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Last Updated: 08/19/2026
in User How To's
Overview An Assembly is an Item made up of multiple component items. Use the Assembly feature to define the components required to create a finished item and build the finished item into inventory. 1. Create an Assembly Item Go to Items → I...
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Last Updated: 08/19/2026
in User How To's
Data 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 ...
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Last Updated: 08/19/2026
in User How To's
Overview
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...
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Last Updated: 08/19/2026
in User How To's
Uploading Pictures Using the Actual Picture File
Uploading Pictures Using a URL to the Picture
In 1place, open Item > Pictures (tab) > Upload Pictures (button) Add URLs to Pictures
How to Create the Proper URL address
If P...
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Last Updated: 08/19/2026
in User How To's
Help Topics
Overview of the Item Details Screen Item Details Screen - Common Tasks How to Add a New Item Record How to Edit an Item Record How to Find an Item Record How to Find Various Lists of Items How to Delete Item/s ...
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Last Updated: 08/19/2026
in User How To's
Help 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...
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Last Updated: 08/19/2026
in User How To's
Data 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...
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Last Updated: 08/19/2026
in User How To's
Job & 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...
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Last Updated: 08/19/2026
in User How To's
Important 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...
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Last Updated: 08/19/2026
in User How To's
Help 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...