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Beginner’s Guide to Sortly: Inventory Simplified
In this video, we’ll guide you through the basics of managing your inventory with Sortly. You'll learn how to import your existing inventory, create folders to organize your items, and add detailed item profiles. Whether you’re a small business or a large enterprise, Sortly makes it easy to track your inventory from any device, in any location.
Sign up for the Webinar:
sortly.zoom.us/webinar/register/WN_VPxgExx4QdmXM289ZmJ-tg#/registration
Sortly University:
www.sortly.com/university/
Sortly Help Center:
help.sortly.com/hc/en-us
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0:29 How to bulk import your inventory
1:23 How to add folders
2:03 How to add items
3:46 Outro
Переглядів: 603

Відео

Sortly Demo & Overview: Intro to Inventory Management
Переглядів 1,4 тис.2 місяці тому
Join us in this webinar as we dive into the essentials of using the Sortly web software and mobile app. We’ll cover key features like adding items, organizing your inventory with folders, creating custom fields, generating QR code and barcode labels, staying updated with alerts, and generating reports. Perfect for getting started or enhancing your inventory management skills!
Sortly Customer Story: Morrow Meadows
Переглядів 1432 місяці тому
Discover how Morrow Meadows, a family-owned electrical contractor based in Los Angeles, revolutionized their electrical construction inventory with Sortly! This testimonial dives into how they effectively manage inventory from their warehouse to their job sites, and how it has helped them drive efficiency. Hear from the Morrow Meadows team on how Sortly helps them: * Manage their entire constru...
Sortly Customer Story: Brothers Fix
Переглядів 1572 місяці тому
Discover how Brothers Fix, a New Jersey-based company offering logistics, storage, and installation services, uses Sortly to streamline their operations! They previously struggled with inventory spreadsheets and needed a more flexible solution for real-time inventory tracking across receiving and storage. This video explores how Sortly helps Brothers Fix: Gain Real-Time Visibility: They track i...
Sortly Customer Story: PR Construction
Переглядів 1222 місяці тому
Learn how PR Construction saves time and money on their construction inventory with Sortly! The PR Construction team uses Sortly to track large volumes of equipment and materials across their warehouses and job sites and ensure on-time delivery to their customers-leading to stronger customer relationships and more consistent revenue. Hear from their team on why they switched from inventory spre...
Sortly Customer Story: Mercy University School of Nursing
Переглядів 1502 місяці тому
In this customer testimonial, discover how Mercy University School of Nursing streamlined their operations and achieved inventory efficiency with Sortly. Learn how they have benefited from implementing Sortly in their simulations lab, why they switched from another inventory system, and how smarter inventory management has saved them significant time and money-all of which further enable them t...
Sortly Inventory Management App: Intro to Sortly
Переглядів 3,8 тис.3 місяці тому
Sortly is an inventory management solution that helps you track, manage, and organize your inventory-from any device, in any location. Sortly empowers businesses of all sizes to: • SAVE TIME AND MONEY: Always know what's on hand to help you optimize reordering, make more informed decisions, and boost your bottom line. • MANAGE INVENTORY IN REAL TIME: Update and track inventory on the go, right ...
Add Item via Scan Enhancements
Переглядів 1,6 тис.7 місяців тому
We are pleased to introduce a big update to our Add Item via Scan functionality in the Sortly mobile app. Now, when you add items by scanning an existing barcode, you can select from a dropdown of potential matches for the item, guaranteeing more accurate matches. Update your app to version 10.6.3 to access this new feature on both Android and iOS.
Role Permissions
Переглядів 3 тис.Рік тому
