New Feature Alert: Stock Counts

Inventory accuracy is the foundation of efficient operations, and yet many businesses still rely on manual, disconnected methods like spreadsheets, pen and paper, and even memory to keep track of their inventory. This messy approach leads to costly inventory errors, missing items, and failed audits.

Based on hundreds of customer requests, we’re thrilled to introduce Sortly stock counts, a powerful new feature that allows you to verify your inventory faster and more accurately than ever before. It allows you to assign counts, track progress, and reconcile discrepancies—all within Sortly.

Verify inventory faster, smarter, and with more confidence

Sortly stock counts—available on select plans—is a guided, role-based workflow for physically verifying inventory quantities. It brings accountability, visibility, and standardized processes right into Sortly, so your team always knows who counted what, when, and where. Whether you’re performing a complete stocktake or periodic cycle counts, Stock Counts helps you get it done

We built this feature to solve the key pain points our customers shared: disorganized processes, lack of accountability, and unresolved discrepancies. With stock counts, you get:

• Easier inventory counts: Assign, track, and complete inventory counts with clear roles and audit trails.
• Real-time visibility: Everyone stays informed with live status updates and count progress across web and mobile.
• Accurate reconciliation: Discrepancies are automatically flagged, logged, and easy to resolve.

Key benefits of Sortly stock counts

Stock counts empowers your business to achieve greater  inventory control and confidence by:

• Increased inventory accuracy by standardizing how counts are performed.
• Time saved through faster, assignable counts and mobile-friendly workflows.
• Reduced loss and waste by catching errors before they escalate.
• Improved audit readiness with complete activity logs and exportable reports.
• Stronger accountability across departments and teams.

How the Sortly stock counts feature works

Stock counts allows you to customize clear inventory counting processes that replace guesswork and manual data entry. Here’s how it works in 4 easy steps:

1. Create and assign: Start a new count and effortlessly assign it to specific team members.
2. Count in real time: Teams can perform the count on the Sortly mobile app or web, tracking quantities as they go.
3. Resolve discrepancies: Easily compare the expected count versus the actual count and reconcile differences with clear logging.
4. Track status: Move counts through a clear lifecycle: Draft → Ready to Count → In Progress → In Review → Complete.

For example, imagine you’re a warehouse lead who needs to perform a full physical count of all inventory in Aisle 5. Before stock counts, you’d print a list, manually write down numbers, and spend hours comparing that paper to a separate spreadsheet, often losing track of who was responsible for which count.

Now, with stock counts, you simply:

• Log into Sortly and create a new Stock Count for Aisle 5. 
• Assign it directly to, say, Team Member ‘Alex’ on their mobile device. Throughout the day, you see the status of the count move from ‘Ready to Count’ to ‘In Progress’ in your dashboard. 
• When Alex submits the count, it moves to ‘In Review’. You instantly see a flag: 10 units of Item X are missing. Instead of guessing, you can quickly compare the expected vs. actual counts and see Alex’s notes in the system. 
• After investigating the missing stock and confirming the updated quantity, you reconcile the discrepancy directly in the workflow and mark the count as ‘Complete’. The inventory record is instantly updated, and you can export a report with the full audit trail. No paper, no spreadsheets, and no guesswork!

About Sortly

Sortly is an inventory management solution that helps you track, manage, and organize your inventory—from any device, in any location. We’re an easy-to-use inventory software that’s perfect for small businesses. Sortly builds inventory tracking seamlessly into your workday so you can save time and money, satisfy your customers, and help your business succeed.

With Sortly, you can track inventory, supplies, parts, tools, assets like equipment and machinery, and anything else that matters to your business. It comes equipped with smart features like barcoding & QR coding, low stock alerts, customizable folders, data-rich inventory reporting, pick lists, and much more. Best of all, you can update inventory right from your smartphone, whether you’re  on the job, in the warehouse, or on the go.

Whether you’re just getting started with inventory management or you’re an expert looking for a more efficient solution, we can transform how your company manages inventory—so you can focus on building your business. That’s why over 15,000 businesses globally trust us as their inventory management solution.