# Peasy

> Peasy is an inventory management, purchasing, production tracking, and sales platform for small businesses. It helps food makers, wholesalers, and manufacturers manage purchase orders, invoices, recipes, work orders, customers, and stock across multiple locations.

## Help Articles

- [What Is Peasy?](https://peasyos.com/help/what-is-peasy)
  Summary: Peasy is an all-in-one platform for small businesses that buy, make, and sell physical products. It connects your inventory, purchasing, production, sales, and payments into a single system — so you always know what you have, what you need, and what you owe.
- [Peasy for Food Makers and Manufacturers](https://peasyos.com/help/peasy-for-food-makers)
  Summary: If you make food or beverages — whether you're a bakery, a hot sauce producer, a brewery, or a commercial kitchen — you deal with challenges that generic inventory tools don't handle well. Ingredients come in bulk units but get used in different measurements. Recipes need to scale up and down. Batches need lot numbers and expiry dates. And you need to know your true cost of goods before you can price your products.
- [Peasy for Wholesalers and Distributors](https://peasyos.com/help/peasy-for-wholesalers)
  Summary: If you buy products in bulk from vendors and sell them to other businesses, you need more than a basic inventory tracker. You need to manage dozens of vendors, track stock across multiple warehouses, set different prices for different customers, fulfill orders accurately, and get paid on time.
- [Peasy vs. Spreadsheets](https://peasyos.com/help/peasy-vs-spreadsheets)
  Summary: Most small businesses start tracking inventory in a spreadsheet. It makes sense — you already know how to use Excel or Google Sheets, and when you're small, a simple list of products and quantities gets the job done.
- [Peasy Onboarding Guide](https://peasyos.com/help/peasy-onboarding-guide)
  Summary: This guide walks you through setting up Peasy from scratch. Follow it at your own pace — there's no deadline, and you can skip steps that don't apply to your business. By the end, you'll have your inventory loaded, your vendors and customers set up, and your daily workflow running.
- [How Peasy Makes Money](https://peasyos.com/help/how-peasy-makes-money)
  Summary: Peasy is free to use, and we make money when you opt in to process payments through the platform. You do not have to process payments with Peasy, but we believe if we make the best product on the market, you will choose Peasy over others. Our payment processing rates are the same standard rates you're currently paying if you use other platforms like Quickbooks, Bill.com, Square, or others.
- [Cart & Purchase Order Workflow](https://peasyos.com/help/cart-workflow-tour)
  Summary: The cart in Peasy lets you build orders for multiple vendors at once and submit them all together. Each step below has a Show me button that lights up the compass on the matching control so you can see exactly where it lives.
- [Managing Items](https://peasyos.com/help/items-overview-tour)
  Summary: The Items page is your central hub for the products your business buys, sells, or makes. Each step below has a Show me button that lights up the compass on the matching control so you can see exactly where it lives.
- [Purchase Orders Management](https://peasyos.com/help/purchase-orders-overview-tour)
  Summary: The Purchase Orders page is your command center for tracking POs from creation through delivery. Each step below has a Show me button that lights up the compass on the matching control so you can see exactly where it lives.
- [Buying Overview](https://peasyos.com/help/buying-overview)
  Summary: The Buy section is where you manage everything about purchasing — the items you buy, the vendors you buy from, your purchase orders, and the bills you receive. It's the starting point for getting inventory into Peasy.
- [Add Your Items](https://peasyos.com/help/add-your-items)
  Summary: Before Peasy can help you manage purchasing and inventory, it needs to know what you buy. This step walks you through getting your items into the system — either by adding them from a spreadsheet or creating them one at a time.
- [Managing Buy Items](https://peasyos.com/help/managing-buy-items)
  Summary: The Items to buy page shows everything you purchase. This is where you manage your buy catalog — item names, costs, units, vendors, and inventory levels. It's also where you start the ordering process by adding items to your cart.
- [Managing Vendors](https://peasyos.com/help/managing-vendors)
  Summary: Vendors (also called suppliers) are the companies you buy from. The Vendors page is where you add them, fill in the details your team needs for ordering and receiving, and keep those records up to date over time.
- [Creating Purchase Orders](https://peasyos.com/help/creating-purchase-orders)
  Summary: Purchase orders (POs) are how you tell your vendors what you need. Peasy helps you build POs from your item list, send them to vendors by email, and track their status from draft to received.
- [Managing Bills](https://peasyos.com/help/managing-bills)
  Summary: Bills are invoices you receive from your vendors. The Bills page helps you track what you owe, match bills to purchase orders, and keep your payables organized. You can upload bill documents (like PDFs) and Peasy will help extract the details.
- [Restock Points](https://peasyos.com/help/restock-points)
  Summary: Restock Points tell Peasy the minimum quantity you want to keep on hand for each item. Once set, the Items page shows you exactly what's running low, what needs to be ordered, and where alerts appear across the app.
- [Importing Items from a CSV File](https://peasyos.com/help/importing-items-from-csv)
  Summary: If you have a list of buy items in a spreadsheet or CSV file, you can upload it directly into Peasy instead of typing each item by hand. This article covers the item-catalog CSV flow. To import bills or sales orders from recurring spreadsheet exports, use spreadsheet data imports.
- [Business Settings](https://peasyos.com/help/business-settings)
  Summary: Business settings control your company profile in Peasy — your company name, logo, email preferences, and appearance. These settings affect what your team sees and how your documents (invoices, purchase orders) look.
