Sortly Feature Releases

New Feature Alert: Purchase Orders

July 31, 2024 • 3 min read

Say goodbye to jumping between spreadsheets and multiple platforms for managing your inventory. Sortly’s exciting new Purchase Order (PO) feature empowers you to streamline your entire reordering process in our easy, user-friendly platform.

Reduce errors, save time, gain peace of mind

Ever worried about ordering the wrong item or the wrong quantity? Sortly’s PO feature integrates seamlessly with your existing inventory data. This means you can create purchase orders with confidence, knowing you’re pulling in the right items at the right amounts.

Imagine this: you’re checking your stock levels and notice you’re running low on a key item. With Sortly’s PO feature, creating a new order takes just seconds. No more switching between apps or manually entering data into spreadsheets. Simply select the item, specify the quantity, and send the PO directly to your vendor—in just a few clicks.

Benefits at a glance

Sortly’s new purchase order feature (available with select plans) is designed to make ordering easier and faster, enabling you to run an even more efficient business. 

  • Effortless Reordering: Create purchase orders in seconds directly from your inventory data.
  • Reduced Errors: Eliminate manual data entry and ensure accurate orders.
  • Improved Efficiency: Streamline your reordering process and save valuable time.
  • Complete Transparency: Track the status of your purchase orders and stay informed.

Sortly purchase orders screen

How it works

1. Initiate Your Purchase Order:

  • Create a new Purchase Order in Sortly and type in an item name to see a clear overview of your stock levels.
  • Identify items requiring reorder.
  • Simply select the item(s) and specify the desired quantity for each.

2. Review and Send:

  • Sortly pre-populates your PO with relevant details based on your existing inventory data, minimizing the risk of errors.
  • You can review the order details, including item descriptions, quantities, and pricing (if pre-negotiated with your vendor).
  • Once everything looks accurate, export the PO directly to your vendor.
  • Once you receive the items listed in the PO, you can mark your items as “Received” or “Partially Received” and Sortly will automatically update the item quantity.

3. Track and Manage:

  • Sortly keeps you informed! Select the status of your purchase orders so you and your team can keep track in real-time, eliminating the need for chaser emails or calls.
  • If the PO is accepted, the PO is considered a legally binding contract between the Buyer and the Seller.
  • This level of transparency allows you to effectively manage your inventory pipeline and ensure smooth operations.

Learn more about purchase orders

Want to know more about how Sortly purchase orders could work for your business? Download our free Feature Deep Dive on Purchase Orders.

Download: Purchase Order Deep Dive

Learn more about Sortly's exciting new purchase order feature, how it works, and how it can benefit your business.

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 codinglow stock alertscustomizable folders, data-rich inventory reporting, 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.

Start your two-week free trial of Sortly today.