What's New?

You can now automatically capture end-of-month inventory snapshots with Sortly. Instead of manually exporting reports, you can save and subscribe to them directly in Sortly—giving you peace of mind for audits, tax prep, and compliance.

With this update, you’ll:

• Get an automated, audit-ready snapshot emailed to you every month

• Access and download up to 13 months of historical reports directly in-app

• Save time and reduce errors with a “set it and forget it” workflow

PLUS: You can also take existing reports and turn them into snapshots, giving you a quick at-a-glance view delivered straight to your inbox.

➡️ Get started by going to the Inventory Summary Report in Sortly and clicking on the calendar (Subscribe) icon in the upper right corner of your screen. You can also learn more by visiting our Help Center article.

✨What’s New?

You can now manage Purchase Orders (POs) directly in the Sortly mobile app. Whether you’re in the field or on the go, you can create a new purchase order, add items, and mark items as received—no need to wait until you’re back at your desk.

This new mobile functionality gives you full control over ordering and restocking inventory, all from your pocket.

New mobile layout: Meet Workflows (and say goodbye to the Dashboard)

With this update, we’re also making two important changes to streamline your inventory tasks:

• The mobile Dashboard tab is being replaced by a new Workflows tab.

• Pick Lists are moving out of the Menu and into Workflows, right alongside Purchase Orders.

These new enhancements make it easier to manage day-to-day inventory processes in one place.

👉 Check out this quick 1-pager to see what’s new and how to get started!

✨What’s New?

You now have access to edit your items’ existing units of measure—no more workarounds needed! Simply change it on the fly with single-item or bulk item edits.

Why this Matters:

Inventory isn’t one-size-fits-all, so your units of measure shouldn’t be either. These new enhancements help keep your system accurate without deleting data or starting from scratch.

Whether you're correcting an error, adjusting for a vendor change, or simply making your units easier for your team to understand, these updates give you the flexibility to keep your inventory clean, consistent, and perfectly aligned with how your business operates.

Get Started

Check out our handy quick-start guide to learn how to easily change a unit of measure in Sortly!

🔄 What’s New?

With Undo Action, you can reverse common updates like moving an item to the wrong folder or adjusting the wrong quantity. You can make the change instantly or up to 7 days after the action took place. No more hunting for errors or redoing work, you’re back on track in seconds.

💡 Key Benefits:

• Fix Mistakes Fast: Quickly undo accidental changes before they cause bigger headaches.
• Work with Confidence: Update inventory without fear. Undo Action acts as your safety net.
• Save Time and Effort: Avoid manual corrections and keep inventory accurate with just a click.

We're always working to make Sortly smarter, faster, and easier for you. For more details on Undo Action, check out the Support Article here.

👉 Try out Undo Action today and let us know what you think!

We’re excited to introduce a powerful enhancement designed to streamline your workflow: You can now add items to Purchase Orders and Pick Lists directly from the Item Card screen.

🚀 What’s New?

This update allows you to seamlessly add items to POs or Pick Lists from anywhere within the Sortly experience where you interact with Items. You can quickly add Items to an existing POs or Pick List or create a new one, making your day-to-day tasks faster and more convenient.

💡 Key Benefits:

• Faster to Create: Quickly create Purchase Orders or Pick Lists from just about anywhere in Sortly, no more having to go to Workflows page to get started.
• Easier to Add: Add items to a Purchase Order or Pick List directly from the item card instead of having to navigate to the Workflows tab and remember each item name.
• Improved Accuracy: Minimize errors by avoiding unnecessary searches and reducing the risk of selecting items from incorrect folders.

Give it a try and let us know your thoughts!

Say hello to Pick Lists – a more efficient, seamless way to plan projects and pick inventory with confidence! Quickly build a list of required items from your inventory, assign to a picker, and watch your quantities update after items are picked.