- [Inviting Your Team](https://peasyos.com/help/team-management)
  Summary: You can invite anyone on your team to Peasy so they can help manage inventory, place orders, and handle day-to-day tasks. There's no limit on how many people you can add.
- [Categories](https://peasyos.com/help/categories)
  Summary: Categories help you organize your items into logical groups like "Dry Goods," "Dairy," "Packaging," or "Electronics." They make it easier to find items, filter lists, and run reports.
- [Catalogs](https://peasyos.com/help/catalogs)
  Summary: Catalogs let you create different pricing and different item availability for different customers. For example, you might have a "Wholesale" catalog with lower prices and a "Retail" catalog that hides certain items. This page covers creating and managing your catalogs — for setting up pricing and availability within a catalog, see Catalogs: Custom Pricing and Availability.
- [Custom Fields](https://peasyos.com/help/custom-fields)
  Summary: Custom fields let you add your own data fields to items, customers, or other records. If Peasy's built-in fields don't cover everything you need to track, custom fields fill the gap.
- [Locations](https://peasyos.com/help/locations)
  Summary: Locations in Peasy represent the physical places where you store inventory — warehouses, kitchens, retail stores, storage rooms, or any other spot. Setting up locations lets you track exactly how much stock is at each one.
- [Audit Log](https://peasyos.com/help/audit-log)
  Summary: The Audit Log tracks important actions taken in your Peasy account. It shows who did what and when, giving you a record of changes for accountability and troubleshooting.
- [Data Management](https://peasyos.com/help/data-management)
  Summary: Peasy gives you control over your data with options to explore using demo data or completely reset your account when needed.
- [Default Emails](https://peasyos.com/help/default-emails)
  Summary: Default Emails are the starting body Peasy uses every time you send an invoice, purchase order, or RFQ. Set them once and every send dialog opens with that body pre-filled — you can still edit on a per-send basis before clicking send.
- [Home Dashboard](https://peasyos.com/help/home-dashboard)
  Summary: The Home page is your daily starting point in Peasy. It gives you a quick overview of what needs attention and shortcuts to your most common tasks.
- [Using the Inbox](https://peasyos.com/help/using-the-inbox)
  Summary: The Inbox collects incoming items that need your attention — emails, uploaded documents, vendor bills, and customer orders that haven't been processed yet. Think of it as your to-process queue.
- [Tasks and Notes](https://peasyos.com/help/tasks-and-notes)
  Summary: Tasks and Notes help you track your to-do list right inside Peasy. Create tasks with due dates, add notes for your team, and stay organized without leaving the app.
- [Search and Command Palette](https://peasyos.com/help/search-and-command-palette)
  Summary: 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.
- [To-Dos](https://peasyos.com/help/alerts-and-notifications)
  Summary: To-Dos bring together the work that needs your attention across Peasy. Instead of checking every page, open To-Dos to see tasks, notes, low-stock items, production needs, pending inbound items, count reminders, and integration issues in one place.
- [Sidebar Tour](https://peasyos.com/help/welcome-tour)
  Summary: 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.
- [Peasy Overview](https://peasyos.com/help/welcome-to-peasy)
  Summary: Peasy is a simple, all-in-one platform that helps you manage your inventory, purchasing, production, and sales — all in one place. Whether you're running a food business, a retail shop, or a small manufacturer, Peasy keeps everything organized so you can focus on what matters.
- [Creating Your Account](https://peasyos.com/help/creating-your-account)
  Summary: Signing up for Peasy takes about a minute. You'll set up your profile and company name, and then you're in.
- [Navigating Peasy](https://peasyos.com/help/navigating-peasy)
  Summary: 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.
- [Getting Started Checklist](https://peasyos.com/help/getting-started-checklist)
  Summary: When you first sign in, Peasy asks you to choose an onboarding journey that matches how your business works. The journey you pick determines the checklist that appears on your home page — a step-by-step guide tailored to the way you actually use Peasy.
- [On-Hand Quantity](https://peasyos.com/help/on-hand-quantity)
  Summary: On-hand quantity is the total number of units of an item physically present at a location. In Peasy, on-hand quantity reflects what you actually have in stock right now, regardless of whether some of it is promised to customers.
- [Available Quantity](https://peasyos.com/help/available-quantity)
  Summary: Available quantity is the amount of an item that is free to sell or use, calculated as on-hand quantity minus what's still pending — the not-yet-shipped remainder of open sales orders, plus outbound transfers and work-order inputs. In Peasy, this number helps you avoid overselling.
- [Inventory Unit](https://peasyos.com/help/inventory-unit)
  Summary: An inventory unit is the base unit of measure used to track an item's stock levels. In Peasy, every parent item has exactly one inventory unit that serves as the common denominator for all buying, selling, and production activities.
- [Parent Item](https://peasyos.com/help/parent-item)
  Summary: A parent item is the top-level record for a product in Peasy. It holds the item's name, category, and inventory unit, and acts as the container for one or more child items (buy items and sell items).
- [Child Item](https://peasyos.com/help/child-item)
  Summary: A child item is a buy item or sell item that belongs to a parent item. In Peasy, child items define the specific units and contexts in which you purchase or sell a product, while the parent item tracks overall inventory.
- [Lot](https://peasyos.com/help/lot)
  Summary: A lot is a specific batch of an item identified by a lot number. In Peasy, lots let you trace a batch from receiving or production through to the sale or work order it went into.
