Sortly

Avantages

First of all, the price is really good for all the benefits you have on the app.
It is really simple and easy to use, you can do a lot of things with it and you won't need to take a class to learn how to use it.

Inconvénients

There are some features that we would like that it is not implement yet. For example, would be really good a button to undo an action that you did for a product.

Avantages

The most useful features are its mobile access, Excel exporting ability, and ease of use.

Inconvénients

We had to manipulate Sortly to work with our warehousing and business model. It works ok, but we order materials by project name, and in order to make Sortly track that we had to tag projects. Preferably we would sort and save items under project name and locate them in Sortly under row and bin #. However, because the items we order are large quantities we have to put 20 pallets of flooring, for example, into 20 bin locations, even though they are all just "one item description". This becomes cumbersome because Sortly only allows one location per item, so we would have to create all these folders for each item. Instead we add them by row and bin # (with no location in Sortly), then add the project name as a tag.

Avantages

It has helped us cut down costs astronomically. We can move our stock between shops and cut down on ordering. We have been able to log loss of product, leave notes to our managers about stock, organize our vendors. It’s been great.

Inconvénients

There isn’t a way to see what your inventory was on a certain date. For example we do a COGS adjustment at the end of each month to see how much inventory we’re sitting on. If I don’t pull the report on that date I can’t go back and look at my inventory in that point of time retrospectively.
I also wish it was clear that there was support to help set it up. I did it all manually and it was tough.

Avantages

It has made our inventory control so much easier, and we are having far less issues such as over assigning our products to clients versus how much we actually have available.

Inconvénients

The main things I don't like about Sortly are the limits of Sub-Folders and the limits of characters you are allowed to have in the text boxes.

Alternatives envisagées 

Trello

Pourquoi passer à Sortly

We have always used Trello, and still do, but mainly use Sortly. There are some procedures where Trello is better outfitted for us.

Avantages

We use Sortly for our small construction business and we're able to get both our admin and build staff to use the system with ease. It's visually easy to understand which is imperative for staff members that need quick answers for where they can find their project material for construction. There are custom fields that allow us to build information our around our company needs instead of trying to fit into a premade product.

Inconvénients

My only negative feedback about Sortly is the limited pricing options. They seem to have too large of a jump in options. We have a larger inventory but we do not need any additional features that are available in the next step up for cost. We are limited to 2,000 entries and we need, approximately 500-1,000 more. The next step up provides 8,000 more entries (10,000 total) but it is 300% more expensive per year. We cannot justify the cost as a small company but we would gladly pay 50% more just to add another 500-1,000 entries.

Avantages

The ability to customize the set up and tailor it to your needs. By adding folders and items in whichever manner you choose you are able to get a really customizable use.

Inconvénients

Items not syncing together when changes are made. New items are created which can mess up inventory numbers and you then have to go through and merge or add inventory together manually.

Avantages

The ability to use this program with a computer or phone app SEEMLESSLY. Adding/subtracting inventory is a snap. It is SO easy to set up.

Inconvénients

Ability to print to more printer styles. Not enough availability for reference numbers and descriptions on labels. The print out needs to be better, so that more fields can be included on labels. That would make this program top notch.

Avantages

I like the ability to scan and easily print QR codes.

Inconvénients

That I cannot "undo" an action. That it is difficult for me to see Sortly history and to remember what went where and who moved it. I do not like that when moving an item into a folder, that the search cannot be specific- For example if I have the folder of "Jane Doe" in 12 different folders by month, and I want to move an item to "Jane Doe" in "July", I cannot search "Jane Doe July", I have to search "Jane Doe" and scroll through multiple "Jane Doe" entries to find her in "July".
I also think the bar code scanner in the app could be improved. When you are scanning within a folder, and at the top there is a note that tells you what folder you are "searching within" I wish there was an easy way to click that and change it to search in another folder, rather than going back and selecting the folder and then going back to the barcode search scanner. Also, when I am scanning and searching within a folder and I "add a quick action" and want to "Choose folder before scanning", when I go to search for the folder in the search bar the search bar page looks strange saying "nothing to see to see here" and the search bar looks different and for a while I didn't realize could still use it

Avantages

I enjoyed how simple it is to use Sortly. I am to create specific locations for my inventory and keep track of items that need to be retired or restocked. The team I work with also found the Sortly app easy to use and the web version was instrumental in helping us restructure our equipment warehouse and processes.

