---
title: Getting Started with the Sortly Mobile App
description: "Get started with the Sortly mobile app: find your way around, add items by hand or by scanning, and keep stock up to date from your phone."
---

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1. [Sortly Help Center](https://help.sortly.com/sb?hsLang=en)
2. [Getting started](https://help.sortly.com/sb/getting-started?hsLang=en)
3. [Basics](https://help.sortly.com/sb/getting-started?hsLang=en#basics)

# Getting Started with the Sortly Mobile App

Take Sortly to the shelf, the truck, or the job site by learning what the mobile app does and where to find it. This article walks you through finding your way around the app, adding your first items, and keeping your stock up to date.

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In this article

1. [What the mobile app is for](https://help.sortly.com/sb/mobile-app-getting-started#what-mobile-is-for)
2. [Finding your way around](https://help.sortly.com/sb/mobile-app-getting-started#around)
3. [Finding things in Inventory](https://help.sortly.com/sb/mobile-app-getting-started#find-inventory)
4. [Adding your first items](https://help.sortly.com/sb/mobile-app-getting-started#add-items)
5. [Keeping stock up to date](https://help.sortly.com/sb/mobile-app-getting-started#keep-current)
6. [Frequently asked questions](https://help.sortly.com/sb/mobile-app-getting-started#faq)

### What the mobile app is for

The Sortly mobile app is built for work done away from a desk, such as scanning a barcode in a warehouse, adding an item while standing at the shelf, or checking stock on a job site.

Everything you add on mobile is saved to the same account as web.

---

### Finding your way around

Here is what you will find in each area of the app. You can move between them at any time from the bar at the bottom of the screen.

![Inventory icon](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobile-app-getting-started-icon-inventory.png)

#### Inventory

The Inventory tab opens with everything in one list, job locations included, and your location and item counts at the top. At the top right, the magnifying glass searches by typing, speaking, or scanning, the scan icon opens Quick Actions, and the three-dot menu has filters for this view.

![The Inventory tab on mobile, with location and job counts and a list of locations and jobs](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobileapp-inventorytab.png)

![Jobs icon](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobile-app-getting-started-icon-jobs.png)

#### Jobs

See each job's dates, owner, status, and how much of its stock is available or consumed. Select the filter icon to choose which statuses to show and how to sort the list.

![The Jobs tab on mobile, listing active jobs with their status](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobileapp-jobstab.png)

![The Jobs settings screen with status and sort options](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobileapp-jobstab-filter.png)

To create a job, select the plus icon. Enter a Job Name, add start and end dates if you want them, or choose Start from a template. Then select Create.

![The New Job screen with a template option, job name, and optional start and end dates](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobileapp-jobstab-newjob.png)

![Restock icon](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobile-app-getting-started-icon-restock.png)

#### Restock

![Purchase Orders icon](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobile-app-getting-started-icon-purchaseorders.png)

#### Purchase Orders

Create, manage, and track purchase orders in one place. Choose Add Items or Receive Items.

![The Restock tab on mobile with the Purchase Orders card](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobileapp-restock.png)

![Workflows icon](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobile-app-getting-started-icon-workflows.png)

#### Workflows

![Stock Counts icon](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobile-app-getting-started-icon-stockcounts.png)

#### Stock Counts

Count your inventory and compare it with your records so quantities stay accurate.

![Pick Lists icon](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobile-app-getting-started-icon-picklists.png)

#### Pick Lists

Create a list, add items, and assign it to a user. Quantities update automatically after items are picked.

![The Workflows tab on mobile with Stock Counts and Pick Lists](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobileapp-workflows.png)

![Menu icon](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobile-app-getting-started-icon-menu.png)

#### Menu

The menu is where you manage your account and team. Open your User Profile or Company Details, check Plan & Billing, run Reports, or set up Custom Fields.

![The Menu screen on mobile](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobile-app-getting-started-menu.png)

For the web menu and a fuller tour of both platforms, see [Sortly Overview and Navigation](https://help.sortly.com/sb/sortly-overview?hsLang=en)

---

### Finding things in Inventory

There are two places to narrow down what you see. The three dots at the top right of Inventory open filters for the whole Inventory view. You can show All Locations, Item Locations only, or Job Locations only, choose whether to show completed jobs, switch between List and Grid, hide the stats at the top, and sort by name.

![The Filters screen with Locations, View, View Options, and Sort By settings](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobileapp-inventorytab-filter.png)

The tree icon at the top left opens your locations, including sub-locations, with a search box and its own filter for location type and completed jobs.

![The All Locations screen with the Filters options open](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobileapp-locationsfilter.png)

---

### Adding your first items

Prefer to add items one at a time, or scan them as you go? Both work on the mobile app, and both are a good fit when you are standing next to the inventory.

Open a location, then select the plus icon. On the main Inventory screen, the plus icon adds a location instead. Choose Add Item to enter the details yourself, or Add Item via Scan to scan a barcode or QR code. The item is added to the location you have open.

✅ Items you add on mobile also appear in your Catalog on web.

Already track your inventory in a spreadsheet? Importing a file is available on web. See [Import Items from a File](https://help.sortly.com/sb/importing-items?hsLang=en) for the steps, or [Add Inventory to Sortly](https://help.sortly.com/sb/adding-inventory?hsLang=en) to compare every way of getting items in. For the full steps on the mobile app, see [Add New Items to the Catalog](https://help.sortly.com/sb/adding-new-items?hsLang=en).

---

### Keeping stock up to date

Once your items are in, the mobile app handles the changes that happen during the day. You can [update an item's quantity](https://help.sortly.com/sb/updating-quantities?hsLang=en) when stock comes in or goes out, [move stock to another location](https://help.sortly.com/sb/moving-stock?hsLang=en) when it changes shelves or trucks, and search for an item by [scanning a barcode or QR code](https://help.sortly.com/sb/scanning-codes-mobile?hsLang=en). You can also [create a label](https://help.sortly.com/sb/creating-labels?hsLang=en) for an item so it is ready to scan next time.

[Quick Actions](https://help.sortly.com/sb/quick-actions-on-the-sortly-mobile-app?hsLang=en) let you scan items and apply the same action to each one. Select the scan icon at the top right of Inventory to open them. Choose a quantity action, Increase / Decrease Quantity, Edit Quantity, or Set Quantity. Choose Move to Location to move scanned items. Or add, remove, or set tags. With Set Quantity you choose the quantity before scanning, and with Edit Quantity you enter it after scanning. Move to Location works the same way, with the location chosen before or after you scan.

![The Add Quick Action screen with quantity, move, and tag actions](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/mobileapp-quickaction-menu.png)

---

### Frequently asked questions

Which ways can I add items on the mobile app?

You can add items by hand or by scanning a barcode. Sortly Assistant setup and spreadsheet import are available on web only.

Do items I add on mobile show up on web?

Yes. An item you add on mobile also shows up in your Catalog on web.

Can I add stock at more than one location when I add an item on mobile?

No. On mobile, adding an item creates the item and one stock row at the location you have open. On web, you can add stock for an item across multiple locations.

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