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- 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
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- (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))
New Articles
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User Security - How To's
Created On: 08/19/2026 in Admin TopicsOverview User Security allows administrators to manage 1place user accounts and control what each user can access and do within the system. User Security can be used to: Create, edit, and delete user accounts. Assign a user's security type... -
Sales Taxes - How to's
Created On: 08/19/2026 in User How To'sSales 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 . ... -
Settings Screen
Created On: 08/19/2026 in User How To'sHelp Topics Overview of the Settings Screen Settings Type Company Settings QuickBooks Online Integration Settings Users Settings Customers Settings Vendors Settings Task Settings Jobs/Projects Settings Items Setti... -
Shipping & Receiving - How To's
Created On: 08/19/2026 in User How To'sHelp Topics Overview Shipping & Receiving Screen Sections Center Screen Design & Functionality--by Status (Shipping) ITEMS TO SHIP (Center Screen Design) Where Status = New ITEMS TO SHIP (Center Screen Design) Where Status = ... -
Shipping and Receiving (New)
Created On: 08/19/2026 in User How To'sOverview of the Shipping and Receiving Screen The Shipping & Receiving screen in 1place serves as the central hub for managing all outbound and inbound warehouse operations. It provides real-time visibility into every Sales Order and Purchase Orde... -
Quotation screen - How To's
Created On: 08/19/2026 in User How To'sThere is no printed help available for this screen at this time. For help with with this screen please contact your dedicated support representative or send an email to support@onesourcesoftware.com. Quotation Screen - Common Task Multi... -
Record Numbering - How To's
Created On: 08/19/2026 in User How To'sHow 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 ... -
Replenish Stock - How To's
Created On: 08/19/2026 in User How To'sReplenish Stock – How To Overview The Replenish Stock tool helps determine which items need to be purchased or transferred between warehouses and how much inventory is needed. The calculation uses information such as: Past sales history ... -
Reports in 1place
Created On: 08/19/2026 in User How To'sReports in 1place - Overview Reports in 1place The Reports module in 1place allows you to generate detailed reports across every key area of your operation—sales, purchases, inventory, customers, vendors, and more. Whether you're tracking order... -
Sales Order Purchase Order Screen - How To's
Created On: 08/19/2026 in User How To'sHelp Topics Overview Special and Related Tasks How to Batch Create PO's Using the Sales Order PO Screen How to Open the Sales Order PO's Screen How to Create a Dropship Purchase Order and Invoice Overview The ...