Inconvénients

I would love to have an option to scan each item into the system. As it is right now I can scan a bar code but then have to manually enter the units or amounts that we are intaking. I would prefer to be able to scan the item's barcode and have the app update quantities. This will make the process a lot smoother and more effective.

It would also be a great advantage to be able to use our own equipment (item) numbers instead of the ones generated by Sortly. This would make it easier to crossreference our inventory system with our internal documents.

Avantages

User-Friendly Interface: Sortly offers an intuitive and user-friendly interface, making it easy for users to navigate and perform inventory management tasks efficiently.

Inconvénients

Users often appreciate Sortly's visual organization features, such as customizable folders, tags, and thumbnails, which help them quickly locate and identify inventory items.

Avantages

Sortly clearly takes user feedback very seriously. We have seen many of customer suggested changes implemented since we started using the program.

Inconvénients

We have issues with notifications being inconsistent across devices occasionally.

Alternatives envisagées 

Fishbowl

Pourquoi passer à Sortly

Too expansive for our needs. What we needed was a very simple system that we could learn and grow with. Fishbowl was TOO personalized and required us to know exactly what we wanted already. Sortly gave us the freedom to experiment

Avantages

It keeps us well organized as we stock alot of one of kind pieces so need a comprehensive tracking system to track multiple items at multiple locations. The program has generally been good for this, would highly recommend if you do not have a ton of products you are tracking.

Inconvénients

Each item has 10 data categories to add additional information about the piece, these categories max at 10 and the categories themselves have a low maximum allowed -- like drop down menu categories have a maximum of 250 items. These are all maxed for us and we still continue to acquire new inventory that I now cannot add. To get around this I created another category with the same name "part 2" like "artist 2" and "size 2"...we are too invested in the software at this point to switch but it also is going to render useless if we continue growing our art inventory.

Avantages

It was easy to enter all our data, provided the level of flexibility we needed in order to capture all the asset variations, and allowed us to quickly see what our inventory was, and where it was allocated.

Inconvénients

Having to open folders in order to see whether a change (addition or subtraction of assets) had been made.

Avantages

Our non- profit uses Sortly to keep track of all statistics. Along with what we give away to our foster families and foster children. It is an invaluable software for our non- profit!

Inconvénients

Once we set up our fields it gave us a lot of freedom to use the software to meet our needs.

Avantages

I think it's set up very neatly. I like we can connect our barcode scanner to it and scan our products. We use ours to solely keep track of what's inside our inventory and make sure we have that particular part when we need it instead of waiting a day to get it. I like I can have it on as many devices as I need!

Inconvénients

A downside is how confusing it was to find simple controls that it's programmed to do. Thank goodness for Google, or we wouldn't be where we are now with it. Another thing I don't like is that when I need to type something, it won't show me my keyboard immediately; instead, I have to press three other buttons.

Alternatives envisagées 

Lightspeed Retail

Pourquoi choisir Sortly 

To expensive for us to keep up with it for longer than free trial

Logiciel antérieur 

Freshservice

Pourquoi passer à Sortly

We were already paying for Sortly but wanted to see other options but chose to stick through

Avantages

Ease of use and organization. There are some items I would like to see added for ease of use.

Inconvénients

Somethings are redundant. Some things are missing. Somethings, I have to make work for us. I would like to be able to export transaction data easier for trends and rates of decline, but I am a base plan user. I would like to be able to bulk update without creating a duplicate item. Makes it hard to edit one at a time and load or have to delete old duplicates when bulk importing updated info. Or, bulk apply alerts without them all needing the same min level.

Avantages

There is physical inventory management and tracking that helps with the entire organization process, speeding up processes that could take a long time before and not have exact data. I can easily search for the data I need through the folders that are created with the exact inventory information

Inconvénients

I like everything, there is nothing that I dislike in the past or in the present. Its functions have been perfect

Avantages

I really like that it’s user-friendly. Mobile, items are searchable and easy to notate exactly what is needed.