- [Lot Tracking](https://peasyos.com/help/lot-tracking-glossary)
  Summary: Lot tracking in Peasy is how you capture batch-level traceability for the items you receive and produce. There's no setting to turn on — every time you receive a purchase order or complete a work order, Peasy creates a lot record for that batch.
- [COGS (Cost of Goods Sold)](https://peasyos.com/help/cogs)
  Summary: COGS (cost of goods sold) is the total cost of the inventory you've sold during a period. In Peasy, that cost comes from the purchase, lot, and production data already captured in the app.
- [FIFO](https://peasyos.com/help/fifo)
  Summary: FIFO (first in, first out) is an inventory costing method where the oldest stock is assumed to be sold or used first. In Peasy, FIFO is the oldest-cost-first model used for lot-aware costing and inventory valuation.
- [Inventory Count](https://peasyos.com/help/inventory-count)
  Summary: An inventory count is the process of physically counting your stock and reconciling it with what Peasy shows. In Peasy, inventory counts let you verify on-hand quantities and create adjustments for any discrepancies.
- [Inventory Adjustment](https://peasyos.com/help/inventory-adjustment)
  Summary: An inventory adjustment is a manual change to an item's on-hand quantity that isn't tied to a purchase order, sales order, or production. In Peasy, adjustments handle corrections like shrinkage, spoilage, damage, or data entry fixes.
- [Inventory History](https://peasyos.com/help/inventory-history-explained)
  Summary: Inventory history is the complete log of every quantity change for an item. In Peasy, inventory history shows every receive, sale, adjustment, transfer, and production event with timestamps and details. Sales movements are recorded by the shipment and dated on its ship date.
- [Min Level (Reorder Point)](https://peasyos.com/help/min-level)
  Summary: A min level (also called reorder point) is the inventory threshold below which Peasy alerts you to reorder. In Peasy, you set a min level per item per location, and the system generates reorder alerts when stock drops to or below that number.
- [Location](https://peasyos.com/help/location)
  Summary: A location is a physical place where you store inventory. In Peasy, locations are the foundation of multi-site inventory tracking — every stock quantity, lot, and movement is tied to a specific location.
- [Transfer Order](https://peasyos.com/help/transfer-order)
  Summary: A transfer order is a document that moves inventory from one location to another. In Peasy, transfer orders let you track stock movements between your warehouses, stores, or production facilities.
- [Unit Conversion](https://peasyos.com/help/unit-conversion)
  Summary: A unit conversion defines how a buy item or sell item's unit relates to the parent item's inventory unit. In Peasy, unit conversions let you buy in bulk units and sell in smaller units while keeping inventory in a single base unit.
- [Bundle](https://peasyos.com/help/bundle)
  Summary: A bundle is a sell item that is made up of multiple other items sold together as a single unit. In Peasy, bundles let you create combo packs, gift sets, or variety boxes without manufacturing a new product.
- [Purchase Order](https://peasyos.com/help/purchase-order)
  Summary: A purchase order (PO) is a formal document you send to a vendor to request goods. In Peasy, POs track what you've ordered, from whom, at what price, and whether it's been received.
- [Vendor](https://peasyos.com/help/vendor)
  Summary: A vendor is a company or person you buy goods from. In Peasy, vendor records store contact information, payment terms, and are linked to the buy items they supply and the purchase orders you send them.
- [Buy Item](https://peasyos.com/help/buy-item)
  Summary: A buy item is a child item that represents a specific way you purchase a product from a vendor. In Peasy, buy items define the vendor, unit, cost, and pack size for purchasing.
- [Buy Cart](https://peasyos.com/help/buy-cart)
  Summary: The buy cart is a staging area where you collect items you need to order before converting them into purchase orders. In Peasy, the buy cart streamlines the process of building POs by letting you add items from multiple places and then batch them by vendor.
- [Reorder Alert](https://peasyos.com/help/reorder-alert)
  Summary: A reorder alert is a notification that an item's stock has dropped to or below its restock point and needs to be reordered. In Peasy, reorder alerts appear in To-Dos and can be sent directly to the buy cart.
- [Bill](https://peasyos.com/help/bill)
  Summary: A bill is a record of money you owe to a vendor for goods received. In Peasy, bills are created automatically when you receive a purchase order and track what you need to pay.
- [Receiving](https://peasyos.com/help/receiving)
  Summary: Receiving is the process of recording that ordered goods have arrived at your location. In Peasy, receiving updates inventory quantities, establishes item costs, and creates bills for the vendor.
- [Partial Receive](https://peasyos.com/help/partial-receive)
  Summary: A partial receive occurs when you receive only some of the items on a purchase order. In Peasy, partial receives let you record what actually arrived while keeping the PO open for the remaining items.
- [ETA](https://peasyos.com/help/eta)
  Summary: ETA (estimated time of arrival) is the expected delivery date for a purchase order. In Peasy, the ETA helps you plan receiving schedules and communicate delivery expectations to your team.
- [Lead Time](https://peasyos.com/help/lead-time)
  Summary: Lead time is the number of days between placing a purchase order and receiving the goods. In Peasy, lead time helps you plan when to reorder so items arrive before you run out.
- [Sales Order](https://peasyos.com/help/sales-order)
  Summary: A sales order (SO) is a document that records a customer's request to purchase goods from you. In Peasy, sales orders track what was ordered, the price, and whether it's been shipped and invoiced.
