Popular Articles

  1. Items - How to Build Item Bundles (Assemblies)

    Building Item Bundles/ Assemblies Definition of Terms 1. Bundle- referred to an assembled item made out of more than 1 component or items; 2. Components- Are items that is need to build a bundle item. Set Up the Bundle Item Create a bu...
  2. Printing on 1place

    How to print each document default printed transaction print settings bulk printing print setup printing permissions printer connect Printing on 1place With 1place , users can easily print sales and warehouse docume...
  3. AR Receive Payments screen - How to create and export

    Help Topics (Links) Overview of the Receive Payments Screen  Payment Information Section Open Invoices Section Open Credits Section Notes and Actions Section Common Tasks (Scenarios) Payment received for full amount of an invoice Pa...
  4. Reports in 1place

    Reports 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...
  5. Sales Order Purchase Order Screen - How To's

    Help 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 ...
  6. Sales Order Screen - How To's

    Help Topics Overview of the Sales Order Screen Sales Order Screen- Common Tasks How to Add a New Sales Order Record How to Find a Sales Order Record How to Find Various Lists of Sales Orders How to Del...
  7. Sales Quotes Screen - User How To's

    Overview of the Sales Quotes Screen ' Quotes screen ' is a comprehensive screen that stores and displays every significant information about a Quote transaction all on one screen. It is divided into four (4) main sections to orga...
  8. Sales Taxes - How to's

    Sales 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 . ...
  9. Settings Screen

    Help 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...
  10. Shipping & Receiving - How To's

    Help 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 = ...