Role permissions offer a way for our Enterprise customers to control more over what their users can and cannot do to items and folders within Sortly. Role Overview Here's an overview of the different user roles available on the Enterprise plan: Owner -Access to all folders and settings and the ability to add Role Permissions Admin -Access to all folders but limited settings (cannot add/manage u...
Custom Reports & Subscriptions
Переглядів 1,4 тис.Рік тому
Custom reports offer a way to build out reports specific to your needs and automate them to your inbox at a specific period in time. For more information head over to www.sortly.com.
Sortly Mobile Demo & Walkthrough
Переглядів 13 тис.2 роки тому
In today's video, we provide a full overview of the mobile application and how you can use our mobile app to add inventory, update quantities, link barcodes, and make adjustments to your items on the fly by scanning your inventory. Download the Sortly mobile app today for your phone or tablet! Apple: apps.apple.com/us/app/sortly-inventory-simplified/id529353551 Android: play.google.com/store/ap...
How to Scan a QR Code or Barcode to Find a Item in Sortly
Переглядів 6 тис.2 роки тому
In today's video, we walk you through how you can add a QR code or Barcode to an item and how you can scan that code to find the item within the Sortly mobile app. Download our app for free from the app store. For more information, check out www.sortly.com/.
How to Generate Inventory Reports in Sortly
Переглядів 3,5 тис.2 роки тому
Thanks for checking out Sortly. In today's video, we will walk you through how to generate inventory reports within the Sortly backend. We currently offer the following prebuilt reports that can be customized: Inventory Summary, Low Stock, Transaction Report, and Quantity Changes by Items Report. For more information, please head over to www.sortly.com/
How to Generate Low Stock Reports in Sortly
Переглядів 1 тис.2 роки тому
In today's video, we will walk you through how you can easily run a report showing all of the items that are currently running low within your inventory backend and how you can generate a report based on this data. For more information, please head over to www.sortly.com/
How to View and Export your Activity History within Sortly
Переглядів 7812 роки тому
How to View and Export your Activity History within Sortly
How to Bulk Edit Your Items in Sortly
Переглядів 1,2 тис.2 роки тому
How to Bulk Edit Your Items in Sortly
How to Set Up Your Inventory Items With a Unit of Measure
Переглядів 1,3 тис.2 роки тому
How to Set Up Your Inventory Items With a Unit of Measure
How to Delete (or Restore) an item or folder in Sortly
Переглядів 1 тис.2 роки тому
How to Delete (or Restore) an item or folder in Sortly
How to Setup an Item with Variants in Sortly
Переглядів 2,9 тис.2 роки тому
How to Setup an Item with Variants in Sortly
Setting Up Your Inventory in Sortly
Переглядів 4,8 тис.2 роки тому
Setting Up Your Inventory in Sortly
Checking Out Inventory In Sortly
Переглядів 9 тис.2 роки тому
Checking Out Inventory In Sortly
How to Update Your Inventory In Sortly
Переглядів 5 тис.2 роки тому
How to Update Your Inventory In Sortly
How to Link Existing Barcodes & QR Codes Your Items in Sortly
Переглядів 2,6 тис.2 роки тому
How to Link Existing Barcodes & QR Codes Your Items in Sortly
How to add a Folder in Sortly
Переглядів 1 тис.2 роки тому
How to add a Folder in Sortly
Sortly Dashboard walk through
Переглядів 1,2 тис.2 роки тому
Sortly Dashboard walk through
How to Add an Item into your Sortly Account
Переглядів 1,5 тис.2 роки тому
How to Add an Item into your Sortly Account
How to Use and Setup Tags in Sortly
Переглядів 1,6 тис.2 роки тому
How to Use and Setup Tags in Sortly
How to Generate Custom QR Labels and Barcodes in Sortly
Переглядів 7 тис.2 роки тому
How to Generate Custom QR Labels and Barcodes in Sortly
Sortly: Bulk Add New Inventory via Spreadsheet
Переглядів 9 тис.2 роки тому
Sortly: Bulk Add New Inventory via Spreadsheet
How to Invite User to Join Your Sortly Account
Переглядів 1 тис.2 роки тому
How to Invite User to Join Your Sortly Account

КОМЕНТАРІ

  • @JohnChapman-c1r
    @JohnChapman-c1r 8 днів тому

    The image quality of video is often fuzzy and difficult to read

  • @MulhamDarwish
    @MulhamDarwish 12 днів тому

    Check-Out Check-In Process?

