User How To's | 1place.cloud Knowledge Base

(000) 1place - Big Picture GoLive Process [INCOMPLETE]

An Overview of the 1place GoLive Process (for System Administrators) The following is a HIGH LEVEL overview of the process of getting up and running on 1place to run your Inventory based business. Initial Steps You will be assigned ...

(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 ....

(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...

(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...

(004) 1place - Quick Start Guide for Accounting (AR, AP, Banking, GL) Personnel (*** UNDER CONSTRUCTION ***)

(This KBA is still under construction...) Viewing Training Videos (on YouTube) NOTE: If cannot click on the links (because you have printed out this article) please visit www.youtube.com in the search bar type: 1place . cloud (be sure...

(005) 1place - Quick Start Guide for System Admins (Settings) (*** UNDER CONSTRUCTION)

Overview This article provides a summary of the 'settings' that affect many of the functions in 1place. It is highly recommended that you review the entire article to get familiar with the high level settings that affect 1place. Creating a New...

(006) QuickBooks Online - Preparing and Balancing QuickBooks Online for use with 1place

(Option 1) - How to Setup QuickBooks Online (if you have never used 1place before but ARE using QuickBooks already). 1--Big Picture Understanding . Following the steps of Option 1 means... You are NOT using 1place right now. You are US...

(008) QuickBooks Online - Imperfections In the Integration with 1place.cloud

Summary This KBA is intended to explain the scenarios where the Integration between QuickBooks Online (QBO) and 1place.cloud are not 100% perfect ( due to restrictions in and/or lack of features in the QuickBooks Online API ). In other w...

(007) QuickBooks Online - How to Setup, Sync, and Use with 1place

How the 1place QuickBooks Online (QBO) Syncing Works Big Picture - How it Works If you have an active QuickBooks Online (QBO) account ( Plus version or greater if selling Inventory ) you can connect to it from inside 1place . When the ...

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. ...

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...

(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...

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 ...

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...

1place Customer Portal

Help Topics Customer Portal Overview Key Features Setting Up your 1place Customer Portal and Related Settings Login Screen Layout Find Part Field/Column (List Screen) Settings Find Parts Fields/Columns (Detail Screen) W...

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...

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...

1place Printer Connect - How To's

Summary 1Place runs 100% from a web browser. This provides many 'built in' features for printing from a browser. However, it PREVENTS the browser from being able to control Printers (such as label printers) from the Browser. Because of this, ...

1place Scan - How To's (Incomplete)

Help Topics (Links) About 1place Scan Using 1place Scan – Common Tasks How to Receive a PO (to the Dock) WITHOUT Scanning Each Item How to Receive a PO (to the Dock) by Scanning Each Item How to Move Dock Items to Bins How t...

1placeScan (scan.1place.cloud, WMS, osScan) - How to Setup & Use

Scanner Hardware Requirements & Recommendations Operating System : Android. (Version: Kit Kat or greater) (Microsoft has made a decision to stop developing and supporting Windows Mobile in the near future). Wireless Capabilities / Internet...

Account Login & Setup (Incomplete)

Help Topics Signing In to Your Account How to Sign in to Your 1place Account What If I Enter the Wrong Email/Password? Signing In to Your Account How to Sign in to Your 1place Account To access your 1place account, follow these s...

AR Customer Statements - How to Print & Email

AR Customer Statements - How to Print & Email About Customer Statements The Customer Statements screen in 1place allows you to generate customer statements based on selected statement criteria, date ranges, payment terms, and customers. Stateme...

AR Receive Payments screen - How to create and export

Help Topics (Links) Overview of the Receive Payments Screen Payment Information Section Open Invoices Section Open Credits Section Notes and Actions Section Common Tasks (Scenarios) Payment received for full amount of an invoice Pa...

Bin Management - How to's

About Bin Management The Bin Management screen in 1place allows you to efficiently organize and control the physical locations where your inventory is stored. From here, you can: Add and delete bins to keep your storage structure u...

Catalog Management - How To's

Catalog Management Overview The Catalog Management screen allows administrators to manage catalog Part Types and define how they behave throughout 1place. From this screen, you can: organize catalog categories, assign pricing an...

CCC True - 1place Integration - How To's

Help Topics CCC True Integration Setup Overview Before You Begin How to Setup CCC True Integration 1. Create Your CCC Supplier Account 2. Configure CCC True in 1place 3. Configure Part Type and Quality Code ...

Chrome Browser - How To's

How to DOWNLOAD Google Chrome Open ANOTHER BROWSER and type: https://www.google.com/intl/en/chrome/ Select download option for the type of computer you have. How to turn off auto fill in Chrome? (So it wont put a list of companies over ...

Cloud Server Requirements (if hosted on your own server)

This article is not yet completed. A very high level, short answer is: Most likely 1-2 ($6,000-$10,000) Windows Server(s). Dual Processors from XEON E5 2600 family or better, with 8 cores or higher, with hyper-threading capabilities. (T...

