Admin Topics

Users User Logins created. User email settings. User Security (which screens WILL or WILL NOT be visible). Inventory New Item defaults Item Pricing Levels Item Detail screen tabs and fields Auto Body Supply Parts? Setup PTypes table o...

This article is not yet completed. A very high level, short answer is: Most likely 1-2 ($6,000-$10,000) Windows Server(s). Dual Processors from XEON E5 2600 family or better, with 8 cores or higher, with hyper-threading capabilities. (Thi...

Custom Fields Overview The Custom Fields feature allows you to extend standard 1place screens by adding your own company-specific fields without requiring software customization. Custom Fields are designed to capture additional inf...

Overview Custom Pricing Templates allow you to create reusable pricing rules that can be assigned to multiple customers. A template can be used when multiple customers have similar pricing requirements. Instead of creating the same pricing rules...

How To Allow Pop-Ups in Google Chrome If a certain website is regularly visited and would want to selectively allow pop-ups from that website. How to Allow Pop-Ups in Google Chrome Desktop Open Chrome web browser and navigate the site that wa...

How to Create Microsoft Azure Storage Containers ... Add Container Name Anonymous access level: Container Create How to Use Microsoft Storage Explorer How to Download How to Configure & Connect Microsoft Azure Storage Explorer to Mic...

Print Previewing You cannot 'Preview' a sales document ( Sales Order , Invoice, etc) on a Mac without a printer. To create a Printer (even if you do not have a printer) follow these steps: Open System Settings. Go to Printers & Scanners. ...

How to Setup Record Numbering in 1place Overview Use Record Numbering to set how 1place assigns numbers to Customers, Vendors, Sales Orders, Purchase Orders, Invoices, and other records. Steps: 1. Open Settings Click the ⚙️ Settings ...

Sales Tax - How To's How to Understand Sales Tax in 1place Sales Tax in 1place is calculated using the Sales Tax Code assigned to each customer. Each Sales Tax Code contains the applicable tax rate for a specific tax region . ...

Support Tickets Overview The Support Tickets feature provides a centralized location within 1place where users can view and manage support requests associated with their company. By integrating support activity directly into 1place, users...

How to Access User Settings To manage user accounts, permissions, and security settings in 1place, you’ll first need to access the User Settings. Here’s how: Click the gear icon in the upper-right corner of the 1place dashboard. Fr...

Overview Automated Jobs (Auto Jobs) allows administrators to schedule predefined system processes to run automatically in 1place. Instead of manually performing certain recurring tasks, an administrator can configure an automated job and specif...

Overview The QuickBooks Online (QBO) Integration allows 1place to synchronize supported records between 1place and QuickBooks Online. The integration is managed through the QuickBooks Online Sync Center in 1place. It controls the QuickBooks On...

Overview Before connecting QuickBooks Online (QBO) to 1place, the QuickBooks company should be properly prepared and its financial balances verified. Use this article to prepare an existing QuickBooks Online company for use with 1place, establis...