Tools

1place - Practice Scenarios (for Auto Body Supply Companies)

Author: Steve Childs Reference Number: AA-02995 Created: 2025-03-13 04:37 Last Updated: 2025-06-16 11:31

0 Rating/ Voters

Practice Scenario ID	System Area	Practice Scenario	Type	Additional Help (KBA - Knowledge Base Articles)	Additional Help (Training Videos)	Length
	Quick Start	Watch the Introduction to 1place Training Video (high level how to OPEN and USE 1place).
	Quick Start	If you are a Sales or Customer Service Rep, OPEN and REVIEW the 1place - Quick Start Guide for Sales & Customer Service personnel.	Overview	1place - Quick Start Guide for Sales & Customer Service Personnel
	Quick Start	If you are a Purchasing and Inventory List Manager, OPEN and REVIEW the 1place - Quick Start Guide for Purchasing & Inventory personnel.	Overview	1place - Quick Start Guide for Purchasing & Inventory Personnel
	Quick Start	If you are a Warehouse Manager or Warehouse Worker, OPEN and REVIEW the 1place - Quick Start Guide for Warehouse Management personnel.	Overview	1place - Quick Start Guide for Warehouse Management Personnel
	Quick Start	If you are in the Accounting Department, OPEN and REVIEW the 1place - Quick Start Guide for AR, AP, Banking & GL personnel.	Overview	1place - Quick Start Guide for AR, AP, Banking, GL Personnel
	Customers	WATCH training video of how to use the Customers screen.	Long		Overview of the Customer List and Detail Screen	00:03:07
	Customers	CREATE 1 or more Test Customer's using the + Menu (button).	Long	How to Add a New Customer Record	Create a New Customer Record using the + Menu Button	00:00:16
	Customers	ASSIGN Default Pricing to a Customer (while making, or after made).	Long	Select a Default Pricing Method
	Customers	ASSIGN a Pricing Template to a Customer (while making, or after made).	Long	Add Customer Pricing Template
	Customers	CREATE1 or more Contact's on a Test Customer.	Short	Add a contact record	How to add a new contact on a customer record.	00:01:04
	Customers	CREATE 1 or more Tasks related to a Contact (on the Customer Contact tab).	Short	Create a Task related to a Customer	How to create a new task related to a customer	00:01:15
	Customers	CREATE 1 or more Tasks on the Task List screen.	Short	How to Add a New Task Record	How to Create a New Task on 1place	00:01:11
	Customers	How to Update Customer Information while Taking Order			How to Update Customer Information while Taking Order	00:01:50
	Customers	How does linking two companies work?
	Customers	Where do I check the previous purchases of my customer?



	Find Parts (Auto)	WATCH training video of how to use the Find Parts screen.			VIDEO: Using the Find Parts Screen
	Find Parts (Auto)	CREATE 1 or more Test Customers using Find Parts screen.	Short	Create New Customer using the Find Parts Screen	Create New Customer using the Find Parts Screen	00:04:08
	Find Parts (Auto)	REVIEW all the buttons, fields, and features on the Find Parts screen.	Long	Find Parts screen (Automotive - Year, Make, Model format) - How To's	Using the Find Parts Screen	00:04:08
	Find Parts (Auto)	CREATE 5 or more Quotes using Find Parts screen.	Long	Create Quotes using the Find Parts Screen	How to Use the Find Parts Screen	00:04:08
	Find Parts (Auto)	CREATE 5 or more Sales Orders using the Find Parts screen.	Short	Create a Sales Order using the Find Parts Screen	How to Use the Find Parts Screen	00:04:08
	Find Parts (Auto)	OPEN a Customer record from the Find Parts screen.	Short	How can I open a customer record from the Find Parts Screen?	Opening a Customer Record from the Find Parts Screen	00:04:08
	Find Parts (Auto)	OPEN an Item record from the Find Parts screen.	Short	How can I open an Item record from the Find Parts screen?	Opening an Item Record from the Find Parts Screen	00:04:08
	Find Parts (Auto)	How can I search for a Customer without the Company Name?
	Find Parts (Auto)	How does the VIN # Search works?
	Find Parts (Auto)	How to do a search of item in the Find Parts Screen?
	Find Parts (Auto)	How do I hide some of the columns on the Find Parts Screen?
	Find Parts (Auto)
	Find Parts (Auto)
	Find Parts (Wholesale)
	Find Parts (Wholesale)
	Find Parts (Wholesale)
	Find Parts (Wholesale)