  • @OliverClothesoffJr
    @OliverClothesoffJr Місяць тому

    I’ve never hated the word specifically as much as I do now

  • @INVOKINGTHOUGHTS
    @INVOKINGTHOUGHTS 2 місяці тому

    Good luck getting ahold of someone in Billing when they incorrectly charge you.

  • @davidlunt9986
    @davidlunt9986 2 місяці тому

    I’m having an issue where on page 1 of 2 in the label creator window and the “Next” button stays greyed out and never lets me continue, no matter what info I put in for QR Label/Bar code, US Letter/A4 Sheet/Label printer or size tabs. Did I miss a step?

  • @sharpblad3
    @sharpblad3 2 місяці тому

    well.. my story as a sortly customer is... I ve already bought 2 years and still I didn't used it and I got only 6-7 months left 😂 🤷‍♂ 😱 its like I am donating! pretty good job guys!

    • @Sortlyapp
      @Sortlyapp 2 місяці тому

      Hello! If you have questions about how to best use Sortly or if you'd like to make changes to your plan, please reach out to our awesome customer support team at support@sortlyapp.com. Hope this helps!

  • @ogidiemmanuel-u6k
    @ogidiemmanuel-u6k 3 місяці тому

    I can’t change the measurement type once I select one?

  • @sakor1323
    @sakor1323 3 місяці тому

    How many users can I invite to my team?

  • @jacquilinaronquillo4246
    @jacquilinaronquillo4246 4 місяці тому

    Free app? No any charges ?

  • @AlexandruMuthi
    @AlexandruMuthi 4 місяці тому

    Hello, i would like to know if it is possible to add a localisation field on the quick view ? Thanks a lot !

  • @asgarddubai9682
    @asgarddubai9682 5 місяців тому

    When we move items to a folder, can we print a record of that? If so, how?

  • @djames5713
    @djames5713 6 місяців тому

    So even though I create a linked item will the customers see the linked barcode and info, or I can keep it personalized so my customers don't have access to the ebay ir Amazon link?

  • @junalvarez4721
    @junalvarez4721 6 місяців тому

    we are using SAP b1 , will this work with our system?

  • @rbritton87
    @rbritton87 7 місяців тому

    Can Sortly export just the barcode or QR code? The stock size options are very limited, as well as functionality with label printers. Since You have to print as a PDF from an external program anyway, it would make more sense to just export the code and arrange it in a PDF file in the manner I need to and print to whaatever label printer I wish.

  • @huzaifamateen4092
    @huzaifamateen4092 7 місяців тому

    Hi, Do you have report that shows the sales in the last 7, 14, 30, 60..etc days? Or something similar to that? It has to be in a single report

  • @brianburke5031
    @brianburke5031 8 місяців тому

    and its as simple as that :) No AI here

  • @hlour
    @hlour 9 місяців тому

    What app?

  • @yvettebossie1627
    @yvettebossie1627 10 місяців тому

    The sound of your voice is irritating, sorry. Plus your talking much to fast.

  • @Mattbooynz
    @Mattbooynz 11 місяців тому

    you guys deliberately tried stealing money from me. you guys said the emails u guys sent “bounced back” to you and so you guys took the liberty of charging me account double. My ultra plan was nowhere near the cap on requirements 6.5k/10k entries 3/5 users. Not warranted or justified. Deliberate try at stealing your customers money.

  • @Mattbooynz
    @Mattbooynz 11 місяців тому

    you guys deliberately tried stealing money from me. you guys said the emails u guys sent “bounced back” to you and so you guys took the liberty of charging me account double. My ultra plan was nowhere near the cap on requirements 6.5k/10k entries 3/5 users. Not warranted or justified. Deliberate try at stealing your customers money.

  • @Mattbooynz
    @Mattbooynz 11 місяців тому

    you guys deliberately tried stealing money from me. you guys said the emails u guys sent “bounced back” to you and so you guys took the liberty of charging me account double. My ultra plan was nowhere near the cap on requirements 6.5k/10k entries 3/5 users. Not warranted or justified. Deliberate try at stealing your customers money.

