Navigating Peasy

Peasy is organized around the way you work — buying, receiving, making, and selling. Everything you need is in the sidebar on the left side of your screen.

The Sidebar

The sidebar is your main way to get around. It's divided into five sections that match your workflow:

Inventory

Track what you have on hand.

• Count — Do inventory counts and see what needs counting
• History — View a log of all inventory changes
• Transfer — Move items between locations quickly
• Transfer Orders — Create formal transfer orders between locations

Buy

Manage your purchasing.

• Items — The items you buy from vendors
• Vendors — Your suppliers and their contact info
• Purchase Orders — Orders you send to vendors
• Bills — Invoices you've received from vendors

Receive

Track incoming orders.

• Pending — Orders on their way that haven't arrived yet
• Received — Orders that have been checked in

Make

Production and assembly (if you make products).

• Templates — Recipes or assembly instructions for things you produce
• Work Orders — Scheduled production runs

Sell

Manage your sales.

• Customers — Your customer list
• Orders — Sales orders and invoices
• Catalog — Your product catalog that customers can browse

Red Badges

You'll notice small red numbers on some items in the sidebar. These are action badges — they tell you something needs your attention:

• A number on Count means items need to be counted
• A number on Items (under Buy) means you're running low and should reorder
• A number on Pending means orders are on their way
• A number on Bills means new bills have come in
• A number on Templates means some recipes have ingredient gaps
• A number on Work Orders means work orders are due

Think of these as your to-do list — they help you know what to focus on next.

The Floating Toolbar

A small Beacon pill is anchored to the bottom of every screen. Click it — or press Cmd+K (Ctrl+K on Windows) — to open the command palette. When you select rows in a table or have unsaved changes, bulk action buttons appear in the same toolbar so everything stays in one place.

Quick Search (Cmd+K)

Press Cmd+K (or Ctrl+K on Windows) — or click the Beacon pill at the bottom of the screen — to open the command palette. From here you can:

• Search for anything — Items, vendors, customers, purchase orders, sales orders, and more
• Jump to any page — Type the page name to navigate instantly
• Create new records — Quickly create a customer, vendor, item, order, or work order
• Access feature guides — Find and launch guided tours of different features
• Get help — Start a Beacon chat, chat with human support, or open a help article from the Help + Human Support group

Home Page

Your home page is your daily dashboard. It shows:

• Quick action buttons — Shortcuts to buy items, receive orders, schedule work orders, and invoice customers
• Replenishment summary — A look ahead at what you need to buy, receive, or make
• Tasks and notes — Any tasks due in the next few days
• Inbox — Unprocessed items like incoming emails or documents

Flags

Click the flag icon near the top of the sidebar to see your flags. These show you items that need attention:

• Buy — Items running low that you need to purchase
• Make — Products you need to produce
• Pending — Items currently on order that are coming in
• Count — Items due for an inventory count
• Snoozed — Flags you've set aside for later

You can filter flags by type to focus on what's most relevant, and snooze flags you don't need to act on right now.

Product Tours (Compass Icon)

Many pages have a built-in product tour that walks you through what's there. When tours are available for the page you're on, a compass icon appears in the floating toolbar at the bottom of the screen. A small badge on the icon shows how many of those tours you haven't seen yet.

Click the compass to open the Product tours for this page popover:

• Each tour is listed with a short description and a status icon — a check means you've already seen it, an empty circle means you haven't.
• Click a tour to launch it in place.
• Click Mark all as seen to clear the badge for the current page without playing each tour.

Help & Support

Click the help button at the bottom of the sidebar (or press ?) to:

• Browse feature guides — Step-by-step walkthroughs of different parts of Peasy
• Schedule a video call — Book time with our team for a live walkthrough
• Chat with us — Open a live chat conversation with our support team

Good to Know

• The sidebar collapses to icons on smaller screens. Hover over icons to see what they are.
• On mobile, tap the menu icon in the top left to open the sidebar.
• You can collapse the sidebar manually to give yourself more room to work.

Related

• Getting Started Checklist — Follow the built-in setup guide
• Welcome to Peasy — Overview of what Peasy does