Custom Drop Down Field On each Product

Hi @jonisenhower,

Thank you for providing an example of the feature you need in QuickBooks. I can help you handle the situation to ensure inventories are properly tracked in the system.

Currently, the option to create a custom field for each line item on your sales forms is unavailable. Since you need to keep track of the pounds deducted from the roasted decaf coffee, I recommend using the Class Tracking feature.

This way, inventory will show the remaining quantity correctly when entering the transaction. You'll be using the same item for the three orders and add a unique class for each one of them for more detailed reporting.

Check out these screenshots for your visual guide:

Also, you can visit the Products and Services section to verify the remaining quantity of the product (see additional screenshot below).

I've attached an article you can visit to categorize the products and services you sell in QuickBooks: Group your products and services into different categories.

Let me know if you have additional questions about managing inventories or tracking sales in QBO. I'm always here to lend a hand. Take care.

Man this has been a true comedy of errors. First being told that custom fields for individual products would be available by the sales team, then upgrading our account to find that it is not available. Then I posted this but also called support. Spent several hours on the phone with support and they agreed that this seemingly simple feature should definitely be available but isn't, so at that point I figure oh well we'll have to use a different inventory management system. So I contacted sales to revert back to our original plan. Sales told me that I would first have to downgrade to plus then they could work on getting our original payment plant in place. Then they realized that they couldn't do that and could only offer me 50% off the new price. Which honestly didn't feel like a very fair solution. I get off the phone with a sales supervisor who said she couldn't do anything more and refused to answer when I asked her if she felt that was a fair solution. I see this response but now we no longer have the advanced subscription to see if this works for us. I'm at a bit of a loss of what to do to proceed forward. Do I call sales back and just ask them to put as back in advanced, (a process that took me three hours to do yesterday) and trust that the solution you provided above will work for our application. Do I suggest that our company uses a different platform all together? Do I stay at plus accept the loss and find a better suited inventory management system? Really don't know what the best option is. I do know that you have been the first one to provide accurate information, which I greatly appreciate. So I have one more question if we do use the Classes as a way to address our problem theoretically would it be able to integrate with a webstore so that we would have a drop down menu to select the grind on our webstore like it is on this website in the attached photo. I want to make sure that this solution is a full solution before I call sales back for the 4th time in two days. Again I really appreciate your help here.

Thanks for considering the steps given by my colleague and for providing additional details of your concern, @jonisenhower.

To get the classes to be integrated into your webstore, I'd suggest looking for a third-party app that will help you with the process. You can browse through our QuickBooks Apps store to find the app you need. Let me guide you how:

1. Go to the QuickBooks Apps store page.
2. From the search bar, type a keyword or phrase for the feature you need.
3. Then, you'll see a list of the apps that suits your criteria.
4. To determine which app you can use, click the app and go to the Overview tab for the description of the program.

Feel free to visit this article for videos and guides in assisting you with any of your QuickBooks Online (QBO) tasks: QuickBooks Online - Video tutorials. It includes different categories and topics for QBO.

I'm always around if you have any other QuickBooks concerns. Don't hesitate to post again here. Have a good one.