Sales Order Product name is not showing in order list while creating a sales order. How to resolve this?

FAQs guide to address the issue where product names are not showing in the order list while creating a sales order ticket:

Q1: Why are product names not appearing in the sales order ticket creation form?

Answer: Ensure that you have selected the correct client and branch associated with the order. The product details are linked to the contract, so make sure the contract is active and corresponds to the selected client and branch.

Q2: How can I check the details of a specific client’s order?

Answer: You can review the details of a specific client’s order by searching for the contract number associated with that order. Navigate to the Sales Order Ticket form, add the client name, and open the pop-up to search by the contract number.

Q3: Where can I find the product details for a specific contract?

Answer: When searching by contract number in the Sales Order Ticket form, the pop-up should display the product details associated with the selected contract. Verify that the contract is live and matches the client and branch of the order.

Q4: What should I do if the product details are not showing in the search results?

Answer: If product details are not appearing, double-check that the contract linked to the client and branch is active and valid. Ensure that the contract period has not expired.

Q5: Can I create a sales order ticket without selecting a specific client or branch?

Answer: It is essential to select the correct client and branch associated with the order to ensure that the product details are correctly fetched from the active contract.

Q6: How do I confirm if a contract period is live?

Answer: Verify the status of the contract associated with the client and branch. If the contract period is not live, you may need to renew or activate it.