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
On wider desktop screens, a small Beacon pill is anchored to the bottom of the screen. Click it — or press Cmd+K (Ctrl+K on Windows) — to open the command palette. On compact screens, the bottom Beacon pill is hidden to leave more room for your work; use Cmd+K (Ctrl+K on Windows) for search and quick actions.
After you have a Beacon conversation, a message icon may appear next to the Beacon pill on desktop. Click it — or press Cmd+J (Ctrl+J on Windows) — to reopen your most recent Beacon chat.
Quick Search (Cmd+K)
Press Cmd+K (or Ctrl+K on Windows) — or click the Beacon pill at the bottom of the screen on wider desktop — 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 — Ask Beacon, chat with human support, or open a help article from the Help + Human Support group
On desktop, asking Beacon from the command palette opens a compact chat above the toolbar so you can ask a quick question without opening the full sidebar. Use Open in sidebar when you want the larger Beacon panel.
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 Tips (Compass Icon)
Many pages have built-in Product tips that walk you through what's there. When tips 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 page tours you haven't seen yet.
Click the compass to open the Product tips 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 Dismiss if you do not want the Product tips compass to appear anymore. This hides the compass across your devices. There is not a restore button in the app today.
Help & Support
Click the help button at the bottom of the sidebar, press ?, or click the ? button in the top-right breadcrumb bar on compact screens 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
Beacon's panel also includes a Help view with article search. After Beacon's first answer in a new chat, you may see labelled feedback buttons such as Helpful, thanks, Not helpful, and That's too bad so you can quickly tell Beacon whether the answer worked.
Account & Settings Menu
Click your company name at the top of the sidebar — the button with the company logo and a chevron — to open your account menu. From here you can:
- Configure — Jump to your business settings
- Switch themes — Choose Light, Dark, or System (System matches your device's light or dark setting)
- Log out — The Log out option at the bottom of the menu signs you out of Peasy
You can also log out from the command palette: press Cmd+K (Ctrl+K on Windows) and search for "Log out".
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