The ArcSite Product Template | Pt. 1, Product Tab

Creating your ArcSite template translates products them into something ArcSite can draw, price, and even create sales proposals with, all using a simple spreadsheet. Please note, only use this guide when prompted by the ArcSite onboarding tool or sales & customer success. The template workflow is best for organizations with over 50-70 products. For more information on your product workflow please contact us. 

Organize your products with the ArcSite template in the products tab.

Column A: Category	Assign a product a category. For example: Vinyl - Railing.
Column B: Name	Assign a product name. For example: Waterfall "B" Sweep Rail.
Column C: Description	Optional. Additional information. Clients can also see this category. Use this category when you would like to create a list under the product line item in your client proposal.
Column D: Unit	This column controls how products are measured by ArcSite and the basis for pricing calculations.  If your products are linear. Select the appropriate linear measurement (FT, IN, or metric units).  If your products are area based. Select the appropriate area measurement (SQFT, SQIN, or metric units).  If your products are volume based. Select the appropriate volumetric measurement (CUFT, CUIN or metric units).
Column E: Unit Price	This column controls how products are measured by ArcSite and the basis for pricing calculations.  If your products are linear. Select the appropriate linear measurement (FT, IN, or metric units).  If your products are area based. Select the appropriate area measurement (SQFT, SQIN, or metric units).  If your products are volume based. Select the appropriate volumetric measurement (CUFT, CUIN or metric units).
Column F: SKU	Optional. Place your SKU information here if used.
Column G: Product ID.	ArcSite use only. This is the way ArcSite identifies the product in the system. Please do not enter or change information in this column.
Column H: How would you draw on canvas.	For linear parts/products select LINE/ARC. For area based parts/products like flooring or turf select AREA. For vertical parts/products select VERTICAL_SURFACE. For example, capturing a wall area.  For shapes select ICON/Shape. For three dimensional items select VOLUME. For items without visual representation in ArcSite, like bags of concrete, labor, or permits select NO_VISUAL. Also, this can be for items you wish to capture, but do not make sense to add to a visual diagram.

Please see our product tab video below:

That's it. Now you are ready to work on the bundles tab in Pt. 2.