Sidebar Tour

Welcome! This lay-of-the-land tour walks you through the parts of the Peasy interface you'll use every day. Each step below has a Show me button that lights up the compass on the matching element so you can see exactly where it lives.

The compass icons appear on every page, so you can run through this tour from anywhere — there's no need to navigate to a particular screen first.

The tour

1. Beacon — your launcher and help button

Beacon is the floating bar at the bottom-center of every page. Click it (or press ⌘K) to search, navigate, run actions, or ask questions.

Show me Beacon

2. Breadcrumb navigation

The breadcrumb bar at the top of every page shows where you are in the app and lets you jump back to parent pages.

Show me Breadcrumb

3. Expand the navigation sidebar

The sidebar starts collapsed to icons. Click the toggle just left of the breadcrumb to expand it — the rest of the sidebar tour points at the sidebar items, and they only show their compass icons (and labels) once the sidebar is open.

Show me Expand sidebar

4. Flags

Open Flags when you want to understand what needs attention. Inventory flags account for pending transactions and appear when projected stock falls below the restock point.

Show me Flags

5. Inventory

Track your stock levels, count inventory, view history, and manage transfers between locations.

Show me Inventory

6. Buy

Manage your purchasing: browse items to buy, track suppliers, and view purchase orders.

Show me Buy

7. Receive

Process incoming shipments. See pending items waiting to be received and review your receiving history.

Show me Receive

8. Make

Create product templates (recipes/assemblies) and manage work orders for items you manufacture.

Show me Make

9. Sell

Manage your sales: track customers, create orders, browse your catalog, manage catalogs for custom pricing, and process incoming requests in your Inbox.

Show me Sell

10. Configure

Customize your setup: manage categories, custom fields, locations, and other settings to tailor Peasy to your business.

Show me Configure

Tips for getting started

Explore the sidebar

• Click each family to see what pages are available
• Use red badges as a guide to what needs attention
• You can always return to the home page via breadcrumbs

Use Beacon liberally

• Press ⌘K / Ctrl+K from anywhere to open Beacon
• Search by name, jump to any page, or run actions directly
• Ask questions and get answers grounded in your data
• Click the compass icon next to Beacon to turn on Compass guides for a topic — markers light up on the related UI elements with short explanations. Tap Hide tips to turn them off.

Learn the keyboard shortcuts

• Cmd/Ctrl + K — Open Beacon
• ? — Open Beacon chat
• Shift + Cmd/Ctrl + K — Toggle Beacon chat

Related

• Peasy Overview — What Peasy is and what you can do with it
• Creating Your Account — Set up your first entity and sign in
• Navigating Peasy — Learn your way around the app
• Getting Started Checklist — Follow the built-in checklist to get set up fast