--- title: "Create an Inventory Count (Mobile)" slug: "r365-app-create-and-enter-inventory-counts" description: "Create and start an inventory count in R365 mobile: select a template, choose location and count date, and start so it appears in the In Progress tab." updated: 2026-01-21T17:28:17Z published: 2026-01-21T17:28:17Z canonical: "docs.restaurant365.com/r365-app-create-and-enter-inventory-counts" --- > ## 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 an Inventory Count (Mobile) Create and start an inventory count to begin recording current item quantities for a specific location. This process takes place on the **Inventory** screen in the R365 mobile app and is available to users with the **Create Inventory Counts** permission. Creating a count generates a new count for the selected location where quantities can be entered across all storage locations. Once started, multiple users can enter counts at the same time. Learn more about [entering inventory counts](/doc/docs/enter-an-inventory-count-mobile). When the [**new** inventory template experience](/doc/docs/inventory-count-template) is enabled, multiple templates can be selected to build the count. All scheduled templates with due dates **within 48 hours of the current date** are automatically selected. If only on-demand templates are available, no templates are preselected. > [Scheduled inventory templates](https://docs.restaurant365.com/docs/scheduled-inventory-templates) are only supported in the updated R365 mobile app. To use count schedules on mobile, make sure your R365 app is up to date. When the [**legacy** inventory count template experience](/doc/docs/inventory-counts-overview-security) is enabled, only one template can be selected. --- ## Security Users must have the following permission to create an inventory count: - Food → Inventory Counts → Create Inventory Counts 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). --- ## Create an Inventory Count in Mobile Follow these steps to create an inventory count in the R365 mobile app: *Click steps to expand for additional information and images.* ****1)** Navigate to the [**Inventory screen**](/doc/docs/r365-red-app-inventory-counts-overview).** **A)** Select **More** from the bottom tab bar. **B)** Select **Inventory counts**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4FV6VCDU.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A12Z&se=2026-11-10T17%3A58%3A12Z&sr=c&sp=r&sig=T6e500YRNyPPj2Vimtx9D8yJ9buyZLalbG%2B713N5B7g%3D) ****2)** Tap the **+** button at the bottom of the screen.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UFF7PZRN.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A12Z&se=2026-11-10T17%3A58%3A12Z&sr=c&sp=r&sig=T6e500YRNyPPj2Vimtx9D8yJ9buyZLalbG%2B713N5B7g%3D) > [!NOTE] > Alternate Navigation: > > 1. Select **Create** from the bottom tab bar. > 2. Select **Inventory Count** > > ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8ZRLU4P9.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A12Z&se=2026-11-10T17%3A58%3A12Z&sr=c&sp=r&sig=T6e500YRNyPPj2Vimtx9D8yJ9buyZLalbG%2B713N5B7g%3D) ****3)** Select a **location** for the count. The selected location determines which templates are available.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RC1CA3LX.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A12Z&se=2026-11-10T17%3A58%3A12Z&sr=c&sp=r&sig=T6e500YRNyPPj2Vimtx9D8yJ9buyZLalbG%2B713N5B7g%3D) ****4)** Tap the **Template field** to open the Inventory Template menu.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NNF9K39D.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A12Z&se=2026-11-10T17%3A58%3A12Z&sr=c&sp=r&sig=T6e500YRNyPPj2Vimtx9D8yJ9buyZLalbG%2B713N5B7g%3D) ****5a)** When the **new** inventory template experience is enabled, select **one or more templates**.** All items and associated storage locations from the selected templates are included in the inventory count. The **Scheduled** section lists templates that have a scheduled count frequency. - Scheduled templates with a next due date **within 48 hours** of the current date are **automatically selected**. - Scheduled templates with a next due date **more than 48 hours** from the current date are **disabled**. The **On Demand** section lists templates without scheduling restrictions. These templates can be added to any inventory count. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-T9NXPTOJ.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A12Z&se=2026-11-10T17%3A58%3A12Z&sr=c&sp=r&sig=T6e500YRNyPPj2Vimtx9D8yJ9buyZLalbG%2B713N5B7g%3D) In Beta This feature is in [beta](/doc/docs/user-research). Contact your CSM to learn more. ****5b)** When the **legacy** inventory template experience is enabled, select **one template**.** All items and associated storage locations from the selected template are included in the inventory count. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-US1TJNCH.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A12Z&se=2026-11-10T17%3A58%3A12Z&sr=c&sp=r&sig=T6e500YRNyPPj2Vimtx9D8yJ9buyZLalbG%2B713N5B7g%3D) ****6)** Select a **date** for the count (defaults to today).** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0K1Y8U3N.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A12Z&se=2026-11-10T17%3A58%3A12Z&sr=c&sp=r&sig=T6e500YRNyPPj2Vimtx9D8yJ9buyZLalbG%2B713N5B7g%3D) ****7)** When the **new** inventory template experience is enabled and the default **date is changed**, **confirm** the selected **templates**.** Users must have the following permission to change the default inventory count date: - Food → Inventory Counts → Edit Inventory Counts → Edit Count Date/Time 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). > Changing the date of the count does **not** automatically change the selected templates from step 5. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9NXK2539.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A12Z&se=2026-11-10T17%3A58%3A12Z&sr=c&sp=r&sig=T6e500YRNyPPj2Vimtx9D8yJ9buyZLalbG%2B713N5B7g%3D) ****8)** Tap **Start New Count** to save and begin the count.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TBCFY2RD.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A12Z&se=2026-11-10T17%3A58%3A12Z&sr=c&sp=r&sig=T6e500YRNyPPj2Vimtx9D8yJ9buyZLalbG%2B713N5B7g%3D)