Creating items with different unit measurement types and partial quantities - Ultra Only

For Ultra users, it's now possible to create items that have a unique unit of measurement or that have partial quantities (ending in decimals). 

Advanced users will see the "units" field and a star next to it, indicating it can be accessed by upgrading to the Ultra plan.

At this time, units of measure can only be added to new items created within Sortly. You will not be able to updating existing items to have a unit of measurement or partial quantity associated with it.

 

Understanding Units of Measure

Units of measure allows you to track items with varying measurement types (lbs, grams, feet, meters, etc).

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Highlights for Units of Measure:

  • You are able to utilize different measurement types on different items, which you can see below.
  • The units of measure available will be shown on a dropdown. Unfortunately, you cannot add unique units of measure at this time, but please reach out if there is a unit of measurement you frequently use that's not included.
  • The measurement you select for that item will be shown across your Sortly pages including dashboard, activity history, available as a field when exporting reports, and on the item itself.

Adding Units of Measure:

From web, click the + icon on the top righthand side of the screen and select "add item". You will then be taken to the add item screen where you can input details for the item, as seen in the image below.

For Ultra users creating new items for their inventory, the dropdown next to quantity will appear. You can select a unit of measurement you'd like to utilize for that item.

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Understanding Partial Quantities

Sometimes, you need to measure items when a fraction, decimal, or part of the whole unit is used. With partial quantities, you're now able to do that.

You can also set alerts to notify you when a partial quantity threshold is hit.

 

Adding Partial Quantities:

From web, click the + icon on the top righthand side of the screen and select "add item". You will then be taken to the add item screen where you can input details for the item, as seen in the image below.

For Ultra users creating new items for their inventory, you will have the opportunity to enter a quantity with up to four decimal places included.

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Moving Partial Quantities:

Not only can you add items in partial quantities, but you can move parts of an item's whole. 

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