How does enabling Location-based products affect my financial documents?

If you notice a product or service is not populating in the line item of a financial document, the parent record might belong to a different location.

When Location-based products is enabled, your products will act differently on your Estimates and Invoices.

As you create an Estimate or Invoice, you will only be able to see the products that are associated with the location that the parent Contact or Job is assigned to.

Currently, there isn't a way to associate a single product with multiple locations, but you can duplicate a product and associate it with a different location.