Setting and viewing minimum quantities on items for desktop and mobile

With any Sortly plan, users will have the ability to add minimums to items in order to better visually track when their inventory is low or needs to be reordered. Setting and viewing minimums is available on both the desktop and app versions of the software.

Minimums can be set, viewed, and exported, which we'll explore below.

Setting Minimums

You can set minimums one at a time, or you can bulk select multiple items in order to set groups of minimums across your inventory.

On Desktop:

From the "edit" screen on an item, you'll be able to add a minimum level directly to the item. If you want users to be notified via email when a threshold is hit, you will still want to set an alert for the item after creating the minimum level.

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On Mobile:

From the "edit" screen on an item, you'll be able to add a minimum level directly to the item. If you want users to be notified via email when a threshold is hit, you will still want to set an alert for the item after creating the minimum level.

Min_level_-_Edit_item.png

Viewing Minimums

Once you've set minimums for the items you'd like to track this way, you will see the quantity highlighted in orange when the minimum is hit, indicating your stock is low. Minimums are viewable in may different ways including from the items page in grid or list view, from your dashboard, or from advanced search. 

From the Items Section in Grid View on Desktop:

Min_level_-_Grid_opt_1.png

From the Items Section in Grid View on Mobile:

Min_level_-_Grid_view_-_opt1.png

By tags on desktop:

Min_level___Tags.png

From your dashboard on desktop:

Min_level_-_Dashboard_2.png

From Advanced Search on desktop:

Min_level_-_Adv_search_1.png

Exporting Minimum Levels

If you'd like to export your minimum values, you can include the field when you export either via CSV or PDF. You can understand more about exporting here.

Exporting with minimum levels via PDF:

Min_level_-_Export___PDF.png

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