Inconvénients

Sometimes it glitches and says that my password is incorrect or it’s loading and I have to log completely out and log back in

Avantages

Ease of use, the ability to add pictures, and add custom fields to meet the specific needs of my organization.

Inconvénients

Nothing so far. I have seen many updates and I appreciate how Sortly considers users' feedback to continue improving the platform.

Avantages

Ability to easily download lists of products and create spreadsheets for inventory checklists for employees to keep up with day to day business.

Inconvénients

The permissions make it challenging to add new products on the fly for small businesses. Streamlining categories can become cumbersome as your business grows.

Avantages

I like it helped us have an Oderly fashion list and inventory before we were using the Old Fashion Excel sheet.

Inconvénients

There were some things that we had to learn on our own, like custom labels we didn't know how to set them up properly and we watched a webinar and it was a slap on the forehead once we learned how to do that.

Avantages

The supposed ability to create qr codes that can be printed off to use for each individual item in our inventory.

Inconvénients

The fact that I can't print off or create individual qr codes for all of our inventory, especially uniforms.

Avantages

User-friendly interface, functionality.

Inconvénients

Integration capability and Scalability.

Alternatives envisagées 

Salesforce Sales Cloud

Pourquoi passer à Sortly

API Integration, easy stock control, asset tracking.

Avantages

It is a straight forward tool to use when you have a warehouse full of stuff, hodgepodge of records of what you have, and even less sure of what information you will need to track. The ability to add fields to records was extremely useful and the ability to mass edit and move items was extremely useful.

The mobile app has also been a plus. So when out in the warehouse and find an item we missed, entering it immediately is very helpful and the app is extremely simple to use.

Inconvénients

Some times the entry or editing process can be a little painful. Much of what we need to enter is on the full detail page, so you have to enter the first detail and then click expand and then enter in the rest of the detail.

As well the search can be a little painful. Some products have a "-" while the box doesn't have it so if you are not exact with the entry you can miss that you have an item.

Avantages

Keeps track of our product inventory so we know where our item is located and how much of the item is in stock & when we need to order more.

Inconvénients

That you need to manually set the alarm for when the product expires. Also, when performing a search, you need to fill in exactly how it was entered initially otherwise it may not show up.

Avantages

I liked the way i can type in any product that i think of and can find it on the app and know directly where it is in the warehouse. Saves a lot of time and money.

Inconvénients

The cost is probably my least favorite thing about Sortly.

Avantages

Inventory tracking and Equipment/ tool tracking.

Inconvénients

Small Glitches. Sometimes items disappear and I have to retrieve them from the trash or make a new entrée.

Avantages

Sortly has helped our team track and manage assets. We initially started using the tool to better track and manage our hardware assets across all of our offices, however we've expanded to also tracking software applications and licenses. This has been an incredibly helpful tool to manage involuntary separations and have a one-stop-shop to know what our team members have and what hardware is available to us in each of our offices. This has resulted in cost savings because it's preventing unnecessary spend on assets we already have in our pocession.

Inconvénients

N/A

The only thing that comes to mind is better reporting or customization for assets that are beyond technology.

Avantages

I selected Sortly due to the customization options. I use the program slightly different than it's intention which means the ability to customize is one of, if not the most important feature for my company. All other competitors I looked at did not offer enough customization making their programs not suited to my needs

Inconvénients

I have no complaints about Sortly at this time

Avantages

The ability to search for a product multiple ways and upload pictures of the product. I also like being able to print a variety of reports and always seeing the total value of our inventory at a glance.

Inconvénients

Not being able to list items in size order. There is also a lag time when updating quantities and adding photos.

Avantages

It's easy to use for my team. I'm not sure if they and I could use that easier complicated software. I like managing my team besides, I can see all the movements of my team easily and can check what they did.

Inconvénients

Now I have an issue about searching results. I have some items which have variants and when I search I see the variants instead of main item. I requested this to be fixed and sortly will take care of it hopefully.

Alternatives envisagées 

SAP S/4HANA Cloud, Zoho CRM et Odoo

Pourquoi passer à Sortly

Because of the price and easy use. While searching for software for our warehouses, I checked the trials of many of them but each has its statements and I had to learn what should be written where. Sortly can be used by anyone using a PC. You just create folders and put something in it.

