Advanced Search

Advanced search is very useful for users looking to get better visibility and greater insights into their inventory.

It enables users to look for items across their inventory by filtering them down using details like - Folder location, Sortly ID (SID), Tags, Price, and Quantity as well as any custom field they have created in the system

With the Advanced Search feature users can:

  • Search for specific items matching a set of defined criteria
  • Create lists of items based on certain conditions
  • Export those results into PDF or CSV documents

In this article, we will outline how to:

Note: Advanced search is currently only available on the desktop version of Sortly.

Access the Advanced Search

Click on Search from the left-hand menu:

Applying Filters

Select multiple filters and click Apply Filters

Options include - Folders, Name, Quantity, Min Level, Price, SID, and Custom Fields, and many more.

 

Customize View

To change how items are sorted, you can use the Sort by function

Exporting the Search

  1. Select an item or multiple items by clicking the checkbox in the upper left of the item tile(s). You will then see a Bulk Action banner
  2. Once you have all the items selected that you wish to export, you can click on the Export option
  3. Follow the on-screen instructions to export your data into an Excel/CSV, PDF, or Dropbox format. 

If you have any questions, please get in touch with our Support Team here

 

 

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