Updated Articles

  1. 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...
  2. 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 ...
  3. 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...
  4. 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...
  5. 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...
  6. 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...
  7. 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...
  8. Log-in Screen

    The Log-in Screen Important Notes It is recommended that you use Google Chrome as your browser for 1place.cloud. You cannot log in to 1place in more than one browser at the same time. 1place will automatically log you out of the previo...
  9. eBizCharge - How to Setup an ACH Account (for Monthly 1place Payments)

    How to Setup eBizCharge ACH Account for monthly 1place ACH Payments When you purchase 1place products & services we ask you to allow us to collect the 'startup' costs (usually spread over 12 months) and on-going 'monthly subscription service...
  10. Find Parts screen (Automotive - Year, Make, Model format) - How To's

    What is the Find Parts Screen? Quick Start Information Common Scenarios: How do I search for a Customer by Phone #, Street Address, Customer #, etc? How do I create a new customer from the Find Parts screen? How do I open a customer...