Available to Ultra, Premium and Enterprise plans

With Pick Lists, you can:

• Simplify Planning: Easily prepare for jobs or customer orders by creating a list of items you need from your inventory, complete with images, quantities, and more. Plus, you can edit your Pick List as many times as you need—your stock levels will remain unaffected until items are picked.
• Collaborate Seamlessly: Assign Pick Lists to employees, so they know exactly what items to gather and deliver for each project, ensuring everyone stays aligned, keeping projects moving forward.
• Track Inventory with Confidence: Pick Lists provide a clear record of what’s picked, allowing managers and executives to know what’s allocated for each project, with inventory levels updating only after items have been picked to ensure accuracy.

Ready to discover how Pick Lists can streamline your job or order planning and make inventory picking more accurate? Click here to get started!

We know that checking items in and out for a job is one thing, but remembering where they go afterward? That can be a whole different challenge.

Introducing “Return to Origin,” available in the new Feature Control Page in Settings! Now, you can check items back in within a few clicks from your mobile device or computer, returning them to their original folders without any extra guesswork.

Available to Ultra, Premium, and Enterprise plans.

With “Return to Origin,” you can:

Easily Check In / Check Out Items: Set a ‘home’ folder to effortlessly return single or multiple items, helping you save time.

Never Lose Track of Items: Automatically return assets or unused materials to their 'home' folder, reducing the chance of losing anything.

Stay Organized Effortlessly: See the exact folder path, so you know exactly where each item is headed.

It’s time to make returning items after a job easy and stress-free.

Get started now:

To activate “Return to Origin,” have your Admin or Owner visit the Feature Control Page in Settings.

For more details, check out this video.

Learn more about this feature in our FAQs.

We’ve heard your feedback—the old process for creating QR and barcode labels was frustrating and time-consuming.

*Available to Advanced, Ultra, and Enterprise plans.

We’ve got good news! With our latest update, you can now print QR and barcode labels directly within Sortly—no need to save them as a PDF first. This means fewer clicks, less time spent, and no extra files cluttering up your computer.

Here’s how it works:

• When creating a label, you’ll now see an option to print directly.

• Selecting this option will open your browser’s print screen, allowing you to choose any printer connected to your device or network.

• And if you still need to generate a PDF, that’s no problem—you can do that too!

We’re excited to make your inventory management easier and more efficient, so you can focus on what really matters: running your business.

Happy labeling!

Introducing our newest Feature Preview, Custom Units of Measure!

At Sortly, we understand that the way you measure your inventory should match the way you do business. You might purchase in pallets, pick by box, and price by unit, so your units of measurement need to keep up. That's why we're excited to introduce Custom Units of Measure.

*Available to Advanced, Ultra, and Enterprise plans.

With Sortly’s new Units of Measure page, creating your measurements is a breeze.

Here’s why you'll love it:

Seamless Updates: Easily create and delete custom units like bag, bottle, panel, and more to keep your inventory accurate and aligned with your operations.

Boost Efficiency: Streamline your workflow and reduce communication errors, allowing your team to focus on what truly matters.

*Please note, Custom Units of Measure can only be applied to new items.

Feature Previews give you a sneak peek at features still in the works, allowing you to get more out of Sortly while we continue to enhance them. We've got a lot more in store, including the option to edit Custom Units of Measure and adjust an existing item's unit of measure. Stay tuned!

To use Custom Units of Measure on your mobile device, ensure your app (iOS/Android) is updated to the latest version.

Ready to explore Custom Units of Measure? Click here to get started!

For any business, we understand that managing purchase orders can be a hassle, from updating a purchase order to "Received" to manually updating the stock quantity.

Sortly’s latest enhancement, “Receiving” for Purchase Orders, simplifies this process by automatically updating your inventory levels when a purchase order is marked as "Received."

*Available to Ultra and Enterprise plans.

With "Receiving" for Purchase Orders, you can:

• Reduce reordering errors: Easily mark purchase orders as “Received” or “Partially Received.”

• Save time: Eliminate the manual work and update all items in a purchase order in seconds.

• Automatically update your inventory: Instantly refresh your inventory by updating all items with a single click.

Discover how “Receiving” for Purchase Orders can transform your inventory, making it more efficient and organized than ever before.

To learn more about “Receiving” for Purchase Orders, check it out here.