Getting Started

Adding, editing and setting up inventory

• Dashboard overview in Sortly
• Setting and viewing minimum quantities on items for desktop and mobile
• 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?

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QR Labels & Barcodes

• Using a handheld/bluetooth scanner with the Sortly desktop app (Ultra Plan only)
• Using a handheld/bluetooth scanner with the Sortly mobile app (Ultra Plan only)
• How to generate Barcode Labels in Sortly for standard printers on web and mobile
• How to generate QR labels for single label printers/thermal printers on web and mobile
• How to Generate QR Labels in Sortly for standard printers on web and mobile
• How to scan and connect barcode or QR labels to your items in Sortly?

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Custom Fields

• 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 individual or bulk alerts for item quantity (stock levels)
• Setting up date-based alerts and reminders for your items

Reporting

• 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?