Stock Count Templates can be modified easily at any time through the process listed below. If your Organization is currently using Inventory Counts from the New Ops Experience, click here to learn how to update existing Inventory Counts.

Add a New Item

Open the Stock Count Templates listing and double-click the desired Stock Count Template. This will open its record.

Navigate to the Storage Locations grid and click the Storage Location where the new item is stored. Then, move to the Items grid and enter in the name of the item in the 'Item' selector. Select the correct item and then click 'Add' to include the item in your Stock Count Template. Repeat this process for any additional items and then ensure that you 'Save and Close' the Stock Count Template.

  • Note: To add a New Storage Location, enter the name of that Location in the 'Storage Locations' field and click 'Add' to include it in the Stock Count Template. Then, navigate to the Items grid and enter any items stored in that Location

Remove an Item

Items can be easily removed from a Stock Count Template by clicking the trash can icon next to the corresponding item in the Items grid. Then, ensure to save the template.