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  1. Sortly Support
  2. Getting Started

Getting Started

Introduction to Sortly

  • What is Sortly?
  • How to set up my Sortly inventory?
  • Dashboard overview in Sortly
  • What are Sortly ID's and why are they important?
  • What is an entry? How are they calculated?
  • What are tags? How do I use them?

Adding Inventory

  • How to add a new item in Sortly
  • How to bulk add new inventory in Sortly via CSV or Excel? (Excel, Numbers, Google Sheets)
  • How to add a folder in Sortly
  • Creating items with different unit measurement types and partial quantities
  • Setting and viewing minimum quantities on items for desktop and mobile
  • Adding photos to your Sortly items or folders

Updating Inventory

  • How to update your inventory with Sortly?
  • How to edit images already uploaded to Sortly
  • How to "check-out" items to employees or customers in Sortly?
  • How to bulk edit items in Sortly?
  • Can I merge items with same the SID together?
  • How to duplicate (clone) items or folders
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