Getting Started: Configuration and Setup

VIDEOS ARE BEING UPDATED - PLEASE LET US KNOW IF YOU COME ACROSS ANY INVALID LINKS

Initial Configuration and SetUp: 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...
Thu, Aug 15, 2019 at 12:53 PM
Crate Pro 6 Manuals - R 1807nn 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, Jul 19, 2019 at 6:39 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 4138 and 1712nn WE ARE CURRENTLY WORKING ON NEW VIDEOS BETWEEN 2-5 MINUTES TO QUICKLY ASSIST USERS IN GETTING UP...
Fri, Jul 19, 2019 at 6:43 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 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