- [Customer](https://peasyos.com/help/customer)
  Summary: A customer is a person or business that buys goods from you. In Peasy, customer records store contact information, pricing, and order history, and are linked to every sales order and invoice.
- [Sell Item](https://peasyos.com/help/sell-item)
  Summary: A sell item is a child item that represents a specific way you sell a product to customers. In Peasy, sell items define the selling unit, price, and how that unit converts back to inventory.
- [Price List](https://peasyos.com/help/price-list)
  Summary: A price list is a set of custom prices for sell items that can be assigned to specific customers. In Peasy, price lists let you offer different pricing tiers — such as wholesale vs. retail — without changing your default prices.
- [Catalog](https://peasyos.com/help/catalog)
  Summary: A catalog is a curated list of sell items that you share with customers. In Peasy, catalogs can be published to your storefront or shared directly, letting customers browse and place orders.
- [Invoice](https://peasyos.com/help/invoice)
  Summary: An invoice is a document requesting payment from a customer for goods sold. In Peasy, invoices are standalone entities that track what customers owe you.
- [Packing Slip](https://peasyos.com/help/packing-slip)
  Summary: A packing slip is a document included with a shipment that lists the items and quantities being sent. In Peasy, packing slips are generated from sales orders and help your warehouse team pick and pack correctly.
- [Fulfillment](https://peasyos.com/help/fulfillment)
  Summary: Fulfillment is the process of picking, packing, and shipping goods to complete a sales order. In Peasy, fulfilling an order creates a shipment — and the shipment is the record that actually deducts inventory.
- [Discount](https://peasyos.com/help/discount)
  Summary: A discount is a reduction in price applied to a sales order, a vendor bill, or individual line items. In Peasy, discounts can be applied as a percentage or fixed amount.
- [Storefront](https://peasyos.com/help/storefront-explained)
  Summary: The storefront is Peasy's built-in online ordering portal where your customers can browse catalogs and place orders. It provides a self-service B2B ordering experience without needing a separate e-commerce platform.
- [Work Order](https://peasyos.com/help/work-order)
  Summary: A work order is a document that instructs your production team to manufacture a specific quantity of a product. In Peasy, work orders consume ingredient inventory and produce finished goods based on a recipe or template.
- [Recipe](https://peasyos.com/help/recipe)
  Summary: A recipe (also called a bill of materials or BOM) is the list of ingredients and their quantities needed to produce one batch of a finished product. In Peasy, recipes are stored as production templates and used to generate work orders.
- [BOM (Bill of Materials)](https://peasyos.com/help/bom)
  Summary: A BOM (bill of materials) is a structured list of all the raw materials, components, and sub-assemblies needed to make a finished product. In Peasy, the BOM is defined within a production template and drives ingredient calculations for work orders.
- [Production Template](https://peasyos.com/help/production-template)
  Summary: A production template is a reusable blueprint for manufacturing a product. In Peasy, templates store the recipe (BOM), yield, and instructions that are used every time you create a work order for that product.
- [Yield](https://peasyos.com/help/yield)
  Summary: Yield is the quantity of finished product produced from one batch of a recipe. In Peasy, yield is defined on the production template and determines how many units of the output item a single production run creates.
- [Batch](https://peasyos.com/help/batch)
  Summary: A batch is a single production run of a recipe that produces a defined quantity of finished goods. In Peasy, batches are tracked through work orders and can be assigned lot numbers for traceability.
- [Production Run](https://peasyos.com/help/production-run)
  Summary: A production run is the execution of a work order — the actual process of manufacturing a product from its ingredients. In Peasy, a production run starts when a work order moves to "In Progress" and ends when it's completed.
- [Ingredient](https://peasyos.com/help/ingredient)
  Summary: An ingredient is a raw material or component item that is consumed during production to make a finished product. In Peasy, ingredients are listed in production templates and their inventory is deducted when work orders are completed.
- [Bill Pay](https://peasyos.com/help/bill-pay)
  Summary: Bill pay is Peasy's feature for sending payments to vendors directly from the platform. Instead of switching to your bank to pay bills, you can pay vendors within Peasy and keep your payment records in one place.
- [Payment](https://peasyos.com/help/payment)
  Summary: A payment is a transfer of money between you and a customer or vendor. In Peasy, payments are tracked for both sides — money received from customers (against invoices) and money sent to vendors (against bills).
- [ACH](https://peasyos.com/help/ach)
  Summary: ACH (Automated Clearing House) is an electronic bank-to-bank payment method. In Peasy, ACH is the primary method for both receiving customer payments and sending vendor payments through the built-in payment system.
- [Invoice Payment](https://peasyos.com/help/invoice-payment)
  Summary: An invoice payment is money received from a customer against an outstanding invoice. In Peasy, invoice payments can be collected online through a magic link or recorded manually when paid outside the platform.
- [Payment Status](https://peasyos.com/help/payment-status)
  Summary: Payment status indicates where a payment is in its lifecycle. In Peasy, payment statuses help you track whether money has actually moved or if action is needed.
- [Shopify Sync](https://peasyos.com/help/shopify-sync)
  Summary: Shopify sync is Peasy's integration that imports products and orders from your Shopify store. It connects your e-commerce catalog to the same system where you manage inventory, purchasing, and production.
