Locations
Locations in Peasy represent the physical places where you store inventory — warehouses, kitchens, retail stores, storage rooms, or any other spot. Setting up locations lets you track exactly how much stock is at each one.
How to Get There
Go to Configure > Locations (under the Data section) in the sidebar.
Creating a Location
- Click New Location.
- Fill in the details:
- Location name (required) — A short, recognizable name like "Main Warehouse" or "Kitchen". Each name has to be unique; if you enter one that's already in use, Peasy shows an error right under the field so you can pick a different name before saving.
- Description — Optional notes about this location
- Address, City, State, ZIP — Optional address info
- Vendor — If this location is associated with a specific vendor (like a supplier's warehouse), you can link them here
- Click Save Location.
The Default Location
One location is always marked as the Default. This is the location Peasy uses when you don't specifically choose one — for example, when receiving inventory or doing a count.
To change the default:
- Find the location you want to make the default.
- Check the Default checkbox in its row.
- Confirm the switch.
Only one location can be the default at a time. The current default shows a blue "Default" badge next to it.
Editing Locations
Everything on the locations page is editable right in the table — just click on any field to change it. Your changes save automatically.
You can change the name, description, address, vendor association, color, and status at any time.
Picking a Color
Each location has a color circle next to its name. Click the circle to open the color picker and pick a color from the palette. The color you choose appears on every location badge throughout Peasy — Items, Purchase Orders, Receive, Transfer, Templates, Vendor detail, and the bulk adjustment modal — making it easier to spot at a glance which location a row belongs to.
If you don't pick a color, Peasy assigns one automatically based on the location.
Making a Location Inactive
If you stop using a location, you can mark it as inactive instead of deleting it:
- Click the menu icon (three dots) next to the location.
- Select Mark Inactive.
Inactive locations won't show up in dropdowns when you're selecting where to receive inventory or do counts, but your historical data stays intact. You can always mark it active again later.
How Locations Work with Inventory
Once you have locations set up:
- Inventory counts — Count inventory at each location separately
- Receiving — Choose which location incoming orders go to
- Transfers — Move inventory between locations
- Restock Points — Set different Restock Points for the same item at different locations
- Storage areas — Track where items live inside each location, such as a shelf, aisle, or cooler
If you only have one location, you don't need to think about any of this — Peasy just tracks everything at your default location.
Storage Areas
Areas are sub-sections inside a single location — things like "Walk-in Cooler," "Dry Storage," "Shelf B3," or "Back Warehouse." Locations are the top-level facilities; areas live inside them. Items can be tagged with one or more areas so you know exactly where to find them when you're counting, picking, or restocking.
Areas aren't a separate object you configure on a settings page — and they aren't a separate inventory bucket either. They're labels attached to each item (one or many per item), used for filtering and finding items during a count or look-up. Your inventory is tracked per item per location, not per area. So an area filter changes which items appear on screen, not where their counts are stored.
Adding an Area
Areas are edited from the item tables on Buy > Items to buy and Sell > Items to sell — that's where the editable Area cell lives. The Inventory > All Items page and the Count page show area badges, but those are read-only — clicking a badge filters the view, it doesn't open the editor.
- Open Buy > Items to buy or Sell > Items to sell.
- Find the item you want to tag and click the Area cell on its row.
- Type the area name (e.g.,
Walk-in Cooler) and click Add New: Walk-in Cooler in the dropdown. - The new area is saved on that item and immediately appears in the area dropdown for every other item.
You can assign multiple areas to a single item — useful when overflow stock lives in more than one spot. Tagging an item with extra areas doesn't split its inventory; it just makes the item show up when you filter by either area.
Renaming an Area
Areas don't have their own settings page, so there's no single "rename" button. To rename an area, update each item that uses it on Items to buy or Items to sell: open the Area cell, remove the old label, and add the new one. Once the last item is updated, the old name drops off the dropdown.
Removing an Area
There's no delete button for areas, but you can remove an area from your account by un-assigning it from every item that uses it. The Area cell is only editable on Items to buy and Items to sell:
- On Items to buy or Items to sell, filter or search for the area you want to remove (you can also click an area badge anywhere else to jump to a filtered view, then switch to the Items page).
- For each matching item, click the Area cell and uncheck the area.
- Once no items reference the area, it disappears from the area dropdown automatically.
If you need to clear an area from many items at once, ask the team — they can help with bulk corrections.
Good to Know About Areas
- Areas are filters, not inventory buckets. Counts are saved per item per location. The area filter narrows which items you see; it does not split or duplicate an item's count across areas. When you count items filtered to "Walk-in Cooler," only those items' counts are updated — items in other areas are untouched because they aren't on the screen, not because the area itself stores a count.
- Counting the same item under two different areas overwrites, it doesn't add. Each Save submits a per-item count, so the most recent count for an item is the one Peasy keeps. If you tag an item with multiple areas, count it once for that item — counting it again under a different area filter will replace the first count.
- Areas live inside locations, not across them. "Walk-in Cooler" at Main Warehouse and "Walk-in Cooler" at Brooklyn Kitchen are two different filter contexts as far as your workflow is concerned.
- Areas are assigned at the variant level. Expand the item family on the Items page to see and edit areas for each variant individually.
- The Count page can filter by area. Pick an area on the Count page (or click an area badge on any card) to focus on one section at a time during a cycle count.
Good to Know
- You can't delete the default location. To remove it, first make a different location the default.
- Start simple — you can always add more locations later as your business grows.
- Locations are shared across your entire team.
- If you only operate from one place, Peasy creates a default location for you automatically.
Related
- Transferring Inventory — Move inventory between locations
- Counting Inventory — Location-specific counts