Printing on 1place

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 OrdersQuotesInvoicesCredit Memos

How to Print Sales Documents from Inside a Transaction

1. Navigate to the appropriate module (Sales Orders, Quotes, Invoices, or Credit Memos).
2. Open the transaction record you would like to print.
3. Click Print located at the bottom right corner of the screen.
   
4. In the printing window, select the document type and set the quantity to be printed.
5. Modify print properties as needed (see Print Properties section below for details).
6. Click Preview to review the document before printing.
   
7. Under Destination, select the printer to be used.
8. Set the pages to print, number of copies, and choose Black & White or Color.
9. Click More Settings to adjust paper size, pages per sheet, and scale. For additional printer options, select Print using system dialog.
10. 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.

1. Open the related Sales Order.
2. Verify the order is ready for picking by checking the status.
3. Click Print located at the lower right corner of the screen.
4. In the printing options window, select Pick Ticket.
   
5. Click Preview to review the document.
6. Click Print and provide the pick ticket to the warehouse staff.

How to Print Labels

1. Open the related Sales Order.
2. Click Print located at the lower right corner of the screen.
3. In the printing options window, select Label.
4. 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.
5. Click Preview to review the label before printing.
6. Click Print to generate the label.

How to Set Up Default Printed Transactions for Customers

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.

1. Open the appropriate module:
   • Sales Orders
   • Quotes
   • Invoices
   • Credit Memos
2. Open the transaction record you want to print.
3. Click Print in the lower-right corner of the transaction window.
4. In the Print window, select the desired Document Type.
5. 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.

How to Configure Print Settings

Overview

Print Settings in 1place allow you to configure how documents, labels, and company logos are handled when printing.

The Printed Transactions and Labels (Output Option) screen contains three main sections:

• Printed Transactions – Select how documents are printed:
  • Simple – Allows printing one or more documents using the browser's default printer.
  • Advanced – Allows you to pre-select individual printers for each document being printed. This requires the OS Printer Connect desktop application.
• Print Defaults – Set the default documents, number of copies, logos, and printers associated with different document types.
• Logo Defaults – Add and manage company logos that can be used when printing documents. This section also allows you to configure information for companies that use multiple company names or logos.
  
  

How to Access Print Settings

1. Click the gear icon in the upper-right corner of the Dashboard or the screen you are currently working in.
2. Select Settings.
3. Under Settings Type, select System.
4. Select Print Settings.

How to Select a Printing Method (Simple vs Advanced)

1place provides two printing methods for controlling how documents are sent to a physical printer: Simple and Advanced.

1. Go to Settings > System > Print Settings.
2. Under Printed Transactions, select the printing method you want to use.

Simple

Simple allows you to print one or more documents using the browser's default printer.

Select Simple when you want 1place to use the printer configured as the default printer in your browser or computer.

Advanced

Advanced allows you to pre-select an individual printer for each document being printed. This provides more control when different documents need to be printed to different physical printers.

Advanced printing requires the separate OS Printer Connect desktop application.

For instructions on setting up the OS Printer Connect desktop application, see How to Set Up OS Printer Connect.

3. Select Simple or Advanced based on how you want documents to be printed.

How to Configure Print Defaults and Document Copies

The Print Defaults section determines which document is automatically selected when a user clicks the Print button from different areas of 1place. It also allows you to define the number of copies, logo, and printer used for that document.

Understanding Print Defaults

Printed Doc Type identifies the screen or printing area where the default applies:

• Quotation
• Invoice
• Sales Order
• Credit Memo
• Shipping & Receiving - To Print

Printed Doc Name identifies the specific document that will be automatically selected for that printing area. Available documents may include:

• Credit Memo
• Invoice
• Different label sizes
• Packing Slip
• Picking Ticket
• Quotation
• Sales Order
• Stock Transfer

Copies determines the default number of copies that will be printed.

Logo # determines which company logo is used when the selected document is printed.

Default Printer determines which printer is assigned to the document when using the Advanced printing method.

How to Set a Print Default

1. Go to Settings > System > Print Settings.
2. Locate the Print Defaults section.
3. Select the Printed Doc Type you want to configure.
4. Select the desired Printed Doc Name.
5. Set the number of Copies.
6. Select the appropriate Logo #.
7. Select the Default Printer.
8. Repeat these settings for each Printed Doc Type as needed.
9. Click Save.

Once configured, 1place uses these settings when the user prints from the corresponding screen, so the user does not need to repeatedly select the document, number of copies, logo, or printer.

How to Configure Logo Defaults

The Logo Defaults section allows you to create and manage multiple company logos and the company information associated with each logo. This is useful for companies that operate under more than one company name or need to create invoices and other documents using different company logos.

How to Set Up a Company Logo

1. Go to Settings > System > Print Settings.
2. Locate the Logo Defaults section.
3. Check Our Company has more than 1 Company Name and/or Needs to Create Invoices with different Company Logo's.
4. Enter a Logo # to identify the logo.
5. Enter the Company Name associated with the logo.
6. Enter the Company Full Address.
7. Enter the Company Phone #.
8. Upload the company logo.
9. Save the settings.

How to Manage Company Logos Through Print Defaults

Once multiple logos have been created in Logo Defaults, they can be assigned to specific document types through the Print Defaults section.

For each Printed Doc Type, select the appropriate Logo #. This determines which company logo and associated company information will be used when that document is printed.

For example, an Invoice can be configured to use one Logo #, while a Sales Order or Quotation can use another. This allows different documents to automatically use the appropriate company name and logo without requiring the user to select it each time they print.