Products & Library
Using ArcSite with Products ? Learn the ins & outs here.
29 articles
Types of Products
Build Your Product Catalog in the User SiteStep-by-step guide to building products, product groups, and bundles in the ArcSite User Site, with field-by-field guidance, decision points, and troubleshooting.
Use Excel (with the ArcSite Product Template) to Create your Product EnvironmentExcel
Use ArcSite's Pre-created Libraries to Create your Product Environment (Products, Product Groups, & Bundles)
Product and Bundle Visibility OptionsSpecify whether individual Products or Bundles are available for selection from within the app and/or displayed on output documents.
Advanced Product Set Up
Learn advanced methods to set up or modify products.
Set and Manage Product PricingHow to set and manage product pricing, markups, and margins in ArcSite's product catalog.
Vertical Guides
Vertical Specific Product Setup Instructions
Library Configuration
Catalog Configuration
Add Images, Videos, and PDFs to Products
Product Import Spreadsheet - Troubleshooting Errors
Product CategoriesHow Product Categories organize your ArcSite catalog in the User Site, the field app, and on output documents.
Shape Labels and Sequence NumberingHow to add automatic sequence numbers (#SEQ#) or custom text labels to shape-based Products and Bundles when placed on the canvas.
Currency SettingsHow to change ArcSite's default currency, what changing currency does and doesn't do, and limitations on per-customer or per-job currency.
Using Products
Bundle Configuration & Bundle Structure View
Diagram Legend - KeyAs you add your custom products to your drawing, ArcSite can add a visual Legend - key to show what they represent.
Swapping Products or BundlesTake advantage of this new functionality and quickly swap out different products or bundles at the click of a button from your ArcSite app.
Quantities & Calculations
Quantities & Calculations
Quantity & Unit Logic — The Complete GuideThe total guide to converting captured measurements into the quantities you need to display, price, or order. Includes a decision matrix, syntax reference, and worked examples.
Adding Calculations or Unit Conversions at the Product LevelThis article has moved. See the complete guide to Quantity & Unit Logic for all calculation and conversion content.
Create a Custom Product on the fly with Custom Pricing
Product - Custom AttributesCustom Attributes collect additional info beyond the automatically generated quantities and any pricing info you add.
Apply Calculations to a Product BundleThis article has moved. See the complete guide to Quantity & Unit Logic for all calculation and conversion content.