Daily Operations

The Home page is your daily starting point in Peasy. It gives you a quick overview of what needs attention and a place to ask Peasy a question.

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 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.

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 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.

Beacon can help with item cleanup, customer names, addresses, payment terms, notes, catalogs, ship-from locations and emails, vendor contact details and ordering settings, item details such as SKU and sale price, location details, purchase order details and status, sales order details such as the PO number, dates and addresses, invoice notes and dates, bill details such as the bill number, dates, shipping and tax, catalog names and descriptions, flagging an item to restock, archiving or reactivating customers, vendors and items, your Count badge threshold, restock points at a location, adding items to your purchase cart, duplicating a sales order, and creating personal To-dos with reminders. It shows you the exact proposed changes before anything is saved.

The Outbox holds email drafts and the history of emails sent through it. Drafts are never sent automatically—you can edit each message and decide when to send it. Some messages, such as brand and customer storefront invitations, can be reviewed and sent from another screen and still appear here.

Send someone a link to a copy of your Help conversation. They can read what was said and continue from that point in a conversation of their own.

Documents brings your filed attachments and completed file imports together in one place. Find a file, open its details, and follow its related records or transactions without remembering where it was originally filed.

When Tutorials appears on Home, you can find something to learn, continue a tutorial, or revisit one you finished. The tutorial library gives you the same categories with full lists and search.