- [QuickBooks Sync](https://peasyos.com/help/quickbooks-sync-explained)
  Summary: QuickBooks sync is Peasy's integration that pushes financial data to QuickBooks Online. In Peasy, this sync keeps your accounting software up to date with invoices, payments, customers, vendors, and items without manual journal entries.
- [Import](https://peasyos.com/help/import)
  Summary: An import is the process of bringing data into Peasy from an external source — typically a CSV file, spreadsheet, or connected platform like Shopify. In Peasy, imports use a staging-and-review flow to ensure data quality before it enters your system.
- [CSV Import](https://peasyos.com/help/csv-import-explained)
  Summary: CSV import is the process of uploading a CSV (comma-separated values) file to bring data into Peasy. Peasy can also read spreadsheet files such as Excel files in some import flows.
- [Staging](https://peasyos.com/help/staging)
  Summary: Staging is the review step between importing raw data and creating records in Peasy. In Peasy, all imports — whether from CSV, Shopify, or other sources — pass through staging so you can review, correct, and approve data before it enters your system.
- [Entity](https://peasyos.com/help/entity)
  Summary: An entity is a business or organization in Peasy. In Peasy, each entity has its own items, vendors, customers, locations, orders, and settings — it's the top-level container for all your business data.
- [Category](https://peasyos.com/help/category)
  Summary: A category is a label used to group and organize items. In Peasy, categories help you filter, search, and report on items by product type, department, or any grouping that makes sense for your business.
- [Custom Field](https://peasyos.com/help/custom-field)
  Summary: A custom field is a user-defined data field that you add to items, customers, sales orders, categories, or receiving records. In Peasy, custom fields let you track information that isn't covered by the standard built-in fields.
- [Status](https://peasyos.com/help/status)
  Summary: A status indicates where a record is in its lifecycle. In Peasy, statuses are used across purchase orders, sales orders, work orders, bills, invoices, and other records to track progress from creation to completion.
- [Dashboard](https://peasyos.com/help/dashboard)
  Summary: The dashboard is Peasy's home page that shows an overview of what needs your attention. In Peasy, the dashboard displays your onboarding progress, replenishment status, To-Dos, tasks, and inbox items.
- [KPI](https://peasyos.com/help/kpi)
  Summary: A KPI (key performance indicator) is a measurable value that shows how effectively your business is performing. In Peasy, KPIs are displayed on the dashboard and track metrics like inventory value, sales volume, and order fulfillment.
- [Alert](https://peasyos.com/help/alert)
  Summary: An alert is a notification that something needs your attention. In Peasy, alerts appear in To-Dos in the sidebar and cover reorder alerts, template gap warnings, tasks, notes, inventory count reminders, and other actionable items.
- [Shipment](https://peasyos.com/help/shipment)
  Summary: A shipment is a record of goods physically leaving your warehouse for a customer. In Peasy, a shipment is created when you fulfill a sales order, and it's the record that deducts inventory.
- [Integrations Overview](https://peasyos.com/help/integrations-overview)
  Summary: Peasy connects with other tools you already use, so your data stays in sync and you don't have to enter things twice. Here's what's available.
- [Connecting Shopify](https://peasyos.com/help/connecting-shopify)
  Summary: If you sell on Shopify, you can connect your store to Peasy to import products, sync inventory, and keep everything in one place.
- [Importing from Shopify](https://peasyos.com/help/importing-from-shopify)
  Summary: After connecting your Shopify store, the next step is importing your products into Peasy. You don't have to import everything at once — pick and choose what you need, and come back for more later.
- [Shopify Sync and Webhooks](https://peasyos.com/help/shopify-sync-and-webhooks)
  Summary: After you've imported products from Shopify, Peasy can keep Shopify orders and linked inventory items connected. Peasy remains the place where your real inventory is managed; Shopify sends orders into Peasy and can receive updated counts from Peasy depending on your sync settings.
- [Connecting QuickBooks](https://peasyos.com/help/connecting-quickbooks)
  Summary: Peasy integrates with QuickBooks Online to keep your accounting records in sync. Once connected, you can sync customers, vendors, and invoices between the two systems.
- [QuickBooks Setup Wizard](https://peasyos.com/help/quickbooks-setup-wizard)
  Summary: The Setup Wizard helps you configure how data flows between Peasy and QuickBooks. It runs automatically after your first connection, but you can re-run it anytime from the QuickBooks settings page.
- [QuickBooks Sync](https://peasyos.com/help/quickbooks-sync)
  Summary: Once connected and configured, QuickBooks sync keeps your data flowing between Peasy and QuickBooks automatically. Here's how day-to-day sync works.
- [Google Sheets Integration](https://peasyos.com/help/google-sheets)
  Summary: Peasy integrates with Google Sheets to make bulk data entry easier. Instead of typing directly into Peasy's spreadsheet grid, you can work in a familiar Google Sheets environment and import the data when you're ready.
- [Amazon and Other Marketplaces](https://peasyos.com/help/amazon-and-other-marketplaces)
  Summary: Peasy doesn't have a native Amazon integration today. If you sell on Amazon (FBA or FBM), Walmart, Etsy, or another marketplace, you can still keep your inventory accurate in Peasy with a few manual workflows.
- [Reusable Spreadsheet Data Imports](https://peasyos.com/help/importing-spreadsheet-sources)
  Summary: Use a data import when you regularly receive the same CSV or Excel export and want Peasy to remember how it maps into bills or sales orders. Each data import keeps the saved mapping, the upload history, and the item links from past runs, so the next file goes through faster.
