Search and Command Palette

Daily OperationsUpdated August 2, 2026 · Reviewed by Peasy Team

The command palette is Peasy's universal search bar. Press Cmd+K (or Ctrl+K on Windows) to open it from anywhere in the app. It's the fastest way to find items, navigate pages, and take quick actions.

How to Open It

  • Press Cmd+K (Mac) or Ctrl+K (Windows)
  • On desktop, click Ask anything at the bottom of the navigation sidebar — it grows into a search panel in the bottom-left corner, on top of the sidebar

When the palette is open, you type in the input at the bottom and results grow upward above it. Your navigation stays visible behind the panel. Press Escape to clear what you have typed, and Escape again to close the panel — clicking anywhere outside it closes it too.

On compact screens, the keyboard shortcut opens the navigation sheet first and then opens Ask anything inside it. Escape clears or closes the palette without also dismissing the navigation sheet.

The Home page also has an Ask anything box, but it serves a different purpose: it sends your question directly to a new Beacon conversation instead of searching records and commands.

What You Can Search For

The command palette searches across everything in Peasy:

  • Items and products — Find by name, SKU, or description
  • Vendors and suppliers — Search by name
  • Customers — Search by name or email
  • Purchase orders — Type a PO number (like "PO-123") to jump to it
  • Sales orders — Type an SO number (like "SO-456") to find it
  • Templates — Find production templates
  • Categories, locations, and more

Quick Actions

Beyond search, the command palette lets you take action instantly:

  • Navigate to any page — Type "Purchase Orders" or "Inventory" to jump there
  • Create records — Quickly create a customer, vendor, item, order, or work order
  • Ask Beacon — Type a conversational question to hand it off to the Beacon chat panel
  • Change settings — Switch themes, contact support, or log out

Each action shows an inline hint (such as "Open modal" or "Navigate") so you know what will happen before you press Enter.

When you ask a question that isn't a search or navigation, Ask Beacon hands off to the Beacon chat panel — where you can also reach a human — so you can continue the conversation there.

Support articles and product tours are available from Beacon's Help & Tours view, not from command-palette search.

The search is smart about what you type:

  • PO numbers — Typing "PO-" automatically searches purchase orders
  • SO numbers — Typing "SO-" searches sales orders
  • Fuzzy matching — Even if you don't spell something perfectly, Peasy will find close matches
  • Recent items — When you first open the palette (before typing), it shows your recently visited items

Good to Know

  • The command palette works from any page. Use Ask anything in the sidebar on desktop, or Cmd+K (Ctrl+K on Windows) anywhere.
  • When the palette is idle (no search yet), it shows your 3 most recently visited items and Quick Actions for the current page.
  • A message icon sits next to Ask anything in the sidebar. Click it, or press Cmd+J (Ctrl+J on Windows), to open the Beacon chat sidebar — it reopens your most recent conversation when you have a recent one, and starts a fresh chat otherwise.
  • Search results are grouped by result type, including Ask Beacon, quick actions and settings, entity records, and navigation.
  • Search results show the type of each result (item, vendor, customer, etc.) so you can tell them apart.
  • Press Escape once to clear a query and again to close the palette without taking action.
  • The palette is designed for keyboard-first use — arrow keys to navigate, Enter to select.

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