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.
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Column E: Unit Price |
This column controls how products are measured by ArcSite and the basis for pricing calculations.
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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. |
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Please see our product tab video below:
That's it. Now you are ready to work on the bundles tab in Pt. 2.