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 How to Find Various Lists of Credit Memos…
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 Record How to Find Various Lists of…
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.cloud, go to Settings (gear…
What is the Find Parts screen? The Find Parts button will allow you to do the following: Search for Parts by Year, Make, Modelm Part #, etc. Check Prices and Inventory Levels Create Quotes and Sales Order See Sales History Information Quick Start Information…
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 doing a stock adjustment on…
Overview To be able to integrate with CCC True, Customers, Items, and FTP settings must be set up. Preparation STEP 1 1. Instruct our customer to contact CCC and to create an account. 2. Request for these info from CCC and send it to our Lead Developer, Julian…
OverviewImport Wizard Basic (Common) ProceduresHow to import Customer ListOn the Customer List Screen, click on the import button. On the Customer List Screen, click on the import button. On the Import Wizard screen, select Import Type: Customer List and…
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 Invoice Line Item Table Limitations How to…
Building Item Bundles/ AssembliesDefinition 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 bundle item. In the Dashboard,…
