Getting Started: Configuration and Setup

Start Here 1 and Start Here 2 were developed for release 3045 to 4138. While most of the information is the same in later releases, new features have been added. If you are on 1712nn and higher - please use the Initial Configuration and Setup for 1712nn and later as well as these videos.

Start Here: For r1712nn and later (NEW)
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...
Fri, Aug 23, 2019 at 4:56 PM
Crate Pro 6 Manuals - R 1712nn and later (NEW!)
We will be adding manuals in this format to assist with the configuration and use of Crate Pro 6 for the releases indicated above. Click on the image to vie...
Fri, Aug 23, 2019 at 1:24 PM
START HERE 1 Configuration & Setup: Selecting (1) Inventory & (2)Material Groups, (3)Preferred Styles - Crate Pro 6
Applies to Crate Pro 6 release 4100 to 4140 - The core features are in later releases however, there are newer methods to more quickly achieve goals as wel...
Fri, Aug 23, 2019 at 5:26 PM
START HERE 2: Configuration & Setup: (4) Importing Customers (5) Times (6) Costs/Prices (7) Users
WE NOW OFFER A FAST START CONFIGURATION GUIDE AND A CRATE PRO 6 MANUAL AND USER GUIDE WITH DETAILED INFORMATION ON THE MODULES AND FIELDS IN CRATE PRO: ...
Thu, Jun 13, 2019 at 12:09 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 are based on ...
Mon, Oct 14, 2019 at 12:31 PM
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