How to Update Your Inventory

Updating your inventory is simple to do using Sortly! You can either move items from one folder to another or change quantities. This will allow you to see what you have in stock, what you have given out (or sold), and see who has it.

While you can change the quantity of the item, we recommend you move items between folders to reflect their movement in the real world. This can be performed on the desktop or mobile app using the app's built-in scanner.

 

Updating Your Inventory

In the example below, we will use two folders indicating available inventory and Inventory that is currently in use or rented out.

1. Start by creating folders called Available Inventory and Out/Jobs (or Rented Out if you are renting items). 

Web View:

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Mobile View:

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2. When items are out or sold, all you need to do is select the relevant item and click the Move to Folder button

Web View:

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Mobile View:

 

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3. Next. Choose what quantity of the item you want to move and then select the relevant destination folder you want to move them to.

Note: if you are moving the total quantity you will get the option to leave "0" quantity of the item in the original folder. 

Web View:

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Mobile View:

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Note: If you want to track items being given to specific customers or places you can create sub-folders for each of those within the Out/Sold folder and move the items into the appropriate folder.

See examples of sub-folders below. 

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4. If you want to track and move items using QR codes or Barcodes you can do so using the "quick scan and move" button on the mobile app

It works similar to a check-out scanner at the grocery (but with a little more flexibility). Learn more about the "quick scan and move" feature here. 

 

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5. To update returning items, you can use the same process to move them back from the "out" folder to your "available inventory" folder. 

 

Video Walkthrough

 

 

 

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