What Are Count Templates?
Count Templates are designed to help head office teams, GMs, and users with inventory management permissions create customised stocktake lists. Instead of counting everything at once, these templates allow you to focus on specific items. This should make stock taking 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.
Organise for efficiency – Sort items by storage location, category, or alphabetical order to create a smoother, more structured workflow.
Best Practices
Set clear priorities – Ensure high-value and high-variance items are counted more frequently than lower-risk stock.
Standardise the process – Use consistent templates across locations to maintain accuracy and efficiency.
Keep it structured – Sort and organise 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 Items to Include in the Count
You’ll see three columns:
Left panel: The items you'd like to include in your count
Central panel: All available items you can choose from
Right panel: Template Settings (more details on this below).
Tips for selecting items:
Add All Items Quickly: Use the “Add all” button to include all available items, then remove any you don’t need.
Filter Efficiently: Use the filters at the top to narrow your view by:
Storage area
Item type
Category
Search by Keyword: Use the search bar to find items by name.
Re-order the list by dragging the dots on the left-hand side of the item. This is the order in which your items will appear on your count.
Adding Items to a Counting Template
To include specific items in a counting template, follow these steps:
Go to the Counts page and click Manage Templates.
Select the relevant template from the list.
On the next screen, locate the item you wish to add by:
Searching for the item using the search bar, or
Dragging and dropping the item from All items to Included items if displayed as draggable categories.
Once all desired items are added to your template, click Save to confirm the changes.
This ensures that the selected items remain part of the template for future inventory counts.
4. (optional) Reshuffle the order of the items, so that the next item on the list is always the most relevant.
Need to rearrange the order of items in your count template? You can easily move items up or down the list with a quick drag-and-drop!
5. Configure Template Settings
On the right side of the screen, you’ll find Template Settings, where you define how the template behaves.
Template Name
Update the name to reflect its purpose, such as “Monthly HQ Count” or “Weekly Produce Inventory.”
Template Available In
Select the locations or groups where this template will be available.
Use the search bar or checkboxes to choose one or more locations.
If an item isn’t available at one or more of the selected locations, it will appear greyed out in your template.
Here’s what that means:
Users at those locations won’t be able to count it - unless the item is assigned to them.
You’ll still see it in the list, so you can keep it for other locations.
You can still move it up or down the list to keep your template organised for the sites where it does apply.
This makes it easy to build one template that works across multiple locations, even if item availability varies.
Count Type
Choose how often this count should run:
Weekly: For more frequent, lighter counts.
Monthly: Ideal for full stocktakes or deeper inventory checks.
Count Time
Determine the point in time the count reflects:
Before sales: Captures everything up to the close of the previous day. Good for overnight or early-morning counts.
After sales: Reflects inventory levels at the end of the same day the count is completed. Useful if you’re counting after service finishes.
If Item Is Not Counted
Choose what happens if a team member skips or forgets to count an item:
Set as zero: Treat the item as completely out of stock - it will be recorded as “0”.
Use estimates: Nory will estimate the stock level using available data like POS sales, deliveries, transfers, waste, and batch logs.
💡 Use “Set as zero” for more manual control or training accountability
6. Save Your Template
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:
Extra Tips
You can quickly manage your templates using the options menu (•••) in the top right corner of the edit screen.
Duplicate template: Use this to create a copy of the current template - perfect if you want to make small changes without starting from scratch, or create different version by locations (so that you can customise shelf order, for example).
Delete template: Remove the template entirely if it’s no longer needed. (You’ll be asked to confirm before it’s deleted.)
Bulk actions: You can select multiple templates at once to duplicate or delete them in bulk. This is a great time-saver when managing templates across several teams or sites.
⚠️ Note: Deleted templates can’t be recovered, so make sure you’re ready to let it go!
Performing Inventory Counting Without Using a Template
If you prefer or need to count inventory without applying a predefined template, you can do so using the following procedure:
On the Nory dashboard, click New Count.
In the pop-up menu, locate the Choose Template dropdown.
Select None from the dropdown options.
Click Continue to proceed with the count.
This approach provides flexibility when templates are unnecessary, allowing you to count inventory items freely without pre-set selections or restrictions.