the Quantity you want to move:
• Click All to move the full quantity.
• Click Enter Qty to move a specific number of items.
5. Scan each item to be moved using a physical scanner.
• If you don’t have a scanner, manually enter the Item Number and press Enter to simulate a scan.
6. Enter or scan the New Bin Location where the item will be placed.
7. Click Finish when done — or Finish and Scan Again if you want to move another set of items.

How to Rebalance Warehouse Inventory

How to Transfer Inventory

1place Scan Settings

Overview

The Settings menu in 1place Scan allows administrators to configure users, company-wide scanning preferences, and warehouse locations used throughout the application.

Settings can be used to:

• Manage user accounts and permissions
• Configure company-wide scanner behavior
• Maintain warehouse bins and zones
• Control access to individual warehouse functions

To access the Settings menu, tap the gear icon located in the upper-right corner of the Home screen.

How to Open the Settings Menu

Step 1. Open the Home Screen

Log in to 1place Scan. After logging in, the Home screen displays the available warehouse functions.

Step 2. Open Settings

Tap the gear icon in the upper-right corner of the Home screen.

The Settings menu will open.

Available Settings

The Settings menu provides access to the following options:

Notes

• Some settings are only available to users with administrator permissions.
• Changes made in Company Settings affect all users.
• Changes made in User Settings only affect the selected user.
• Manage Bins & Zones is used to maintain warehouse locations referenced throughout receiving, picking, inventory, and delivery operations.

How to Manage Users in 1place Scan

The User Settings screen allows administrators to create, edit, and remove users who can access 1place Scan. It also controls each user's permissions, default warehouse, and scanning behavior.

To access this screen:

Settings → User Settings

User Settings Overview

From the User Settings screen, administrators can:

• View existing users
• Create new users
• Edit user information
• Configure warehouse access
• Configure scanner behavior
• Assign permissions to individual warehouse functions
• Remove users from 1place Scan

How to Edit a User

Use this option to modify an existing user's information, warehouse access, or permissions.

Step 1. Open User Settings

Navigate to:

Settings → User Settings

Step 2. Select a User

Choose the user you want to edit from the Edit User dropdown list.

Step 3. Tap Edit User

The Edit User screen will open.

User Information

Configure the user's basic account information.

Warehouse Settings

Configure the warehouses available to the user.

Scanner Behavior

These settings control how the scanner behaves during warehouse operations.

---

Access Permissions

Administrators can control which features each user can access.

Permissions are organized by module.

Check Stock

• Check Stock by Bin
• Check Stock by Item

Shipping

Configure access to warehouse shipping functions, including:

• Picking
  • Resume Picking
  • Customer Pickup
  • Assigned to Me
  • By Delivery Route
  • By Warehouse Zone
  • Single Order
  • All Orders
• Pick Stock Transfers
  • Stock Transfers
  • Assigned to Me
  • Stock Transfer By Area
• Loading
  • Load Order Deliveries
  • Quick Load (No Scan)
  • Scan Each Item
  • Load Stock Transfers

Receiving

Configure access to receiving functions, including:

• 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

Configure access to inventory functions, including:

• 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

Step 4. Save Your Changes

After making the necessary updates, tap Save to apply your changes.

How to Add a New User

Use this option to create a new user who can access 1place Scan.

Step 1. Open User Settings

Navigate to:

Settings → User Settings

Step 2. Tap Add New User

A blank user setup screen will open.

Step 3. Complete the User Information

Enter the required information for the new user.

This includes:

• User Name
• Password
• Email address
• Administrator access (if applicable)
• Default Warehouse
• Additional Warehouse access
• Scanner behavior settings
• Access permissions

Configure permissions according to the user's warehouse responsibilities.

Step 4. Save the User

Tap Save to create the user.

If you do not wish to continue, tap Cancel to return without saving.

How to Remove a User

Use this option to remove a user's access to 1place Scan.

Step 1. Open User Settings

Navigate to:

Settings → User Settings

Step 2. Select the User

Choose the user from the Edit User dropdown list.

Step 3. Tap Remove User

Confirm the action if prompted.

The selected user will no longer be able to log in to 1place Scan.

Tips

• Grant users only the permissions required for their role.
• Use Duplicate User Access From when creating users with similar responsibilities to save setup time.
• Periodically review user permissions to ensure they remain appropriate.
• Limit Admin access to trusted users responsible for managing 1place Scan settings.

------>>(REWRITING THE WHOLE ARTICLE HERE but keeping the old one since I'm still building it)

1place Scan - User Guide & How To's

Overview

1place Scan is the web-based warehouse scanning interface for 1place, designed to help warehouse personnel perform daily warehouse operations quickly and accurately using barcode scanning or manual data entry.

Because it is part of the 1place system, no separate software installation is required. Users simply access 1place Scan through a supported web browser on a mobile device, tablet, or desktop computer.

The application communicates with 1place in real time, allowing inventory movements to be recorded immediately as items are received, stored, picked, counted, staged, loaded, and delivered.

Using barcode scanning helps reduce manual data entry, improve inventory accuracy, and streamline warehouse operations throughout the warehouse.

How to Log In to 1place Scan

Overview

Before performing any warehouse operations, users must log in to 1place Scan using their assigned 1place credentials.

The login screen provides secure access to the warehouse functions available to the user. Once authenticated, the system loads the customer's warehouse environment and applies the user's security permissions.

How to Log In

1. Open 1place Scan using the web address: https://scan.1place.cloud/
2. Enter your Username.
3. Enter your Password.
4. Tap or click Login.

If your credentials are valid, the system will open the Home screen.

Login Screen

The login screen contains the following controls:

Tips

• Use the same username and password assigned to your 1place account.
• If you cannot log in, verify that your username and password have been entered correctly.
• Contact your system administrator if you believe your account is disabled or you do not have access to 1place Scan.

Getting Started

After logging in, the Home screen serves as the starting point for all warehouse operations.

The Home screen displays the following information:

• Current Version – The installed version of 1place Scan.
• Customer – The company currently logged in.
• Warehouse – The active warehouse.
• User – The currently signed-in user.

The Home screen also provides access to the primary warehouse functions:

• Check Stock
• Shipping
• Receiving
• Inventory
• Delivery
• Settings

Each menu contains workflows designed for specific warehouse tasks.

Check Stock

Overview

The Check Stock menu allows warehouse users to quickly view inventory information without making any inventory changes.

There are two lookup methods available:

• Check Stock by Bin – Displays all inventory currently stored within a specific warehouse bin.
• Check Stock by Item – Displays every warehouse location where a specific inventory item is stored.

How to Check Stock by Bin

The Check Stock by Bin feature allows users to view all inventory currently stored in a specific warehouse bin. This is useful for verifying inventory locations, checking quantities on hand, and identifying the Purchase Order (PO) associated with received inventory.

Users can locate a bin by scanning its barcode or by manually entering the bin number.

How to Access Check Stock by Bin

1. From the Home screen, tap Check Stock.
2. Tap Check Stock by Bin.

The Check Stock by Bin screen will appear.

Step 1. Scan or Enter the Bin Number

Scan the barcode attached to the warehouse bin or manually enter the Bin #.

Tap Next to continue.

Step 2. Review the Bin Contents

The system displays all inventory currently stored in the selected bin.

The following information is available for each item:

The Total displayed below the list represents the total quantity of all inventory currently stored in the selected bin.

Filter the Results

If the selected bin contains multiple inventory items, you can narrow the results using the Filter Item field.

1. Enter all or part of an Item Number.
2. Tap Filter.

Only matching items will be displayed.

Show or Hide Purchase Order Numbers

The Show PO checkbox controls whether the PO# column is displayed.

• Checked – Displays the Purchase Order number associated with each inventory record.
• Unchecked – Hides Purchase Order numbers for a simplified inventory view.

Refresh the Bin Information

Tap Refresh to retrieve the latest inventory information for the selected bin.

Exit the Screen

Tap Done to return to the previous menu.

How to Check Stock by Item

The Check Stock by Item feature allows users to view every warehouse location where a specific inventory item is stored. This is useful for locating inventory, verifying quantities across multiple bins, and viewing the Purchase Order associated with each inventory record.

Users can locate an item by scanning its barcode or by manually entering the item number.

How to Access Check Stock by Item

1. From the Home screen, tap Check Stock.
2. Tap Check Stock by Item.

The Check Stock by Item screen will appear.

Step 1. Scan or Enter the Item Number

Scan the item's barcode or manually enter the Item #.

Tap Next to continue.

Step 2. Review the Inventory Locations

The system displays all warehouse locations where the selected item is currently stored.

The following information is available for each inventory record:

The Total displayed below the list represents the total quantity of the selected item across all warehouse locations.

Filter the Results

If the item is stored in multiple locations, you can quickly locate a specific bin using the Filter Bins field.

1. Enter all or part of the Bin name or number.
2. Tap Filter.

Only matching bin locations will be displayed.

Show or Hide Purchase Order Numbers

The Show PO checkbox controls whether the PO# column is displayed.

• Checked – Displays the Purchase Order number associated with each inventory record.
• Unchecked – Hides Purchase Order numbers for a simplified inventory view.

Refresh the Inventory Information

Tap Refresh to retrieve the latest inventory information for the selected item.

Exit the Screen

Tap Done to return to the previous menu.

Check Stock Tips

• Use barcode scanning whenever possible to reduce manual entry errors and speed up warehouse operations.
• Tap Refresh whenever inventory may have changed while the screen is open.
• Use the Filter fields to quickly locate a specific item or bin when working with large inventories.
• Enable Show PO whenever you need to identify which Purchase Order inventory originated from.
• Temporary locations such as On Dock and Returns Area indicate inventory that is currently being processed and has not yet been placed into its final warehouse location or is awaiting further action.
• Use Check Stock by Bin when you know the storage location and want to see everything inside it.
• Use Check Stock by Item when you know the item number and want to locate every bin where that item is stored.