What's New in Peasy

More to love
Week 92.3

Release from October 21, 2026

Brand Your Storefront and Welcome Wholesale Buyers Sell

Your brand deserves a storefront that feels like a match. Customize your storefront name, hero image, six brand colors, and optional product-image borders in the Appearance sidebar, with your uploaded brand logo in the header. Add an optional wholesale inquiry card that emails visitors’ messages to your public contact address, and choose to reserve pricing for recognized customers. Signup gives you an empty Default catalog. Demo adds sample catalogs alongside it, clearing Demo keeps your own catalogs, and clearing all data restores a fresh Default. Learn more

Download Sales Reports with Profit and Margin Inventory Sell

Your sales and their costs belong together. From Inventory Logs, open Reports and download a Sales Report with gross and net sales, discounts, shipping charged, recorded COGS, and totals. See profit and margin when costs are available, and group by invoice, item, date, customer, or channel. Inventory Valuation Detail now uses recorded transaction costs and the selected period’s weighted average for opening estimates and missing costs. Learn more

Let Beacon Fill In Your Inventory Count Sheet Inventory

You did the counting. Let Beacon take care of the typing. List your counts in a message to Beacon, or attach the spreadsheet you counted on, and Beacon opens Import inventory counts at that location and date with the rows filled in. A sheet that covers several locations is filled in one location at a time. Nothing changes until you review the rows and click Submit, and Peasy matches item names just as it does for an uploaded file. Learn more

See Inventory Levels Change Over Time Inventory

Get a little closer to your inventory story. Open the Inventory Logs tab on the full item detail page to see on-hand counts rise and fall above the table, across the entries shown below. The chart follows your selected inventory unit and location filters. Hover over a point for its date, count, and transaction details, or click and drag across a section to investigate it with Beacon. Pending transactions leave on-hand counts unchanged. Learn more

Other notable changes

  • Customize Your Storefront Invitation Emails. Make the first hello feel like you. In Configure > Storefront, choose the pencil beside Invite customers to save your own invitation subject and message. Personalization fields fill in each customer’s name, your business, sender, and storefront link for future invitations. Learn more
Week 92.2

Release from October 20, 2026

See Your Business at a Glance on Home Platform

Some days you just want the big picture before the details. Home now gives it to you. Home shows your business at a glance in cards you can arrange your way, such as To-dos due, Inbox, and Orders to receive. Move and resize cards, show each one as a list, a single number, or a chart, and hide the ones you don't need. Choose a card's title or number to open the full list. Your layout is saved just for you, so teammates keep their own. Learn more

Other notable changes

  • Choose Inventory Reports from Descriptive Cards. Find the right match for your inventory question. Open Reports in Inventory Logs to browse six illustrated cards, then move smoothly into the selected report with its purpose and settings in view. Download from the next screen, or export supported reports to Google Sheets. Learn more
Week 92.1

Release from October 19, 2026

Schedule Standing Orders for Repeat Customers Sell

Standing Orders with a repeating order schedule, storefront cart, and order configuration on a teal background

Some orders deserve a standing date. Set up repeating orders for your customers, with independent schedules, customer pricing, and automatic order creation. Customers can create and manage repeating orders from your storefront cart, including schedule changes, pauses, and end dates. Find standing orders alongside regular orders, and choose whether an edit changes one order or the repeating defaults. Learn more

Week 91.2

Release from October 16, 2026

Turn a Production Plan into Work Orders with Beacon Make

Your production plan already knows what it wants. Beacon can help it get there. Paste or attach a list of items and quantities and ask Beacon to import Work Orders. Beacon saves it as a data import draft and links you to the import wizard, where you choose the production template for each item, review, and complete the import. Beacon never picks templates for you, and nothing becomes a Work Order until you complete the import. Learn more

Download Inventory Valuation Workbooks from Inventory Logs Inventory

Your inventory story deserves a little quality time. In Inventory Logs, open Reports → Inventory Valuation Detail, choose a date range and all locations or one location, and download an Excel workbook with transaction detail, opening and ending values, and category summaries. Opening value is estimated from the selected period’s weighted-average receipt and production costs. Transactions use their recorded inventory costs, with the period average filling missing costs. Learn more

