Feature Requests
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Work Orders/Jobs in Sortly
Ability to create work orders or jobs in Sortly. Assign inventory to be consumed at a job. Once the job is completed, the inventory quantity should automatically update in Sortly. Ability to see which jobs are in progress, completed etc and to see how much materials have been consumed on the job so far. Maybe even allow some integration with other job management software.
Hassaan Shahid2
Stock Counts - Scan to Count
Add the ability to scan to count from a Stock Count
Elle D1
Dragging folders or items into other folders
this makes it easier and more efficient when organizing folders in a big sub folder. it would work so that when you click and hold you can drag one folder and place it into another by hovering over the folder you want to be the new destination
Nico P17
Restrict Specific Folders/Sub-folders
Intended to avoid data manipulation by restricting folders for admin/owner access only, usually for monitoring item usage, and audit purposes.
Ian M0
Update items via bulk import
Add the ability to update items via bulk import. An example of why this would be important is for a cycle count or a stock take.
Stephanie Platania48
Sortly Dark Mode
Ability to have Sortly in Dark Mode.
Efren B27
Public URL to provide to people outside of Sortly
The ability to use a public URL that will show customers/clients a user's inventory without having to log in.
Stephanie Platania17
Stock Count Search/Filtering
With over 800 SKUs, over 20,000 total quantity and a thousand or so locations, I'd like to be able to filter down what I would like to do stock counts on. Maybe by my customer fields, or the ability to choose "add to stock count" directly for a Sortly item itself. I find that I'm not sure where to start on the current Stock Count page using only the "search to add" field. One of the ideas of stock counts is that you may not know what you don't know. We have missing items, items in incorrect locations, mis-matched quantities but have no basis as to where to start. If I know I wanted to look up items in custom field "xyz" and also custom fields "abc" then I could get specific in my counts.
Bruno A0
Add "Updated At" field to the Inventory Summary Report
Pulling this field into the inventory summary report will allow users quick view on when the item's quantity was last updated. This will give visibility into the accuracy of the inventory count.
Casey Z0
Stock Counts - Increase Limit for Bulk Adding Items
There is currently a limit of 100 items you can add via bulk actions to a Stock Count.
Lucy J0
Customize Default Fields on Item Details Page
Customers would like the ability to add certain fields to the Default Field section of an item. For example, they would like to be able to add Max Level in addition to Min Level when viewing an item.
Kristopher K0
Please add a text box in the PO creation section to input the name of the person who will approve the order request.
This will help ensure a smoother workflow, especially when the approver is based in a different office, as it will allow them to receive timely notifications.
John B0
Edit Purchase Orders on Mobile App
Allow the option to edit POs on mobile, rather than just adding or receiving items.
Stephanie Platania0
Two Way Integration with Quickbooks Online
Customers would like to have the QBO integration work both ways so items updated in QBO are also updated in Sortly.
Guido0
Auto-Generate Purchase Orders for All Items Below Minimum Levels
Customers would like the ability to select all items below their minimum quantity in one click and automatically calculate the required reorder quantity to bring the item back to minimum stock level. For example: Minimum level: 20 Current stock: 7 Auto-added purchase quantity: 13 Sortly would automatically add all selected items (with auto-calculated quantities) to a Purchase Order This will remove a lot of manual work for users and automatically generate an accurate P0.
Soenke W0