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1place.cloud Knowledge Base
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  • Glossary
  • Getting Started
    • Introduction and Navigation
      • 1place - The new & improved 'cloud' version of OneSource.
      • Account Login & Setup
      • 1place Home Screen
      • Quick Search Screens
      • List Screen
      • Knowledge Base - How To's
    • Learning Paths
      • (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)
    • Practice and Training
      • (000) 1place - Training Videos - Master List
      • 1place - Practice Scenarios (for Auto Body Supply Companies)
      • Test Mode (How it Works)
    • Preparing to Go Live
      • (000) 1place - Big Picture GoLive Process [INCOMPLETE]
      • (INCOMPLETE) What should I double check before going live with 1place? ( High Level GoLive Checklist )
      • 1place - Pre-Live Setup Settings (Checklist)
  • System Setup and Administration
    • Company and User Configuration
      • Custom Fields (creating, importing into, etc)
      • Email Settings - How To Configure Email for Sending from 1place
      • Settings Screen
      • Record Numbering - How To's
      • User Security - How To's
      • Automated Jobs (Auto Jobs) - How To's
      • Sales Settings - How to Configure
      • How to Configure AR & GL Settings
    • Catalog Pricing and Tax Configuration
      • Pricing Templates screen - How To's
      • Sales Taxes - How to's
      • Catalog Management - How To's
      • Custom Pricing Templates - How To's
    • Data Migration and Imports
      • 1place Data Conversion How To's (To Export and Transfer Files)
      • Import Wizard Screen - How To's
      • * Customer Support - 1place - Data Conversion How To's (OneSource (V4) to 1place (V5))
    • Quickbooks Online and Financial Setup
      • (006) QuickBooks Online - Preparing and Balancing QuickBooks Online for use with 1place
      • (007) QuickBooks Online - How to Setup, Sync, and Use with 1place
      • How to Simplify your QuickBooks Online Integration
      • QuickBooks Online - Sales Taxes with OneSource
      • AR Financial Periods - How to setup & use
      • Quickbooks Online - How to Setup, Connect & Sync with 1place
      • QuickBooks Online - How to Prepare and Balance QuickBooks Online for use with 1place
    • Other Integrations
      • CCC True - 1place Integration - How To's
      • PartsTrader - 1place Integration - How To's
      • Car-Part.com - 1place Integration - How To's
      • Descartes Integration
    • Printing and Technical Setup
      • 1place Printer Connect - How To's
      • How to Create Microsoft Azure Storage Containers and View Files with Azure Storage Explorer
    • Subscription Billing
      • eBizCharge - How to Setup an ACH Account (for Monthly 1place Payments)
  • Daily Operations (How To's)
    • Item - Vendor Management
      • How to Create a Vendor One at a Time
      • How to Import Your Vendor List
    • Item - List & Catalog Management
      • How to Create a Part (Item) 1 at a Time
      • How to Import a List of Items
      • How to Update List Prices
      • How to use an Item Catalog to search for parts by Year, Make, Model
      • How to Add or Modify Catalog Search Definitions 1 Part at a Time
      • How to Add or Update Vendor Item Numbers and Costs One Item at a Time
      • How to Add or Update Vendor Item Numbers and Costs for a List of Items
    • Item - Pricing
      • How Item Pricing works in 1place (High Level)
      • How to Set or Update Item List Prices
      • How to Create Item Price Levels One Item at a Time
      • How to Import or Update a List of Item Price Levels
      • How to Create and Use Item Pricing Categories
    • Item - Assemblies
      • Item - Purchasing
        • How to create a Purchase Order (PO) one Item at a time
        • How to create Purchase Orders using the Replenish Stock screen
      • Item - Receiving
        • How Bin Management Works in 1place
        • How to Receive a PO (without a scanner)
        • How to Receive PO Items to the Dock as a Batch
        • How to Receive PO Items to the Dock One Item at a Time
      • Sales - Customer Management
        • Sales - Customer Item Pricing
          • How to Set a Default Pricing Method for a Customer
          • How to Create & Use Pricing Templates
        • Sales - Quote & Order Creation
          • How to find, price, and sell parts using the Find Parts screen
        • Sales - Order Fulfillment & Invoicing
          • How to print Picking Tickets using the Sales Order screen
          • How to assign and print Picking Tickets using the Shipping & Receiving screen
          • (Scanner) How to assign and Pick Sales Orders using the Shipping & Receiving screen
          • (Scanner) How to assign and Pick Sales Orders using 1place scan
          • How to create Sales Order PO's for each individual Sales Order
