Setting Up Your Folder Structure in Sortly

To track your assets or consumption within Sortly, you'll first want to set up your folder structure. 

You can create folders (and subfolders) by location, category, or any other classification. For example, if you manage an inventory of items you use on specific jobs, you would set up a folder for "Available Inventory" and separate folders for each job. This could look like the following:

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If you manage items moved between different locations or warehouses, you will set up separate folders for each warehouse/location.

You can view how to create and set up folders and items in the short video below:

Keep in mind that if you are using Sortly for a consumption or asset tracking use case, instead of moving items from one folder to another, you would want to update quantities and list a "reason" for the quantity change (i.e., consumed, sold, restocked, etc.) here:

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You can then view your Transaction Notes in the Reports tab of your Sortly account here: https://app.sortly.com/reports/all-transactions

 

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