--- title: "New Inventory Templates" slug: "inventory-count-template" description: "Overview of inventory count templates in the new Inventory module, including template types and links to create and edit workflows." updated: 2026-07-07T18:46:56Z published: 2026-07-07T18:46:56Z canonical: "docs.restaurant365.com/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. # New Inventory Templates In Beta This feature is in beta for select customers. Contact your CSM for more information. This article references the new inventory template experience. Read more about the [legacy inventory count template experience](/doc/docs/inventory-counts-overview-security). In R365, [Inventory Counts](/doc/docs/inventory-counts-overview-security) are created from **inventory templates**. Inventory templates are lists of items to be counted during inventory, with the option to be set to recur on a schedule. They can be created from the Inventory Count Settings page. Upon creation, inventory templates are given a unique name, assigned to select locations, set for scheduled or on-demand use, and configured to determine whether the template will post to the general ledger (GL). Once the general information is completed, items are added to the inventory template, and the template can be published. When an inventory count is started, an inventory template must be selected for use. Inventory templates are only available for the locations they are assigned to. On-demand inventory templates can be selected for use on any day. [Scheduled inventory templates](/doc/docs/scheduled-inventory-templates) are available to use on their scheduled days. The items on the inventory template will fill onto the inventory count and the count can be conducted. On an inventory count sheet, items are sorted into their assigned storage locations and organized as they are in the storage location manager. Items remain unassigned until they are added to storage locations. Organizing storage locations to match the restaurant’s physical layout makes for more efficient counts. Read more about [storage locations](/doc/docs/storage-locations-1). Learn more about inventory templates: - [Inventory Count Settings page](/doc/docs/inventory-count-settings-page) - [Create and edit templates](/doc/docs/create-an-inventory-count-template) - [Schedule or run on demand](/doc/docs/scheduled-inventory-templates) - [Start inventory counts](/doc/docs/create-and-enter-inventory-count) --- ## Security ### Permissions **The following permissions are related to 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 - Delete 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). ### Location Access In addition to required permissions, access to **view** and **edit** is determined by location access. - Users with access to **all locations** on an inventory template: - Can view the template - Can edit the template - Users with access to **only one or some locations** on an inventory template: - Can view the template > Users cannot edit templates with locations they do not have access to. --- ## Navigation 1. Open the **Inventory** application. 2. Expand **Inventory**. 3. Select **Inventory counts**. 4. Click the **gear button** to open the Inventory Count Settings. 5. To open an inventory template, select an **existing template** from the list or click the **Create** button to open a new template. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-12UMBIVR.png) --- ## Inventory Template Page ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4WN5HBRQ.png) | | Fields | Description | | --- | --- | --- | | **1** | Inventory Template Overview | Inventory template name. | | **2** | Inventory Template Overview | Overview details of the inventory template, including the following: - Number of locations associated with the template - Number of items on the template - Date the template was created | | **3** | Items List | List of items on the inventory template. The items are listed with the following details: - Date added - User that added the item - Item type (Recipe or Purchase) - Item Category 1, 2, 3 - Reporting UofM (unit of measure) | | **4** | Add Item | Opens the Add Items panel. From this panel, items can be added to the inventory template. | | **5** | Inventory Template Name | Name given to the inventory template. This can be edited at any time. | | **6** | Assigned Locations | Locations and location groups assigned to the inventory template. The inventory template will be available for use at the locations in this field. | | **7** | Schedule | The template’s recurrence schedule, if any. Templates can be scheduled daily, by week, period, or only be used on demand. Clicking this field in creation or on an existing template will open the Schedule window. Read more about this window below. Scheduled templates can only be counted once per day. On demand templates support spot counts, which are counts that can be counted multiple times per day once every 15 minute interval. | | **8** | GL Posting | Indicates whether the items on counts created using this template will post to the general ledger (GL). GL posting inventory counts are recorded as transactions that affect financial reports and accounting. > 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 approved. > [!WARNING] > The **GL Posting** checkbox is only visible when **Accounting** is turned **on**. When **Accounting** is **off**, this checkbox is **not** visible. | | **9** | Menu | Opens the inventory template menu. From this menu, the following actions can be taken: - Delete | | **10** | Publish | Publishes any changes made to the inventory template. | | **11** | Close | Closes the inventory template. | ### Schedule Window When the Schedule field is clicked, it will open the Schedule window where the schedule can be configured. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5AAUWAQE.png) | | Field | Description | | --- | --- | --- | | **1** | Occurs | The template set recurrence. The selector features the following selections: \| **On Demand** \| No set schedule. The count can be started at any time. On demand templates support spot counts — the same template can be used to run multiple counts in a single day, once per 15-minute interval. This option requires no additional settings. \| \| --- \| --- \| \| **Weekly** \| Template will be available each week on the selected day. Requires a day of the week to be selected. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4VURMR13.png) \| \| **Period** \| Template will be available on a specified day of a period. Requires the selection of a calendar (operational or fiscal) as well as the day of the period to use (first or last). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BD84DTZJ.png) \| \| **Daily** \| Template will be available every business day within a 48-hour availability window. Requires no additional selections. GL posting is off by default for daily templates and can only be enabled by users with the Inventory GL Posting permission. \| | | **On Demand** | No set schedule. The count can be started at any time. On demand templates support spot counts — the same template can be used to run multiple counts in a single day, once per 15-minute interval. This option requires no additional settings. | | **Weekly** | Template will be available each week on the selected day. Requires a day of the week to be selected. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4VURMR13.png) | | **Period** | Template will be available on a specified day of a period. Requires the selection of a calendar (operational or fiscal) as well as the day of the period to use (first or last). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BD84DTZJ.png) | | **Daily** | Template will be available every business day within a 48-hour availability window. Requires no additional selections. GL posting is off by default for daily templates and can only be enabled by users with the Inventory GL Posting permission. | | **2** | Recurrence Description | Describes how often the schedule is set to recur based on the selections made above. | | **3** | Availability | Describes when the count will be available to start. For scheduled templates, a Start hours and Cutoff hours field will appear. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LYMQJU0M.png) The system defaults to a 48-hour availability window that begins at a location’s [Start of Day](/doc/docs/manage-location-hours#set-the-start-of-business-day-time-for-a-location) on the scheduled day and closes 48 hours after. | | **4** | Cancel | Closes the Schedule window without changing the configuration. | | **5** | Create | Applies the schedule settings . | --- ## Create and Edit Inventory Templates Inventory templates can be created by clicking the Create button on the [Inventory Count Settings page](https://docs.restaurant365.com/docs/inventory-count-settings-page). After creation, they can be edited or modified as needed. Learn more about [creating and editing inventory templates.](https://docs.restaurant365.com/docs/create-an-inventory-count-template) --- ## Inventory Count Settings Page The Inventory Count Settings page lists all existing inventory templates. Templates can be created and accessed from this page. Read about the [Inventory Count Settings page.](https://docs.restaurant365.com/docs/inventory-count-settings-page) --- ## Scheduled Inventory Counts Inventory templates can either be scheduled or marked as on demand. Read more about [scheduled inventory counts.](https://docs.restaurant365.com/docs/scheduled-inventory-templates) > [Scheduled inventory templates are supported in the updated R365 mobile app.](/doc/docs/r365-app-create-and-enter-inventory-counts) To use count schedules on mobile, make sure your R365 app is up to date.