Adding & Creating Solutions

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.
Input the Solution product number or select the catalog you will be picking the replacement from.
Narrow down your replacement product search by using the filter lists.
Select your replacement product or create a “custom product” at the top right of your page.
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.