How do I set up my product inventory: Save as Template & Generate Inventory
This article covers saving inventory settings as templates and generating inventory in Resmark. You can find these options in Products > Inventory.
After you have configured your inventory settings, you have two options:
After completing either option, you can go back and edit or reuse any template you previously saved. To do this, go to Products > Inventory > Manage Templates.
There are three automation status levels for your inventory templates. For more information, see Template Automation Status.
Save as Template
Saving your inventory settings as a template makes it easy to come back later and generate additional inventory using the same configuration. If you save as a template without generating inventory, the Inventory tab will only show a list of available templates until inventory has been generated.
Generate Inventory and Save as Template
Resmark supports both automated and manual inventory creation. The generation process will vary depending on how you configured your date settings and automation settings.
To generate inventory, select Generate Inventory at the bottom of the page. If you enabled Automatically Create My Inventory Continually, you will be required to save your settings as a template. If you selected Variable Dates or Manually Create Inventory Up To A Specific Date, read on.
See detailed examples:
- Generating Inventory with Variable Dates
- Automatically Create My Inventory Continually
- Manually Create Inventory Up to a Specific Date
1. Generating Inventory with Variable Dates
If you selected Variable Dates, your page should look similar to this:
After selecting Generate Inventory, Resmark will ask if you want to:
- Generate Inventory (without saving the template)
- Save and Generate Inventory
For more information about templates, see Save as Template above.
After generating, you will be taken back to your Inventory page where you will see the inventory you just created.
After your inventory has generated, you can move on to the next step, Fields.
2. Automatically Create My Inventory Continually
If you selected Regular Recurring Dates and Automatically Create My Inventory Continually, your page should look similar to this:
After selecting Generate Inventory, Resmark will ask you to name the template being used. This template will automatically start running and continue until you pause it. For more information about automation, see Template Automation Status.
After generating, you will be taken back to your Inventory page where you will see the inventory you just created.
After your inventory has generated, you can move on to the next step, Fields.
3. Manually Create Inventory Up to a Specific Date
If you selected Regular Recurring Dates and Manually Create Inventory Up to a Specific Date, your page should look similar to this:
After selecting Generate Inventory, Resmark will ask if you want to:
- Generate Inventory (without saving the template)
- Save and Generate Inventory
For more information about templates, see Save as Template above.
After generating, you will be taken back to your Inventory page where you will see the inventory you just created.
After your inventory has generated, you can move on to the next step, Fields.
Updated on: 03/28/2026
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