Custom Fields (creating, importing into, etc)

Custom Fields Overview The Custom Fields feature allows you to extend standard 1place screens by adding your own company-specific fields without requiring software customization. Custom Fields are designed to capture additional inf...

Credit Memo Screen - How To's

Help Topics Overview of the Credit Memo Screen Credit Memo Screen- Common Tasks How to Add a New Credit Memo Record How to Create a Credit Memo How to Apply a Credit Memo to an Invoice How to Find a Credit Memo Record ...

Custom Pricing Templates - How To's

Custom Pricing Templates - How to Setup & Use Overview Custom Pricing Templates allow you to create reusable pricing rules that can be assigned to multiple customers. A template can be used when multiple customers have similar pricing requir...

Customer: Add New Screen

Data Input for Add New Customer or Prospects Screen Auto Fill Profile - This is a helpful feature to automize filling in the data to save your time. When you select a profile from the dropdown list, the boxes are automatically filled i...

Customer Detail Screen - How To's

Help Topics Overview of the Customer Details Screen Customer Details Screen - Common Tasks How to Add a New Customer Record How to Add a New Customer 'Contact' Record How to Edit a Customer Record How to Find a Customer...

eBiz Charge (credit card integration with 1place) How To's

Getting a Quote & Setting Up an account with eBiz Charge (Century Business Solutions) How it Works Buying & Setting Up Hardware

eBiz Integration - Credit Card Payments on 1place - How to's

Overview EBizCharge is a fully integrated payment processing solution within 1place that allows businesses to securely accept , manage , and track credit card payments throughout the sales process. Once the EBizCharge integration is set up...

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...

Email - How To's

How To Set Up User's Email Settings This procedure will connect your email to your 1place Account enabling you to send emails directly from 1place (when sending Invoices, POs, etc). How To Set Up User's Email Settings in 1place.c...

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...

Find Parts screen (Standard format) - How To's

There is no printed help available for this screen at this time. For help with with this screen please contact your dedicated support representative or send an email to support@onesourcesoftware.com.

How To Allow Pop-Ups in Google Chrome

How To Allow Pop-Ups in Google Chrome If a certain website is regularly visited and would want to selectively allow pop-ups from that website. How to Allow Pop-Ups in Google Chrome Desktop Open Chrome web browser and navigate the site that ...

How to Create Microsoft Azure Storage Containers and View Files with Azure Storage Explorer

How to Create Microsoft Azure Storage Containers ... Add Container Name Anonymous access level: Container Create How to Use Microsoft Storage Explorer How to Download How to Configure & Connect Microsoft Azure Storage Explorer to...

How to Perform a Full Inventory Count in 1place

How to Perform a Full Inventory Count in 1place (WITHOUT using a Scanner). Run a stock report. Go to Reports , click Items , click Items Stock , then click Run Report . Hand count the items. Enter the items manually item by item, by ...

How to Print Shipping Labels (and Track shipments) using Aftership.com

Summary More to come... How it works More to come... Aftership Carriers Aftership Carriers

How to Simplify your QuickBooks Online Integration

New Suggested Changes to the QuickBooks Online Integration (2025) Why We Created the 1place Integration with QuickBooks Online When we first created 1place we wanted to avoid 're-inventing the wheel' by re-developing the GL, Banking, A...

intSpec: Yodlee.com (open-finance) - Connect to 1,000s of Banks

Future Integration: https://www.yodlee.com/open-finance

Import Wizard Screen - How To's

Overview Use the Import Wizard to import new records or update existing records using Microsoft Excel templates. The available Import Types depend on the screen where the Import Wizard is opened. Accessing the Import Wiz...

Invoice Screen - How To's

Help Topics Overview of the Invoice Screen Invoice Screen- Common Tasks How to Add a New Invoice Record How to Find an Invoice Record How to Find Various Lists of Invoices How to Delete Invoice(s) Record Add/Edit In...

Item - Adjustments Screen - How To's

Overview The Item Adjustment screen contains significant information about the quantity adjustment of items and more.

Item Assembly (Bundle) - How to Create and Build

Overview An Assembly is an Item made up of multiple component items. Use the Assembly feature to define the components required to create a finished item and build the finished item into inventory. 1. Create an Assembly Item Go to Items → I...

Item: Add New Screen

Data Input for 'Add New Product or Service Item' Screen Item Number Description Type - Type of Item - Inventory/Service/Non-inventory/Bundle? Search Category - Select the Search Category (for searching on Catalogue) from the ...

Items - Getting Inventory Levels Accurate (if data from old system is inaccurate)

Overview What can you do if you start using 1place , and you have physical inventory in stock, but the system used before did not track it accurately? The following is a step by step option that can help you function while the levels are inaccu...

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...

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 ...

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...

