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Adding, editing and setting up inventory
What is Sortly?
How to set up my Sortly inventory?
How to update your inventory with Sortly?
How to "check-out" items to employees or customers in Sortly?
How to bulk edit items in Sortly?
Adding photos to your Sortly items or folders
QR Labels & Barcodes
How to generate QR labels in Sortly?
How to scan and connect barcode or QR labels to your items in Sortly?
How to perform "Quick Actions" using the scanner on the Sortly mobile app?
What type of 3rd party barcodes and QR labels are supported by Sortly?
What size QR labels can I create using Sortly?
How to create a custom field in Sortly?
What types of custom fields can I create?
Users and Permissions
How to add a user or customer to Sortly
How to give access and assign users permissions
How to share my Sortly inventory with Customers?
Alerts & Reminders
Setting up alerts for item quantity (stock levels)
Setting up date-based alerts and reminders for your items
Using Advanced Search to show item summaries that share SIDs
How to generate inventory reports in Sortly?
How to search and generate reports using the Advanced Search?
How to view or export Activity History or Transactions in Sortly?
Import & Export
How to bulk add new inventory in Sortly via CSV? (Excel, Numbers, Google Sheets)
How to export my Sortly inventory?