This article goes over how to create your ItemProductLine custom field and how to assign items to a product line.

This is meant for users who are configured to have Crik-IT get product line information from the ItemProductLine custom field at the item level in QuickBooks. To find out more about product line configuration options in Crik-IT, consult this help document.

If you make changes to your configuration options in Crik-IT, make sure to do a full data sync by going into 'Sync Your Data' in the 'Crik-IT/QuickBooks Config Menu'. 

Create the ItemProductLine Custom Field

Start by logging into QuickBooks and going into the 'items and services' folder. 

Then, drill down into any item from your item list. 

Once drilled down into the item, go to 'Custom Fields', followed by 'Define Fields'. 

Once in 'Define Fields' add your ItemProductLine custom field.

You can choose to allow the value in this custom field to be either any text or options from a drop down list. If you choose the drop down list option, you'll be prompted to enter in the names of your product lines. In the example shown below, 'Any text' was chosen.

Click 'ok' to save. Then click 'ok' again when exiting out of the item's info page. 

Assign Items to Product Lines

To assign an item to a product line, drill down into the item in question, go to 'Custom Fields' and enter the name of the product line the item should belong to (or select the product line if a drop-down). 

Click 'ok' to save. 

Repeat this process with all the items you wish to assign to a product line.

To see how you can limit which product lines a customer has access to, click here. 

Questions? We're here to help! Write to us at support@crik-it.com or schedule a call with us by clicking here.