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How to Add Products to Zones

How to Add Products to a Project Zone

Use this guide after you have created a project (How to Create & Manage Projects) and are ready to build out zone-level product selections and documentation.

Overview

After a project has been created, each zone can be used to organize product selections, lighting schedule information, delivery timing, product documentation, and submittal materials.

1. Open the Project and Select a Zone

  1. Open your account dashboard and go to Projects.
  2. Select the project you want to work in.
  3. Review the list of zones associated with the project.
  4. Select the zone where you want to add or manage products.

2. Add Products to the Zone

Products added to a zone can be managed separately from products in other zones. This helps keep selections organized by area, phase, room, lot, floor, or other project grouping.

  1. Within the selected zone, click on Find Products. You can also begin from the main product catalog, find the product you're looking for, then add it to a project/zone.
  2. Browse or search for the products needed for that part of the project.
  3. Select the product you want to include.
    1. Configure the product where needed.
    2. Add accessories from the main product page.
  4. Click Add to Project.
  5. A side panel will open:
    1. Select the existing project or create a new project.
    2. Select which zone you are adding to.
    3. Designate the schedule type. Note: Zone and schedule type will be printed and labelled on products in your order for easy identification and jobsite routing.
    4. Add a Required Delivery Date, or leave it blank and add it later when you place the order. Note: You can designate delivery dates for individual line items, for a zone, or for a whole project.
  6. Review the zone to confirm that the correct products have been added.

5. Download Product Documentation and Submittals

From the zone, you can download product documentation and a submittal sheet for the products associated with that zone. These files can be used to share product details, support review, and prepare materials for approval.