          • How to create Sales Order PO's for a batch of Sales Orders
          • How to see ALL items (on ALL Sales Orders) that need to be purchased
          • How to add Sales Order items to a blanket PO
        • Sales - Item Returns & Credit Memo's
          • Accounts Receivable (AR)
            • Accounts Payable (AP), Banking & General Ledger
              • Reports
              • Features and References Guides
                • Terminology and Screen References
                  • Job Details Screen - How To's (***Incomplete***)
                  • Items - Item Detail screen - How To's
                  • Customer Details
                  • Vendor Detail Screen - How To's
                • Technical and Integration References
                  • Cloud Server Requirements (if hosted on your own server)
                  • Swagger UI
                • Release Information
                  • 1place Release & QA Testing Processes
                • Tax Reference
                  • List of State Sales Tax Rates* (Last Update July, 2019)
              • Troubleshooting and FAQs
                • QuickBooks Online
                  • (008) QuickBooks Online - Imperfections In the Integration with 1place.cloud
                • Inventory and Customer Balances
                  • Items - Getting Inventory Levels Accurate (if data from old system is inaccurate)
                  • AR Customer Statements - Fixing Tiny Rounding Error Balances (after Importing)
                • Browser and Device Help
                  • Mac / MacBook How To's
                  • Google Chrome Browser - How-To Guide
                  • How To Allow Pop-Ups in Google Chrome
                • Getting Support
                  • Support Tickets - How to's (Jira Ticketing Embedded into 1place, Filtered to Customers Jira Tickets)
              • Version Release & QA Notes
                • 2026 1place Master Version Changes Log
                • Previous Releases: 2023 & Earlier
                • Previous Releases: 2024 - 2025
              • Help Topics
                • Sales & Order Entry
                  • Credit Memo Screen - How To's
                  • Adding a New Customer
                  • Customer Portal - How To's
                  • Find Parts screen (Automotive - Year, Make, Model format) - How To's
                  • Invoice Screen - How To's
                  • Quotation screen - How To's
                  • Sales Order Purchase Order Screen - How To's
                  • Sales Order Screen - How To's
                  • Sales Quotes Screen - User How To's
                • Sales Integration
                  • How to Print Shipping Labels (and Track shipments) using Aftership.com
                  • eBiz Integration - Credit Card Payments
                • Order Fulfillment
                  • 1placeScan (warehouse parts scanning and delivery application) + Suggestions (scan.1place.cloud)
                  • Job: Add New Screen
                  • Jobs & Projects - How To's (Incomplete)
                  • Printing How To's for 1place
                  • Shipping and Receiving (New)
                  • Printing on 1place
                  • Tasks - How To's
                • Item & Warehouse Management
                  • 1placeScan (scan.1place.cloud, WMS, osScan) - How to Setup & Use
                  • Bin Management - How to's
                  • How to Perform a Full Inventory Count in 1place
                  • Item - Adjustments Screen - How To's
                  • Item: Add New Screen
                  • Items - How to Build Item Bundles (Assemblies)
                  • Shipping & Receiving - How To's
                  • Warehouse Management (New & In Progress)
                  • 1place Scan - User Guide & How To's
                  • Item Assembly (Bundle) - How to Create and Build
                  • Item Pictures
                  • Item - Labels
                • Purchasing Items
                  • Purchase Order screen - How To's
                  • Replenish Stock - How To's
                  • Adding a New Vendor
                • AP, AR & GL
                  • AR Customer Statements - How to Print & Email
                  • AR Receive Payments screen
                  • AR Cash Management - How To's
                  • AR Payment History - How To's
                  • AR Aging Summary - How to View and Export
                • Reports & Dashboard
                  • Reports in 1place
                • User How To's
                  • Payments on 1place (incomplete)
                  • Common Things to Check Before Going Live in 1place
              • Home

              Getting Started

              Introduction and Navigation

              Learning Paths

              Practice and Training

              Preparing to Go Live

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