Crate Pro Support

Getting Started: Configuration and Setup 11

• START HERE 1 Configuration & Setup: Selecting (1)Preferred Styles, (2) Inventory & (3)Material Groups - Crate Pro 6
• START HERE 2: Configuration & Setup: (4) Importing Customers (5) Times (6) Costs/Prices (7) Users
• Live Session Scheduling: Bookmark your Links
• Why Setting Up Preferred Styles, Templates and Stock Designs Makes Your Process Faster (video)
• Staff Permissions and Privileges on the Member Support Portal

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Crate Pro 6 Step By Step Quick Notes 13

• Creating a New Design - Quick Steps Crate Pro 6.3 and 6.4
• Ensuring Your Design Recalculates After Changes
• Q: My plywood splicing is not coming out based on what I want. What do I do?
• Exporting from Crate Pro 6 into an Accounting and/or ERP system
• Creating and customizing a design (videos)

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Support - Training - Maintenance 4

• On-Site Training
• Conversion Notes from Crate Pro 5 to Crate Pro 6.2945
• Crate Pro 6 Support and Fee Schedule
• How To: Configuration & Setup Sessions Via Join.Me Screen Sharing

Projects Module 5

• Changing Line Item Descriptions in Work Orders, Quotes and Invoices in Projects
• Understanding Lower Pricing For Higher Crate Quantities
• Using Your Own ID Reference for Projects
• Sending Quotes and Invoices via Email as Attachments
• Price Adjustments Within the Project

Designs Module 20

• Changing the Orientation of the Skids, Rub Strips or Base
• Using Templates
• Fields have Yellow Highlighting - ISPM 15
• Q: How do I limit the list of styles that my users see when they create a new style to the ones I want used?
• Entering Different Fasteners on Upper/Lower Decks

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Reports Module 1

• Understanding ISPM-15 in Inventory and Projects (video)

Inventory Module 8

• Material Pricing, Mark-up and Tracking Level and Other Settings (video)
• Fasteners - Setting Tracking Levels / Purchasing Unit of Measure
• Setting ISPM15 Preferences - Inventory module has items in Red Text
• Changing a Material Name Versus Adding a New Material
• Q: What is Scrail?

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Customers Module 2

• Importing Customers into Crate Pro 6
• Locating A Customer Quickly from the Different Modules

Users Module 2

• Adjusting Your Crate Pro Screen Viewing Size - Zoom Levels for Users
• Give Your Users Privileges!

Preferences Module 10

• Material Groups (Video)
• Setting Your PREFERRED Crate Styles (video)
• Adjusting Your Labor Times
• Influences - Comments from the Developer
• Undercutting on Styles? What are < and << ?

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