  • @Mattbooynz
    @Mattbooynz 11 місяців тому

    you guys deliberately tried stealing money from me. you guys said the emails u guys sent “bounced back” to you and so you guys took the liberty of charging me account double. My ultra plan was nowhere near the cap on requirements 6.5k/10k entries 3/5 users. Not warranted or justified. Deliberate try at stealing your customers money.

  • @Mattbooynz
    @Mattbooynz 11 місяців тому

    you guys deliberately tried stealing money from me. you guys said the emails u guys sent “bounced back” to you and so you guys took the liberty of charging me account double. My ultra plan was nowhere near the cap on requirements 6.5k/10k entries 3/5 users. Not warranted or justified. Deliberate try at stealing your customers money.

  • @Mattbooynz
    @Mattbooynz 11 місяців тому

    you guys deliberately tried stealing money from me. you guys said the emails u guys sent “bounced back” to you and so you guys took the liberty of charging me account double. My ultra plan was nowhere near the cap on requirements 6.5k/10k entries 3/5 users. Not warranted or justified. Deliberate try at stealing your customers money.

  • @Mattbooynz
    @Mattbooynz 11 місяців тому

    you guys deliberately tried stealing money from me. you guys said the emails u guys sent “bounced back” to you and so you guys took the liberty of charging me account double. My ultra plan was nowhere near the cap on requirements 6.5k/10k entries 3/5 users. Not warranted or justified. Deliberate try at stealing your customers money.

  • @Mattbooynz
    @Mattbooynz 11 місяців тому

    DO NOT USE SORTLY THEY BAIT AND SWITCH YOUR PLAN PRICES WITHOUT TELLING YOU. I WAS LOCKED IN FOR THE ULTRA PLAN AT 1428 A YEAR. THEY CHARGED ME 2750. THEY CHANGED IT ON THE BILLING DATE WITHOUT NOTICE. I DID NOT AGREE. THEY SWAPPED FROM ULTRA TO ENTERPRISE ON THE BILLING DATE!!! DO NOT USE SORTLY!!!

  • @Mattbooynz
    @Mattbooynz 11 місяців тому

    DO NOT USE SORTLY THEY BAIT AND SWITCH YOUR PLAN PRICES WITHOUT TELLING YOU. I WAS LOCKED IN FOR THE ULTRA PLAN AT 1428 A YEAR. THEY CHARGED ME 2750. THEY CHANGED IT ON THE BILLING DATE WITHOUT NOTICE. I DID NOT AGREE. THEY SWAPPED FROM ULTRA TO ENTERPRISE ON THE BILLING DATE!!! DO NOT USE SORTLY!!!

  • @Mattbooynz
    @Mattbooynz 11 місяців тому

    DO NOT USE SORTLY THEY BAIT AND SWITCH YOUR PLAN PRICES WITHOUT TELLING YOU. I WAS LOCKED IN FOR THE ULTRA PLAN AT 1428 A YEAR. THEY CHARGED ME 2750. THEY CHANGED IT ON THE BILLING DATE WITHOUT NOTICE. I DID NOT AGREE. THEY SWAPPED FROM ULTRA TO ENTERPRISE ON THE BILLING DATE!!! DO NOT USE SORTLY!!!

  • @Mattbooynz
    @Mattbooynz 11 місяців тому

    DO NOT USE SORTLY THEY BAIT AND SWITCH YOUR PLAN PRICES WITHOUT TELLING YOU. I WAS LOCKED IN FOR THE ULTRA PLAN AT 1428 A YEAR. THEY CHARGED ME 2750. THEY CHANGED IT ON THE BILLING DATE WITHOUT NOTICE. I DID NOT AGREE. THEY SWAPPED FROM ULTRA TO ENTERPRISE ON THE BILLING DATE!!! DO NOT USE SORTLY!!!

  • @Mattbooynz
    @Mattbooynz 11 місяців тому

    DO NOT USE SORTLY THEY BAIT AND SWITCH YOUR PLAN PRICES WITHOUT TELLING YOU. I WAS LOCKED IN FOR THE ULTRA PLAN AT 1428 A YEAR. THEY CHARGED ME 2750. THEY CHANGED IT ON THE BILLING DATE WITHOUT NOTICE. I DID NOT AGREE. THEY SWAPPED FROM ULTRA TO ENTERPRISE ON THE BILLING DATE!!! DO NOT USE SORTLY!!!