Items - Pricing How To's

1place provides numerous ways to price items (or groups of items). This article describes the various tools that can be used to automate price calculations on the Find Parts , Quotation , Sales Order , Invoice , and Credit Memo screens. ...

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...

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...

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...

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...

List Screens - How To's

Help Topics Overview Common Tasks Opening List screens Customizing List Screen Columns Adding New Record on the List Screens Importing Records on the List Screens Exporting Records on the List screens Printing Records o...

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...

Mac / MacBook How To's

Print Previewing You cannot 'Preview' a sales document ( Sales Order , Invoice, etc) on a Mac without a printer. To create a Printer (even if you do not have a printer) follow these steps: Open System Settings. Go to Printers & Scanners...

No Help Is Available For This Screen (Yet)

There is no help available for this topic at this time. Please contact us at support@onesourcesoftware.com for help with this screen.

PartsTrader - 1place Integration - How To's

Features & Benefits of the 1place PartsTrader Integration 1place has an optional PartsTrader LIVE integration that provides a way to: Store PartsTrader Customer ID's in 1place (on the Customer Detail API tab) Auto quote items which have st...

Payments on 1place (incomplete)

Help Topics Payments on 1place Overview of the Payments Feature The Payments feature in 1place allows users to process payments directly on Sales Orders and Invoices using various payment methods — including Cash, ACH, Check, Cre...

Pricing Templates screen - How To's

There is no printed help available for this screen at this time. For help with with this screen please contact your dedicated support representative or send an email to support@onesourcesoftware.com.

Printing How To's for 1place

Overview Printing from 1place (in Office) Printing from 1place (in Warehouse) Printing locally using 1placePrinterConnect Printing remotely using 1placePrinterConnect Printing Remotely using a Printer with ePrint Services Printing Remotely us...

Printing on 1place

How to print each document default printed transaction print settings bulk printing print setup printing permissions printer connect Printing on 1place With 1place , users can easily print sales and warehouse docume...

Purchase Order screen - How To's

Help Topics Overview of the Purchase Order Screen Purchase Order Screen- Common Tasks How to Add a New Purchase Order Record How to (Manually) Create Purchase Orders How to Receive Items on a Purchase Order How to Un-Recei...

Quick Search Screens

Help 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...

QuickBooks Online - Sales Taxes with OneSource

IMPORTANT NOTES As of this writing, on April 29, 2019 , QuickBooks Online has NOT created a fully automated way to create and sync Sales Taxes. Quickbooks IS telling us that it is 'coming' but has not given an exact date yet. So, until such...

Quotation screen - How To's

There is no printed help available for this screen at this time. For help with with this screen please contact your dedicated support representative or send an email to support@onesourcesoftware.com. Quotation Screen - Common Task Multi...

Record Numbering - How To's

How to Setup Record Numbering in 1place Overview Use Record Numbering to set how 1place assigns numbers to Customers, Vendors, Sales Orders, Purchase Orders, Invoices, and other records. Steps: 1. Open Settings Click the ⚙️ Settings ...

Replenish Stock - How To's

Replenish Stock – How To Overview The Replenish Stock tool helps determine which items need to be purchased or transferred between warehouses and how much inventory is needed. The calculation uses information such as: Past sales history ...

Reports in 1place

Reports in 1place - Overview Reports in 1place The Reports module in 1place allows you to generate detailed reports across every key area of your operation—sales, purchases, inventory, customers, vendors, and more. Whether you're tracking order...

Sales Order Purchase Order Screen - How To's

Help Topics Overview Special and Related Tasks How to Batch Create PO's Using the Sales Order PO Screen How to Open the Sales Order PO's Screen How to Create a Dropship Purchase Order and Invoice Overview The ...

Sales Order Screen - How To's

Help Topics Overview of the Sales Order Screen Sales Order Screen- Common Tasks How to Add a New Sales Order Record How to Find a Sales Order Record How to Find Various Lists of Sales Orders How to Del...

Sales Quotes Screen - User How To's

Overview of the Sales Quotes Screen ' Quotes screen ' is a comprehensive screen that stores and displays every significant information about a Quote transaction all on one screen. It is divided into four (4) main sections to orga...

Sales Taxes - How to's

Sales Tax - How To's How to Understand Sales Tax in 1place Sales Tax in 1place is calculated using the Sales Tax Code assigned to each customer. Each Sales Tax Code contains the applicable tax rate for a specific tax region . ...

Settings Screen

Help 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

Help 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 = ...

Shipping and Receiving (New)

Overview of the Shipping and Receiving Screen The Shipping & Receiving screen in 1place serves as the central hub for managing all outbound and inbound warehouse operations. It provides real-time visibility into every Sales Order and Purchase Orde...

Support Tickets - How to's (Jira Ticketing Embedded into 1place, Filtered to Customers Jira Tickets)

Support 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

Help 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)

The 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

Help 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

Data 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)

Warehouse 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...