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 diff...
Mon, Oct 30, 2017 at 12:42 PM
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...
Tue, Aug 8, 2017 at 11:46 AM
Live Session Scheduling: Bookmark this link
Setting up your company preferences into Crate Pro 6 is a critical component to being successful and having the program do the "heavy lifting' for...
Wed, Dec 20, 2017 at 3:34 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
Staff Permissions and Privileges on the Member Support Portal
All staff should create an account into the member support portal. Once a staff member creates the account they'll be sent an 'activatio...
Tue, Oct 17, 2017 at 8:44 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
How Do The Configuration and Training Sessions Work?
The default settings included with Crate Pro are commonly used industry values which should be adjusted to your own companies values.  Crate Pro 6'...
Fri, Jan 19, 2018 at 9:44 AM