Popular Articles

  1. Item Assembly (Bundle) - How to Create and Build

    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...
  2. Item: Add New Screen

    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 ...
  3. Items - Getting Inventory Levels Accurate (if data from old system is inaccurate)

    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...
  4. Items - Pictures

    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...
  5. Items - Item Detail screen - 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 ...
  6. Job Details Screen - How To's (***Incomplete***)

    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...
  7. Job: Add New Screen

    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...
  8. Jobs & Projects - How To's (Incomplete)

    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...
  9. List of State Sales Tax Rates* (Last Update July, 2019)

    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...
  10. List Screens - 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...