![]() You may need it for estate planning purposes.If you experience a loss, the claims process will be faster and easier.You’ll know what you have and if your insurance coverage will cover you completely in the event of a loss.Here’s why it’s worth going to the trouble of documenting every valuable item in your home: That’s why a complete home inventory is so important, not only to you, but to your insurance company as well. Could you recall every valuable item you have, if your home was damaged or destroyed? Most of us couldn’t. Interested in setting up your inventory on Sortly? Start a free trial today. View reports in Sortly and export them to CSV, PDF, or Dropbox. Generate custom reports – You can customize item-based, folder-based, or activity-based reports.Assign multiple users – Grant access to customers or team members and set permission levels.Set alerts and reminders – Set low stock alerts and schedule reminders for expirations, warranties, order dates, and more.Attach photos – Add up to eight photos per item.Generate codes – If you have new, unique, or unlabeled items, you can generate barcodes or QR codes.You’ll have quick access to manage equipment, parts, assets, products, or services across multiple offices, warehouses, or other sites. Scan barcodes or QR codes – Use your tablet or smartphone camera or a Bluetooth scanner to scan existing barcodes or QR codes.See at-a-glance summaries – From the Sortly dashboard, view a summary of your inventory items, quantity, value, folders, and recent user activity.Sortly is feature-rich, user-friendly inventory management software that will lure you away from thoughts about setting up a manual inventory system. Sortly Simplifies Your Inventory System Setup It’s super-powered to deliver an immediate response to questions about your inventory. Inventory management software – Anything a spreadsheet can do, an inventory management app does better.You shouldn’t have to buy equipment unless you want to. Use your device to scan barcodes or QR codes into the software. Scanner – Inventory management software is compatible with Bluetooth scanners and smartphone or tablet cameras.Label printer – You’ll need a printer to create and apply QR code or barcode labels to your products.Either option will work-but a QR code contains at least 200 times more data than a barcode. Barcodes or QR codes – Use the information from your list of products and services to generate barcodes or QR codes. ![]() ![]() Scan the codes into inventory management software, and you’ll have a reliable way to track, analyze, and control your assets and inventory-and get real-time data. Automated InventoryĪlternatively, you can set up an automated inventory system by assigning barcodes or QR codes to your items or services. You can also use pen and paper, if that’s what works best for you. Regularly schedule times to update the spreadsheet, so it’s current when you need reports. You can add columns and formulas to match the details you want to capture on the worksheet and in reports. Search in Excel for pre-filled inventory templates. Manual inventory tracking begins with a spreadsheet. How Will You Track Inventory? Manual Inventory Other features (e.g., size, dimensions, color, material, product use).Need ideas on the type of data to include for each item? Consider these: Make a list of the products you want to track, the details you need to manage them, and the information you’ll want to see on reports. You’ll maintain this list by manually tracking inventory, or using inventory management software to automate the process for you. The first step to setting up an inventory system is creating a robust, detailed inventory list with all the essential information about every product you stock. You know a reliable inventory system will increase efficiency, productivity and profitability? But where do you start? How Do You Set Up an Inventory System? If your business is trying to get by without an inventory system, you’re probably frustrated, stressed and overwhelmed.
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