- 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 documents directly from their current screen, helping keep workflows fast and uninterrupted.
This article explains how to print:
- Sales Orders
- Quotes
- Invoices
- Credit Memos
- Packing Slips
- Pick Tickets
- Labels
These documents can be printed individually from within a record or in bulk (where applicable).
Permissions Required
Users must have:
- Access to Sales Transactions (Quotes, Sales Order, Invoice, Credit Memo and Purchase Order)
- Print permissions enabled for transaction documents
- Access to Warehouse (Shipping and Receiving) functions (for pick tickets and packing slips)
If you cannot see the Print option, contact your system administrator.
Printing Sales Documents
This includes:
- Sales Orders
- Quotes
- Invoices
- Credit Memos
How to Print Sales Documents from Inside a Transaction
- Navigate to the appropriate module (Sales Orders, Quotes, Invoices, or Credit Memos).
- Open the transaction record you would like to print.
- Click Print located at the bottom right corner of the screen.
- In the printing window, select the document type and set the quantity to be printed.
- Modify print properties as needed (see Print Properties section below for details).
- Click Preview to review the document before printing.
- Under Destination, select the printer to be used.
- Set the pages to print, number of copies, and choose Black & White or Color.
- Click More Settings to adjust paper size, pages per sheet, and scale. For additional printer options, select Print using system dialog.
- Once all settings are confirmed, click Print.
How to Print Pick Tickets
Pick tickets are used by warehouse staff to pull items for an order.
- Open the related Sales Order.
- Verify the order is ready for picking by checking the status.
- Click Print located at the lower right corner of the screen.
- In the printing options window, select Pick Ticket.
- Click Preview to review the document.
- Click Print and provide the pick ticket to the warehouse staff.
How to Print Labels
- Open the related Sales Order.
- Click Print located at the lower right corner of the screen.
- In the printing options window, select Label.
- Choose the appropriate label size or format.
Note: Multiple label sizes are available and can be customized. These options are explained in another section of this article. - Click Preview to review the label before printing.
- Click Print to generate the label.
How to Set Up Default Printed Transactions for Customers
- Navigate to Customers and open the desired Customer Record.
- Go to the Customer Detail screen and select the Communications tab.
- Locate the Default Printed Documents section.
- Configure the following fields based on your preferred printing setup:
- Printed Doc Type – Select the type of document (Invoice, Sales Order, Quote, etc.).
- Printed Doc Name – Choose the document template or label size to be used.
- # Copies – Set the default number of copies to print.
- Default Printer – Select the printer that will be used by default for this customer.
- Save the changes.
Customizing Print Properties
1place allows users to customize the print properties for each sales and warehouse document. Print properties control how information is displayed on printed documents, enabling businesses to tailor printed output to meet their operational and customer requirements.
Each document type includes its own set of configurable print properties. Depending on the selected document, options may include displaying or hiding specific fields, modifying the document layout, printing additional information, and other document-specific settings.
Accessing Print Properties
The steps for accessing print properties are the same for all supported sales and warehouse documents.
-
Open the appropriate module:
- Sales Orders
- Quotes
- Invoices
- Credit Memos
- Open the transaction record you want to print.
- Click Print in the lower-right corner of the transaction window.
- In the Print window, select the desired Document Type.
- Click the Properties (gear icon) next to the selected document.
The Print Properties window for the selected document will open, allowing you to configure its available printing options.
Note: The available print properties vary by document type. Each document includes its own set of configurable options based on the information that can be printed.
