How can I search through Crate Pro for the design ID? I'd like to keep the ID on the customers invoice and be able to look up builds or even to replicate them from this "B number". I am also using this number from the exported design pieces to reference the build. All in all this number is important and I can't seem to search for it.
Best Answer
S
Support Team
said
over 8 years ago
Excellent question with lots of options. Depending on what you find easier there are multiple ways to locate and manage designs.
In almost every module you first want to check that you haven't already filtered your records by clicking on SHOW ALL at the bottom of the screen.
In the Design module: click on the magnifying glass at the top of the screen You can enter the entire or part of the design ID number. click on Continue
In the design module at the top of the screen you can change the VIEW box to Summary List and get the lists of all your designs. If you click on any of the column headers it will sort by that column.
If you entered a customer name in the design, go to the customer module and select the Design tab. When you select a previously created design that you want to repeat, you may wish to chose DUP (duplicate) from the top of the screen which will update your prices weights and times and give you a new design ID. Crate Pro should add a number after the description so that you don't have multiple designs with the same name. You can click in the field and change it to anything you want. You are also able to simply unlock/lock an existing design to let it update but then you've overwritten the original info which could be helpful of a customer has a question.
Excellent question with lots of options. Depending on what you find easier there are multiple ways to locate and manage designs.
In almost every module you first want to check that you haven't already filtered your records by clicking on SHOW ALL at the bottom of the screen.
In the Design module: click on the magnifying glass at the top of the screen You can enter the entire or part of the design ID number. click on Continue
In the design module at the top of the screen you can change the VIEW box to Summary List and get the lists of all your designs. If you click on any of the column headers it will sort by that column.
If you entered a customer name in the design, go to the customer module and select the Design tab. When you select a previously created design that you want to repeat, you may wish to chose DUP (duplicate) from the top of the screen which will update your prices weights and times and give you a new design ID. Crate Pro should add a number after the description so that you don't have multiple designs with the same name. You can click in the field and change it to anything you want. You are also able to simply unlock/lock an existing design to let it update but then you've overwritten the original info which could be helpful of a customer has a question.
Support Team
How can I search through Crate Pro for the design ID? I'd like to keep the ID on the customers invoice and be able to look up builds or even to replicate them from this "B number". I am also using this number from the exported design pieces to reference the build. All in all this number is important and I can't seem to search for it.
Excellent question with lots of options. Depending on what you find easier there are multiple ways to locate and manage designs.
In almost every module you first want to check that you haven't already filtered your records by clicking on SHOW ALL at the bottom of the screen.
In the Design module: click on the magnifying glass at the top of the screen You can enter the entire or part of the design ID number. click on Continue
In the design module at the top of the screen you can change the VIEW box to Summary List and get the lists of all your designs. If you click on any of the column headers it will sort by that column.
If you entered a customer name in the design, go to the customer module and select the Design tab. When you select a previously created design that you want to repeat, you may wish to chose DUP (duplicate) from the top of the screen which will update your prices weights and times and give you a new design ID. Crate Pro should add a number after the description so that you don't have multiple designs with the same name. You can click in the field and change it to anything you want. You are also able to simply unlock/lock an existing design to let it update but then you've overwritten the original info which could be helpful of a customer has a question.
You may also want to set up templates - see if this video helps. We are putting some short informal videos on You Tube in the Crate Pro channel that can help Why Setting Up Preferred Styles, Templates and Stock Designs Makes Your Process Faster (video)
Support Team
Excellent question with lots of options. Depending on what you find easier there are multiple ways to locate and manage designs.
In almost every module you first want to check that you haven't already filtered your records by clicking on SHOW ALL at the bottom of the screen.
In the Design module: click on the magnifying glass at the top of the screen You can enter the entire or part of the design ID number. click on Continue
In the design module at the top of the screen you can change the VIEW box to Summary List and get the lists of all your designs. If you click on any of the column headers it will sort by that column.
If you entered a customer name in the design, go to the customer module and select the Design tab. When you select a previously created design that you want to repeat, you may wish to chose DUP (duplicate) from the top of the screen which will update your prices weights and times and give you a new design ID. Crate Pro should add a number after the description so that you don't have multiple designs with the same name. You can click in the field and change it to anything you want. You are also able to simply unlock/lock an existing design to let it update but then you've overwritten the original info which could be helpful of a customer has a question.
You may also want to set up templates - see if this video helps. We are putting some short informal videos on You Tube in the Crate Pro channel that can help Why Setting Up Preferred Styles, Templates and Stock Designs Makes Your Process Faster (video)
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