Getting Started: Initial 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.

Crate Pro 6 Manuals
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...
Wed, Sep 23, 2020 at 2:28 PM
Configuration Quick Start Information (r4138, 1807##,1907##)
To get started quickly, not all modules need to be configured prior to getting benefit from using Crate Pro 6.  Depending on your goals for using the progra...
Fri, Feb 2, 2024 at 1:05 PM
Detailed Configuration 1: (1) Inventory & (2)Material Groups, (3)Preferred Styles - Crate Pro 6
Applies to Crate Pro 6 release 4100 to 4140 - This shows core features in all releases plus additional information,  however, there are newer methods to mo...
Tue, Nov 3, 2020 at 11:43 AM
Detailed Configuration 2: (4) Importing Customers (5) Times (6) Costs/Prices (7) Users
You may want more detail on some configuration topics. This provides more information and links to those articles The information in this solutio...
Tue, Nov 3, 2020 at 11:44 AM
Importing Customers into Crate Pro 6
APPLIES TO RELEASE 1807NN.  Columns may be slightly different for older releases Your current customer lists can be imported into Crate Pro 6 as part of yo...
Thu, Apr 22, 2021 at 9:46 AM
Join.Me Screen Sharing - Security Settings for macOS
We use Join.Me (a Log Me In company) for customers to share their screens for support and training. MacOS may require that users allow the Join.Me app to sh...
Fri, Dec 8, 2023 at 3:12 PM