To get started quickly, not all modules need to be configured prior to getting benefit from using Crate Pro 6. Depending on your goals for using the program, there will be settings that can be completely ignored.
However, the more you configure the program, the more accurate and easy it is to use. After doing basic setup, be sure to continue to tweak your settings as you become more familiar with using Crate Pro 6. There are a lot of settings that will make your design and costing process easy, accurate and fast. Please schedule screen sharing sessions.
<<<<< Basic Configuration >>>>>
These steps should be reviewed and set with your baseline settings
- Select Style Templates that most closely match your construction methods: This is the most critical step for getting accurate and fast quotes and designs.
- In Inventory module narrow down materials that you use in building your crates, skids and pallets. Deactivating materials you don't use allows you to quickly enter and update costs
- Create common Material Group(s) from the active materials in Inventory for fast selection when creating a new design
- Enter your costs, billing and markups (if applies)
USE THIS GUIDE FIRST Fast Configuration PDF Manual for Releases 4136 to 4138 and 170130 to 180730
Continued Configuration and Pricing
The CRATE PRO CONFIGURATION AND SETUP SECTION on the support portal provides articles with more information for configuration and basic design creation. Then continue to review LESSONS for specific information.
Many videos in the solution articles are hosted on the Crate Pro Channel on YouTube. Individual Playlists have been created to help you locate the videos for your release. Be sure to subscribe to the channel to be notified of new videos.
<<<<<< Creating a Design Basics >>>>>>>
A > Basic Design Creation: Whether you've configured your settings, or not, this short video will go over the steps to create a crate design and print cut lists. If you prefer to read the article: Creating a New Design
B > Basics of Design: Adding Packing Materials. Crate Pro 6 can automatically calculate your Wrapping, Padding and Floater Decks because you have supplied one dimension and it can determine the others to add these materials. Crate Pro 6 also offers 5 Material Groups you can create just for Packing. Everything else that applies directly to this design that can't be calculated by the program, can be added in this section (such as blocking & bracing, labels, etc..) If you prefer to read the article: Adding Packing Materials
IMPORTANT INITIAL SETTING CHANGE FOR USER OF RELEASE 1712NN AND 1807NN: Do this before adjusting any TIMES settings
>Go to Preferences > Influences > Weight / Dimension / Quantity tabs
> Set all ranges except for Handling to zero
DO NOT DELETE THE SAMPLE DATA IN ANY MODULE UNTIL YOU HAVE ADDED YOUR OWN. Example: Do not delete the sample design until you have added at least one design.