---
title: "Cycle Count Template"
slug: "cycle-count-template"
description: "Why is Cycle Count Template important, and how to create a Cycle Count Template? Step by Step guides containing all the information that you need to know to help you understand Canary7 WMS."
updated: 2025-08-05T15:33:50Z
published: 2025-08-05T15:33:50Z
canonical: "help.canary7.com/cycle-count-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.canary7.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Cycle Count Template

# 🧩 Understanding Cycle Count Template

## ✨ What is a Cycle Count Template?

A **Cycle Count Template** in Canary7 defines the structure and rules for a cycle count plan. It works similarly to other templates across the system, allowing you to set up the framework for how inventory is selected and counted — including which **locations** to target and how long a count remains valid.

These templates help automate and standardise cycle counting, ensuring that your stocktaking remains accurate and efficient over time.

### 🔍 Accessing Cycle Count Template

You can find the **Cycle Count Template** in one of two ways:

- Use the search bar in the Navigation menu and type **"Cycle Count Template"**, then click on the result.
- Or go to **Configuration** → **Functional Area Setup** → **Cycle Count Setup** → **Cycle Count Template**.

## ➕ Adding a Cycle Count Template

Click on the Red Action Button![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png), this will bring up a drop-down menu, and select "Add"

![add uom](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1664033249991.png)

## 📝 Enter the Required Fields

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/Screenshot 2024-12-17 151015(3).png)

Fill in the following information to define your template:

| Field | Description |
| --- | --- |
| **Name** | A clear and unique name for the template. |
| **Location Selection** | Choose or create a Location Selection to define which locations will be included in the count. |
| **Last Cycle Count Validity** | Number of days that a completed count remains valid before the location is eligible to be recounted. |
| **Maximum Location Counts** | The maximum number of locations to be included in a single cycle count job. |

✅ **Ensure that the template is marked as active** so it can be used in future Cycle Count Plans.

Once you have selected and entered the required fields, click on the submit button![submit button(1)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/submit%20button(1).png) to add.