Standard Die/Shapes-Introduction to Clarico Systems Platform
Brad Stropes introduces the purpose of the meeting, which is to provide supplemental training on the capabilities of the Clerico Systems platform. He is joined by Kevin Waldman, who will act as a customer and ask questions that are typical during the discovery phase.
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Standard Die/Shapes- Full Standard Shape Supplemental Training
Please click to see full video @0:00 - Brad Stropes some supplemental training that we've developed for our customers to help guide you all when we're not available or before or after our typical training sessions. Through this process, we'll be ...
Standard Die/Shapes-Quote Completion & Sending Reports
Hold Shift & Click to View-Finishing and Sending the Quote When the quote is complete, Brad shows how to finish the quote and access the summary page. He also demonstrates the options for sending the quote to the customer, either directly from the ...
Standard Die/Shapes-Configuring the Layout and Nesting
Hold Shift & Click to View-Configuring the Layout and Nesting Brad walks through the process of configuring the layout, including setting the sheet size, adjusting the grid layout, and working with grain constraints. He also demonstrates how to add ...
Standard Die/Shapes-Price breaks
Hold Shift & Click to View-Defining Price Breaks Kevin asks about adding price breaks. Brad explains the two main options - inline price breaks and line item price breaks - and shows how to set up quantity-based price tiers.
Clarico Systems Build Notes – Build 2025.5.6
Release Date: June 3, 2025 Reporting Enhancements Material and Operation Sorting: Implemented ability to sort materials and operations in reports based on the form that the line item is on New Report Fields: Added new fields in the reporting engine ...