Sortly Features
Inventory Management Platform Features (22)
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Centralized Inventory Database
Manage and track all inventory records across warehouses and retail locations through a single unified database.
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Inventory Level Dashboards
Maintain a visual on product stock levels throughout your facilities with flexible inventory dashboards.
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Stock History Reporting
View the history of individual items and compare the sales performance of new to old stock in order to inform purchasing decisions.
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Low Stock Notifications
Set low stock thresholds and receive automatic alerts when stock decreases to that level.
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Bundles, Kits, & Variants
Automatically adjust inventory for product bundles, kit orders, and product variations within the system.
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Asset Tracking
Use barcode or radio-frequency identification (RFID) technology with specialized readers or mobile applications to track inventory assets throughout warehouse facilities.
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Data Exporting / Importing
Transfer large volumes of inventory data records into and out of the system with built-in import / export tools.
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Budget Tracking
Track actual spending to ensure it's in line with the planned budget
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Status Tracking
Track the status over time for a request, process, asset, or transaction
Demand Forecasting
Forecast customer demand using historical insights and simulations
Customer History
Access previous interactions or concerns to maintain customer relationships
Serial Number Tracking
Track and assign specific serial numbers to products
Status Tracking
Track the status over time for a request, process, asset, or transaction
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Demand Forecasting
Forecast customer demand using historical insights and simulations
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Asset Definition (4)
Asset Register - Asset Tracking
Create a list of all the assets owed by a company.
Relationships - Asset Tracking
Define relationships between various types of assets.
Costs - Asset Tracking
Identify the value of each asset and keep it up to date.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Asset Tracking (15)
Location - Asset Tracking
Track asset locations using GIS and GPS technology.
Status - Asset Tracking
Monitor the status of multiple types of assets.
History - Asset Tracking
Maintain a history of adjustments made to assets.
Funding Source Tracking
Track the origins of funds to uphold compliance with grant requirements for use/disposal and to ensure future funding.
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
IT Asset Tracking
Monitor the movement of one or more IT assets throughout the organization
Returns Tracking
See what items have been returned
Equipment Tracking
Track the location of specific equipment at all times
Check-in/Check-out
Track the status of assets and whether they're checked in or out
Delivery Tracking
Track item deliveries through dispatch notifications, status and location tracking, and ETA updates
Mobile Time Tracking
Track the time and location worked by employees via mobile device
Fuel Tracking
Monitor and track fuel consumption and costs
Vehicle Tracking
Real-time vehicle tracking for monitoring location, route, speed, etc.
Status Tracking
Track the status over time for a request, process, asset, or transaction
Multi-Location
Manage and support multiple locations
3PL inventory management (26)
Client management
Allows users to manage all thier clients on one system
3PL inventory tracking
Allows inventory tracking for specific customer required attributes such as lot, serial, style/color/size
Returns Management
Track and facilitate returns of products sold
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Shipping Management
Manage and track orders being shipped to customers
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Fee Management
Track collected or paid charges for services performed or access granted
Consignment Management
Manage goods purchased or received from third-party suppliers/consignors
Layaway Management
Purchasing method in which a consumer places a deposit on an item for later pick-up when they come back and pay the balance
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Manufacturing Inventory Management
Software specialized for manufacturers to track work orders, bills of materials, and manufacture orders to help streamline operations
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process
Reorder Management
Purchase and replenish product stock based on inventory levels and needs
Warehouse Management
Manage and track operations and inventory within warehouses
Purchase Order Management
Create, send, and track purchase orders and their statuses
Barcode/Label Management
Print and scan barcode or labels
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Supplier Management
Manage all supplier data and operations
Inventory Management
Track and manage inventory levels to maintain proper supply
Item Management
Collect, organize, and track inventory/product data including item numbers, descriptions, etc.
Pricing Management
Tool used to determine accurate pricing and product eligibility for borrowers
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Inventory Management (5)
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Inventory Tracking
Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.
Product Master
Manage and track all inventory records across warehouses and retail locations through a single unified database.
Integrations
Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.
IoT Integration
Integration with Internet of Things devices to automate real-time tracking, data collection and other processes
Vendor Managed Inventory
Vendor takes full responsibility for maintaining an agreed inventory of the material on behalf of the buyer
Barcode support (6)
Symbologies
Supports various barcode symbiologies such as UPC, ISBN and ISMN
Serialization
Supports advanced serilaization and sequentially numbered bar codes
Standard formatting
Provide barcodes with precise bar width specifications and readable text formatting
Printing
Ability to print barcodes directly to a printer with various formats.
Integrations
Ability to integrate with existing inventory, warehouse management, ERP and other third party software
Label Printing
Process of printing custom labels through various methods.
Design (8)
Shipping Labels
Generate or print labels that contain shipping information for packages
WYSIWYG editor
Ability create labels with a WYSIWYG editor
Color editor
Ability to design barcodes with a full color editor
Graphics import
Provides users with graphic imports in different formats
1D and 2D barcodes
Allows users to add 1D and 2D bar codes to your labels.