  • @Mattbooynz
    @Mattbooynz 11 місяців тому

    DO NOT USE SORTLY THEY BAIT AND SWITCH YOUR PLAN PRICES WITHOUT TELLING YOU. I WAS LOCKED IN FOR THE ULTRA PLAN AT 1428 A YEAR. THEY CHARGED ME 2750. THEY CHANGED IT ON THE BILLING DATE WITHOUT NOTICE. I DID NOT AGREE. THEY SWAPPED FROM ULTRA TO ENTERPRISE ON THE BILLING DATE!!! DO NOT USE SORTLY!!!

  • @Mattbooynz
    @Mattbooynz 11 місяців тому

    DO NOT USE SORTLY THEY BAIT AND SWITCH YOUR PLAN PRICES WITHOUT TELLING YOU. I WAS LOCKED IN FOR THE ULTRA PLAN AT 1428 A YEAR. THEY CHARGED ME 2750. THEY CHANGED IT ON THE BILLING DATE WITHOUT NOTICE. I DID NOT AGREE. THEY SWAPPED FROM ULTRA TO ENTERPRISE ON THE BILLING DATE!!! DO NOT USE SORTLY!!!

  • @Mattbooynz
    @Mattbooynz 11 місяців тому

    DO NOT USE SORTLY THEY BAIT AND SWITCH YOUR PLAN PRICES WITHOUT TELLING YOU. I WAS LOCKED IN FOR THE ULTRA PLAN AT 1428 A YEAR. THEY CHARGED ME 2750. THEY CHANGED IT ON THE BILLING DATE WITHOUT NOTICE. I DID NOT AGREE. THEY SWAPPED FROM ULTRA TO ENTERPRISE ON THE BILLING DATE!!! DO NOT USE SORTLY!!!

  • @Mattbooynz
    @Mattbooynz 11 місяців тому

    DO NOT USE SORTLY THEY BAIT AND SWITCH YOUR PLAN PRICES WITHOUT TELLING YOU. I WAS LOCKED IN FOR THE ULTRA PLAN AT 1428 A YEAR. THEY CHARGED ME 2750. THEY CHANGED IT ON THE BILLING DATE WITHOUT NOTICE. I DID NOT AGREE. THEY SWAPPED FROM ULTRA TO ENTERPRISE ON THE BILLING DATE!!! DO NOT USE SORTLY!!!

  • @ShriMahavirFabrication
    @ShriMahavirFabrication 11 місяців тому

    Is sortly free tool?

    • @Sortlyapp
      @Sortlyapp 11 місяців тому

      We have a free version of the software that we offer.

  • @George-uo2sz
    @George-uo2sz Рік тому

    how do you check out equipment for a FUTURE date? How do you see FUTURE availability of a piece of equipment?

    • @Sortlyapp
      @Sortlyapp Рік тому

      While we do have date-based fields, we do not have a rental function in the system. For example, you could mark a date that the item is scheduled to be checked out on, but it would not restrict other users from checking it out at this time. I have submitted this as a feature request in our system.

    • @George-uo2sz
      @George-uo2sz Рік тому

      Implementing a rental feature would be incredible. The objective is for me to receive requests for equipment for a future date, submit those requests in Sortly, and have Sortly tell me whether or not the requested equipment is available on that date. This way I don't have to use my Sortly AND my calendar. Thanks for replying @@Sortlyapp

    • @bobhath7
      @bobhath7 18 днів тому

      @@Sortlyappany progress on this function?

  • @LiaCosmos
    @LiaCosmos Рік тому

    Hello, I was wondering if the Inventory Summary section can give you the total value of your stock per month?

    • @Sortlyapp
      @Sortlyapp Рік тому

      Hi, This would give you the total value in real-time. This report does not have a date function, so it would not be able to show you the past totals for your items. We are working to implement additional reports that would highlight and showcase this information.

