-
-
-
-
-
-
-
-
- 1place Release & QA Testing Processes
- 2025 Q3/Q4 - 1place Master Version (Changes Log)
- 2026 Q1 - 1place Master Version (Changes Log)
- 2026 Q2 - 1place Master Version (Changes Log)
- 2026 Q3 - 1place Master Version (Changes Log)
- 23.0705 (released 7/5/2023)
- 23.0821 (released 8/21/2023)
- 23.1116 (scheduled for initial testing on 11/16/23)
- 23.1005 (scheduled for initial testing on 10/5/23)
- 24.0122 (scheduled for initial testing on 01/22/2024)
- 24.0304 (scheduled for initial testing on 03/04/2024
- 24.0731 (scheduled for initial testing on 07/31/2024)
- 25.0212 (scheduled for initial testing on 02/12/2025)
- 26.0630 Version Release Changes Log
-
- (000) 1place - Big Picture GoLive Process [INCOMPLETE]
- (002) 1place - Quick Start Guide for Purchasing & Inventory Personnel
- (001) 1place - Quick Start Guide for Sales & Customer Service Personnel
- (003) 1place - Quick Start Guide for Warehouse Management Personnel
- (004) 1place - Quick Start Guide for Accounting (AR, AP, Banking, GL) Personnel (*** UNDER CONSTRUCTION ***)
- (005) 1place - Quick Start Guide for System Admins (Settings) (*** UNDER CONSTRUCTION)
- (006) QuickBooks Online - Preparing and Balancing QuickBooks Online for use with 1place
- (008) QuickBooks Online - Imperfections In the Integration with 1place.cloud
- (007) QuickBooks Online - How to Setup, Sync, and Use with 1place
- 1place Data Conversion How To's (To Export and Transfer Files)
- 1placeScan (warehouse parts scanning and delivery application) + Suggestions (scan.1place.cloud)
- (INCOMPLETE) What should I double check before going live with 1place? ( High Level GoLive Checklist )
- 1place - Practice Scenarios (for Auto Body Supply Companies)
- 1place - Pre-Live Setup Settings (Checklist)
- 1place Customer Portal
- 1place Home Screen
- 1place Integrations (QuickBooks Online, CCC, OEConnection, PartsTrader, etc) [UNDER CONSTRUCTION]
- 1place Printer Connect - How To's
- 1place Scan - How To's (Incomplete)
- 1placeScan (scan.1place.cloud, WMS, osScan) - How to Setup & Use
- Account Login & Setup (Incomplete)
- AR Customer Statements - How to Print & Email
- AR Receive Payments screen - How to create and export
- Bin Management - How to's
- Catalog Management - How To's
- CCC True - 1place Integration - How To's
- Chrome Browser - How To's
- Cloud Server Requirements (if hosted on your own server)
- Custom Fields (creating, importing into, etc)
- Credit Memo Screen - How To's
- Custom Pricing Templates - How To's
- Customer: Add New Screen
- Customer Detail Screen - How To's
- eBiz Charge (credit card integration with 1place) How To's
- eBiz Integration - Credit Card Payments on 1place - How to's
- eBizCharge - How to Setup an ACH Account (for Monthly 1place Payments)
- Email - How To's
- Find Parts screen (Automotive - Year, Make, Model format) - How To's
- Find Parts screen (Standard format) - How To's
- How To Allow Pop-Ups in Google Chrome
- How to Create Microsoft Azure Storage Containers and View Files with Azure Storage Explorer
- How to Perform a Full Inventory Count in 1place
- How to Print Shipping Labels (and Track shipments) using Aftership.com
- How to Simplify your QuickBooks Online Integration
- intSpec: Yodlee.com (open-finance) - Connect to 1,000s of Banks
- Import Wizard Screen - How To's
- Invoice Screen - How To's
- Item - Adjustments Screen - How To's
- Item Assembly (Bundle) - How to Create and Build
- Item: Add New Screen
- Items - Getting Inventory Levels Accurate (if data from old system is inaccurate)
- Items - Pictures
- Items - Item Detail screen - How To's
- Items - How to Build Item Bundles (Assemblies)
- Items - Pricing How To's
- Job Details Screen - How To's (***Incomplete***)
- Job: Add New Screen
- Jobs & Projects - How To's (Incomplete)
- List of State Sales Tax Rates* (Last Update July, 2019)
- List Screens - How To's
- Log-in Screen
- Mac / MacBook How To's
