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

Preferences: Setting up your Forms: Project and Design Quotes, Invoices and Work Orders
Crate Pro includes templates so generating work orders, quotes or invoices fast and easy. These forms can be printed or emailed from either the Design or Pr...
Fri, Nov 15, 2019 at 11:49 AM
Locating A Customer Quickly from the Different Modules
There are a couple recommendations to assist you in locating customers quickly: >At the top of the Customer module between the Find and the Import/Expor...
Mon, Aug 3, 2015 at 6:22 PM
What are Tracking Levels? - Setting Units of Measure and Changes in Inventory (video)
The unit of measure your items are purchased in determines your Tracking Level.  Select or add your preferred Tracking Level: The default Trac...
Fri, Apr 15, 2016 at 4:17 PM
Wrapping Materials and Effects on Design
Wrapping material can be calculated differently depending on where you add it to the design.
Thu, Nov 3, 2016 at 3:43 PM
Creating & Modifying Designs
To be able to create and modify your crate designs quickly, you should have your preferences and pricing in place. Design Basic 1  (video)
Thu, May 12, 2016 at 2:32 PM
Fastener Spacing Factors: Inventory and Preference Settings
Once you set your Fastener spacing (shown is inches or mm)  in PREFERENCES for each crate style family, you'll want restrict changes to the Spacing Fac...
Thu, Nov 2, 2017 at 2:09 PM
Creating Backups in Peer-to-Peer and Stand-Alone Configurations
Peer-to-Peer and stand-alone configurations use FiIeMaker Pro or FileMaker Pro Advanced to host your Crate Pro program.  FiIeMaker Pro and FileMaker Pro Adv...
Wed, Jun 19, 2019 at 6:34 PM
Adjusting Labor Times
Sat, Feb 11, 2017 at 2:24 PM
Design / Pallets: Entering Different Fasteners on Upper/Lower Decks
Q: I want to use a different fastener on my upper deck versus lower deck on my pallets. A: The default fastener comes from Preferences -> Construct...
Fri, Nov 15, 2019 at 11:10 AM
Looking for light-duty style template with END panels are dominant
New crate style templates are added free if a published crate standard is provided.  Some new style templates are added based on the quantity of requests fo...
Wed, Jun 14, 2017 at 2:10 PM