---
title: "Inventory Master Template"
slug: "inventory-master-template"
description: "Bulk-import purchased items, units of measure, and vendor items using the five-part Inventory Master Template Excel file."
updated: 2025-08-25T21:59:01Z
published: 2025-08-25T21:59:01Z
canonical: "docs.restaurant365.com/inventory-master-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.

# Inventory Master Template

**Disclaimer:** This template is mainly used internally by R365 Ops Coaches to import a large amount of items into an instance. You may use this if you have completed implementation and are familiar with importing information into R365.

The R365 Inventory Master Template is a five-part template that should be completed in this order:

1. Copy all Vendor Items information into the grayed out Columns (E-F)
2. Categorize your items in Columns A-C
3. Name your items what your team calls it in Column D
4. Align your UofMs in Columns J-L
5. Assign your Cost and Inventory Accounts on each item in Columns M and N

After completing these steps, you can break this file into three different imports:

- Purchased Items (Inventory)
- Unit of Measure
- Vendor Items

**It is important to note** that [Item Categories](/doc/docs/item-categories) and [Units of Measure](/doc/docs/unit-of-measure) must be created **first** before completing and importing this Inventory Master Template; otherwise, the import will fail. Work with your Operations Coach as you complete this template.

| Name | Version | Release Date | File Link |
| --- | --- | --- | --- |
| Inventory Master Template V6 | 6 | 05/26/2020 | [Link](https://restaurant365training.com/wp-content/uploads/2020/05/R365-Inventory-Master-Template-V6.xls) |

Click here to view the [original version](https://restaurant365training.com/wp-content/uploads/2020/05/R365-Inventory-Master-Templates_Original-Doc.pdf) of this article, last updated on 10/8/2018.

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