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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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PartsTrader - 1place Integration - How To's
Created On: 08/19/2026 in User How To'sFeatures & Benefits of the 1place PartsTrader Integration 1place has an optional PartsTrader LIVE integration that provides a way to: Store PartsTrader Customer ID's in 1place (on the Customer Detail API tab) Auto quote items which have st... -
Payments on 1place (incomplete)
Created On: 08/19/2026 in User How To'sHelp Topics Payments on 1place Overview of the Payments Feature The Payments feature in 1place allows users to process payments directly on Sales Orders and Invoices using various payment methods — including Cash, ACH, Check, Cre... -
Pricing Templates 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. -
Job Details Screen - How To's (***Incomplete***)
Created On: 08/19/2026 in User How To'sHelp Topics Overview of the Job Details Screen Job Details Screen - Common Tasks How to Add a New Job Record How to Edit a Job Record How to Find a Job Record How to Find Various Lists of Jobs How to Delete Job... -
Job: Add New Screen
Created On: 08/19/2026 in User How To'sData Input for Add New Job/Project Screen Company - Customer/Client Name Contact - Contact person. Choose from the dropdown list or add a new contact name. Type - This is a user-definable value to help you categorize your Job re... -
Jobs & Projects - How To's (Incomplete)
Created On: 08/19/2026 in User How To'sJob & Project Tracking - Overview ( Read This First ) NOTE : If your company simply buys, sells, and ships 'products' to your customers then using the the Jobs & Projects tracking system may not be necessary for your company. On the othe... -
List of State Sales Tax Rates* (Last Update July, 2019)
Created On: 08/19/2026 in User How To'sImportant Disclaimer *The link below is a list of State Sales Taxes, by Zip Code, as of July 2019. Although the vast majority of State Sales Taxes CAN be narrowed done by Zip Code NOT ALL Tax Rates conform perfectly into a Zip Code. P... -
List Screens - How To's
Created On: 08/19/2026 in User How To'sHelp Topics Overview Common Tasks Opening List screens Customizing List Screen Columns Adding New Record on the List Screens Importing Records on the List Screens Exporting Records on the List screens Printing Records o... -
Item: Add New Screen
Created On: 08/19/2026 in User How To'sData Input for 'Add New Product or Service Item' Screen Item Number Description Type - Type of Item - Inventory/Service/Non-inventory/Bundle? Search Category - Select the Search Category (for searching on Catalogue) from the ... -
Items - Getting Inventory Levels Accurate (if data from old system is inaccurate)
Created On: 08/19/2026 in User How To'sOverview What can you do if you start using 1place , and you have physical inventory in stock, but the system used before did not track it accurately? The following is a step by step option that can help you function while the levels are inaccu...
