1place.cloud Knowledge Base
Table of Contents
Table of Contents
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Glossary
Getting Started
(000) 1place - Training Videos - Master List
Customers & Vendors
Item & Warehouse Management
Purchasing Items
Sales Integration
Sales & Order Entry
Order Fulfillment
Reports & Dashboard
Admin Topics
User Security - How To's
Automated Jobs (Auto Jobs) - How To's
Version Release & QA Notes
1place Release & QA Testing Processes
2025 Q3/Q4 - 1place Master Version (Changes Log)
2026 Q1 - 1place Master Version (Changes Log)
2026 Q2 - 1place Master Version (Changes Log)
2026 Q3 - 1place Master Version (Changes Log)
23.0705 (released 7/5/2023)
23.0821 (released 8/21/2023)
23.1116 (scheduled for initial testing on 11/16/23)
23.1005 (scheduled for initial testing on 10/5/23)
24.0122 (scheduled for initial testing on 01/22/2024)
24.0304 (scheduled for initial testing on 03/04/2024
24.0731 (scheduled for initial testing on 07/31/2024)
25.0212 (scheduled for initial testing on 02/12/2025)
26.0630 Version Release Changes Log
User How To's
(000) 1place - Big Picture GoLive Process [INCOMPLETE]
(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)
(006) QuickBooks Online - Preparing and Balancing QuickBooks Online for use with 1place
(008) QuickBooks Online - Imperfections In the Integration with 1place.cloud
(007) QuickBooks Online - How to Setup, Sync, and Use with 1place
1place Data Conversion How To's (To Export and Transfer Files)
1placeScan (warehouse parts scanning and delivery application) + Suggestions (scan.1place.cloud)
(INCOMPLETE) What should I double check before going live with 1place? ( High Level GoLive Checklist )
1place - Practice Scenarios (for Auto Body Supply Companies)
1place - Pre-Live Setup Settings (Checklist)
1place Customer Portal
1place Home Screen
1place Integrations (QuickBooks Online, CCC, OEConnection, PartsTrader, etc) [UNDER CONSTRUCTION]
1place Printer Connect - How To's
1place Scan - How To's (Incomplete)
1placeScan (scan.1place.cloud, WMS, osScan) - How to Setup & Use
Account Login & Setup (Incomplete)
AR Customer Statements - How to Print & Email
AR Receive Payments screen - How to create and export
Bin Management - How to's
Catalog Management - How To's
CCC True - 1place Integration - How To's
Chrome Browser - How To's
Cloud Server Requirements (if hosted on your own server)
Custom Fields (creating, importing into, etc)
Credit Memo Screen - How To's
Custom Pricing Templates - How To's
Customer: Add New Screen
Customer Detail Screen - How To's
eBiz Charge (credit card integration with 1place) How To's
eBiz Integration - Credit Card Payments on 1place - How to's
eBizCharge - How to Setup an ACH Account (for Monthly 1place Payments)
Email - How To's
Find Parts screen (Automotive - Year, Make, Model format) - How To's
Find Parts screen (Standard format) - How To's
How To Allow Pop-Ups in Google Chrome
How to Create Microsoft Azure Storage Containers and View Files with Azure Storage Explorer
How to Perform a Full Inventory Count in 1place
How to Print Shipping Labels (and Track shipments) using Aftership.com
How to Simplify your QuickBooks Online Integration
intSpec: Yodlee.com (open-finance) - Connect to 1,000s of Banks
Import Wizard Screen - How To's
Invoice Screen - How To's
Item - Adjustments Screen - How To's
Item Assembly (Bundle) - How to Create and Build
Item: Add New Screen
Items - Getting Inventory Levels Accurate (if data from old system is inaccurate)
Items - Pictures
Items - Item Detail screen - How To's
Items - How to Build Item Bundles (Assemblies)
Items - Pricing How To's
Job Details Screen - How To's (***Incomplete***)
Job: Add New Screen
Jobs & Projects - How To's (Incomplete)
List of State Sales Tax Rates* (Last Update July, 2019)
List Screens - How To's
Log-in Screen
Mac / MacBook How To's
No Help Is Available For This Screen (Yet)
PartsTrader - 1place Integration - How To's
Payments on 1place (incomplete)
Pricing Templates screen - How To's
Printing How To's for 1place
Printing on 1place
Purchase Order screen - How To's
Quick Search Screens
QuickBooks Online - Sales Taxes with OneSource
Quotation screen - How To's
Record Numbering - How To's
Replenish Stock - How To's
Reports in 1place
Sales Order Purchase Order Screen - How To's
Sales Order Screen - How To's
Sales Quotes Screen - User How To's
Sales Taxes - How to's
Settings Screen
Shipping & Receiving - How To's
Shipping and Receiving (New)
Support Tickets - How to's (Jira Ticketing Embedded into 1place, Filtered to Customers Jira Tickets)
Tasks - How To's
Test Mode (How it Works)
Vendor Detail Screen - How To's
Vendor: Add New Screen
Warehouse Management (New & In Progress)
1place. The new & improved cloud version of OneSource.
intSpec: Customers > Portal > AppSpec (Customer Portal - formerly OneSource Online Orders or osOO)
* Customer Support - 1place - Data Conversion How To's (OneSource (V4) to 1place (V5))
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