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How do I undo an action in Sortly?

Fix a mistaken quantity change or item move in a few seconds, right from the screen where it happened. If you accidentally move an item to the wrong folder or enter the wrong quantity, you can reverse it without digging through reports or retracing your steps. This article walks you through undoing an action right away, undoing it later from Activity History, choosing an undo reason, and finding undo activity in the Transactions report.

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How undo works

When you update an item's quantity or move an item, Sortly shows a message at the bottom of the screen with an Undo option. Select it to reverse the change. You can do this on any screen where you made the change, including:

  • Dashboard
  • Item detail view
  • Advanced Search

Only the most recent action on an item can be undone, and only when that action is a quantity update or a move. If you didn't notice the mistake right away, you can still undo it later from Activity History.

Undo a quantity change

Need to fix a quantity you entered by mistake? You can undo it as soon as you save the change.

1
Update the item's quantity in the Update Quantity window and select Update.
2
In the Item has been successfully updated message at the bottom of the screen, select Undo.
3
Sortly shows Undo Success and the item's quantity goes back to what it was.
Updating an item quantity, then selecting Undo in the success message to reverse it

Undo an item move

Moved an item to the wrong folder? You can move it back with one selection.

1
Move the item in the Move Item window and select Move.
2
In the Move Success message at the bottom of the screen, select Undo.
3
Sortly shows Undo Success and the item returns to its original folder.
Moving an item to another folder, then selecting Undo in the Move Success message to move it back

Undo from Activity History

Didn't notice the mistake right away? You can undo a past quantity update or move from the Activity History report, up to seven days after it was made.

1
Select Reports in the left menu, then select Activity History.
2
Find the action you want to undo. Hover over the row and select the undo icon (a circular arrow) at the end of the row.
Activity History report with the undo icon at the end of a Move Item row
3
In the Undo Activity? window, choose an Undo Reason. You can also add an explanation in Notes (Optional).
4
Select Undo. Sortly shows Undo Success and adds the undo to Activity History.
Undo Activity window in Activity History with an undo reason selected, then the Undo Success message

Undo reasons

The Undo Reason gives context for anyone reviewing the change later. Any note you add is saved in Activity History. The reasons you can choose depend on the type of action.

Undoing a quantity update
Undoing a move
Accidental
Accidental
Duplicate Update
Other
No Longer Needed
Wrong Amount Moved
Other
Wrong Item Moved
Wrong Quantity
Wrong Location
Undo Reason list for a quantity update: Accidental, Duplicate Update, No Longer Needed, Other, Wrong Quantity

See undo activity in the Transactions report

Want to review corrections alongside the rest of your inventory activity? You can show undo actions in the Transactions report.

1
Select Reports in the left menu, then select Transactions.
2
Select the filter icon next to Any transaction to open Filters.
3
Open View Options and select Show Undo Activity.
4
Select Apply.
Transactions report Filters panel with Show Undo Activity selected under View Options

Undo actions now appear in the Transaction Type column next to other transactions such as Move, Update Quantity, and Merge. Each one shows as Undo Move or Undo Update Quantity, with the undo reason below it and any note in Transaction Notes.

Transactions report showing Undo Move and Undo Update Quantity entries with their reasons and notes

Frequently Asked Questions

How long after an action can I undo it?
You can undo an action up to seven days after it was made. For past actions, go to the Activity History report, find the action, and select the undo icon.
Why don't I see the Undo option?

Undo is only available when all of these are true:

  • The action is the most recent one on the item, with nothing else done to the item since.
  • The action is a quantity update or a move.
  • The quantity update didn't come from a workflow, such as a Pick List or Purchase Order. Those can't be undone.
Who can use undo?
All users can undo by default. What each person can undo depends on their role.
Can Team Members undo actions made by others?
No. Team Members can only undo actions they made themselves. They can't undo actions taken by Owners, Admins, other Team Members, or Custom Role users.
Can Custom Role users undo actions made by others?
No. Custom Role users can only undo their own actions, whatever the other person's role.
Can I control or restrict who can use undo?
Not at this time. There's no setting for it in User Access Controls. Undo is available to every user based on their role.
Do I need to upgrade my plan to use undo?
No. Undo is available on all plans at no extra cost.
Can I undo on mobile?
Undoing right after an action isn't available on mobile yet. You can still undo past actions: tap Menu, then Reports, then Activity History, and tap undo on the action you want to reverse.