- [Using Beacon for Data Imports](https://peasyos.com/help/using-beacon-for-data-imports)
  Summary: Beacon can analyze a spreadsheet and stage it as a data import without making you walk through the full wizard. Drag a CSV onto a Beacon chat, ask Beacon to take a look, and it tells you what it sees before anything is saved.
- [Matching External Items to Peasy Items](https://peasyos.com/help/matching-external-items)
  Summary: When Peasy imports products or line items from another system, it needs to know whether each external item should become a new Peasy item or connect to something that already exists. Matching prevents duplicates and keeps inventory, sales, purchases, and sync links tied to the right item family.
- [Connecting ChatGPT and Claude](https://peasyos.com/help/connecting-ai-agents)
  Summary: You can connect Peasy to AI assistants like ChatGPT and Claude so they can answer questions about your business — inventory, orders, bills, payments, vendors, and more — using your live Peasy data. They can also stage spreadsheet imports for you to review inside Peasy. This is an optional power-user feature; you don't need it for everyday work in Peasy.
- [Connecting Faire](https://peasyos.com/help/connecting-faire)
  Summary: The Faire connection is in beta. It lets Peasy connect to Faire and bring Faire product catalog data and orders into Peasy for review.
- [Peasy and Shopify](https://peasyos.com/help/peasy-and-shopify)
  Summary: Shopify is great for running your online store — but when it comes to purchasing, production, multi-location inventory, and vendor management, you need something more. Peasy fills that gap, giving you a complete operations platform that syncs with your Shopify store.
- [Peasy and QuickBooks](https://peasyos.com/help/peasy-and-quickbooks)
  Summary: If your bookkeeper lives in QuickBooks and your operations team works in Peasy, you don't want to enter data twice. Peasy's QuickBooks Online integration syncs customers, vendors, invoices, bills, and items between the two systems — so your accounting stays up to date without manual data entry.
- [Inventory Management](https://peasyos.com/help/inventory-overview-tour)
  Summary: The inventory page is built around fast counting: pick a location, scan the cards, type counts, and submit. Each step below has a Show me button that lights up the compass on the matching control so you can see exactly where it lives.
- [Item Detail Panel](https://peasyos.com/help/item-detail-tour)
  Summary: The item detail panel groups everything you need to know about a single item — its inventory unit, its category, on-hand stock per location, and a full history of every change. Each step below has a Show me button that lights up the compass on the matching control so you can see exactly where it lives.
- [Inventory Overview](https://peasyos.com/help/inventory-overview)
  Summary: Peasy keeps track of everything you have in inventory — how much, where it is, and when it changed. The Inventory section in the sidebar is where you go to browse your catalog, count inventory, review history, and move items between locations.
- [Understanding Items and Units](https://peasyos.com/help/understanding-items-and-units)
  Summary: In Peasy, every product lives inside an item family. A family shares one inventory pool — a single running count of what you have — and contains one or more variants that represent the different ways you buy, sell, make, or convert that product. Peasy handles the conversion math so all your numbers stay in sync.
- [Counting Inventory](https://peasyos.com/help/counting-inventory)
  Summary: The Count page is where you do physical inventory counts. Choose Reset, Add, or Subtract mode depending on how you want your entries applied, then enter card-by-card counts — or open the Import / Export menu and pick Import inventory counts when you need to update many counts at once.
- [Inventory History](https://peasyos.com/help/inventory-history)
  Summary: The History page shows a complete log of every inventory change — past and in-flight. Receives, sales, manual adjustments, transfers, production, open purchase orders, open sales orders, and work orders in progress all show up here. It's your audit trail for "what happened" and your forward-looking view of "what's about to happen."
- [Transferring Inventory](https://peasyos.com/help/transferring-inventory)
  Summary: If you have multiple locations, you'll sometimes need to move inventory from one place to another. Peasy has two tools for this:
- [Transfer Orders](https://peasyos.com/help/transfer-orders)
  Summary: Transfer Orders are how Peasy tracks inventory moving between locations. The Transfer page is the fast way to stage them; the Transfer Orders page is where you review and manage the orders after they are created.
- [Understanding Availability](https://peasyos.com/help/understanding-availability)
  Summary: Peasy tracks more than just what's on the shelf. It also knows what's committed to orders, what's in transit, and what's being used in production. This helps you understand what's truly available.
- [Understanding Item Types](https://peasyos.com/help/understanding-item-types)
  Summary: Peasy is built on four concepts: items, families, variants, and units. Nail these and everything else clicks — what shows up in your catalog, how inventory moves, why some items appear on purchase orders and others don't.
- [Editing Units and Conversions](https://peasyos.com/help/editing-units-and-conversions)
  Summary: After you create an item, you might need to update a unit name, change a conversion factor, or add a new size. Here's how to make those changes — and one important thing to watch out for.
- [Working with Fractional Quantities](https://peasyos.com/help/fractional-quantities)
  Summary: Peasy supports decimal quantities everywhere — inventory counts, purchase orders, sales orders, work orders, and transfers. If your business deals with partial cases, bulk ingredients, or anything measured by weight, you can enter exactly what you have.
