Getting started

Adding Inventory

• Managing Units of Measure in Sortly (Standard, Custom, and Partial Quantities)
• Adding Photos to Items or Folders
• Bulk Importing New Items/Folders
• How to Create Item Variants
• AI-Powered Bulk Import
• How to Add Items
• How to Add Folders
• How to Set Up Your Sortly Inventory

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Managing Users and Permissions

• Manage Permissions
• Understanding User Roles & Licenses in Sortly
• Enterprise Limited Access User Role
• Manage Team

Updating Inventory

• Custom Transaction Reasons
• Using a Handheld Scanner with Sortly
• How to Update Your Inventory
• How to Use the Return to Origin Feature
• Quick Actions on the Sortly Mobile App
• Bulk Edit Items and Folders
• How to 'Check Out' or Move Items Using Sortly

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Introduction to Sortly

• Sortly Mobile App
• Sortly Product Overview
• Getting Started with Sortly: A Quick Start Guide
• Using Tags to Organize Your Inventory
• How to Create Custom Fields