Other notable changes

  • Change the Date of a Manual Inventory Entry. Right count, wrong day? No need to start over. In Inventory Logs, choose Edit on a manual add, subtract, or reset to change its Inventory Date, and on-hand recalculates from the new day. Items counted together move together, and the date can't be later than today. Learn more
  • Keep Inventory Names in Step When Renaming a Family. A new name deserves a matching introduction. Renaming an item family now updates its inventory unit too, so Templates shows the new name when you choose an output.
  • Keep Going When Beacon Can't Prepare an Inventory Adjustment. When Beacon can't prepare an inventory adjustment for you to approve, it no longer leaves you at a dead end. It opens the Adjust inventory screen already filled in, so you can check the numbers and save. When it needs to know which item or location you meant, it asks you instead of telling you to try again. Learn more
  • Edit Bill Dates, Numbers, Terms, Shipping, and Tax with Beacon. When a vendor moves the dates, your bills don't have to wait their turn. Ask Beacon to change a bill's number, bill date, due date, terms, shipping, tax, or notes, on one bill or on all of a vendor's new, draft, and open bills. Review the exact changes before applying them, and undo them if needed. When Peasy sends your bills to QuickBooks, a linked bill gets the change, and a bill not yet there is created if your company creates bills in QuickBooks automatically, just as when you edit the bill yourself. Learn more
  • Rename Catalogs and Flag Items to Restock with Beacon. A few small favors, no form required. Ask Beacon to rename a catalog or change its description, or to flag an item to restock or remove the flag. Review the change on a preview card, apply it, and undo it if needed. A flagged item shows up in the Buy or Make group in To-Dos, just as it does when you use Flag to restock on the item's detail panel. Learn more Learn more
  • Ask Beacon from Any Help Article. A little help, right where you need it. Ask Beacon from the input at the bottom of any help article, on the public Help Center or inside Peasy. Follow a section link to ask about that topic, then send your question to continue in chat with the article in context. On phones, the input stays compact until you tap to write.
  • Automatically Settle $0 Invoices. A little less paperwork to love. Issued invoices with a $0 total now show Paid automatically, without recording a payment. If later edits add an amount due, the payment status updates to match.
Week 91.1

Release from October 13, 2026

Edit Invoice Notes and Dates with Beacon Sell

Some paperwork just needs a gentle nudge. Ask Beacon to change an invoice's internal note, customer note, invoice date, or due date, on one invoice or on all of a customer's drafts and unpaid or partly paid invoices. Review the exact changes before applying them, and undo them if needed. When Peasy sends your invoices to QuickBooks, a linked invoice gets the change on the next sync, just as it does when you edit the invoice yourself. Learn more

Other notable changes

  • Share Provider Recommendations in Help Conversations. Good matches are worth sharing. Shared Help conversations now retain provider recommendation cards and their profile links, including when someone continues the chat. Use Update shared conversation to refresh an existing link, even without adding a new message.
  • Filter Provider Recommendations by Home State. A good match can be closer to home. Ask Help for providers based in specific US states, then include or exclude states as you refine your search. Provider cards show home states when available, and profile and directory links retain your filters.
Week 90.5

Release from October 9, 2026

Update Customer and Vendor Details with Beacon Buy Sell

A love note to everyone who's changed an address in one system, then had to do it all over again. Ask Beacon to update a vendor's name, email, phone, website, notes, or address, or a customer's name and shipping or billing address. Review the proposed changes before applying them. Linked QuickBooks records update too, and Undo puts both copies back. Keeping in touch just got a little less work. Learn more

Archive or Reactivate Customers and Vendors with Beacon Buy Sell

Sometimes a business relationship needs a little space. Sometimes it's ready for a reunion. Ask Beacon to archive or reactivate a customer or vendor, or archive a group of customers at once. Review exactly what will change before applying it, and undo the status change if needed. Your active lists can reflect who's in the picture today—no hard feelings. Learn more

Duplicate Sales Orders with Beacon Sell

Some orders deserve a second date. Ask Beacon or Ask Peasy to duplicate an existing sales order. Review the copy on a preview card, then approve a new draft dated today. Undo removes the copy while it's still untouched. For your next repeat order, consider the typing taken care of. Learn more

