---
title: Customize Sortly
description: Customize Sortly with your company details, logo, regional settings, zero-quantity move preference, and personal preferences.
---
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1. [Sortly Help Center](https://help.sortly.com/?hsLang=en)
2. [Billing & Account](https://help.sortly.com/billing-account?hsLang=en)
3. [Account Settings](https://help.sortly.com/billing-account?hsLang=en#account-settings)
# Customize Sortly
Set up Sortly to match how your business works by updating your company details, regional settings, and personal preferences. You can change your logo and app color, choose how dates, time, and prices appear, decide what happens to items that reach zero quantity after a move, and pick defaults for your own view. This article walks you through updating company details, managing general settings, choosing a zero-quantity move preference, and setting your own preferences.
In this article
1. [Update company details](https://help.sortly.com/customize-sortly#company-details)
2. [Manage general settings](https://help.sortly.com/customize-sortly#general-settings)
3. [Choose a zero-quantity move preference](https://help.sortly.com/customize-sortly#move-preferences)
4. [Set your preferences](https://help.sortly.com/customize-sortly#preferences)
5. [Frequently asked questions](https://help.sortly.com/customize-sortly#faq)
### Update company details
Your company name, industry, app color, initials, and logo all live on the [Company Details](https://app.sortly.com/company-details) page.
1
Go to the [Company Details](https://app.sortly.com/company-details) page.
2
Under Company Info, update your Company Name, Industry, Company Color, or Initials, then select Save Changes.
3
To add or replace your logo, select Update Logo or the pencil icon next to your logo.
💡 For the best result, use a company logo that is approximately 300 by 100 pixels.
### Manage general settings
On the Company Details page, the General Settings section controls your country, time zone, date format, time format, currency, whether to keep items with zero quantity when moving, and price decimals. Select Save Changes after you make a change.
Setting
What it affects
Country
Sortly defaults this to the country selected during registration, based on your locale. You can change it manually.
Time zone
Sortly defaults this from your local browser or device. You can change it manually for the web experience. Date alerts and weekly reports trigger at 8:00 AM in the selected account time zone. It also affects dates in the Activity History, Alerts, All Transactions, and Transaction screens, plus the footer date on exported PDF reports.
Time Format
Choose 12-hour or 24-hour time. This change applies throughout Sortly, including alerts and reports.
Date Format
This applies on web and mobile for everyone on the account. CSV and XLSX exports use the selected format. PDF exports use DD/MM/YYYY.
Currency
This applies on web and mobile for everyone on the account. If Sortly does not detect your location, the default is USD.
Decimals in Price
Prices use two decimal places by default. You can select up to six decimal places.
### Choose a zero-quantity move preference
Decide what happens when an item reaches a quantity of zero after you move it. In General Settings, open the Keep item with 0 quantity when moving dropdown and choose an option.
Option
What happens
Always ask
Sortly prompts the user to choose an option each time an item is moved.
Never
Sortly automatically moves the zero-quantity item to the trash.
Always
The zero-quantity item remains in its folder.
⚠️ Choose Always if you do not want zero-quantity items moved to the trash.
### Set your preferences
Your preferences help tailor Sortly to how you work. They include General Preferences for your own view and Email Preferences for the emails you receive.
#### Set your time zone automatically
In General Preferences, select Set automatically to have Sortly set your time zone based on your location.
#### Choose your default catalog view
Under Catalog View, choose Grid, List, or Table as your default.
#### Choose your default sort order
Under Sort by, choose Name, Updated at, Quantity, or Total Value, then select Ascending or Descending.
#### Choose your email preferences
Under Email Preferences, use Alerts to choose whether date- or quantity-based email alerts are sent to the email address on your account. Use Purchase Orders to choose whether you receive email alerts when purchase orders change. Select Save Changes when you are done.
---
### Frequently Asked Questions
Who can see my date format and currency settings?
These apply on web and mobile for everyone on the account.
What happens to zero-quantity items I do not want to lose?
Choose Always so zero-quantity items stay in their folder instead of moving to the trash.
How many decimal places can I use for prices?
Prices use two decimal places by default. You can select up to six.
What date format do PDF exports use?
PDF exports use DD/MM/YYYY. CSV and XLSX exports use the date format you selected.
When do date alerts and weekly reports send?
They trigger at 8:00 AM in the time zone selected for your account.
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