- No Help Is Available For This Screen (Yet)
- PartsTrader - 1place Integration - How To's
- Payments on 1place (incomplete)
- Pricing Templates screen - How To's
- Printing How To's for 1place
- Printing on 1place
- Purchase Order screen - How To's
- Quick Search Screens
- QuickBooks Online - Sales Taxes with OneSource
- Quotation screen - How To's
- Record Numbering - How To's
- Replenish Stock - How To's
- Reports in 1place
- Sales Order Purchase Order Screen - How To's
- Sales Order Screen - How To's
- Sales Quotes Screen - User How To's
- Sales Taxes - How to's
- Settings Screen
- Shipping & Receiving - How To's
- Shipping and Receiving (New)
- Support Tickets - How to's (Jira Ticketing Embedded into 1place, Filtered to Customers Jira Tickets)
- Tasks - How To's
- Test Mode (How it Works)
- Vendor Detail Screen - How To's
- Vendor: Add New Screen
- Warehouse Management (New & In Progress)
- 1place. The new & improved cloud version of OneSource.
- intSpec: Customers > Portal > AppSpec (Customer Portal - formerly OneSource Online Orders or osOO)
- * Customer Support - 1place - Data Conversion How To's (OneSource (V4) to 1place (V5))
Updated Articles
-
* Customer Support - 1place - Data Conversion How To's (OneSource (V4) to 1place (V5))
Last Updated: 08/20/2026Overview How to perform a 'data conversion' from our existing customer's data files into our NEW cloud version. Terminology ERP : Enterprise Resource Planning. (Everything in 1 database) Customers (Someone you sell someth... -
Settings Screen
Last Updated: 08/19/2026 in User How To'sHelp 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... -
Shipping & Receiving - How To's
Last Updated: 08/19/2026 in User How To'sHelp 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 = ... -
Support Tickets - How to's (Jira Ticketing Embedded into 1place, Filtered to Customers Jira Tickets)
Last Updated: 08/19/2026 in User How To'sSupport Tickets Overview The Support Tickets feature provides a centralized location within 1place where users can view and manage support requests associated with their company. By integrating support activity directly into 1place, u... -
Tasks - How To's
Last Updated: 08/19/2026 in User How To'sHelp Topics Overview How to Add, Edit and Delete Tasks How to Add a New Task Record Adding Tasks Related to Customers Adding Tasks Related to Vendors Adding Tasks Related to Jobs Editing Tasks Deleting Tasks Task... -
Test Mode (How it Works)
Last Updated: 08/19/2026 in User How To'sThe Purpose of Test Mode Test Mode helps users LEARN how to do things in 1place by providing a way to enter practice data in 1place. Test Mode enables users to feel free to ADD, EDIT, or DELETE records--even in a LIVE database--without cha... -
Vendor Detail Screen - How To's
Last Updated: 08/19/2026 in User How To'sHelp Topics Overview of the Vendor Details Screen Vendor Details Screen - Common Tasks How to Add a New Vendor Record How to Add a New Vendor 'Contact' Record How to Edit a Vendor Record How to Find a Vendor Record How to Fi... -
Vendor: Add New Screen
Last Updated: 08/19/2026 in User How To'sData Input for Add New Vendor Screen Vendor # -This is a required number code autogenerated everytime you add a new vendor. Note: Record number formatting can be set at Settings (gear icon, top right) > System > Record Num... -
Warehouse Management (New & In Progress)
Last Updated: 08/19/2026 in User How To'sWarehouse Management Overview Overview The Warehouse Management section in 1place provides the essential tools required to efficiently receive, move, ship, return, and track parts within your warehouse operations. This section connects directly... -
Quick Search Screens
Last Updated: 08/19/2026 in User How To'sHelp Topics Overview Quick Search Screens (per Data type) How To Use the Quick Search Screen Jobs (Quick Search Screen) Customers (Quick Search Screen) Vendors (Quick Search Screen) Quotes (Quick Search Screen) Sales Or...
