How Interior Designers Use Sortly | Sortly (2022)

Interior designers and home stagers use lots of furniture and decor to be able to do their jobs. And those furniture and decor items are often stored or displayed in multiple locations. That’s why so many design-based businesses turn to inventory management software to help them keep tabs on all their inventory.

But when it comes to creating a truly visual, flexible inventory system, not all software solutions are created alike. And that’s why many of these businesses choose Sortly. Here are 11 different ways interior design and home staging businesses are using Sortly’s inventory management app:

1. To create a visual inventory list

An inventory spreadsheet or even a Word document can function as an inventory list. And your team can fill it with tons of details, too. But a spreadsheet or a piece of paper will always struggle to display high-resolution images in a seamless, manageable way.

This is one reason why Sortly is so popular with highly-visual professionals: it allows you to upload tons of high-resolution images, making it easy to see what you’ve got in stock—instead of just reading an item title. And since interior design and staging are so visual, being able to see each piece is critical. It also allows you to track the condition of each item over time. You can snap photos and document everything from large furniture pieces to tiny items like votive candles—and even large quantities of materials, such as floor tile or copper. A picture is truly worth a thousand words.

Related: Learn How This Interior Design Firm Uses Sortly To Visualize Its Inventory

2. To organize inventory purposefully

Every business likes to organize its inventory in a way that works for its employees. No matter how your business uses inventory or works with its clients, the ability to classify your furniture and materials however makes sense to you is essential.

With Sortly, designers and home stages organize their inventory by folder, category, tags, and custom details. They create folders for different projects, clients, installations, or storage facilities. They generate categories or tags for different styles of furniture. And they add custom details like colors to quickly filter inventory and find what they’re looking for faster.

Many businesses also create a top-tier folder of available inventory, checking items “in” and “out” of that folder by dragging them to project folders. This action can be sped up with Sortly’s in-app barcode and QR code scanner.

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3. To streamline inventory management with barcodes and QR codes

Interior designers and home stagers who use Sortly tend to agree: there’s no feature more important than the in-app barcode and QR code reader. This function, which works from any smartphone or tablet, allows customers to instantly scan a labeled item, immediately pulling up item details. At that point, all data on the piece can be accessed and changed, including condition, value, location, quantity in stock, and more.

When Sortly’s design and staging customers scan their inventory, they typically do so to check items in and out of storage or job sites. But most furniture and decor come without a barcode or QR code. Sortly allows customers to generate customized barcodes and QR codes, automatically syncing them with the right inventory. This can be done using nothing more than a computer, a printer, and everyday label paper.

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4. To stop buying what’s already in stock

Placemats. End tables. Granite slabs. Whatever inventory your interior design or home staging company has in the back of a storage closet, Sortly can help you remember you’ve got it… before you buy it again. In fact, many of our most successful customers have their employees double check their Sortly inventory list before shopping for new items.

This is especially helpful if you store inventory in multiple locations or have items coming and going from different job sites all over town. Your team can simply check their inventory app to see where items are and when they’re expected to become available again.

5. To stay on top of inventory value

Furniture, decor, and materials don’t come cheap—most interior designers and home stagers invest a lot of cash into their inventory. Many of our customers, for example, shop at antique shows and art fairs looking for “scores” that don’t have a final destination yet. Sortly allows these customers to not only remember what these items are (and where they are) when the right project arises, but also to keep track of how much cash is tied up in all that inventory at any given time.

After all, inventory and assets can be liquidated—they have value. And that value needs to be accurately reflected on a balance sheet to truly understand a business’s financial picture. By helping customers know precisely how much their inventory is worth, businesses can budget better, make more informed decisions, and finish tedious accounting tasks faster.

6. To keep an eye on key dates

Home stagers, in particular, need to know where their items are—and for how long they will be there. Sortly helps customers track the dates that matter to them, whether those are loan expiration dates or just a few notes about how long a staged home is expected to stay on the market.

Plus, if you move items from “Available Inventory” or other location-based folders to specific job folders, you’ll be able to see all those details in your Sortly history. Many Sortly customers look back to those records to help with billing, and to double-check details should any damage to furniture or decor occur.

