Sortly

What is Sortly

Sortly is a software for inventory management. Its main purpose is to help businesses track their physical items, like supplies, tools, and equipment. The software is designed to be very simple and easy to use. You can see your inventory visually with photos and organize it in a way that makes sense for your business. Sortly works on mobile phones, tablets, and desktop computers, and all information is synced in the cloud. This means you and your team can see the same inventory data at the same time, from any location. The company, Sortly Inc., was created to make inventory tracking less complex for small and medium-sized businesses. It is based in San Francisco, California.

Sortly Features

Sortly provides several features to help you manage your inventory.

• Visual Inventory Tracking: You can add up to 8 high-resolution photos for each item. This helps you identify items quickly and check their condition.
• Barcode and QR Code Scanning: The app has a built-in scanner. You can use your phone's camera to scan barcodes and QR codes to find, count, or update items fast.
• Customizable Organization: Organize your items in folders and subfolders. For example, you can organize by location, by client, or by item type. You can also add custom fields to track important details like purchase date, price, or warranty information.
• Low Stock Alerts: Set minimum quantity levels for your items. The system will automatically send you an alert when the stock is running low, so you know when to reorder.
• Team Access and Permissions: You can invite your team members to manage inventory with you. It is possible to set different permission levels to control who can view or edit information.
• Custom Reports: Generate PDF or CSV reports about your inventory. These reports are useful for accounting, audits, or planning your budget.
• Offline Mode: The mobile app works even when you do not have an internet connection. Any changes you make will sync automatically when you are back online.

Sortly Pricing Plans

Sortly offers different subscription plans for different business needs.

• Advanced Plan: This plan is designed for small teams and businesses. It includes the core features for tracking inventory, creating custom fields, and generating basic reports. It has a limit on the number of items you can track.

• Ultra Plan: This plan is for growing businesses that need more advanced features. It includes everything in the Advanced plan, plus features like creating and printing barcodes, more user access, and a higher limit on item entries.

• Enterprise Plan: This is a custom plan for large organizations. It offers unlimited entries, dedicated customer support, advanced user permissions, and access to the Sortly API for custom integrations.

Sortly Free Plan

Sortly does not have a permanent free plan. However, it offers a 14-day free trial for its paid plans. During the trial period, you can access all the features of the selected plan, such as adding items, scanning barcodes, and creating reports. This allows you to test the software completely to see if it is a good fit for your business before you decide to purchase a subscription.

How to use Sortly

Getting started with Sortly is a simple process.

1. Sign Up: Go to the Sortly website and sign up for a free trial. You will choose a plan to try.
2. Add Your Inventory: You can add items in three ways. You can add them one by one manually, use the in-app scanner to add items with barcodes, or import a list of your items using a CSV file.
3. Organize Items: Create folders to structure your inventory. For example, a folder for each room, truck, or warehouse location. Add photos, quantities, prices, and any custom details for each item.
4. Track Inventory Movement: When you use or move an item, update its quantity or location in the app. You can scan the item's barcode to quickly update its status.
5. Set Up Alerts: For items you need to reorder, set a minimum stock level to receive low stock alerts.
6. Invite Your Team: Add your team members and give them access to manage the inventory with you.
7. Generate Reports: When you need an overview of your inventory, go to the reporting section to create and export a PDF or CSV file.

Pros and Cons of Sortly

Here are some advantages and disadvantages of using Sortly.

Pros:

• Very Easy to Use: The interface is clean and intuitive, making it easy for anyone to start tracking inventory without much training.
• Visual Approach: The ability to add multiple photos for each item is a major benefit for identifying products.
• Excellent Mobile App: The mobile application is powerful, works offline, and includes a fast barcode scanner.
• Good for Physical Assets: It is very effective for tracking non-retail items like tools, equipment, and supplies.

Cons:

• Limited Integrations: It does not have many direct integrations with other software like accounting or e-commerce platforms.
• Basic Reporting: The reporting features may be too simple for businesses with complex needs.
• No Sales Features: It is not designed for retail businesses as it lacks features like purchase orders or sales order management.

Sortly integrations

Sortly does not offer many direct, pre-built integrations with other applications. However, it can connect to thousands of other apps using Zapier. Zapier is a service that connects different web applications together.

• Zapier Integration: By connecting Sortly to Zapier, you can create automated workflows. For example, you can automatically update a Google Sheet when an item's quantity changes in Sortly, or create a new item in Sortly when a new row is added to a spreadsheet.

To set up these connections, you need an account with both Sortly and Zapier.

Sortly Alternatives

If Sortly is not the right fit for you, consider these alternatives.

• inFlow Inventory: A more comprehensive inventory management software that includes features for purchasing, sales, and manufacturing. It is a good choice for retail and e-commerce businesses.
• Zoho Inventory: Part of the large Zoho suite of business apps. It integrates very well with e-commerce platforms like Shopify and Amazon, making it ideal for online sellers.
• Asset Panda: This tool is more focused on asset tracking than consumable inventory. It is highly customizable and good for tracking high-value items like IT equipment and machinery.
• Fishbowl Inventory: A powerful inventory solution for manufacturing and warehousing. It integrates directly with QuickBooks and offers advanced features for complex operations.

Sortly API

Yes, Sortly provides a REST API for developers. The API is available for customers on the Ultra and Enterprise plans.

With the API, developers can build custom integrations and connect Sortly to other business systems. For example, you can programmatically add, update, or search for items in your Sortly account. To use the API, you need to generate an API key from your Sortly account settings.

Here is a simple example of how to get a list of items using the API with cURL:

curl --request GET \
     --url https://api.sortly.com/api/v1/items \
     --header 'Authorization: Bearer YOUR_SECRET_API_KEY' \
     --header 'accept: application/json'

You can find more detailed information on their developer documentation page.

Sortly Affiliate program

Sortly does not have a public affiliate program where you can earn cash commissions for referrals. Instead, they offer a referral program for their customers. Through this program, you can share a unique link with others. When someone signs up using your link, they typically receive a discount on their subscription, and you may receive a credit towards your own Sortly subscription.

If you are an influencer or a business that wants to partner with Sortly in a more formal way, it is best to contact their support or partnership team directly to discuss potential collaboration opportunities.