We have been using classes on the line item level to track lot numbers of the products we make. We created them in custom templates to show up on every invoice/receipt. If an item doesn't need to be tracked, we just leave the class on that item blank. We have been manually inputting each class for the items on every invoice/receipt. We can then run a report by class to show everyone who received a certain lot number of that item. I just discovered creating custom fields in items. My question is, if I create a custom field in an item called class, then put in the lot number (which is already a class we have created), and check USE, will that number automatically show up on the invoice/receipt on the line item level under class whenever that product is selected? I know there is lot number tracking in Enterprise, but we are using Premier.
I appreciate you elaborating the situation thoroughly. Let me help share some information about class and custom fields in QuickBooks.
The detailed steps you've provided won't work if it's intended to track the class automatically for an item. I've tried replicating this in my end, however, even if you have the custom field for an item, you'll still have to manually select or type in the class when creating your invoice.
It would be great if we have this kind of work around in tracking the lot number just like the Enterprise version. I'll ensure to send a feedback report regarding this suggestion to our Product Developers.
You might want to check out these helpful articles below for more information about class tracking and custom fields.
Thanks for the feedback. I have read the articles you pointed to. I have on issue. See picture. I don't have the option "Assign classes to_____" in my Quickbooks. Under prompt to assign classes there's just a blank spot.