Advanced Search

Our Advanced Search feature serves as a fundamental tool for users striving for precision and efficiency in managing their inventory. With its robust functionalities, users can effortlessly navigate their inventory using various filters such as Folder location, Sortly ID (SID), Tags, Price, Quantity, and custom fields tailored to their specific needs.

Here's how Advanced Search empowers users:

πŸ”Ž Refined Search Capabilities: Delve deep into your inventory by searching for specific items based on a comprehensive set of criteria.
βœ… Dynamic List Creation: Craft tailored lists of items based on specific conditions, streamlining inventory management processes.
πŸ“Š Effortless Data Export: Seamlessly export search results into PDF or CSV documents for seamless data analysis and sharing.

In this article, we will outline how to:

Please note that the Advanced Search is only available on the Web 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. 

 

 

 

 

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