	Quotes	CREATE 1 or more Quotes using the + Menu (button).	Short	How to Create a New Quote using the + Menu Button	How to Create a New Quote using the + Menu button
	Quotes	CREATE 1 or more Test Customers using the Quotes screen.	Short	How to add a new customer on the Sales Quotes Screen	Add New Customer on the Quotation Screen
	Quotes	CREATE 1 or more Quotes by 'duplicating' another Quote on the Quote.	Short	How to Duplicate an Existing Quote
	Quotes	REVIEW all the buttons, fields, and features on the Quotes screen.	Long	Overview of the Sales Quotes Screen	How to Use the Quotation Screen
	Quotes	EDIT 1 or more (line items) 'Item Number' on the Quote screen.	Short	How to Edit 'Item Number' on the Quote screen.	Adding Items to your Quotation
	Quotes	EDIT 1 or more (line items) 'Item Description' on the Quote screen.	Short	How to Edit 'Item Description' on the Quote screen.
	Quotes	EDIT 1 or more (line items) 'Net Price' on the Quote screen.	Short	How to Edit the Net Price of an Item on the Quote Screen
	Quotes	EDIT 1 or more (line items) 'Discount' on the Quote screen	Short	How to Edit the Discount % of an Item on the Quote Screen
	Quotes	DELETE 1 more Quote LINE ITEMS on the Quote screen.	Short	How to Delete a Line Item on the Quote Screen	Arrange or Remove Items on the Quote
	Quotes	DELETE 1 or more Quotes using the Quote screen.	Short	How to Delete a Quote on the Quote Screen	Delete the Quotation
	Quotes	CREATE a Follow Up task on the Quotes screen (using the Follow Up button).		Available Soon
	Quotes	PRINT 1 or more Quotes.	Short	How to Print a Quote on the Quote Screen	Print a Copy of the Quotation
	Quotes	EMAIL 1 or more Quotes.	Short	How to EMAIL Records (such as Quotes, Sales Orders, Invoices)	Send an email copy of the quote
	Quotes	(Admin) MODIFY the Quote printing properties (using the Print > Gear Icon).	Long	Modify the Quote Printing Properties
	Quotes



	Sales Orders	Create 1 or more Test Customer's using Sales Order screen.	Short	How to Add a New Customer Record on the Sales Order Screen
	Sales Orders	Create 1 or more Sales Orders using the + Menu.	Short	How to Add a New Sales Order Record
	Sales Orders	Create 1 or more Sales Orders using the Find Parts screen.	Long	How to Create a New Sales Order Record from the Find Parts Screen
	Sales Orders	Create 1 or more Quotes from the Quotes screen.	Short	How to Create a New Quote from the Quotes Screen
	Sales Orders	Edit 1 or more Sales Order line items.	Short	How to Add/Edit Sales Order Line Item/s
	Sales Orders	Delete 1 or more Sales Orders on the Sales Order screen.	Short	How to Delete Sales Order/s Record
	Sales Orders	Open a Customer record from the Sales Order screen.	Short	How to Open a Customer Record on the Sales Order Screen
	Sales Orders	Open an Item record from the Sales Order screen.	Short	How to Open a Item Record on the Sales Order Screen
	Sales Orders	Create a NEW PO for 1 or more items on Sales Order (with PO checkbox checked).	Short	How To Create Purchase Order/s from Sales Order Screen
	Sales Orders	Add 1 or more items on Sales Order (with PO checkbox checked) to an 'Existing' (Blanket) PO.		Available Soon
	Sales Orders	Enter a Payment (Sales Order Deposit) on a on a Sales Order.	Short	How to Apply a Deposit/ Pre-Payment on a Sales Orde
	Sales Orders	Email 1 or more Sales Orders.	Short	How to Send an Email Copy of a Sales Order
	Sales Order


	Invoices	Create 2 or more Invoices using the Sales Order screen.	Short	How to Create Invoice from Sales Order Screen
	Invoices	Delete 1 or more Invoices on the Invoice screen.	Short	How to Delete Invoice/s Record
	Invoices	Enter a Payment on an Invoice.	Long	How to Enter a Payment on an Invoice
	Invoices	Create a Credit Memo by returning 1 item on an Invoice.	Long	How to Return 1 or More Items on an Invoice
	Invoices	Spend time reviewing ALL the buttons, fields, and features on the Invoice screen.	Long	Overview of the Invoice Screen
	Invoices	Print 1 or more Invoices.	Short	How to Print, Email, and Download Invoice/Credit Memo Report(s) & Record(s)
	Invoices	Email 1 or more Invoices.	Short	How to Print, Email, and Download Invoice/Credit Memo Report(s) & Record(s)
	Invoices	Create 1 or Credit Memo's by returning 1 or more items on Invoice screen.	Long	How to Return 1 or More Items on an Invoice
	Invoices	Receive Payment on the Invoice Screen

	Credit Memo's	Create 1 or more Credit Memo's by returning 1 item (using the Invoice screen--after the Invoice is Paid).
	Credit Memo's	Create 1 or more Credit Memo's by returning 1 item (using the Invoice screen--before the Invoice is Paid).
	Credit Memo's	Create 1 or more Credit Memo's by returning 1 item (using the Invoice screen--before the Invoice is Paid, and zero out the Price for the Item on the Invoice or Credit Memo--to keep a paper trail WITHOUT actually giving the Customer Credit for something they didn't actually pay for.)
	Credit Memo's	Create 1 or more Credit Memo's by returning ALL items on an Invoice (using the Invoice screen--after the Invoice is Paid).
	Credit Memo's	Create 1 or more Credit Memo's by returning 1 item (marking the item as received but not allowing it to be put back into stock, assuming it is broken or damaged).

	A-Z Scenarios	Creating, Invoicing, Delivering an Order.
	A-Z Scenarios
	Searching	Spend time reviewing ALL the buttons, fields, and features on the Sales Order screen.
	List Screens	Searching


	Warehouse Management