Edit Sales Order Details with Beacon Sell

A little love for the details behind every customer order. Ask Beacon to change an order's number, customer PO, notes, dates, shipping, ship-from location, or addresses, on one order or all of a customer's draft and open orders. Review the exact changes before applying them, and undo them if needed. Learn more

Edit Purchase Order Details with Beacon Buy

Good partnerships run on thoughtful details. Let Beacon help you give your purchase orders some love. Ask Beacon to change a purchase order's number, dates, shipping cost, carrier, tracking, or vendor note, or move it between Created, Sent, Confirmed, Partially Received, and Received, on one order or all of a vendor's open orders. Review the exact changes before applying them, and undo them if needed. Learn more

Find Filed Documents and Completed Imports in Documents Platform

A little devotion to the files you lovingly saved—and promptly forgot where you put. Open Documents from the sidebar to find filed attachments and completed spreadsheet imports together. Search by filename, filter by file format, and choose a list or card view. Open a file’s details to reach related records, download a stored original, or revisit an available saved import review. Your paper trail has somewhere to come home to. Learn more

Receive Purchase Orders in a Different Unit Receive

Your purchase order speaks cases. Your delivery speaks pounds. We think they’re a lovely match. When receiving against a purchase order, choose Receiving unit beside Qty Delivered to use another existing unit from the same item family. Peasy converts quantities and per-unit cost together, preserving the total cost. Your purchase order keeps its original units, while the receipt records what arrived in the unit you selected. Learn more

Adjust Inventory Directly with Beacon Inventory

Let Beacon take a little inventory work off your plate. Acts of service are our love language. Ask Beacon on the web to add, subtract, or count stock at a location. Choose Show me to review and submit a prefilled adjustment, or Do it for me to review the proposed change and approve it in chat. Undo can reverse the adjustment; a count can be undone while that item’s stock at the location remains unchanged. Adjustments requiring lot selection or another unit continue through the form. Learn more

Ask Beacon About Your Shopify Orders Sell

Your Shopify orders and Beacon have been introduced. We think they’ll get along beautifully. For stores using Peasy’s updated Shopify integration, Beacon now includes Shopify orders from the last 30 days when you ask about recent sales. Ask for Shopify orders alone, or look up an order by its Shopify number to see its lines, revenue, and available costs. Beacon’s business overview also includes the recent Shopify order count, giving your sales channels a little more together time. Learn more

Set and Clear Restock Points with Beacon Inventory

A little commitment to keeping your shelves cared for. Ask Beacon to set or clear restock points for up to 10 items at one location. Review each item’s current and proposed value, then choose Apply changes. You can also ask for recommendations first and have Beacon apply the values you agree with. Undo can restore values that haven’t subsequently changed. This applies to location restock points. Learn more

Archive Items with Beacon Inventory

Ask Beacon to archive or reactivate an item family or a single variant, or archive every item from one vendor or category. Archiving a whole family renames it the way the Items page does, and Undo puts the status and the name back. Learn more

Other notable changes

  • QuickBooks Sync Pauses Until You Reconnect. Even good partnerships need to reconnect now and then. When QuickBooks asks you to reconnect, Peasy pauses background bill and invoice sync and holds incoming changes. Find them under Changes not applied, with actions to reconnect and retry when you're ready. Learn more
Week 90.4

Release from October 8, 2026

Link QuickBooks Items to Existing Peasy Products Inventory

Let's introduce your QuickBooks items to the products already in Peasy. Unmatched items now guide you to link an existing Peasy product or hide the item. Peasy can also repair stale links, with the same matching safeguards across item cleanup, the Items workbench, and invoice sync. A little matchmaking, a little less wondering which item belongs where. Learn more

View Shopify Order Details and Updated Costs Sell

Every order has a past. You deserve to know what happened. Open placed, cancelled, refunded, and blocked Shopify orders from History, see why individual lines are blocked, and ask Beacon for help. Updated orders now carry costs into Inventory History, month-end COGS, and sales summaries. Your orders and their numbers are keeping in touch. Learn more

Void Recorded Bill Payments from the Bill Buy

Some entries aren't meant to be. When a payment was recorded by mistake, you can now void it right from the bill. Open a saved bill to review every payment included in Total paid, then void the incorrect payment. Peasy also voids it in QuickBooks, so you can make the correction once and get on with your day. That's our kind of thoughtful gesture. Learn more