7. To add documentation to items

Whether your business purchases heirlooms or half-assembled bunk beds, chances are there’s some documentation you need to keep on file for those pieces of inventory. Many Sortly customers in the design space upload key documentation—think: appraisals, certificates of authenticity, assembly instructions—directly to an item’s profile within the app.

With documentation securely stored within Sortly’s cloud, anyone can access it at any time. All your team has to do is search, either by any detail about the product, or by scanning the items barcode or QR code with a phone or tablet.

8. To get your delivery and warehouse teams aligned

Many Sortly customers use Sortly’s item details to add photos, barcodes and QR codes, and documentation to their items. But in the design space, more and more customers are also using the software solution to leave key notes for their delivery and warehouse teams.

(Video) The Importance of HOUSEHOLD INVENTORY in Getting Organized

Sortly’s customizable, flexible design allows you to drop in any critical details that matter to you. Links, notes, customized reminders. This can be particularly helpful if you know that some of your inventory is hard to move, access, or assemble. For example, some customers will make note of oversized items that won’t fit through a standard-size door, write that certain items can only be moved by two or more people, or that certain pieces of furniture will require assembly on site using specific tools.

9. To speed up audits

With so much inventory coming and going—or simply sitting for quite a long time—inventory audits are a key component of interior design and home staging inventory management. And many Sortly customers have found that keeping perpetual inventory throughout the year makes their inventory audits much easier.

Sortly’s barcode and QR code features are beneficial during audits. That’s because the quick-scan functionality speeds up inventory counts, allows multiple employees across many locations to audit simultaneously, and can help you keep better inventory records between audits.

10. To create reports ready to share with colleagues, employees

Sortly allows its customers to create detail-rich, highly-visual reports about their inventory instantly. These reports can be filtered by tag, category, location—whatever matters to you. Many Sortly customers export them as PDFs or CSVs, share them with their team, and even present them to their clients.

11. To always know exactly what’s where

Whether you’re traveling to a trade show, halfway across the world searching for obscure antiques or just home sick, Sortly allows you to review your inventory from anywhere, at any time. That’s just one of the many reasons why so many designers rely on it to keep track of their furniture and decor.

Sortly customers can assess what they have and what they need, plan for future jobs, and even determine when it’s time to replace their inventory—all right from their smartphones.

Try Sortly free for two weeks With Sortly, it's even easier to keep your design inventory organized. 5 min read Sortly is a customizable inventory app designed to help you visualize your inventory from anywhere. Try Sortly Free

About Sortly

Sortly is a top-rated inventory management software solution perfect for interior designers and home stagers who are serious about getting organized. With easy barcode and QR code scanning, a highly-visual inventory dashboard, and the ability to get the whole team collaborating on day one, there’s no easier way to manage your furniture, materials, and decor for your interior design or home staging business.

Ready to get started? Try Sortly free for two weeks.

FAQs

How do you use Sortly inventory? ›

For even quicker access you can use the mobile app to scan a product's QR or barcode label and

How do I set up Sortly? ›

I'll click the current inventory folder to open it up and then I'll come up to the top right of my

What is Sortly pro? ›

Sortly Pro is a cloud-based inventory management solution that caters to small and midsize businesses across various industries. Key features include activity tracking, location tracking, inventory management, barcoding and audit trails.

Can you use Sortly on desktop? ›

Use Sortly on mobile, desktop, or tablet, thanks to automatic, cloud-based syncing. You and your team can update inventory in real time from any location.

Does Shopify integrate with Sortly? ›

Answer: Sortly doesn't integrate with Shopify currently. It doesn't have any integrations at all. If you want an inventory management platform that will integrate with your Shopify store, you'll need to consider platforms such as Stocky, Syncee, or StoreAutomator.

What are custom fields in Sortly? ›

Add Custom Fields to Track Item Attributes

Custom fields in Sortly are useful for tracking any item or folder-related details in Sortly that are not readily available in the default fields provided, such as serial numbers or expiry dates. Adding a custom field is possible only on the Desktop version of Sortly.