- [Adjusting Inventory](https://peasyos.com/help/adjusting-inventory)
  Summary: An inventory adjustment is when you change your inventory count outside of the normal workflows like receiving a purchase order, shipping an order, or finishing a work order. It's a quick way to correct a discrepancy or account for something unexpected — like damaged product, missing inventory, or items you're setting up for the first time.
- [Set Your Count Badge Threshold](https://peasyos.com/help/count-badge-threshold)
  Summary: Inventory numbers drift over time — items get used, miscounted, or moved without being logged. The count badge threshold tells Peasy how many days can pass before an item should be recounted. Items that haven't been counted within that window get flagged so you know what needs attention.
- [Lot Tracking](https://peasyos.com/help/lot-tracking)
  Summary: Lot tracking is how Peasy captures batch-level traceability for the items you receive and produce. Every time you receive a purchase order or complete a work order, Peasy creates a lot — a record of that specific batch, its quantity, and where it came from. Lots let you trace a batch from the vendor all the way through to the sales order it went out on.
- [Bulk Edit Lot Assignments](https://peasyos.com/help/bulk-edit-lot-assignments)
  Summary: Use bulk lot editing when several Inventory History rows need their lot assignment corrected at the same time. The bulk editor lets you review selected transactions, choose or type a new lot, and apply the updates together. Each lot you enter is checked automatically as you go, so you can see right away whether a row is ready.
- [Dating Inventory Movements](https://peasyos.com/help/dating-inventory-movements)
  Summary: Every inventory change in Peasy has a date that decides when it counts against your stock. For a sale it's the ship date on its shipment; for a delivery it's the Receive Date. Setting these dates correctly is what keeps your on-hand numbers lined up with your physical counts.
- [Creating Templates](https://peasyos.com/help/template-creation-tour)
  Summary: Templates let you define recipes, formulas, BOMs, and assemblies. Each step below has a Show me button that lights up the compass on the matching control so you can see exactly where it lives.
- [Work Orders Management](https://peasyos.com/help/work-orders-overview-tour)
  Summary: Work orders track your manufacturing and assembly tasks from planning through completion. Each step below has a Show me button that lights up the compass on the matching control so you can see exactly where it lives.
- [Making Overview](https://peasyos.com/help/making-overview)
  Summary: The Make section is for businesses that produce, assemble, or prepare products — whether that's cooking recipes, assembling kits, or manufacturing goods. You define what goes into your products (templates), then schedule when to make them (work orders).
- [Creating Templates](https://peasyos.com/help/creating-templates)
  Summary: A template is your recipe, formula, or assembly instructions. It defines what you're making, what ingredients or materials go into it, and how much of each you need. Once set up, you can use it over and over to schedule production.
- [Managing Work Orders](https://peasyos.com/help/managing-work-orders)
  Summary: Work orders are how you schedule and track production. Each work order says "make X units of this template at this location by this date." When you complete a work order, Peasy deducts the ingredients and adds the finished product to your inventory.
- [Template Gap Alerts](https://peasyos.com/help/template-gap-alerts)
  Summary: Gap alerts tell you when you don't have enough ingredients or materials to complete a production run. They help you plan ahead so you can order what you need before it's time to produce.
- [Building Blocks and Sub-Assemblies](https://peasyos.com/help/building-blocks)
  Summary: A building block is a template for an intermediate product — something you make as a step in your production process, then use as an ingredient in a finished good. Think of it like a sub-recipe: you make a batch of sauce, then use that sauce when assembling your final product.
- [Co-Packer Workflows](https://peasyos.com/help/co-packer-workflows)
  Summary: A co-packer (or co-manufacturer) is a third-party that produces finished goods for you. Peasy supports the two most common arrangements: you ship raw materials to the co-packer, or the co-packer sources everything themselves. The setup is similar in both cases — the difference is whether your raw materials are tracked through the production run.
- [Payments Overview](https://peasyos.com/help/payments-overview)
  Summary: Peasy helps you track money coming in from customers and money going out to vendors. You can accept online invoice payments, record offline payments, and pay vendor bills by ACH without leaving the bill workflow.
- [Setting Up Payments](https://peasyos.com/help/setting-up-payments)
  Summary: Before your customers can pay invoices online, or before you can pay vendor bills by ACH from Peasy, you need to set up payment processing. This verifies your business and connects the bank accounts Peasy can use for payment activity.
- [Payment Methods](https://peasyos.com/help/payment-methods)
  Summary: When your customers receive an invoice from Peasy, they can choose how to pay online. Peasy also lets your team record offline payments and pay vendor bills by ACH.
- [Payment History and Ledger](https://peasyos.com/help/payment-history-and-ledger)
  Summary: Once you start using payments, you'll want to see what's come in from customers, what's gone out to vendors, what's pending, and where your money is. The payment settings area gives you a view of your payment activity.
- [How Customers Pay](https://peasyos.com/help/how-customers-pay)
  Summary: When you send an invoice from Peasy, your customer gets a simple, secure way to pay online. Here's what the experience looks like from their side.
- [Recording a Payment](https://peasyos.com/help/recording-a-payment)
  Summary: Use Record Payment when money moves outside of Peasy's online payment system — for example, a check in the mail, a bank transfer, or a manual ACH. The same dialog works for both customer payments on invoices and the payments you make on vendor bills, so the steps below apply to either side.
- [Receiving Pending Items](https://peasyos.com/help/receive-pending-tour)
  Summary: The Receive page tracks every PO line item that's still waiting to come in. Each step below has a Show me button that lights up the compass on the matching control so you can see exactly where it lives.
