Column Name

Purpose

Required / Optional

Category

All Products must be part of a parent Category. You can have one single Category or break your Products down into multiple categories based on how you want to organize them.

Required

Name

A Product must have a name. It will be used to pick within the app and also can be presented in an output (Example - Proposal or Material List)

Required

SKU

Can be used to capture a Model or Vendor #, etc.

Optional

Description

While there are multiple ways of further describing Products in output, if filled and set up, these descriptions show up in output directly underneath the Product Name.

Example:
Helical Pier (Product Name)

Our best Helical Pier, the J900 is guaranteed for the lifetime of the structure.

Optional

Unit

This is the Measurement Unit the product is initially captured in on the ArcSite Canvas.
​
Available options are built into the Spreadsheet and can be simply selected from a fixed list of options.

Those options are:

FT, IN, M, MM, SQFT, SQIN, M2, EACH, CUFT, CUIN, M3

You can read about each of these options here on Product Types.

NOTE - This initial unit can subsequently be converted into a separate unit for display and quantities purposes. Once the conversion has been set up, it automatically applies when the product is used.
​
That type of conversion is not defined in the template, but instead in the ArcSite User Site. Read more about conversions here.
​
​Example:

NOTE:

The option here is related to the Unit column defined above as certain Units must match certain Options here. See the table below to see those relationships.

Required

Price Part

A deprecated way of defining pricing. Read more about Price Parts here.

Optional

Price Options

A deprecated way of defining pricing. Read more about Price Parts here.

Optional

Pricing Method

There are two ways of defining the way ArcSite prices your products.

Read more about Price Methods here and Product Margin here.

NOTE - Regardless of whether you are using ArcSite to capture pricing or not, you will need to fill in this column. In the case where you are not collecting pricing, it does not matter which method you define here.

Required

Unit Price

Use it when you want to define a single retail price.
​
​NOTE - As mentioned elsewhere here, the unit captured under the Unit column can later be converted to another Unit. So you can enter the price in the captured/default measurement or in what will be the converted unit

Example - A product is captured initially on the canvas in LF but will then convert to a number of 10' long pipes. In this case, you can put in the per pipe length instead of an LF price.

Optional

Unit Cost

Use it when you want to define a price based on a Unit Cost (Material Cost) which is then multiplied by a Margin.
​
​NOTE - As mentioned elsewhere here, the unit captured under the Unit column can later be converted to another Unit. So you can enter the price in the captured/default measurement or in what will be the converted unit

Example - A product is captured initially on the canvas in LF but will then convert to a number of 10' long pipes. In this case, you can put in the per pipe length instead of an LF price.

Optional

Tax Exempt

All products are set as Taxable by default. This will apply if you then set one or more Tax rates. Read about setting Tax Rates here.
​
If you do not set tax rates, nothing is applied.

If you want to set a product as Tax Exempt, enter a Y in this column.

Optional

Hide on App

All products are set as visible by default.
​

If you want to not display this product in the app Product Panels, enter a Y in this column.

Optional

Hide on Proposal

All products are set as visible by default.
​

If you want to not display this product in an output document, enter a Y in this column.

Optional

Product ID

DISREGARD / DO NOT EDIT THIS FIELD. It is or will be, the unique ID number ArcSite sets for a Product.

NA

How would you draw it on canvas ( Visual Type)

As ArcSite is a drawing tool, you will need to define how you will visually capture your Products.
​
The options are:

You can read about each of these options here on Product Types.

NOTE:

The option here is related to the Unit column defined above as certain Units must match certain Options here. See the table below to see those relationships.

Required

How would you draw it on canvas (Visual Type)

Unit

LINE/ARC

FT, IN, M, MM

ICON/SHAPE

EACH

AREA

SQFT, SQIN, M2, MM2

VERTICAL_SURFACE

SQFT, SQIN, M2, MM2

VOLUME

CUFT, CUIN

NO_VISUAL

EACH

Column Name

Purpose

Required / Optional

Group Name

A product group must have a name. It will be used as an entry into a bundle

Required

Name

The list of Products added.
​
NOTE - See the above screenshot. The products are added one row down from the Group Name row

Required

Default Option

If you do not want to answer this question ( of which of the products within the product group) every time it is used, you can set a default option to be preselected.
​
NOTE - You will still be able to add the other options as well.

Optional

ID (DO not change)

DISREGARD / DO NOT EDIT THIS FIELD. It is or will be, the unique ID number ArcSite sets for a product group.

NA

Column Name

Purpose

Required / Optional

Category

All Bundles must be part of a parent Category. You can have one single Category or break it down into multiple categories based on how you want to organize it.
​
​Best Practice - If you are using mainly Bundles instead of individual Products, it is a good idea to keep the Products used in Bundles in a separate Product Category from the Bundles themselves. This reduces the number of items to look through when selecting the appropriate Bundle to use.

Required

Bundle Name

A Bundle must have a name. It will be used to pick within the app and also can be presented in an output (Example - Proposal or Material List)

Required

How would you draw it on canvas ( Visual Type)

As ArcSite is a drawing tool, you will need to define how you will visually capture your products.
​
The options are: LENGTH, AREA, SHAPE

You can read about each of these options here on Product Types.

NOTE:

The option here is related to the Unit column defined below as certain Units must match certain Options here. See the table below to see those relationships.

Required

Unit

This is the Measurement Unit the Bundle is initially captured in on the ArcSite Canvas.
​
Available options are built into the Spreadsheet and can be simply selected from a fixed list of options. Those are:

You can read about each of these options here on Product Types.

NOTE:

The option here is related to the Unit column defined above as certain Units must match certain Options here. See the table below to see those relationships.

Required

Hide on App

All bundle are set as visible by default.
​

If you want to not display this product in the app Product Panels, enter a Y in this column.

Optional

Hide on Proposal

All bundles are set as visible by default.
​

If you want to not display this product in an output document, enter a Y in this column.

Optional

Component Name

Here you enter the Products or Products Groups that you want to add to the Bundles.
​
These are entered one row down from the entries made above. See the screenshot above this table.

Required

Quantity

Each of the products or product group items with a Bundle has to have a quantity defined for it.
​
By default, it will be a 1 to 1 relationship.
​
​For Example:

For a length-based bundle, each foot (m) drawn on canvas would collect 1 of the component in its defined unit.

There are three types of Quantities you can apply to the Bundle Components.

To read more about determining the correct quantity for your Bundles and Products, see Product and Bundle Quantities.

Required

Optional

By default, all components of a Bundle are counted.
​
Entering a Y in a product or product group column here makes this an optional component of the Bundle.

Example:

Barbed Wire is an optional add-on to a Chain Link fence. As such while you want it to be available to add on conditionally, you do not want it added to every Chain Link fence created.

Optional

Use Area or perimeter (only for Area Bundle)

Used only when creating an Area bundle for any Line Based product or product group. You can choose whether this line product defines just the parameter or the area within.

Optional

Product ID

DISREGARD / DO NOT EDIT THIS FIELD. It is or will be a unique ID number ArcSite sets for a Bundle.

NA

How would you draw it on canvas (Visual Type)

Unit

LENGTH

FT, IN, M, MM

AREA

SQFT, SQIN, M2, MM2

SHAPE

EACH