Sortly

The typical implementation process for Sortly Asset Tracking software generally involves the following steps:

1. Initial Setup: Create an account and choose a plan that fits your business needs.

2. Data Import: Upload existing inventory data from spreadsheets or CSV files into Sortly.

3. Folder Structure: Organize your inventory by creating folders and subfolders based on locations, categories, or other classifications.

4. Item Entry: Add individual items to your inventory, including details like quantity, price, and custom fields.

5. Customization: Set up custom fields, tags, and alerts to tailor the system to your specific requirements.

6. QR Code/Barcode Generation: Create and print QR codes or barcodes for your assets if needed.

7. Mobile App Setup: Download and set up the Sortly mobile app on team devices.

8. User Training: Familiarize your team with the software's features and functionalities.

9. Testing: Conduct a trial run to ensure everything is working as expected.

Sortly Asset Tracking can be extensively customized to fit specific business needs. Here are several data points supporting this:

1. Custom Fields: Users can create custom fields to track unique details about their inventory items, with 12 different field types available

2. Custom Folders: The platform allows users to organize items using custom folders and subfolders, enabling businesses to structure their inventory based on their specific organizational needs

3. Custom Tags: Users can add custom tags to items, allowing for additional categorization even across different folders

4. Customizable User Access: Businesses can control who can view, edit, and update inventory in Sortly, tailoring access levels to their organizational structure

5. Customizable Roles: The platform enables the creation of custom roles, allowing businesses to define user experiences by tailoring what specific roles can add, edit, hide, or delete

6. Flexible Asset Organization: Users can customize how their assets are organized based on location, type, and other criteria specific to their business

7. Custom Alerts: Sortly allows setting up quantity-based and date-based alerts, which can be customized to notify users of low stock levels or upcoming maintenance dates

8. Customizable Reports: The platform offers the ability to create saved reports, allowing users to build customized reporting dashboards with preferred filters and layouts

9. Custom Barcode and QR Code Generation: Users can create and print custom barcode labels directly from Sortly, tailoring them to their specific asset tracking needs

10. Integration Capabilities: Sortly can be integrated with other platforms like QuickBooks Online, allowing businesses to connect their existing tools

11. Mobile Customization: The mobile app can be customized to deliver specific information field teams need, even when offline

12. Industry-Specific Adaptations: Sortly can be adapted for various industries, including IT asset tracking, equipment tracking, and more

Sortly Asset Tracking offers several training and support options for new users:

1. Intuitive Interface: The platform is designed to be user-friendly, requiring no extensive training or manuals for most users to get started.

2. Video Tutorials: Sortly provides video tutorials that cover key features and functionalities, including how to set up inventory, add items, and use the mobile app

3. Webinars: The company offers webinars that dive into the essentials of using both the web software and mobile app, covering topics like adding items, organizing inventory, creating custom fields, and generating reports

4. Customer Support: Sortly provides friendly, helpful customer service whenever users need assistance

5. On-Demand Support: The platform offers on-demand support to help users with any issues they may encounter

6. Mobile App Guidance: Sortly provides guidance on using their mobile app, which is available for both iOS and Android devices

7. Easy Onboarding: The software is designed for quick implementation, with most businesses able to get up and running in a matter of days to a few weeks

8. Bulk Upload Assistance: Sortly offers support for bulk uploading existing inventory data from spreadsheets or CSV files into the system

Sortly Asset Tracking implements several security measures to protect user data:

Data Protection:

1. SOC 2 Type II compliance, ensuring adherence to strict information security policies and procedures

2. Robust encryption measures to safeguard asset data against unauthorized access

3. Secure cloud-based infrastructure, likely leveraging Amazon Web Services (AWS) for added security

Access Control:

1. Customizable user access levels, allowing businesses to control who can view, edit, and update inventory information

2. Single Sign-On (SSO) capability for enhanced security and streamlined access management

Data Handling:

1. Strict policies against storing sensitive personal information without prior consent, including Social Security numbers, financial account credentials, and health information

2. Clear guidelines on user responsibilities for data compliance and security

Additional Security Features:

1. Activity history tracking, providing visibility into user updates for accountability

2. API access with secure protocols for integrations with other tools

3. Regular updates, likely including security patches and enhancements

Sortly Asset Tracking data ownership and portability:

1. Sortly's Asset Tracking service prioritizes user data ownership and portability. According to their Security & Compliance page, customers retain full ownership of their content, and Sortly will not use or access your data without explicit permission.

2. Additionally, the Terms of Service specify that upon termination of your account, you may request access to your content within 14 days. After this period, any content stored in your account may not be retrievable, and Sortly has no obligation to maintain it.

Sortly's Asset Tracking service offers flexible options for contract renewal and cancellation. Here are the key details:

Contract Renewal:

1. Automatic Renewal: Sortly's subscription plans automatically renew at the end of each billing cycle (monthly or annual) unless you cancel before the renewal date.

2. Fee Adjustments: If Sortly modifies its fees, they will notify you at least 30 days in advance. If you don't agree with the new fees, you must cancel and stop using the service by sending an email with cancellation confirmation from a Sortly representative or agent no later than 30 days prior to the conclusion of your current payment term.

Contract Cancellation:

1. Downgrading to Free Plan: To cancel your subscription, you can downgrade to the Free plan. Ensure your account meets the Free plan limits (up to 100 unique entries, one user, one custom field) before downgrading.

2. Account Deletion: Simply deleting your account will not cancel your subscription if it has not been downgraded to the Free plan. To cancel your subscription, follow the instructions provided or contact Sortly's Support Team.

3. Subscription Pause: If you're a monthly Sortly Advanced or Ultra user, you can pause your account for 1, 3, or 6 months. During this time, you won't have access to your inventory, but your data will remain secure. To pause your account, visit Company Details and click “Pause Subscription.”

Additional Information:

1. User Account Requirement: For all subscriptions with fees, you are required to have a Sortly account for each user.

2. Feature Access: You will only receive the features and functionality included in the specific subscription plan you have purchased.

3. Configuration Responsibility: You are responsible for setting your configurations of your specific service and managing all devices and/or systems used to access the service.

Sortly's Asset Tracking software adheres to several compliance standards to ensure data security and privacy:

• SOC 2 Compliance: Sortly complies with the Service Organization Control 2 (SOC 2) standards, which focus on the security, availability, processing integrity, confidentiality, and privacy of customer data.

• GDPR Compliance: Sortly meets the General Data Protection Regulation (GDPR) requirements, ensuring the protection and privacy of personal data for individuals within the European Union.

• Industry-Standard Security Practices: Sortly employs industry-standard security practices to safeguard data stored in the cloud, including encryption and regular monitoring.