To edit a piece of equipment that has already been selected within a proposal option, go to the Summary tab while building a consultation.
From there, click on the system to view the included models, then select the pencil icon next to the model you want to update:
Next, choose the desired series and equipment combination. Any associated AHRI details and Bundle Tags for that selection will be displayed here, so you can clearly see what applies before selecting:
Once selected, the equipment will be updated. All AHRI information, Bundle Tags, and pricing will automatically adjust to reflect the new equipment combination.
Note: If equipment is edited on the Summary tab, the AutoPilot rules will not automatically apply to the newly configured matchup. To apply the AutoPilot rules to the updated configuration, return to the Accessory tab and allow the rules to run again so they can pick up the new changes.