Lessons

These lessons more specifically assist with understanding the features in modules.

Fasteners - Tracking Levels / purchasing Unit of Measure
When set the Tracking Level for every Inventory item,  you're setting the unit of measure for how you purchase this item. So instead of trying to figure...
Thu, Jan 27, 2022 at 5:59 PM
Using Templates
When you mark a design in the Design module as a Template you have several options on how to use the template: 1>If you do NOT add a Customer name when ...
Mon, Aug 3, 2015 at 6:44 PM
Understanding Lower Pricing For Higher Crate Quantities
Crate Pro 6 uses complex algorithms to calculate multi-crate pricing. The calculations are based on real world usage and may be tweaked as needed. So when y...
Fri, Nov 15, 2019 at 10:42 AM
Users: User Privileges & Roles Set-Up
Users are added to Crate Pro 6 via the User module.   Open the User module Click on NEW in upper left corner. The 'Unique Account Name' is the l...
Mon, May 20, 2024 at 1:42 PM
Setting Up ISPM 15
There are a few steps to set up your ISPM so your eradticated lumber can be tracked and a report printed. 1> Preferences > Settings:  Select at wh...
Fri, Apr 20, 2018 at 12:48 PM
Setting ISPM15 Preferences - Inventory module has items in Red Text
In the Inventory module - Lumber - The text color indicator is to assist you with your ISPM15 reporting.    In the Inventory -> Lumber category you h...
Mon, Aug 3, 2015 at 7:18 PM
Designs: What is the Fields with Yellow Highlighting - ISPM 15
You create a design and in some of the lumber fields are highlighted or you see reverse color on your cut sheets. In Preferences - Settings you have...
Fri, Nov 15, 2019 at 11:11 AM
Using Your Own ID Reference for Projects
Do you want to use your own Project numbers instead of the auto-generated numbers in Crate Pro? Select it in Preferences - Misc - Numbering, and you may ent...
Mon, Aug 10, 2015 at 1:52 PM
Ensuring Your Design Recalculates After Changes
Making changes to default materials and having Crate Pro 6 recalculate the affected components is simple. However, in some cases, you do...
Fri, Sep 30, 2016 at 5:58 PM
Design: Bulk Refresh of Design Prices, Weights and Times: Build 6.4136 and later
When a design is created and locked, the price, weight and times values do not change until you unlock and relock the design. This is called refreshing the ...
Wed, Sep 23, 2020 at 3:20 PM