Lessons

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

1> Creating a New Design - versions 1708xx and later
This article applies to version 1708xxx and later The design process should be extremely quick and simple based on the assumption that you have taken...
Mon, Mar 9, 2020 at 4:00 PM
2 > Adding Packing Materials & Other Items into the Design
You can use the packing material groups as well as add individual items using the Design > Packing section.  For common groupings of internal packing...
Tue, Mar 31, 2020 at 9:26 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
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...
Wed, Aug 26, 2020 at 10:44 AM
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
Why Setting Up Preferred Styles, Templates and Stock Designs Makes Your Process Faster (video)
Breakdown of Crate Pro Style Families :   This link will take to you the Image Gallery to get a visual explanation of the crate style template constructi...
Fri, Mar 31, 2017 at 9:43 AM
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
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 screen viewing size must be set when the User account is created...
Wed, Sep 23, 2020 at 3:30 PM
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