Restrict service item for sale on the sales order

1. Create an Item Saved Search:

• Navigate to Lists > Search > Saved Searches > New
• Select Item
• Click Criteria tab 
• Click Standard subtab
• Filter:
  • Select: Internal ID 
  • Value: Select None Of
    • Enter the Internal IDs of the items user does not want to appear on the sales order
• Tick the Public checkbox
• Search Title: Enter Title 
• Click Save

1. Customize the Sales Order Form:

• Go to Customization > Forms > Transaction Forms
• Click the Edit/Customize hyperlink beside the Sales Order Form that user currently use
• Click Sublist Fields tab 
  • Click the Item Filter drop down list. Choose the item saved search name created on step 1
• Click Save

Note: Make sure the Form is Preferred checkbox is ticked