---
schema_version: "1"
id: 0e37f7849dc41abb7ac5ce0cb7739370f4505484abd45ba92d94b5ebe55dd580
title: Create an Inventory Control Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_inventory_control_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_inventory_control_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 13757d314a92f54495402eb7ae4c71c58bc6615530515171e8cc0bc734af752c
description: To define the properties of an inventory including its unit of measure, and whether the inventory is relevant to manufacturers or customers, create inventory control template records. To create an inventory or a quota for a product by using a specific inventory control template, assign the product to the template. The assignment is valid for a specific period. Cash floats aren’t assigned to any product.
products:
  - Consumer Goods
release: "264"
---
# Create an Inventory Control Template

To define the properties of an inventory including its unit of measure, and whether the inventory is relevant to manufacturers or customers, create inventory control template records. To create an inventory or a quota for a product by using a specific inventory control template, assign the product to the template. The assignment is valid for a specific period. Cash floats aren’t assigned to any product.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d9766e47">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e47 ">To create inventory control templates:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e47 ">
              <p>CGCloud Business Admin</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Business Admin</p>
            </td>
          </tr>
        </tbody>
      </table>

Based on the meta type selected while creating inventory control templates, the template can be of three types: Inventory, Quota, and Cash Float.

1. From the App Launcher, find and select **Inventory Control Templates**, and then click **New**.
2. Select the record type that you want:
    
    - Inventory
    - Quota
    - Cash Float
3. Click **Continue**.
4. Provide these details:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d9766e123">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d9766e126">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d9766e123 d9766e126 ">Identification</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e123 ">Inventory Control Template Name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e126 ">Name of the inventory control template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e123 ">Record Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e126 ">Inventory control template type.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e123 ">Active</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e126 ">Indicates if a template is active. You can use only active templates to create
                  inventories.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e123 ">Description</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e126 ">Description of the template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e123 ">Sales Org</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e126 ">Sales org of the inventory control template. You can edit this field only when you
                  create an inventory control template.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d9766e123 d9766e126 ">Description</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e123 ">Description Language 1/2/3/4</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e126 ">Description of the inventory control template in the languages configured for the
                  sales org.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d9766e123 d9766e126 ">Policy</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e123 ">Inventory Control Measure</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e126 ">
                  <p>Unit of measure defined for the inventory. The options are:</p>
                  <ul>
                    <li>Qty/Consumer Unit</li>
                    <li>Qty/Order Unit</li>
                    <li>Value/Domestic Currency</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e123 ">Period Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e126 ">
                  <p>Applicable period for the inventory record. The options are:</p>
                  <ul>
                    <li>Year</li>
                    <li>Quarter</li>
                    <li>Month</li>
                    <li>Week</li>
                    <li>Segment</li>
                    <li>Period</li>
                    <li>Sales Cycle</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e123 ">Customer Policy</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e126 ">
                  <p>Indicates whether the inventory is customer relevant. This option is available if
                    you select the record type as Inventory or Quota. The options are:</p>
                  <ul>
                    <li>One: Inventory is customer relevant</li>
                    <li>None: Inventory isn’t customer relevant</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e123 ">Period Policy </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e126 ">Indicates whether a period assignment is required for the inventory. </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e123 ">Product Policy </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e126 ">
                  <p>Applicable product policy for the inventory. This option is available if you select
                    the record type as Inventory or Quota. The available options are:</p>
                  <ul>
                    <li>One</li>
                    <li>None</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e123 ">User Policy</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e126 ">
                  <p>Indicates whether the inventory is user relevant. The options are:</p>
                  <ul>
                    <li>One: Inventory is user relevant.</li>
                    <li>None: Inventory isn’t user relevant.</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e123 ">Vehicle Policy</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e126 ">
                  <p>Applicable vehicle policy for the inventory. This option is available if you select
                    the record type as Cash Float. The options are:</p>
                  <ul>
                    <li>One</li>
                    <li>None</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e123 ">Tour Policy</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d9766e126 ">
                  <p>Tour policy for the inventory. The options are:</p>
                  <ul>
                    <li>One</li>
                    <li>None</li>
                  </ul>
                </td>

              </tr>
            </tbody>
          </table>
5. Save your changes.