14.) Creating a Custom Solution Product

Open up the Proposal you would like to add solutions to. 

Within the proposal, open the ECMs (Energy Conservation Measure) tab.

Select the blue Add button to the existing fixture you would like to create a solution for. 

Select the blue "+ Item" button.

Select "+ Product" to add a lighting solution and "+ Service" to create a service item such as labor, shipping or recycling. 

Select “custom product” at the top right of your page.

A card will show up in the middle of your screen where you will want to input the Product Name, Model Number, Product Type and Cost.

Hit save when you are all done. 

The software will update once you've made your selection and bring you back to the solution creation screen. 

Make additional edits or add incentives within the Energy and Incentives Section at the bottom.