  • @johnhenryb27
    @johnhenryb27 Рік тому

    Can you pull up a history of all the movements? E.g. you can see the history of movements on different dates/times of items?

    • @Sortlyapp
      @Sortlyapp Рік тому

      Hey John, yes, you can see history for a specific period in time, or use one of our 8 preset options such as this month, last 3 months, last year, etc.

    • @johnhenryb27
      @johnhenryb27 Рік тому

      @@Sortlyapp Thank you! Is there any functionality to facilitate inventory counts?

    • @Sortlyapp
      @Sortlyapp Рік тому

      @@johnhenryb27 Cycle counts is on our roadmap. You can check the product news tab in the app to see what we are currently working on. This will likely be something we look to introduce in 2024.

  • @MrsGondee
    @MrsGondee Рік тому

    I run a school with Students. Is it possible to assign 1000 devices to 1000 separate students?

    • @Sortlyapp
      @Sortlyapp Рік тому

      Yes, you can do this with folders inside of Sortly. You can create these in bulk or do it manually one by one.

  • @alisonbarfoot2402
    @alisonbarfoot2402 Рік тому

    Note that Sortly seems only able to scan bar codes from products sold in the US. It is not able to identify products with European or Middle East/Africa bar codes. Those have to be entered manually. 😞

    • @Sortlyapp
      @Sortlyapp Рік тому

      Hey Alison! We pull data from Amazon and eBay when scanning the codes. If the items exist on those portals we should be able to pull them in. Unfortunately, we do not control the items listed on those portals but are working to get better and more accurate data from these scans.

  • @dkprotek
    @dkprotek Рік тому

    Maybe I missed something, but creating your own label only generates a PDF to be Printed out after? Are you telling me Sortly can NOT Print the Labels directly? Please confirm

    • @Sortlyapp
      @Sortlyapp Рік тому

      Sortly generates the PDF for you to then print out to the device on your network or direct connected to your computer. You do not print it out in the Sortly app itself.

  • @dkprotek
    @dkprotek Рік тому

    #specifically 😂

  • @CaitlinCromer
    @CaitlinCromer Рік тому

    Is it possilbe to create a number of QR codes first, and create products to assign them to later?

    • @Sortlyapp
      @Sortlyapp Рік тому

      Yes, under the settings panel, there is an option to build out sheets of unlinked labels which can later be added to the products.

    • @CaitlinCromer
      @CaitlinCromer Рік тому

      @@Sortlyapp Thank you!

  • @richardlanpheare5019
    @richardlanpheare5019 Рік тому

    Any reason why you guys don’t have a unique location field where you can have one or more items associated with a secondary barcode that represents the location it is stored? Or am I just missing it?

    • @Sortlyapp
      @Sortlyapp Рік тому

      We have not yet moved into the RFID space which would offer this functionality.

    • @jakot90
      @jakot90 Рік тому

      You can use the notes field as a workaround solution for the location. It’s a free text field, where you could type Row/Bin location etc

  • @jorgecardenas7889
    @jorgecardenas7889 Рік тому

    Do you have version en Spanish?

    • @Sortlyapp
      @Sortlyapp Рік тому

      Currently, the software is only in English, however, you can add item details in Spanish as well as build out custom fields in Spanish.

  • @trieudd
    @trieudd Рік тому

    As we want to print the barcode and stick to assest. so we want to print on PVC label instead of Avery label settle automatic on shortly. Can we customize the label size and format?

    • @Sortlyapp
      @Sortlyapp Рік тому

      Currently, we offer pre-set sizes within the system but hope to expand upon this in the future. In terms of the type of label, you do not need to go with Avery, there are other brands out there that work just as well. This is all preference based.

  • @EnchantedMagna
    @EnchantedMagna Рік тому

    Specifically

  • @natas619
    @natas619 Рік тому

    can an item be created without adding the quantity? maybe an item you are expecting for inventory in the future?

    • @Sortlyapp
      @Sortlyapp Рік тому

      You can set the quantity to 0 for the item instead of setting a positive quantity. Then when you receive that item you will be able to update the quantity as needed.