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, 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.

Accessing the Advanced Search

To access the advanced search, you will need to click on the search tab seen in the image below. You can also access this tab via this link: https://app.sortly.com/advanced-search.

Screenshot_at_Feb_12_21-02-34.png

Applying Filters

Select multiple filters and click Apply Filters

(Options include - Folders, Name, Quantity, Min Level, Price, SID, and Custom Fields among others. 

Screenshot_at_Feb_12_21-05-11.png

 

Customize View

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

Screenshot_at_Feb_12_21-10-31.png

Exporting the Search

To export a report/list - You will first need to select an item. At the top left corner of the item you will see a check box

Screenshot_at_Feb_12_21-12-10.png

Select the item, and you will see the Bulk Actions banner

Screenshot_at_Feb_12_21-13-35.png

From here, you will be able to select multiple items at one time using the select tool

Screenshot_at_Feb_12_21-15-14.png

Once you have all the items selected that you wish to export, you can click on the Export option

Screenshot_at_Feb_12_21-15-29.png

Follow the on-screen instructions to export your data into an Excel/CSV, PDF, or Dropbox format. 

 

 

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