Buy
Create purchase orders, manage vendors, use the buy cart, track costs, and control your purchasing workflow.
Cart & Purchase Order Workflow
The cart in Peasy lets you build orders for multiple vendors at once and submit them all together. Each step below has a Show me button that lights up the compass on the matching control so you can see exactly where it lives.
Managing Items
The Items page is your central hub for the products your business buys, sells, or makes. Each step below has a Show me button that lights up the compass on the matching control so you can see exactly where it lives.
Purchase Orders Management
The Purchase Orders page is your command center for tracking POs from creation through delivery. Each step below has a Show me button that lights up the compass on the matching control so you can see exactly where it lives.
Buying Overview
The Buy section is where you manage everything about purchasing — the items you buy, the vendors you buy from, your purchase orders, and the bills you receive. It's the starting point for getting inventory into Peasy.
Add Your Items
Before Peasy can help you manage purchasing and inventory, it needs to know what you buy. This step walks you through getting your items into the system — either by adding them from a spreadsheet or creating them one at a time.
Managing Buy Items
The Items to buy page shows everything you purchase. This is where you manage your buy catalog — item names, costs, units, vendors, and inventory levels. It's also where you start the ordering process by adding items to your cart.
Managing Vendors
Vendors (also called suppliers) are the companies you buy from. The Vendors page is where you add them, fill in the details your team needs for ordering and receiving, and keep those records up to date over time.
Creating Purchase Orders
Purchase orders (POs) are how you tell your vendors what you need. Peasy helps you build POs from your item list, send them to vendors by email, and track their status from draft to received.
Managing Bills
Bills are invoices you receive from your vendors. The Bills page helps you track what you owe, match bills to purchase orders, and keep your payables organized. You can upload bill documents (like PDFs) and Peasy will help extract the details.
Restock Points
Restock Points tell Peasy the minimum quantity you want to keep on hand for each item. Once set, the Items page shows you exactly what's running low, what needs to be ordered, and where alerts appear across the app.
Importing Items from a CSV File
If you have a list of buy items in a spreadsheet or CSV file, you can upload it directly into Peasy instead of typing each item by hand. This article covers the item-catalog CSV flow. To import bills or sales orders from recurring spreadsheet exports, use spreadsheet data imports.
