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Last Updated: 08/19/2026
in User How To's
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...
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Last Updated: 08/19/2026
in User 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 ...
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Last Updated: 08/19/2026
in User How To's
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...
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Last Updated: 08/19/2026
in User How To's
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...
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Last Updated: 08/19/2026
in User How To's
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...
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Last Updated: 08/19/2026
in User How To's
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...
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Last Updated: 08/19/2026
in User How To's
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...
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Last Updated: 08/19/2026
in User How To's
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...
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Last Updated: 08/19/2026
in User How To's
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...
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Last Updated: 08/19/2026
in User 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...