Add Inventory Templates

1. On the Dashboard page, click Inventory.
2. Click the New ORBO Inventory Template button.
3. Enter the information for the inventory template as described in the following table.

   Table 4-1 Add Inventory Template Fields

   Field	Description
   Name	Enter the name of the new template.
   Locations	Select the locations where this template is valid.
   Full Count	Select Full Count to include all items assigned to the location in the count. If this option is not selected, you must choose the item family groups to include in the Partial Count Settings section.
   Zero Non-Counted Items	Select Zero Non-Counted Items to set the count quantity to zero when the count is booked and no value has been entered. If this option is not selected, the count quantity is set to the theoretical quantity when no value has been entered.
   Inactive	Select this option to allow the inventory template to be used to create counts. If this option is not selected, the inventory template cannot be used to create counts.
   Unit Selection	The selected unit types determine which units are available on the count sheet. Show Base Unit: When selected, the base unit defined in the inventory item setup is displayed on the count sheet. The base unit can only be disabled if at least one other unit is selected. Show Primary Purchase Unit: When selected, the primary purchase unit is displayed on the count sheet. This is recommended for locations where goods are received from vendors. Show Primary Stock Unit: When selected, the primary stock unit is displayed on the count sheet. This is recommended for locations that primarily receive goods from main stores and warehouses. Summarize on: Displays the unit type to be used for summarizing the entered quantities.
   Partial Count Settings	If the template is not defined for a Full Count, the user must select the item family groups to include in the Partial Count Settings.
   Open Inventory Handling	Choose how open inventories are handled when creating a new inventory using this template. Set Status to "Not counted": The existing count is canceled and marked with the comment “Not Counted.”. Close with default method of the template that was used: The existing count is booked according to the Zero Non-Counted Items setting defined in the template.unted Items setting defined in the template. Don’t generate new count: No new count is created.

4. Click the Save button.