Inventory

The inventory page is built around fast counting: pick a location, scan the cards, type counts, and submit. 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.

The item detail panel groups everything you need to know about a single item — its inventory unit, its category, on-hand stock per location, and a full history of every change. 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.

Peasy keeps track of everything you have in inventory — how much, where it is, and when it changed. The Inventory section in the sidebar is where you go to count inventory, review history, and move items between locations.

In Peasy, every product lives inside an item family. A family shares one inventory pool — a single running count of what you have — and contains one or more variants that represent the different ways you buy, sell, make, or convert that product. Peasy handles the conversion math so all your numbers stay in sync.

The Inventory page is where you do physical inventory counts. Turn on Count mode to enter card-by-card counts, or open the Import / Export menu and pick Import inventory counts when you need to update many counts at once.

The History page shows a complete log of every inventory change — past and in-flight. Receives, sales, manual adjustments, transfers, production, open purchase orders, open sales orders, and work orders in progress all show up here. It's your audit trail for "what happened" and your forward-looking view of "what's about to happen."

If you have multiple locations, you'll sometimes need to move inventory from one place to another. Peasy has two tools for this:

Transfer Orders are how Peasy tracks inventory moving between locations. The Transfer page is the fast way to stage them; the Transfer Orders page is where you review and manage the orders after they are created.

Peasy tracks more than just what's on the shelf. It also knows what's committed to orders, what's in transit, and what's being used in production. This helps you understand what's truly available.

Peasy is built on four concepts: items, families, variants, and units. Nail these and everything else clicks — what shows up in your catalog, how inventory moves, why some items appear on purchase orders and others don't.

After you create an item, you might need to update a unit name, change a conversion factor, or add a new size. Here's how to make those changes — and one important thing to watch out for.

Peasy supports decimal quantities everywhere — inventory counts, purchase orders, sales orders, work orders, and transfers. If your business deals with partial cases, bulk ingredients, or anything measured by weight, you can enter exactly what you have.

An inventory adjustment is when you change your inventory count outside of the normal workflows like receiving a purchase order, completing a sale, or finishing a work order. It's a quick way to correct a discrepancy or account for something unexpected — like damaged product, missing inventory, or items you're setting up for the first time.

Inventory numbers drift over time — items get used, miscounted, or moved without being logged. The count badge threshold tells Peasy how many days can pass before an item should be recounted. Items that haven't been counted within that window get flagged so you know what needs attention.

Lot tracking is how Peasy captures batch-level traceability for the items you receive and produce. Every time you receive a purchase order or complete a work order, Peasy creates a lot — a record of that specific batch, its quantity, and where it came from. Lots let you trace a batch from the vendor all the way through to the sales order it went out on.