Create Customers with Beacon in Chat or on a Prefilled Form Sell

Let Beacon handle the introduction. You choose how you'd like to meet. Ask Beacon to create a customer, then choose Show me to finish on a prefilled New Customer screen, or Do it for me to review and approve the new customer in the conversation. Undo makes a Beacon-created customer inactive if you need to take a step back. A promising beginning, at your pace. Learn more

Edit Individual Items or Groups with Beacon Inventory Buy Sell

Remembering the little things is a love language. Updating them across a catalog? An act of service. Ask Beacon to change an item's SKU, sale price, notes, Supplier Item ID, order minimum, or storage area. Update one item or a group selected by vendor, category, family, or catalog. Review the changes before saving, and undo them if needed. Less time tending fields, more time tending your business. Learn more

Other notable changes

  • Change the Count Badge Threshold with Beacon. Tell Beacon where you'd like to set the boundary: ask it to change your company's Count badge threshold, review the before and after, and undo the change if needed. A little consideration for how you like to work. Learn more
  • Email Sign-In Required for Payout Bank Changes. Taking care of each other includes taking care with bank details. Replacing or removing a linked payout bank now requires a recent email-based sign-in. Peasy emails both the vendor and the paying business after every payout bank change, keeping both sides informed.
Week 90.3

Release from October 7, 2026

Open Prefilled Inventory Adjustments from Beacon Inventory

You bring the stock correction. Beacon brings the form, already filled in. Acts of service look good on it. Ask Beacon to add to, subtract from, or reset an item's inventory. It opens Adjust inventory with the item, location, action, quantity, and note filled in for you to review and submit in Peasy. A little less typing, with the final say still yours. Learn more

Edit Location Details with Beacon Inventory

A new address, a more fitting name, a color you love: your locations deserve a little attention, too. Ask Beacon to rename a location or change its description, address, or color. Review the proposed change before applying it, and undo it if needed. A little love for the places that keep your business moving. Learn more

Week 90.2

Release from October 6, 2026

Review Excluded Spreadsheet Lines Before Importing Platform

Before you part ways with a few spreadsheet rows, make sure they're the ones you meant to leave behind. Spreadsheet imports now ask for confirmation before omitting excluded item lines. Review affected records, filter to excluded items, revisit mappings, or jump back to the source rows before you complete the import. Learn more

Ask Beacon for Restock Point Recommendations Inventory

Your shelves deserve a partner who notices when they're running low. Ask Beacon what an item's restock point should be at a location. It shows the numbers from your consumption, receiving, and purchasing history, explains its confidence, and recommends a restock point or tells you why it cannot. Learn more

Other notable changes

  • Preview Your Storefront as a Customer. See your storefront through your customer's eyes. A little empathy goes a long way in any relationship. Open View storefront as customer from a customer row or customer details to preview that customer's catalog in a new tab. Learn more
  • Change Customer Notes, Catalogs, and Ship From Locations with Beacon. The right catalog, a useful note, a preferred Ship From location: it's the little things that show you care. Ask Beacon to change or clear a customer's Quick note, catalog, or Ship From location, then review the exact choice before applying it. Learn more
Week 90.1

Release from October 5, 2026

Review and Approve Changes from Connected AI Assistants Platform

Invite your favorite assistant into the relationship, with you making the decisions. Give ChatGPT, Claude, or another connected assistant permission to propose the same changes as Beacon. Review and approve each change in the conversation, and undo changes the assistant applied. Learn more

Send Storefront Invitations to Customers Sell

You've made a place for your customers. Now send them a thoughtful invitation. Invite customers individually or in groups from Customers, personalize each email, and send immediately or save drafts to Outbox. Open a customer's invitation history to review drafts, failures, and sent messages. Learn more

Approve and Undo More Beacon Actions on Your Phone Platform

A little distance from your desk doesn't have to come between you and your business. Review, approve, and undo more Beacon actions from your phone, including item and unit updates, Cart additions, customer emails, customer and vendor settings, and To-dos. Learn more

Other notable changes

  • Open Cart and Add Variants from Item Details. Your item details and Cart are spending more time together. Open Cart from an item's detail page, add variants, and move between the item and Cart without leaving the page.