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Crate Pro 6 Training & Configuration
Getting Started: Configuration and Setup
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
Why Setting Up Preferred Styles, Templates and Stock Designs Makes Your Process Faster (video)
Determining Your Preferred Styles
Importing Customers (Video)
See all 8 articles
Crate Pro 6 Step By Step Quick Notes
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)
See all 15 articles
Support - Training - Maintenance
Live Session Scheduling: Bookmark this link
Setting Staff Permissions and Privileges on the Member Support Portal
How To: Configuration & Setup Sessions Via Join.Me Screen Sharing
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
Changing the Orientation of the Skids, Rub Strips or Base
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
See all 20 articles
Understanding ISPM-15 in Inventory and Projects (video)
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?
See all 10 articles
Importing Customers into Crate Pro 6
Locating A Customer Quickly from the Different Modules
Adjusting Your Crate Pro Screen Viewing Size - Zoom Levels for Users
Give Your Users Privileges!
Adding and Removing a User in Crate Pro
Material Groups (Video)
Setting Your PREFERRED Crate Styles (video)
Adjusting Your Labor Times
Influences - Comments from the Developer
Undercutting on Styles? What are < and << ?
See all 11 articles