#1 - How do you want it to represent your Products and Service in your diagrams?

The answer will determine which "Visual Representation" you should pick for the product. The options are:

  • A “Shape” to represent Products that are charged by number of items used
  • A “Line / Arc” to represent products that are measured or charged by length
  • A “Fill Area” to represent products that are measured or charged by an area

Another consideration is since you will likely be adding products to a floor plan (or called a top down view), you may need to consider how products that are placed vertically will be represented. 

Some examples here could be vertical pipes or materials that cover or are painted on wall surfaces, etc.

While you could draw a side or (Elevation view) to account for this type of product, ArcSite allows you to draw in the top down view and still account for the vertical part.

  • Use “Line / Arc (as Wall Surface)” to represent products that will be drawn as lines, but will measure a vertical surface area.
  • Use “Fill Area (as Volume)” to represent products that are drawn in fill area, but measured by volume.
  • Use “Shape” for vertically placed pipes (like a downspout), and use other attributes to configure its height.

Choosing a Visual Representation option in the Create Product dialog

#2 - For Products that don't need to / shouldn't show up in your drawing.

Many of your products and services will be added visually to your drawings. 

However, if something does not make sense as a visual element (For example - a Work Permit Fee, Extended warranties, or a test to run ).  ArcSite allows you to define “non-visible” products. For those types, you can set up a Virtual Product.

#3 - Do you want to collect pricing information? 

In order to generate a Customer Proposal, you will need to set pricing up for your Products. 

If the pricing needed for a Product is a single unit cost -  basic (cost) = (unit price) × (quantity) , then you can just use the simple price method.

If it’s any more complex, you will need to configure what we call Price Parts. You can add any number of Price Parts together and the total cost of your product is calculated by the sum of the Parts. 

Go here to read more about Price Part options. 

#4 - Do you want to collect information other than simple quantity or pricing?

You can use Attributes to collect additional information about the Product beyond the automatically generated "Quantity" and any pricing info you add. 

Some examples of the many possible attributes could be; Model Number, Color, Mounting Location, or a photo of the specific site location.

Go here to read more about Attributes.

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