Updated Articles

  1. 1place Data Conversion How To's (To Export and Transfer Files)

    Data Conversion File Preparation Overview & General Notes This KB article outlines the various EXPORT files that can be created to IMPORT various types of data into 1place. How to prep the files with the proper data and columns headers. ...
  2. 1placeScan (warehouse parts scanning and delivery application) + Suggestions (scan.1place.cloud)

    1placeScan - Functionality Summary 1placeScan is a 1place.cloud add-on that helps you: Scan items into stock for incoming Purchase Orders. Scan items out of stock for Sales Orders. Scan items out the door for Order Dispat...
  3. (INCOMPLETE) What should I double check before going live with 1place? ( High Level GoLive Checklist )

    Data Conversion - Checklist Are you converting FROM QuickBooks Online to 1place + QuickBooks Online? (IF Not SKIP THIS STEP) Have you created User Logins for each user that will need access to 1place? Have you entered and tes...
  4. 1place - Practice Scenarios (for Auto Body Supply Companies)

    Practice Scenario ID System Area Practice Scenario Type Additional Help ( KBA - Knowledge Base Articles) Additional Help (Training Videos) Length Quick Start Watch the ...
  5. 1place - Pre-Live Setup Settings (Checklist)

    Users User Logins created. User email settings. User Security (which screens WILL or WILL NOT be visible). Inventory New Item defaults Item Pricing Levels Item Detail screen tabs and fields Auto Body Supply Parts? Setup PTypes table...
  6. 1place Home Screen

    Overview of the Home Screen Dashboard See your data metrics in one place! The Dashboard gives you a glimpse of all your customers, sales, inventory and other business data metrics summarized in one screen. Top (section) The n...
  7. 1place Integrations (QuickBooks Online, CCC, OEConnection, PartsTrader, etc) [UNDER CONSTRUCTION]

    Overview OneSource Software has created (and is continuing to create) various integrations to get you 1place data in and out of other systems that offer various features and benefits that may be useful to your business. The following is a list o...
  8. (002) 1place - Quick Start Guide for Purchasing & Inventory Personnel

    Summary 1place.cloud is an all-in-one-place to help your company manage your Customers, Sales Orders, Inventory, and Warehouse. This Quick Start Guide has been designed for people who will use 1place to manage or purchase inventory ....
  9. (001) 1place - Quick Start Guide for Sales & Customer Service Personnel

    Summary 1place.cloud is an all-in-one-place to help your company manage your Customers, Sales Orders, Inventory, and Warehouse. This Quick Start Guide has been designed for people who will use 1place to do Sales and/or Customer Service. He...
  10. (003) 1place - Quick Start Guide for Warehouse Management Personnel

    Summary 1place.cloud is an all-in-one-place to help your company manage your Customers, Sales Orders, Inventory, and Warehouse. This Quick Start Guide has been designed for people who will use 1place to work in the warehouse shipping...