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# 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:

* [Save as Template](#3-save-as-template)
* [Generate Inventory and Save as Template](#3-generate-inventory-and-save-as-template)
    * [1. Generating Inventory with Variable Dates](#3-1-generating-inventory-with-variable-dates)
    * [2. Automatically Create My Inventory Continually](#3-2-automatically-create-my-inventory-continually)
    * [3. Manually Create Inventory Up to a Specific Date](#3-3-manually-create-inventory-up-to-a-specific-date)

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**.

![Manage Templates in the Inventory section](https://storage.crisp.chat/users/helpdesk/website/32150a927bccfe00/18fa2295-07ce-47f5-8e86-cdeec1_1cxeb9n.png)

There are three automation status levels for your inventory templates. For more information, see [Template Automation Status](https://helpdesk.resmarksystems.com/en-us/article/how-do-i-set-up-my-product-inventory-automation-settings-1nrtol8/).

||| **Caution:** All changes to templates will only impact future generated inventory. For more information about editing existing inventory, see [Manually Update Inventory](https://helpdesk.resmarksystems.com/en-us/article/how-do-i-set-up-my-product-inventory-manually-update-or-delete-inventory-sapmym/).

---

### 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.

![Saving a template without generating inventory](https://storage.crisp.chat/users/helpdesk/website/ac36867bfc2cb000/206b45dc-783b-42a5-973e-a2c815_ktqcrz.gif)

---

### 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](https://helpdesk.resmarksystems.com/en-us/article/how-can-i-set-up-the-date-and-time-of-my-inventory-in-resmark-17ysuwj/) and [automation settings](https://helpdesk.resmarksystems.com/en-us/article/how-do-i-set-up-my-product-inventory-automation-settings-1nrtol8/).

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.

| **Note:** If you have already generated inventory, you need to open an existing template or create a new one to generate additional inventory.

**See detailed examples:**
1. Generating Inventory with Variable Dates
2. Automatically Create My Inventory Continually
3. Manually Create Inventory Up to a Specific Date

---

### 1. Generating Inventory with Variable Dates

If you selected [Variable Dates](https://helpdesk.resmarksystems.com/en-us/article/how-can-i-set-up-the-date-and-time-of-my-inventory-in-resmark-17ysuwj/), your page should look similar to this:

![Variable Dates inventory configuration](https://storage.crisp.chat/users/helpdesk/website/259b62580ab52600/f7f4aeb9-6fc3-4109-bd57-cf4cfc_ijavma.png)

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](#3-save-as-template) above.

![Generate or Save and Generate options](https://storage.crisp.chat/users/helpdesk/website/a55ff8cbdf1c7000/eff51e5c-ba2e-475e-9ab4-7cb362_12w6k96.png)

After generating, you will be taken back to your Inventory page where you will see the inventory you just created.

![Generated inventory displayed on the Inventory page](https://storage.crisp.chat/users/helpdesk/website/b3048ef69617e000/df6b4b31-204c-4b5d-9856-105f48_13emveo.gif)

After your inventory has generated, you can move on to the next step, [Fields](https://helpdesk.resmarksystems.com/en-us/article/how-do-i-set-up-my-product-inventory-fields-113yutg/).

---

### 2. Automatically Create My Inventory Continually

If you selected [Regular Recurring Dates](https://helpdesk.resmarksystems.com/en-us/article/how-can-i-set-up-the-date-and-time-of-my-inventory-in-resmark-17ysuwj/) and [Automatically Create My Inventory Continually](https://helpdesk.resmarksystems.com/en-us/article/how-do-i-set-up-my-product-inventory-automation-settings-1nrtol8/), your page should look similar to this:

![Automatic inventory creation configuration](https://storage.crisp.chat/users/helpdesk/website/e7784dabf704b800/454f2711-e8bf-42a9-a6c5-f177e3_g0wzh2.png)

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](https://helpdesk.resmarksystems.com/en-us/article/how-do-i-set-up-my-product-inventory-automation-settings-1nrtol8/).

![Naming the template before generating](https://storage.crisp.chat/users/helpdesk/website/8ece9feefcc8f000/e9d617d5-e391-483d-8072-5e6b8f_8q99av.png)

After generating, you will be taken back to your Inventory page where you will see the inventory you just created.

![Generated inventory from an automatic template](https://storage.crisp.chat/users/helpdesk/website/51cecd630a16380/file-vdjeqmvhxl_1ncdagz.gif)

After your inventory has generated, you can move on to the next step, [Fields](https://helpdesk.resmarksystems.com/en-us/article/how-do-i-set-up-my-product-inventory-fields-113yutg/).

---

### 3. Manually Create Inventory Up to a Specific Date

If you selected [Regular Recurring Dates](https://helpdesk.resmarksystems.com/en-us/article/how-can-i-set-up-the-date-and-time-of-my-inventory-in-resmark-17ysuwj/) and [Manually Create Inventory Up to a Specific Date](https://helpdesk.resmarksystems.com/en-us/article/how-do-i-set-up-my-product-inventory-automation-settings-1nrtol8/), your page should look similar to this:

![Manual inventory creation configuration](https://storage.crisp.chat/users/helpdesk/website/51cecd630a16380/file-jeqlhhgupg_axickl.webp)

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](#3-save-as-template) above.

![Generate or Save and Generate options for manual creation](https://storage.crisp.chat/users/helpdesk/website/51cecd630a16380/file-wx0fiz8hdj_1mpljpp.webp)

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](https://helpdesk.resmarksystems.com/en-us/article/how-do-i-set-up-my-product-inventory-fields-113yutg/).