Using a handheld/bluetooth scanner with the Sortly mobile app (Ultra Plan only)

Sortly Ultra plan users can take advantage of connecting handheld/bluetooth scanners for use with the Sortly mobile app. Please continue reading for information on how to utilize this feature and best practices.

Instructions and Troubleshooting

  1. Please ensure your scanner is properly connected and working accurately with your device prior to scanning. Follow instructions provided by your scanner manufacturer to connect the scanner to your device. 
  2. Enabling bluetooth scanning on the Sortly app does not assist/enable in connecting your scanner to your device. It will only allow you to perform searches/actions once the scanner is connected.
  3. If you are scanning QR codes please ensure you are using a 2D scanner. 1D scanners typically only read barcodes.

Sortly works with a variety of bluetooth scanners. Here is one of the scanners that comes highly recommended by many of our users.

Quick Actions - Using a bluetooth scanner to perform quick actions

  1. Follow instructions provided by your scanner manufacturer to connect the scanner to your device.
  2. Once connected, go to the quick actions section on Sortly app (phone or tablet) and tap on the setting button

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  1. Enable bluetooth scanning settings

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  1. Add Action
  2. Scan the code using your handheld scanner to perform the action.

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  1. Disabling bluetooth scanning - Bluetooth scanning will remain enabled across the app until you have explicitly disabled it. You can disable it by going to settings or by tapping on the camera button. 

Searching for items

  1. Follow instructions provided by your scanner manufacturer to connect the scanner to your device.
  2. Once connected, tap on the search section in the bottom navigation
  3. Then, tap on scan to search
  4. Then, tap on settings button
  5. Enable bluetooth scanning setting
  6. Now, scan the code using your handheld scanner to search for any item in your Sortly inventory.
  7. Note: You can also tap on the search bar to perform a search. To do so, first tap on the search bar to active the search function and then use the scanner to perform search.
  8. Disabling bluetooth scanning - Bluetooth scanning will remain enabled across the app until you have explicitly disabled it. You can disable it by going to settings or by tapping on the camera button. 

Connecting Barcodes or QR codes to items when adding new items

  1. Follow instructions provided by your scanner manufacturer to connect the scanner to your device.
  2. Click on add item, then tap on scan option on the photo screen
  3. Then, tap on settings button
  4. Enable bluetooth scanning setting
  5. Now, scan the code using your handheld scanner to read and link the code to the item. 
  6. Note: You can also choose the look up option to automatically add product details during this process. 
  7. Disabling bluetooth scanning - Bluetooth scanning will remain enabled across the app until you have explicitly disabled it. You can disable it by going to settings or by tapping on the camera button. 

Connecting Barcodes or QR codes to items when editing items/folders

  1. Follow instructions provided by your scanner manufacturer to connect the scanner to your device.
  2. Once you are on the edit screen, scroll down and click on the “link qr/barcode” button.
  3. Then, tap on settings button on the scan screen
  4. Enable bluetooth scanning setting
  5. Now, scan the code using your handheld scanner. Then tap “link” to connect the code to the item.  
  6. Note: You can also choose the look up option to automatically add product details during this process. 
  7. Disabling bluetooth scanning - Bluetooth scanning will remain enabled across the app until you have explicitly disabled it. You can disable it by going to settings or by tapping on the camera button. 

Keyboard disappears when the bluetooth scanning is enabled

  1. The bluetooth scanner will (by default) replace your keyboard when you enable bluetooth scanning
  2. To bring back the keyboard, you will need to perform an action on your handheld scanner to activate the keyboard (for most scanners its a double tap or multi-tap on the scan trigger). Please check the instructions provided by your scanner manufacturer to see how it works on your scanner.
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