Crate Pro Support

Getting Started: Configuration and Setup 10

• 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
• Setting Staff Permissions and Privileges on the Member Support Portal
• Why Setting Up Preferred Styles, Templates and Stock Designs Makes Your Process Faster (video)
• Determining Your Preferred Styles

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Crate Pro 6 Step By Step Quick Notes 15

• Creating a New Design - Quick Steps
• 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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Scheduling Live Support - Training - Maintenance 3

• Live Session Scheduling: Bookmark this link
• On-Site Training
• How Do The Configuration and Training Sessions Work?

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 2

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

Inventory Module 10

• Material Pricing, Mark-up and Tracking Level and Other Settings
• 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 3

• Adjusting Your Crate Pro Screen Viewing Size - Zoom Levels for Users
• Give Your Users Privileges!
• Adding and Removing a User in Crate Pro

Preferences Module 11

• 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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