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.