How do I create a barcode Sortly? ›

Generate Barcode Labels on the Mobile App
  1. Select an item or multiple items to begin the process. ...
  2. Once clicked, you will see a screen with options and you should choose Create Labels.
  3. On the next screen, you'll be able to select and choose the following: ...
  4. Then, select your Printing Options. ...
  5. Click Generate.
13 Dec 2019

What is meant by inventory management? ›

Inventory management helps companies identify which and how much stock to order at what time. It tracks inventory from purchase to the sale of goods. The practice identifies and responds to trends to ensure there's always enough stock to fulfill customer orders and proper warning of a shortage.

How do I add items to Sortly? ›

NOTE: Item variants will only work for NEW items created in Sortly. Any preexisting items will not have the option to add variations to them. To begin working with item variants, you will go to the items tab. Once on this tab, you will begin by clicking Add New at the top right of the page and then selecting Add Item.

How do you keep track of inventory and sales? ›

The best way to keep track of inventory is with an easy-to-use, robust inventory management software system. With inventory management software, you can get real-time alerts, add meaningful pictures to your inventory list, and utilize barcodes and QR codes to automate otherwise tedious, error-prone processes.

How do you track inventory? ›

The simplest way to track inventory is to manually count your inventory every two weeks and compare the numbers versus sales. That's known as periodic inventory. There is also perpetual inventory, where inventory management systems like BinWise are used and integrated into your business's POS.

How do I print labels from Sortly? ›

You can print a QR label from a folder, item, or group of items within Sortly by selecting "Create Label." In order to have the option to print a single/thermal QR label, you will need to select "QR Label" as the Label type, "Label Printer" as the Paper size, and "Medium" as the Label size.

How do I connect my scanner to Sortly? ›

Steps to connect a barcode or QR label to an item/folder (See screenshot below)
  1. Open the Sortly mobile app.
  2. Go to the item/folder and click on the "QR / Barcodes" button.
  3. Scan the barcode.
  4. Tap on "link label" button.
9 Feb 2018

Does Square have inventory management? ›

Square's inventory management gives you basic tools to keep a clear count of in-stock items in your item library. For items with inventory enabled, the stock count will update based on sales from the Square app, Square Invoices, and for orders shipped through your online store.

Which is the best inventory management software when integrated with Shopify? ›

A number of Shopify users believe that Stock Sync is the best tool for automatic inventory updating. This app can help you automatically update inventory data with SKU information. This app allows you to manage the price of your products, export inventory, synchronize detailed information, and so on.

What is the best application to keep track of inventory for store? ›

Inventory apps like Sortly, Inventory Now, On Shelf, and Stock Control Inventory are effective platforms for managing your physical inventory—even when you're away from your warehouse.

How do I collect inventory on Shopify? ›

From your Shopify admin, go to Products > Transfers. Click the transfer that you want to receive to open the transfer details page. Click Receive inventory to go to the Receive items page. To accept items, manually enter the number of items that you're accepting, or click the up arrow in the Accept column.

How do I contact Sortly? ›

Learn about Sortly's inventory management software for small businesses.
...
Key Information:
Legal NameSortly Inc.
Emailhello@sortly.com
Telephone1 (415) 649-3140
Websitehttps://www.sortly.com/
5 more rows
18 Jan 2022

Can I use a barcode scanner with Sortly? ›

While almost all inventory software allows you to use traditional barcode scanners, modern inventory solutions like Sortly also enable your team to use existing smartphones and tablets to scan codes.

How do bar codes work? ›

How Do Barcodes Work in the Present Day? The modern-day one-dimensional barcode is read using a scanner. This scanner sends out a laser that detects the pattern. When the laser of a particular frequency sweeps across the barcode, some light is absorbed while the rest reflects.

How do I create a barcode and scan inventory? ›

Set up your barcode system for inventory in 6 steps
  1. Define all SKUs and variants. ...
  2. Choose a barcoding inventory software system. ...
  3. Define your barcodes for Barcoding Inventory. ...
  4. Create the barcodes for Barcoding Inventory. ...
  5. Update your inventory management system with new barcodes. ...
  6. Put Barcoding Inventory on your place.

What are the 4 types of inventory? ›

While there are many types of inventory, the four major ones are raw materials and components, work in progress, finished goods and maintenance, repair and operating supplies.