Avantages

I like the ease of use. With over 3000 individual items in inventory, Sortly makes keeping track of inventory much easier.

Inconvénients

I wish that there was a more detailed notes system when changing inventory. For instance, if the purchase date is different than the input date I wish you could change that to reflect when the item was edited, rather than when it was input into the computer. I also wish you could separate the customer the part was sold to as well as an option to attach a PO number. I wish that "-" would not stop the user from finding a selected part. In my experience, vendors have sold me the same part with some part numbers containing dashing and other without. Because of this I have made duplicate items unintentionally, thus creating inventory miscounts. Lastly I wish that there was a way to sort by item part number in the same way you can for part name and date updated.

Avantages

Easy to use, easy to implement. Didn't need any training.

Inconvénients

They got us on the hook for a year to use their software. We enjoyed using it, it was helpful. The very next year they increased our plan cost 132%($1,100 a year to $2,700), more than double. So they wait until you depend on the software and then try to milk you for all you have. Very predatory. We cancelled.

Avantages

Excellent software. Easy to use. Mobile and web apps are great.

Inconvénients

Ridiculous pricing model. Punitive to home inventory users who transact only once or twice per item and really only use the app for data storage. Unwilling to work with home inventory customers as their primary focus now is on business users.

Avantages

The simplicity of adding and removing items from it. The ease of use was great when it came to logging information about our inventory. You can view the transactions and histories of items you have added and removed down to the exact minute. Great app overall

Inconvénients

Some of the folder accessibility was limited. The "Search" bar can be spotty if you don't type the item's name in exactly as it is in the system.

Avantages

Once the program is setup and items are loaded the software is amazingly easy to use. Very helpful and the amount of time it saves is amazing.

Inconvénients

Takes a little to learn how to add and transfer. We have some Apple phones and Samsung phones it operates differently on the phones.
It is easier to use on the computer.

Avantages

Sortly is an excellent inventory management solution, offering a user-friendly interface and customizable fields to fit your specific needs. The mobile app enhances convenience with barcode and QR code scanning, which makes it super fast to count inventory without the need for more scanners. Cloud-based ensures real-time updates - making sure it is always up to date for everyone. Multi-user access with customizable permissions is excellent for having the entire team on the platform. Easily customizable reporting and analytics provide valuable insights for the entire team. It also generates QR codes - which work awesome when you don't have barcodes to use already. It also is very simple and easy to set up and use.

Inconvénients

What we like the least is that the barcodes don't have the option to be generated to print on an 8.5 x 11 paper size - only label printer options. Also - you have to pay for a more pricey system if you want to be able to hide pricing.

Avantages

Sortly helps me keep track of my inventory, and the money spent on my inventory. It lets me keep track and gives me the information needed to not overspend and over store.

Inconvénients

With the market place the way it is, prices change. While you can change the price of a item, it adjusts the price of the inventory. example, it doesnt allow you to know you spent $1 on 1 egg yesterday and $2 on 1 egg today. It would just update the price of the entire inventory to $2 per egg.

also no UNDO function that i see. I realize you and just counter/reverse your own action, but thats not the same thing. ie, if you accidentlly increased inventory too much, by 1, but if you subtract 1, it will log both, while you can put a note, you would have to look at the notes to notice it, if you can just UNDO and then fix your mistake, you wouldnt have to.

Avantages

I appreciate the mobile functionality as I am on the go a lot, an app I can use to organize, sort, and keep track of inventory is vital for me. It’s really convenient to have an application that takes some of the manual tedious work away from my day.

Inconvénients

Limited ability to assign multiple accounts for the logistics team. An authorized user or guest account would be great for when working with external vendors and medium size teams.

Avantages

Ease of use for warehouses, easily add pictures and barcodes.

