--- title: Sortly Overview and Navigation description: Learn how to get around Sortly on web and mobile, including the main menu, Inventory, the Catalog, locations, Setup, and Settings. --- [Skip to content](https://help.sortly.com/sb/sortly-overview#main-content) English Show submenu for translations ![logo-1](https://help.sortly.com/hs-fs/hubfs/Imported%20sitepage%20images/logo-1.png?width=200&height=75&name=logo-1.png) Open main navigation Close main navigation - English Show submenu for translations Looking for answers? Start here. - There are no suggestions because the search field is empty. 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) # Sortly Overview and Navigation Sortly works on both web and mobile, so you can manage your inventory at your desk or on the go. This article gives you a quick overview of Sortly on each, including where to find your items, locations, and settings. Free Advanced Ultra Premium Enterprise In this article 1. [Navigation at a glance](https://help.sortly.com/sb/sortly-overview#glance) 2. [The main menu on web](https://help.sortly.com/sb/sortly-overview#web-menu) 3. [Finding items and locations in Inventory](https://help.sortly.com/sb/sortly-overview#web-inventory) 4. [Integrations, Setup, and Settings](https://help.sortly.com/sb/sortly-overview#web-bottom) 5. [Navigating on mobile](https://help.sortly.com/sb/sortly-overview#mobile) ### Navigation at a glance On web, everything in Sortly starts from the menu on the left side of the screen. - **The top of the menu** has your daily work areas, from Dashboard to Reports. - **The bottom of the menu** has Integrations, Setup, Settings, and your account. - **The Locations panel** appears when you open Inventory. It lists your locations and the Catalog. ### The main menu on web Select any item in the menu to open that area. The area you are in is highlighted. #### Dashboard See what needs attention today, such as overdue jobs and items that are low or out of stock, and jump straight to them. ![Dashboard screen](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/sortly-overview-c1.png) #### Inventory Your items, stock, and locations, plus the Catalog. ![Inventory screen](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/sortly-overview-b2.png) #### Jobs Plan what your jobs need and keep them on schedule. Create jobs, filter by start date or status, and see stock availability for each one. ![Jobs screen](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/sortly-overview-b3.png) #### Restock Review items that need replenishment and turn them into draft purchase orders. ![Restock screen](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/sortly-overview-b5.png) #### Workflows Actions you can take on your inventory that change quantities: Pick Lists, Stock Counts, and Invoices. ![Workflows screen](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/sortly-overview-d4.png) #### Reports Run reports such as Inventory Summary, Transactions, and Item Flow, and save the ones you use often. ![Reports screen](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/sortly-overview-d6.png) 💡 Use the arrow at the top of the menu to collapse it and give your work more room. ### Finding items and locations in Inventory Select Inventory and a second panel opens next to the main menu. This is where you move between your locations and your Catalog. - Stock locations lists the places you keep stock, such as MAIN, Warehouse 1, and Warehouse 2. The default location is marked Default. - Job locations lists the locations created for your jobs. - The number beside each location shows how many items are stocked there. - Catalog at the bottom of the panel opens the full list of all your items in one place. Select a location to see its items. Select Catalog to see everything. To learn more about how items, stock, and the Catalog fit together, see [What Are Items, Stock, and the Catalog?](https://help.sortly.com/sb/items-stock-and-catalog?hsLang=en) ### Integrations, Setup, and Settings The bottom of the menu holds the areas you use less often. #### Integrations Connect Sortly to the apps your team already uses, such as QuickBooks, Slack, and Microsoft Teams. ![Integrations screen](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/sortly-overview-b7.png) #### Setup Configure your account, including Job Templates, Customers, Custom Fields, Vendors, Units of Measure, and Import inventory. ![Setup screen](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/sortly-overview-b8.png) #### Settings Manage your User Profile, Preferences, Company Details, and Plan & Billing, plus Manage Members and Manage Permissions for your team. ![Settings screen](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/sortly-overview-b9.png) Your name and email at the very bottom of the menu open your account menu. ### Navigating on mobile The Sortly mobile app has the same areas as web, arranged for a smaller screen. Instead of a menu on the left, a bar at the bottom of the screen keeps everything within reach. #### Inventory Your items, stock, and locations, plus the Catalog. ![Inventory screen on mobile](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/sortly-overview-mob-inventory.png) #### Jobs Plan what your jobs need and keep them on schedule. ![Jobs screen on mobile](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/sortly-overview-mob-jobs.png) #### Restock Purchase orders for the items you need to replenish. ![Restock screen on mobile](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/sortly-overview-mob-restock.png) #### Workflows Stock Counts and Pick Lists. ![Workflows screen on mobile](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/sortly-overview-mob-workflows.png) #### Menu The rest of what you find in Setup and Settings on web, such as your profile, company details, plan and billing, Reports, and Custom Fields. ![Menu screen on mobile](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/sortly-overview-mob-menu.png) [![Sortly-logo-Red-rgb-1](https://help.sortly.com/hs-fs/hubfs/Sortly-logo-Red-rgb-1.png?width=150&height=57&name=Sortly-logo-Red-rgb-1.png "Sortly-logo-Red-rgb-1")](https://www.sortly.com) Copyright © 2026, Sortly Inc.