---
title: "Adding / Editing an Inventory Count Template"
slug: "adding-editing-an-inventory-count-template"
updated: 2026-07-23T13:47:20Z
published: 2026-08-10T20:23:40Z
canonical: "help.idibilling.com/adding-editing-an-inventory-count-template"
---

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

# Adding / Editing an Inventory Count Template

Most Inventory Counts are done on the same items -- either on a weekly or monthly basis.

Rather than having to set up the criteria for these counts every time, you can create a template that contains the required items. You can then reuse this template whenever needed.

Templates can be set up to include specific

- Catalog Items
- Catalog Groups
- and/or Catalog Categories.

Templates can also be created to ***exclude*** specific Catalog Items.

An Inventory Count Template can be set up to use the Inventory Count Settings from the location at which the count is performed or it can use specific settings specified on the template itself.

Special instructions can also be included on the template that will be displayed to the user who is performing the count.

To view existing Inventory Count Templates, go to **Applications > POS Back Office > Inventory Counts > Inventory Count Templates**

![Inventory Count Path](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/36346(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A43Z&se=2026-11-14T12%3A21%3A43Z&sr=c&sp=r&sig=pLluOm7aHle3arpwvi3iR%2FZ2692kVdAJmqveYTDKbbw%3D)

To add or edit an existing Inventory Count Template:
- Right-click on the Template to edit

OR

Right-click on the window and select **New** to add a template. (Show Picture)

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/36873(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A43Z&se=2026-11-14T12%3A21%3A43Z&sr=c&sp=r&sig=pLluOm7aHle3arpwvi3iR%2FZ2692kVdAJmqveYTDKbbw%3D)

This displays the New or Edit Inventory Count Template window.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83260(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A43Z&se=2026-11-14T12%3A21%3A43Z&sr=c&sp=r&sig=pLluOm7aHle3arpwvi3iR%2FZ2692kVdAJmqveYTDKbbw%3D)
- Use the following tabs to make changes.

[Included Tab](/v1/docs/inventory-count-template-included-tab)

[Excluded Tab](/v1/docs/inventory-count-template-excluded-tab)

[Settings Tab](/v1/docs/inventory-count-template-settings-tab)

[Instructions Tab](/v1/docs/inventory-count-template-instructions-tab)
- Click **Save** to keep your changes.