What Are Count Templates?
Count Templates are a powerful tool that helps head office teams, GMs, and users with inventory management permissions create customized stocktake lists. Instead of counting everything at once, these templates allow you to focus on specific items—making stocktakes faster, more efficient, and more actionable for your team.
Why Use Count Templates?
Not all items need to be counted at the same frequency. Count Templates help streamline stocktaking by enabling you to:
Reduce workload and speed up counts – Your team counts fewer items at a time, meaning they move faster, spend less time scrolling, and focus only on what matters.
Monitor high-variance items – Focus on items that frequently show discrepancies to maintain accuracy.
Make every uncounted item meaningful – When a count is complete, anything left uncounted isn’t just noise—it signals an actual oversight, making it easier to catch and fix gaps.
Organize for efficiency – Sort items by storage location, category, or alphabetical order to create a smoother, more structured workflow.
By cutting unnecessary checks and keeping stocktakes focused, your team can move faster, avoid distractions, and ensure every count delivers real insights.
Best Practices
Set clear priorities – Ensure high-value and high-variance items are counted more frequently than lower-risk stock.
Standardize the process – Use consistent templates across locations to maintain accuracy and efficiency.
Keep it structured – Sort and organize your count templates to match real-life workflows, reducing confusion and unnecessary backtracking.
How to Create a Count Template
Go to the “Manage Templates” section.
2. Click “New Template.”
3. Select the items you want to include in the count.
4. (optional) Reshuffle the order of the items, so that the next item on the list is always the most relevant.
5. Save the template and apply it to your stocktake.
Once set up, your team can use these templates during stock counts, ensuring they only focus on what matters most. Here is what it will look like for your team:
