Getting Started: Configuration and Setup

The START HERE articles include links in the best order for new users to configure Crate Pro 6. Most of the article links in START HERE are in Lesson folders so users can search by topic

START HERE 1 Configuration & Setup: Selecting (1)Preferred Styles, (2) Inventory & (3)Material Groups - Crate Pro 6
Configuration and Set-Up live support is included as part of your initial license purchase. Getting your installation configured is what can make the diffe...
Fri, Apr 19, 2019 at 10:31 AM
START HERE 2: Configuration & Setup: (4) Importing Customers (5) Times (6) Costs/Prices (7) Users
THIS ARTICLE IS STILL IN PROGRESS 4> Customers: You can import your customers from a flat file (csv, tab, xls)  or manually entering each c...
Fri, Jun 15, 2018 at 4:58 PM
Setting Staff Permissions and Privileges on the Member Support Portal
All staff should have an account into the member support portal. There is no additional cost for online portal accounts. Any member with Primar...
Fri, Aug 3, 2018 at 10:52 AM
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
Determining Your Preferred Styles
Crate Pro 6 includes hundreds of style templates to make getting from quote to cut sheets to floor quickly and accurately. Style templates are based on inte...
Tue, Nov 14, 2017 at 9:58 AM
Importing Customers (Video)
Please print out the PDF Guide with this article to show you the fields in the order that Crate Pro 6 imports into the Customer database. Please use it alon...
Mon, Aug 24, 2015 at 11:43 AM
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
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
Adjusting Labor Times
Sat, Feb 11, 2017 at 2:24 PM
Printing to PDF (PDF Printer) Windows
Windows has a free PDF printer but WIndows 10 users may find that this feature is turned off. To turn it on: In your search bar type "Windows Feat...
Fri, Apr 20, 2018 at 2:29 PM