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Вебинар ArcSite по продуктам: основы, часть 1

ArcSite

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Вебинар ArcSite по продуктам: основы, часть 1

7 просмотров · 23 ч назад
ArcSite
3,84 тыс. подписчиков
7 просмотров · 23 ч назад
Your product library is what turns a drawing into a material list and a proposal. If you set it up right once, every rep on your team quotes the same job the same way, and nobody has to recount pickets by hand. In this full ArcSite 101 workshop, Patrick Gorman, Director of Customer Success, builds a product library from the ground up. He creates products, product groups, and bundles, sets up the calculations, and then tests everything on a drawing in the app. Follow along in your own user site and you'll finish with a working library you can quote from. Chapters 0:00 Intro and agenda 1:13 Creating a product: the two ArcSite environments 3:26 Ways to add products 4:06 Product fields walkthrough 9:04 Pricing, price parts, and minimums 15:09 Import a pre-built library 16:36 Import and export with Excel 17:33 Types of products 17:54 Line/Arc 20:10 Line/Arc as Wall Surface 21:30 Area 23:58 Area as Volume 24:47 Shape 26:04 No Visual 27:49 Building a product group 31:35 Building bundles 33:41 Required vs. optional components 34:19 Calculating your bundles 35:15 Multiplier 35:38 Simple rule 36:23 Advanced rule 37:57 Building and calculating an area bundle 40:09 Building and calculating a shape bundle 42:05 Test on a drawing 45:45 Practice on a lost deal 47:12 Support resources Resources Build your product catalog: https://support.arcsite.com/en/articl... Excel template and pre-built libraries: https://support.arcsite.com/en/collec... Types of products: https://support.arcsite.com/en/articl... Bundle configuration: https://support.arcsite.com/en/articl... Help center: https://support.arcsite.com Contact ArcSite: https://www.arcsite.com/contact Prefer shorter videos? Each chapter is also posted on its own in the ArcSite 101: Products and Bundles playlist.