Inventory report with total cost/value

DISCLAIMER: This article involves Advanced Customizations, which can be technically challenging to get working and is not part of standard support.  This is programming and must be done precisely or the results can be unpredictable.  This information is provided as a service for those who have the technical skills to work through it -- we cannot help you solve any issues with getting it working.  For more information about Advanced Customizations, see the full documentation:

https://campgroundmaster.com/help/overview32.html

The standard inventory reports don't show the total value of all inventory on hand, but that's easily solved by creating a simple Query (part of the new Advanced Customizations functions added in version 4.0).

1. The first step is to add a Query.  Go to Maintenance / Advanced Customizations / Queries, and click "Add Query".

2. Select "List Query".

3. Give it a name, such as "Inventory total value".

4. For the Base table, select "Inventory items".

5. For the Access Level, select "Manager" (this is optional of course, but recommended).

6. Click "Quick-Add Fields", and select the basic fields you want such as Item Description, Inventory Code, Vendor, On Hand, and Cost.  (To select a field just double-click on it, or else click once to select it and then click the "-->" button.).  Click Done when finished adding fields.

7. Now we need to add the special column for total values.  Click "Add Column", and enter this for the Expression:

 FieldValue(This(), "Inv_Cost") * FieldValue(This(), "Inv_Qty")

8. Put "Total Value" in the Column Heading, and select "Currency" for the Format.  Click "Save" to add the column.

9. We want to avoid a blank line between each item, so some columns need to be edited.  Double-click on the item in the list that has "Item Description" as the column heading (to edit that query column), then uncheck the "Blank lines between sorted groups" box near the bottom, then Save it.  Also do this for the "Item Code" column.

That's all there is to it -- you can see the results immediately by clicking "Save & Test Query results".  Once you're finished and Save back to the main screen, you should see a "Query" tab view (if there wasn't one there already), just to the left of the Transactions tab on the far right.  Click on the Query tab and select your new query from the drop-down list at the top to view the report any time you need to see the total inventory value.