Why isn't my Product or Service populating in the line item when creating an Estimate?

  • Check to see if you have Location-based Products enabled (hint: it will not be visible under the Features tab if it is turned on).
  • Under your Products & Services tab in Settings, review the location you have assigned to the item that is not populating.
p&s location based products TS
  • Compare this location with the one assigned to the parent record under which you are trying to create the Estimate.
contact location selection location based products TS

If these locations do not match, you will need to duplicate the item in your Products & Services and assign it to the appropriate location for it to be a selectable option under the parent record.