---
title: "Create and Edit an Inventory Template"
slug: "create-an-inventory-count-template"
description: "Create and edit inventory count templates by setting name, locations, GL posting, schedule, and adding items by storage location."
updated: 2026-07-07T19:20:22Z
published: 2026-07-07T19:20:22Z
canonical: "docs.restaurant365.com/create-an-inventory-count-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and Edit an Inventory Template

In Beta

This feature is in beta for select customers. Contact your CSM for more information.

[Inventory templates](/doc/docs/inventory-count-template) must be created to conduct inventory counts. When an inventory count is created, it pulls the information and items from a selected template to create the count. Inventory templates can be created from the [Inventory Count Settings](/doc/docs/inventory-count-settings-page) page.

When created, inventory templates are assigned a template name, locations that the template will be made available to, a [recurrence schedule](/doc/docs/scheduled-inventory-templates) (if applicable), and a GL posting indicator. Then, items are added to the template, and once complete, the template can be published.

Once a template is published, it will be available for use for its assigned locations. Existing inventory templates can be edited and republished as needed.

> [!WARNING]
> Note About Editing Inventory Templates
> 
> Before updating an inventory template, ensure that all counts using that template are completed and/or approved. If a template is edited while it is in use, then it will be updated to reflect the structure of the 'In Progress' count when that count is marked as completed and/or approved.

---

## Security

**The following permissions are associated with creating and editing inventory templates:**

- Food
  - Inventory Count Templates
    - View Inventory Count Templates
    - Edit Inventory Count Templates
      - Edit Inventory Template General Details
      - Edit Template GL Posting Status
      - Edit Template Count Schedule
      - Edit Count Date/Time
      - Edit Items/Recipes
        - Add Items/Recipes
        - Remove Items/Recipes
    - Create Inventory Count Templates

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access).

---

## Navigation

Inventory templates are created on the Inventory Count Settings page. To navigate to this page:

1. Open the **Inventory** application.
2. Expand **Inventory**.
3. Select **Inventory Counts**.
4. Click the **gear** button.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2K0802OM.png)

---

## Create an Inventory Template

To create an inventory template, navigate to the Inventory Count Settings page, then follow these steps:

*Click steps to expand for additional information and images.*

**1) Click the **Create** button.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OZEANP37.png)

**2) Give the template a **name**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QB82TX0N.png)

**3) Select the **location(s) or location group(s)** that this inventory template will be available to.**

When starting an inventory count, this template will only be available to the locations or location groups selected here.

> The items available on the count will be determined by the items’ location permissions and access.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-613X8QZ4.png)

**4) Click the **Schedule** field to open the Schedule window.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MAQTR6S7.png)

**5) In the Schedule window, open the **Occurs** field.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QATZ1B9T.png)

**6) Select a **schedule option**.**

The option selected may require additional selections. The following options are available:

| Option | Requirements | Image |
| --- | --- | --- |
| On Demand | Requires no additional selections. On demand templates support spot counts, which means the same template can be used to run multiple counts in a single day, once per 15-minute interval. | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-24MFPILY.png) |
| Weekly | Select a **day of the week** that the template should occur weekly. | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-O43K90SE.png) |
| Period | Select the **calendar** that the period will be based on (operational or fiscal). Select the **day of period** that the template should occur (first day of the period or last day of the period). | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NZZXRT8M.png) |
| Daily | Requires no additional selections. Daily templates are available every business day within a 48-hour availability window. GL posting is off and disabled by default; users with the Inventory GL Posting permission can enable it. | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GVEQN5UR.png) |

> [!NOTE]
> When an inventory template is scheduled, it will only be available for use on the selected scheduled days. Scheduled templates can only be used to create a count once per day.

**7) Once the schedule is set, click **Create**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TEYQYTES.png)

**8) Elect whether the counts made with this template should post to the general ledger (GL posting) or not.**

- When **checked**, the items on counts made with this template will post as transactions and affect financials and accounting.
- When **unchecked**, the items on counts made with this template will only affect operational inventory.

> Items assume the GL posting status of the inventory template that they are part of. If both GL posting and non-GL posting templates are used for a count, only the items from GL posting templates will be posted once the count is approved.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IJURTD8D.png)

> [!WARNING]
> The **Post to the General Ledger** checkbox is only visible when **Accounting** is turned **on**. When **Accounting** is **off**, this checkbox is **not** visible.

**9) Click **Create**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5SYONO42.png)

**10) Use the search bar or scroll to **search for the items** that should be added to the inventory template.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1237X8Q6.png)

**11) **Check the boxes** of the items that should be added.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RUAIN6P1.png)

**12) Click **Add [#] Items**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PJ37PB85.png)

To add a single item at a time, click the **plus sign button** beside the item name.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7YXHD1OB.png)

**13) The items will be added to the Items panel on the page. Repeat **steps #10-12** until all items have been added to the template.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GQG0HCEF.png)

**14) Once complete, click **Publish**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-11ZQJ71V.png)

Once published, the inventory template can be used to create inventory counts.

---

## Edit an Inventory Template

To edit an existing inventory template, navigate to the Inventory Count Settings page. Then, follow these steps:

*Click steps to expand for additional information and images.*

**1) Use search bar or scroll the list to search for the **template that needs to be edited.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-L5UVF0T8.png)

**2) **Click the template** from the list to open the template.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3AJL4KXM.png)

**3) **Edit the template** as needed.**

The following can be modified on the template:

****Add/Remove Items****

To **add** an item, click the plus sign button to enable the **Add Items** panel. Then, select and add the desired items.

To **remove** an item, select the item(s) that need to be removed. Then, click the trash can button to remove the item(s) from the list.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BHOIG8X0.png)

****Rename****

To rename an inventory template, click the **Name** field. Then, edit the name.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M06J1JPC.png)

****Assign/Unassign Locations****

To assign additional locations or remove locations from the template, click the **Locations** field.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-L31GCY6O.png)

From the dropdown, **select or deselect** locations and location groups.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V53HN6XQ.png)

****Update Schedule****

To edit the inventory template schedule, click the **Schedule** field to open the Schedule window.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-T5F0OJZY.png)

Then, **update the fields** as necessary, and then click **Create**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AQ6NVUKU.png)

****GL Posting Status****

To update the GL Posting status**, check or uncheck** the GL Posting checkbox.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2V4SBDXZ.png)

**4) Once the template has been edited. Click **Publish** to apply the changes.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U6IMLDT0.png)