- [Receiving Overview](https://peasyos.com/help/receiving-overview)
  Summary: The Receive section is where you check in deliveries. When orders arrive from your vendors, you mark them as received here — and Peasy updates your inventory automatically. No manual counting needed.
- [Receiving Pending Orders](https://peasyos.com/help/receiving-pending-orders)
  Summary: When a delivery arrives, head to the Receive page to check it in. This is the moment your inventory actually increases. Creating a purchase order alone does not add stock. You can receive everything on a purchase order at once, or just the items that actually showed up.
- [Viewing Receive History](https://peasyos.com/help/viewing-receive-history)
  Summary: The Received view shows a log of everything you've already checked in. Use it to look back at past deliveries, verify what was received, correct mistakes, and review costs including freight.
- [Receiving Items Without a Purchase Order](https://peasyos.com/help/receiving-without-a-po)
  Summary: Sometimes items show up without a formal purchase order — walk-in deliveries, vendor samples, emergency restocks, or petty cash purchases. Peasy lets you receive these directly and still keeps your inventory accurate.
- [Bulk Receiving](https://peasyos.com/help/bulk-receiving)
  Summary: When a single delivery has lots of items on it, you can receive them all at once instead of one at a time. Bulk Receive opens a spreadsheet-style grid where you fill in quantity, supplier lot, and cost across every row in the same view.
- [Catalog Overview](https://peasyos.com/help/catalog-overview-tour)
  Summary: The Catalog is a read-only browse of your sellable products with customer-specific pricing. Each step below has a Show me button that lights up the compass on the matching control so you can see exactly where it lives.
- [Selling Overview](https://peasyos.com/help/selling-overview)
  Summary: The Sell section is where you manage your customers, create sales orders, send invoices, and set up your product catalog. Whether you sell to businesses, retail customers, or both, this is where the money-making side of Peasy lives.
- [Managing Customers](https://peasyos.com/help/managing-customers)
  Summary: The Customers page is your contact book for everyone you sell to. Add customer details, assign price lists, track order history, and keep everything organized.
- [Creating Sales Orders](https://peasyos.com/help/creating-sales-orders)
  Summary: Sales orders track what your customers are buying. You can create an order, add line items, choose lots for fulfillment, send an invoice, and accept payment from the customer order page.
- [Managing Your Catalog](https://peasyos.com/help/managing-your-catalog)
  Summary: The Catalog page shows the products you sell to customers. Here you can set prices, control which items are visible, and manage your product offerings. This is also what powers your Storefront if you have one set up.
- [Storefront](https://peasyos.com/help/storefront)
  Summary: The Storefront is your built-in B2B ordering portal. Wholesale customers log in, see their negotiated pricing, place orders directly, and you receive those orders right in Sell > Sales Orders. It replaces the back-and-forth of email orders and removes the need for a separate B2B tool like BlueCart or Wholesale Guerilla.
- [Invoice Reminders](https://peasyos.com/help/invoice-reminders)
  Summary: Invoice reminders automatically follow up with customers who haven't paid. Instead of manually tracking who owes what and sending reminder emails, Peasy does it for you.
- [Catalogs: Custom Pricing and Availability](https://peasyos.com/help/price-lists)
  Summary: The Catalog page is where you configure what each catalog actually contains — which items are available and at what price. To create and manage catalogs themselves, see Catalogs.
- [Reviewing Accounts Receivable](https://peasyos.com/help/reviewing-accounts-receivable)
  Summary: The Invoices page is where you track what customers owe you. Use it to spot overdue invoices, see what is coming due soon, and follow up before balances slip.
- [Managing Invoices](https://peasyos.com/help/managing-invoices)
  Summary: The Invoices page is your central view for all customer billing. From here you can see what's been sent, what's been paid, what's overdue, and take action on any invoice without leaving the list.
- [Creating an Invoice](https://peasyos.com/help/creating-an-invoice)
  Summary: Invoices in Peasy are created from sales orders. When you are ready to bill a customer, open their order, go to its Invoice tab, and send an invoice — Peasy takes care of the invoice number and links everything together automatically.
- [Wholesale vs. Shopify Orders](https://peasyos.com/help/wholesale-vs-shopify-orders)
  Summary: If you sell through Shopify and also take wholesale or distributor orders, the question comes up often: where should each one go? The short answer — Shopify is for direct-to-consumer (DTC) only. Wholesale and distributor orders belong in Peasy directly.
- [Saving Views for Orders and Invoices](https://peasyos.com/help/saving-views-for-orders-and-invoices)
  Summary: Saved views let you keep a filtered table setup you use often on Sell > Sales Orders or Sell > Invoices. A saved view remembers the filters you choose from the Filter button and your table column preferences, so you can return to that setup from the top of the page.
- [Fulfilling and Shipping Orders](https://peasyos.com/help/fulfilling-and-shipping-orders)
  Summary: Fulfilling an order in Peasy means recording a shipment — what physically left your warehouse. The shipment is what deducts inventory, and it's dated by the day the goods shipped, so your stock counts stay accurate. You can ship a whole order at once or in pieces over time.

## Links

- Website: https://peasyos.com
- Help Center: https://peasyos.com/help
- Sign In: https://easy.peasyos.com/auth/sign-in
- Full Content: https://peasyos.com/llms-full.txt