This lesson will guide you through the process of creating products with the product import template.
- Understand the product template column values.
- Organize your products with the ArcSite template in the products tab.
Creating your ArcSite template translates products 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.
|Column A: Category||Assign a product category. For example: Vinyl - Railing.|
|Column B:Product Name||Assign a product name. For example: Waterfall "B" Sweep Rail.|
|Column C: Description (Optional)||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 is basis for pricing calculations.
|Column E: Unit Cost||
This column controls how products are measured by ArcSite and the basis for pricing calculations.
|Column F: SKU (Optional)||Optional. Place your SKU information here if used.|
|Column G: Visual Type||
|Column H: Tax exempt.||Y for no tax, blank for tax.|
Please see our product import template video below:
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