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Use the ArcSite User Site to Create your Product Environment (Products, Product Groups, & Bundles)
Use the ArcSite User Site to Create your Product Environment (Products, Product Groups, & Bundles)
Updated over a year ago

You can create and edit your Product environment from the ArcSite User Site. The ArcSite user site is a browser-based password-protected site where these sorts of setup tasks can be done.

Sections

Access the Products page on the ArcSite User Site

Access the Product page from the iOS app

Adding Products

To create a Product, click on the + New Product button while on the Product tab for any Product category.

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Required Product fields:

  • Name - The name of the Product

  • Visual Type - How the Bundle will be added to the screen, as a Line, Area, or Shape

  • Visual - How visually that type will appear on the screen. Options vary based on the visual type selected.

  • Drawing Unit - What unit will initially be collected by using Product

Optional Product fields:

  • SKU - Used to enter Vendor or model numbers

  • Description - Further defining the product beyond the Products name. Can be shown in the output documents

  • Pricing information - Details on pricing can be found here - Pricing

  • Quantity Conversions - Details on quantity conversion can be found here - Quantity Conversions

  • Price Parts - Details on Price Parts can be found here - Price Parts

  • Custom Attributes - Details on pricing can be found here - Custom Attributes

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Creating and Managing Product Groups

Steps to Create a New Product Group:

To create a new Product Group or edit an existing one, click on the Product Group button while on the Product Bundles tab for any product category.

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  1. Click + New Group in the lower left corner

  2. Add name in Name of Group field

  3. Click + Add a Product button at the bottom right to select Products

  4. Click Save button

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Creating and Managing Bundles

Steps to Create a New Bundle

Step 1 - Click on the + New Bundle button while on the Product Bundles tab for any product category.

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Step 2 - Fill in the Bundle dialog

  1. Bundle - A name is required

  2. Visual Type - can be Line, Area, or Shape

  3. Visual - How visually this Bundle will appear on the screen. Options vary based on the visual type selected.

  4. Unit - Select a measurement unit matching the Visual Type

  5. Tap on + Add Product, + Add Bundle, or Product Group to add the items that will make up this bundle

  6. Once the items have been added, determine the quantities of each. Type a number in the entry field or tap on the Calculation Type icon to the right of the entry field

For more information on determining Bundle quantities, please watch the video above and/or read about Bundle Quantities here.

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Make Copies of Products

Delete Products

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