Lessons

These lessons more specifically assist with understanding the features in modules.

Preferences: Material Groups (Video)
For each Style family of crates you build, you can create up to five unique Material Groups to specify what materials will be used to build your crate. This...
Fri, Nov 15, 2019 at 11:41 AM
Importing Customers into Crate Pro 6
The attached Excel import template includes two sample customers to show sample data goes in each field plus additional information. A PDF is included to ex...
Tue, Feb 12, 2019 at 3:15 PM
Preferences: Setting Your PREFERRED Crate Styles (video)
Crate Pro includes hundreds of crate styles which are based on the construction methodology. These can be used as is or modified as needed. You may opt to m...
Fri, Nov 15, 2019 at 11:41 AM
Material Pricing, Mark-up and Tracking Level and Other Settings
Setting your Material mark-ups for use in the Design and on a Project Two important considerations prior to creating designs or adding inventory to a ...
Tue, Mar 13, 2018 at 6:23 PM
Projects: Changing Line Item Descriptions in Work Orders, Quotes and Invoices
To make changes in the description field for each line item in a Project in the Project click on Descriptions tab. You'll see the option to modify the ...
Fri, Nov 15, 2019 at 10:40 AM
Designs: Changing the Orientation of the Skids, Rub Strips or Base
The direction that the skids and base lumber run are some of the most fundamental basis of a styles construction. International standards are written specif...
Fri, Nov 15, 2019 at 11:07 AM
Adjusting Your Crate Pro Screen Viewing Size - Zoom Levels for Users
Users can set their preferred window size for viewing. In releases 1712nn to 1807nn the window viewing size must be set when the User account is created...
Wed, Nov 27, 2019 at 11:08 AM
Understanding ISPM-15 in Inventory and Projects (video)
This session was created by the developer and recorded from a live training session. Jeffrey Duck explains ISPM15 and how Crate Pro contains alerts and sett...
Wed, Jan 27, 2016 at 7:03 PM
Fasteners - Setting Tracking Levels / Purchasing Unit of Measure
You must set your purchasing unit of measure or Tracking Level before you use an item in a design or project. Failure to do so will cause cost errors on tho...
Tue, Aug 22, 2017 at 2:09 PM
Using Templates
When you mark a design in the Design module as a Template you have several options on how to use the template: 1>If you do NOT add a Customer name when ...
Mon, Aug 3, 2015 at 6:44 PM