What is the best inventory method? ›

First In, First Out (FIFO)

The FIFO method is the most popular inventory method because it's the one that most closely matches the actual movement of inventory for most businesses. This method assumes that the first products you acquired will be the first that are sold.

What are 3 types of inventory? ›

Raw materials, semi-finished goods, and finished goods are the three main categories of inventory that are accounted for in a company's financial accounts. There are other types as well which are maintained as a precautionary measure or for some other specific purpose.

How do I create a folder in Sortly? ›

How to add a Folder in Sortly - YouTube

How do I add a folder to Sortly? ›

Adding Folders

This icon is at the top right of the Web version and at the bottom right of the Mobile version. Select the option to Add Folder option. You will then be able to build out the folder with any relative information that you may want to include.

What are the 3 major inventory management techniques? ›

The three most popular inventory management techniques are the push technique, the pull technique, and the just-in-time technique. These strategies offer businesses different pathways to meeting customer demand.

What is the 80/20 inventory rule? ›

The 80/20 rule states that 80% of results come from 20% of efforts, customers or another unit of measurement. When applied to inventory, the rule suggests that companies earn roughly 80% of their profits from 20% of their products.

How do you build a good inventory system? ›

The Critical Elements of a Pretty Good Inventory System
  1. Well Organized Location Names.
  2. Location Labels that are easy to read, and unambiguous.
  3. Unique, Short, and Unmistakable Item Numbers.
  4. Units of Measure.
  5. A Good Starting Count.
  6. Software that tracks all inventory activity.
  7. Good Policies.

How do you create an inventory spreadsheet? ›

How to Create an Inventory Sheet:
  1. Open a new spreadsheet in Microsoft Excel, Google Sheets, Numbers or another program. You can use whichever spreadsheet program you feel comfortable with. ...
  2. Name your headings. ...
  3. Enter items and their corresponding information. ...
  4. Save the sheet and update during inventory.
20 Aug 2021

How do you keep track of inventory without barcode? ›

Use a Spreadsheet

It works in the same manner as pen and paper, but you can store it on your computer. When it's time to do inventory, you can print off the spreadsheet, make changes to counts as necessary and then update the spreadsheet on your computer.

How do I add items to Sortly? ›

NOTE: Item variants will only work for NEW items created in Sortly. Any preexisting items will not have the option to add variations to them. To begin working with item variants, you will go to the items tab. Once on this tab, you will begin by clicking Add New at the top right of the page and then selecting Add Item.

What is meant by inventory management? ›

Inventory management helps companies identify which and how much stock to order at what time. It tracks inventory from purchase to the sale of goods. The practice identifies and responds to trends to ensure there's always enough stock to fulfill customer orders and proper warning of a shortage.

How do I contact Sortly? ›

Learn about Sortly's inventory management software for small businesses.
...
Key Information:
Legal NameSortly Inc.
Emailhello@sortly.com
Telephone1 (415) 649-3140
Websitehttps://www.sortly.com/
5 more rows
18 Jan 2022

What are custom fields in Sortly? ›

Add Custom Fields to Track Item Attributes

Custom fields in Sortly are useful for tracking any item or folder-related details in Sortly that are not readily available in the default fields provided, such as serial numbers or expiry dates. Adding a custom field is possible only on the Desktop version of Sortly.

How do I create a folder in Sortly? ›

How to add a Folder in Sortly - YouTube

How do I add a folder to Sortly? ›

Adding Folders

This icon is at the top right of the Web version and at the bottom right of the Mobile version. Select the option to Add Folder option. You will then be able to build out the folder with any relative information that you may want to include.

What are the 4 types of inventory? ›

While there are many types of inventory, the four major ones are raw materials and components, work in progress, finished goods and maintenance, repair and operating supplies.

What is the best inventory method? ›

First In, First Out (FIFO)

The FIFO method is the most popular inventory method because it's the one that most closely matches the actual movement of inventory for most businesses. This method assumes that the first products you acquired will be the first that are sold.

What are 3 types of inventory? ›

Raw materials, semi-finished goods, and finished goods are the three main categories of inventory that are accounted for in a company's financial accounts. There are other types as well which are maintained as a precautionary measure or for some other specific purpose.

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