These are the initial videos for release 1712nn and later. To expedite and simplify the initial configuration, these videos are between 2 and 6 minutes long.  Each video will focus on explaining a small part of each process. Crate Pro offers a Crate Pro Channel on YouTube. Playlists  have been created to help you locate the videos for your release.  Be sure to subscribe to the channel if you want to be updated to new videos.


More detailed video links are in the Start Here 1 and Start Here 2 solution articles. which were created for r3032 to r3048 but many of the core features are the same.  Please review these videos for additional information while we create new videos for later releases. Do not hesitate to create a ticket or email to Support@CratePro.com for clarification.  We will be adding new videos often!


You do not need to complete the entire setup process to start benefiting from Crate Pro 6! Crate Pro 6 has MANY benefits and you may decode not use all of them right at the start. You may prefer to start designing crates first, get comfortable, and use additional features as you go along. Don't get hung up setting everything up at one time before you start using Crate Pro 6.


To get started with crate design:  Two things are recommended but not required. 

1> Look and select some crate style templates for your design. The templates show how the crate goes together, or how its constructed. As an example, you wouldn't want to start designing your crate using a template that has inside cleating when you want a crate that has outside cleating.  Video *5 and video 6 will help clarify the style families so you can narrow down a few. Video A> will then help you understand the basics of creating a new crate design


2> Set up common groupings of materials you will use to build your crates. Default groupings are included and you can change any default material in your crate design, but why not create the groupings of materials you already use? Video *7 




Addition of new videos is ongoing and is updated often. The videos in each group do not cover all topics.


<<<<<< How To >>>>>>>


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


<<<<<< Configuration>>>>>>> 


1> Inventory Clean Up: Set materials you use to design crates, rename existing materials to match how you want it to appear on the cut lists, deactivate default materials that you do not use, add new materials that are not already in the database. This is not a required step to use Crate Pro 6, however by "cleaning up" of the Inventory lists it makes it much faster to update your material costs when they change and helps ensure that staff is less likely to select materials you don't use when designing the crates.


2> Inventory - Entering your purchasing unit of measure (Tracking Level):  When purchasing your materials you may purchase them in various units of measure.  Depending on the materials it could be by each, by the box, by the sheet, by the square foot or cubic foot., etc.. This video shows you how to specify and enter your costs based on your preferred purchasing unit of measure


3> Inventory - Updating your costs quickly:   Each time you purchase additional materials, those cost for those materials could change.  If its only a few items its easy to navigate to the items and enter the updated costs, but if you purchase a large number of different items at one time, it can be time consuming to update your costs. This video will show you the fastest way to update your pricing by seeing the items in a list view that you can quickly go down and update.


4> Markup in Designs versus markups for Projects:  


*5> Identifying your Style Templates; This video explains the categorization for crate templates to more easily help you find the best template to start with.  The style templates are based on the construction methodology of the crate / skid / pallet and NOT the materials being used.  This video applies to release 3045 to 4138 but notes have been added for the  to this video. Users on current releases can stop the video at the 3:35  minute mark because a new style filter with images is included in release 1712nn and current in Preferences > Styles tab with the option to filter styles based on your construction preferences.  An updated video coming. Here is a cheat sheet to see the style designation : click here


6 - Setting Preferred Style Templates   Once you've decided on some templates that you'll use, this explains how to set them as Preferred for easy selection when you create a new design.


* 7 - Setting Up Material Groupings & Rules: This video applies to all releases 3032 and later. Set up common default groupings of materials you want Crate Pro to use to design your crate jobs. No matter the defaults you set here, in the actual design, you can swap any material for another.