Inconvénients

The biggest issue I have is not being able to update all items with the same sku or sortly id through all "warehouses" easily.
Lets say I have a part our price changed and they changed the barcode on it, I believe I should be able to make a change on one item and it reflect to all of the same items with matching sortly ID's. Since it does not work like that I'm seeing many duplicate items, lets say i change one picture on item x in warehouse a and warehouse b has the same item. If i were to move item x from a to b I would now have a new item in warehouse b instead of just updating the quantity +1
Not setup well for our business, have had to find work arounds to make inventory work for our truck stock.

Avantages

My favorite thing about Sortly is how easy it is to use. It could not be more user friendly. I'm also a big fan of the scan feature.

Inconvénients

There really isn't anything that I don't like about Sortly.

Alternatives envisagées 

Odoo

Pourquoi choisir Sortly 

We still use Autotask, just not the inventory part of it. It was overly complicated

Pourquoi passer à Sortly

Sortly was FAR easier to use than the other products we demoed.

Avantages

We love the ease of use, the barcoding, and the reporting features of Sortly. Our most favorite part of utilizing Sortly was being able to add photos of the parts for better identification and inventory management. Their customer service has been great for all of our questions and we are truly happy to have this system.

Inconvénients

Sortly is still working on feature improvements daily and we hope and look forward to a picking feature for pulling parts for jobs. Sortly truly cares about suggestions and opinions and will even keep you posted on the status of your request instead of leaving you guessing.

Alternatives envisagées 

Odoo

Pourquoi passer à Sortly

While the other alternatives had great features, they did not meet our requirements needed for better inventory management compared to what Sortly had to offer.

Avantages

Because I sell kitchen tools and electrics, I store a wide variety and number of products. With Sortly, I am able to know quickly and easily exactly what I have in stock and where it is. The customizable tags and notes let me create a system as specific to my needs as desired. Because it also works on my phone, it is easy to keep track, check and make changes no matter where I am; and tell people immediately if I have a product they are looking for on hand.

Inconvénients

The only negative thing about Sortly is the price, which is a lot for a personal home business, and would be cost prohibitive for many of my colleagues.

Avantages

Cost, Functionality, and Ease of use are the top reasons we selected sortly. It was easy to implement and quick for anyone to learn without much training.

Inconvénients

I think we were grandfathered into a plan and then had to upgrade to use features I believe were available in the original plan and then taken away and moved into a different plan. Don't quote me on this...... this happened a while ago.

Alternatives envisagées 

Zoho Inventory et Unleashed

Pourquoi choisir Sortly 

They did not have a mobile app at the time... and they were expensive for what we needed them for.

Avantages

Ease of use, quick to setup, and user friendly

Inconvénients

Does not allow the ability to select multiple locations if the product is on more than one shelf/bay.

Avantages

Sortly is very use friendly. Our company has a wide variety of skill levels when it comes to languages as well as technical knowledge, and all of employees are confident in using Sortly.

Inconvénients

As a company we did not encounter any flaws with Sortly. Our upcoming season we plan to utilize Sortly to an even bigger extent so we can report back after this next season.

Avantages

Works great in mobile form, can use on phone or tablet for portability

Inconvénients

Can be difficult to create distinction between similar products. Creating a Sortly QR code can be broken very easily. Can not reprint QR code, only make a new one

Alternatives envisagées 

Salesforce Sales Cloud

Pourquoi passer à Sortly

ease of use and open api's to create custom orders

Avantages

It has been great to keep track of our supplies over 3 clinic sites. We have one ordering manager, and they receive notifications when supplies are running low at one of our clinics.

Inconvénients

Set up is time-consuming when adding barcodes on all supplies. However, once it is set up, It is easy to add new items. But that is the case with any inventory system.

Alternatives envisagées 

Fishbowl

Pourquoi passer à Sortly

Price and very easy setup. Some of the other companies were way more complex than what was needed and therefore more expensive. We only use Sortly as a way to keep track of inventory. It does have some other features we use, such as cost of supplies and reports on spending.

Avantages

It was easier to track inventory once we started gaining more business and began keeping more stock.

Inconvénients

Sometimes it doesn't sync across all devices. If you are logged in too long on one device, it does not operate as efficient. Overall it works pretty well for us being a small-medium business.

Avantages

Ability to conduct day to day tracking of stock and compile information about components

Inconvénients

When entering repetitive descriptions, system doesn’t automatically give suggestions