Getting Started with Once Setup
This guide shows you how to get started setting up your Once Connected system.
Brook South
49 steps
4 minutes
Onceconnected
Installing Once Setup
1
Click "Downloads"
2
Click "HERE"
3
Click "Downloads"
4
Click on the download called OnceSetup
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Click "Next"
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Click "Next"
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Click "Yes"
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Click "Next"
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Click "Install"
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Click "Finish"
Signing In to Once Setup
11
Click "Once Account Email:"
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Click here
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Click "OK"
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Click "Yes"
15
Click on your email address.
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Click "Yes" and check you emails for a email "Your Once 2FA Code" please check your spam if it is not in your inbox.
17
Enter your 2FA code here and click Submit.
Adding Device Licenses
18
Click "20"
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Click "OK"
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Click "OK"
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Click "Local Settings"
Other Configurations
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Tick 'Copy sent orders to Once Track' and tick 'Show exclude extras' checkbox.
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Click "Mobile Settings"
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Double-click "No"
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Double-click "20"
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Click "Close"
Setting up your document layout
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You will be presented this screen. This is the main Once setup screen. First check you are in the Local settings by clicking on the Catalogue drop down and select "LOCAL"
28
Click "Quote/Worksheet editor"
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Click "Your Logo..."
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Click "Select your logo image file..."
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Find the logo on your computer and double click to upload it. This will need to be a .jpeg or a .png file type.
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Click "OK"
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Double-click "Buroshade"
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Click here and remove the name.
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Click "OK"
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Double-click "VAT Number: 00-0000-00" and replace the 0's with your VAT number. If you are not VAT registered then delete the text from this box.
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Click "OK" to save.
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Double-click "99 Sunny Street...." and update this with your company address.
Tip! You can also include your company phone number below the address.
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Click "OK" to save.
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Double-click "Payments to: Buroshade, Sort code: 00-00-00, A/c no: 12345678 Please use the Ref value above as the payment reference."
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Click here
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Click "OK" to save.
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Double-click here to add any terms and conditions you would like to show on the quotations.
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Click here
Tip! If you terms and conditions are very long then you can upload them to a website or cloud locations and paste a weblink here. Speak to the company that manages your website to help with this.
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Click "OK" to save.
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Click "Close"
Saving & Uploading changes to your devices
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Click "Upload Products and Settings"
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Click "Yes"
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You are now ready to choose and enable products from the central catalogue. Please check out [Enabling Products in the Central Catalogue](https://scribehow.com/shared/Enabling_Products_in_the_Central_Catalogue__3yrDFAzgToeC9bFTjjmqJg?referrer=workspace)