RFID Encoding
Allows users to encode RFID tags
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Receiving Labels
Labels used to alert warehouses of any pertinent information before workers scan or unpack the product
Agentic AI - Asset Tracking (1)
Natural Language Interaction
Engages in human-like conversation for task delegation
Additional Functionality (153)
Data Import/Export
Import and export data to and from software applications
Check Printing
Print paychecks issued to confirm payment of wages or salary
Price Optimization
Track factors that affect pricing and adjust prices accordingly to increase sales
Online Store Builder
Includes functionalities for creating custom eCommerce websites
Customizable Fields
Customize data fields to support various needs and use cases
Categorization/Grouping
Organize and group data or items based on various criteria
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Inventory Optimization
Maintain and control the stock level of inventory
Shopping Cart
Checkout of online store
Customizable Reports
Alter the layout and content of reports
Sales Reports
Reports specific to sales analysis for trends and strategies
Credit Card Processing
Accept and process credit card transactions
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multi-Location
Manage and support multiple locations
Mobile App
Access the system via a mobile application
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automatic Backup
Data is backed up automatically to prevent data loss
Label Printing
Process of printing custom labels through various methods.
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Multi-Currency
Manage and handle various international currencies
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Order Processing
Send / receive, process, and execute orders
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
SKU/UPC Codes
Internal and external product tracking codes
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Check-in/Check-out
Track the status of assets and whether they're checked in or out
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Backup and Recovery
Create backups and provide methods to recover deleted/lost data
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Product Identification
Ability to link barcodes or serial numbers with specific items for identification
Kitting
Group and package individual but related items as one package set
Mobile Access
Access software remotely via mobile devices
Predictive Analytics
Predict future data based on historical data sets
Inventory Control
Monitor product stock levels
Inventory Auditing
Cross-checking financial records with physical inventory counts and records
API
Application programming interface that allows for integration with other systems/databases
Bill of Materials
Access to a library of manufacturing parts, models, and specs
Ordering Automation
Automate order processes to improve operational efficiency in fulfillment, shipping, and more
Inventory Replenishment
Track stock count levels to manage product reordering
Custom Pricing Rules
Create custom predefined rules for prices for products and services
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Document Management
Store, manage, and track all electronic documents in a centralized location
Inventory Management
Track and manage inventory levels to maintain proper supply
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Asset Assignment
Assign assets to users, job sites, and vehicles to ensure accountability
Asset Kitting
Bundle equipment together to rapidly perform actions across multiple assets
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Mobile Access
Access software remotely via mobile devices
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Shipping Management
Manage and track orders being shipped to customers
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
QR Codes
Matrix barcode that stores information
Reservations Management
Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Customizable Fields
Customize data fields to support various needs and use cases
Billing & Provisioning
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customizable Reports
Alter the layout and content of reports
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Software License Management
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Historical Reporting
Information, data and reports that are being tracked over time
Contract/License Management
Track, store, and access client contracts or licenses
Customizable Forms
Customize contracts and forms to collect specific information
Purchase Order Management
Create, send, and track purchase orders and their statuses
Data Import/Export
Import and export data to and from software applications
Disposal Management
Plan when and how to dispose of outdated or decommissioned assets
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Complaint Monitoring
Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Calendar Management
Track and manage schedules and meetings via an integrated calendar
API
Application programming interface that allows for integration with other systems/databases
Workflow Management
Create, design and manage workflows for repetitive tasks
Depreciation Management
Track and manage the decline in value of assets and plan for improvements
Dispatch Management
Manage sending personnel and resources to a site as needed
Territory Management
Organize customer data and accounts by user or geography
Routing
Plan daily routes to optimize employee scheduling and provide directions
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Geolocation
Determines the location of a device using GPS or an IP address
Driver Management
Track all personnel who operate company vehicles
Scheduling
Plan availability and assign specific time slots for tasks and resources
Real-Time Updates
Receive system updates as soon as any changes are made
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Geofencing
Virtual perimeter for a real-world geographic area
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Transportation Management
Organize and track the physical movement of goods from one location to another
GIS Integration
Integration with geographic information systems
Geographic Maps
Visualize locations on a map
Real-Time Reporting
Active reporting of data and metrics
Employee Management
Track employee schedules, availability, and performance across projects and tasks
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Supplier Management
Manage all supplier data and operations
Workflow Management
Create, design and manage workflows for repetitive tasks
Customizable Fields
Customize data fields to support various needs and use cases
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Import/Export
Import and export data to and from software applications
Returns Management
Track and facilitate returns of products sold
Customizable Reports
Alter the layout and content of reports
Order Tracking
Track orders throughout the fulfillment process
Historical Reporting
Information, data and reports that are being tracked over time
Shipping Management
Manage and track orders being shipped to customers
Real-Time Data
Receive data and information in real time
Stock Management
Manage the buying, selling, and holding of stocks
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Order Processing
Send / receive, process, and execute orders
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Labeling
Billing & Invoicing
Create, manage, and send invoices or bills to customers
API
Application programming interface that allows for integration with other systems/databases
Label Templates
Premade examples and templates for labels
Customizable Branding
Add customized logos and colors to align with company branding
Inventory Replenishment
Track stock count levels to manage product reordering
Serial Number Tracking
Track and assign specific serial numbers to products
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Multi-Location
Manage and support multiple locations
Inventory Optimization
Maintain and control the stock level of inventory
Warehouse Management
Manage and track operations and inventory within warehouses
Summary Reports
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Mobile Access
Access software remotely via mobile devices
Barcode Recognition
The ability to identify a barcode on or within an image or packaging
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Inventory Management
Track and manage inventory levels to maintain proper supply
Activity Tracking
Track and document all activities across devices, networks, and other systems
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Status Tracking
Track the status over time for a request, process, asset, or transaction
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customization
Create labels for products that contain required information such as colors, sizes, dates, etc.
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Purchase Order Management
Create, send, and track purchase orders and their statuses
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Audit Trail
A record of all activities within the system, including user access, changes made, etc.


