Getting Started Checklist

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.

Choosing Your Journey

During sign-up you'll see four options:

• Buy — Avoid running out of raw materials and ingredients. Best if purchasing and restocking is your first priority.
• Make — Plan production runs and lot traceability. Best if you manufacture products and want to track inputs, outputs, and lot numbers.
• Sell — Invoice customers and reduce billing back-office work. Best if sending invoices and collecting payments is your biggest pain point.
• Demo — Take Peasy for a test drive with sample data before committing to a real setup.

Pick whichever feels most urgent. You don't have to get it perfect — after you finish one journey, Peasy suggests the next one based on what you've already set up.

How Each Journey Works

Every journey follows the same three-phase structure:

Phase 1: Configure

Set up the data Peasy needs to work. Depending on your journey, this might include adding items, vendors, customers, templates, or integrations.

Phase 2: First Actions

Walk through the core workflow for the first time — create your first purchase order, complete your first work order, or send your first invoice.

Phase 3: Keep It Accurate

Build the habits that keep your data reliable over time, like reviewing restock views regularly or adding the rest of your customers.

Buy Journey

Configure

• Add your items — Import the items you purchase via CSV or add them manually, with vendors and pricing. Add Your Items
• Configure your vendors — Fill in vendor details like email, ordering method, and fulfillment preferences. Managing Vendors
• Capture starting inventory — Do a physical count to set your current on-hand quantities. Counting Inventory
• Set Restock Points — Define minimum stock thresholds so Peasy flags items when it's time to reorder. Restock Points

First Actions

• Check your Low and Order views — Use the quick-filter tabs on the Items page to see what's running low and what needs ordering. Restock Points
• Create your first purchase order — Build a PO from items that need ordering, either manually or from the cart. Creating Purchase Orders
• Send a purchase order — Email the PO to your vendor directly from Peasy. Creating Purchase Orders
• Receive your first delivery — Log what arrived against the PO — this is what actually increases your inventory. Receiving Pending Orders

Keep It Accurate

• Set your count badge threshold — Tell Peasy how often each item should be recounted. Set Your Count Badge Threshold
• Use the Low and Order views regularly — Make it a habit to check these tabs before placing orders. Restock Points

Make Journey

Configure

• Add a finished good you sell — Pick one product you manufacture to start with. Managing Your Catalog
• Add the ingredients and materials you buy — Add the inputs for that product, with vendors and pricing. Managing Buy Items
• Create a template — Define the output item, input quantities (BOM), and process steps. Creating Templates

First Actions

• Create your first work order — Start a production run from a template with a planned date and quantity. Managing Work Orders
• Complete the work order — Record actual quantity made, log consumed inputs, and assign a lot number. Managing Work Orders

Keep It Accurate

• Add the rest of your finished goods — Now that you've done it once, add the rest of the products you manufacture.
• Add the rest of your inputs — Add remaining ingredients and materials with vendors and pricing.
• Create templates and keep producing — Build templates for your other products and continue running work orders.

Sell Journey

Configure

• Add the items you sell — Add finished goods or resale items. You can also import from Shopify. Managing Your Catalog
• Set up catalogs for custom pricing (optional) — Create catalogs if you offer different pricing to different customers. Catalogs: Custom Pricing and Availability
• Connect QuickBooks (optional) — Sync invoices to your accounting software. Connecting QuickBooks
• Add your customers — Import from QuickBooks, upload via CSV, or add manually. Managing Customers
• Set up a storefront (optional) — Enable a self-service ordering portal for your customers. Storefront
• Set up payment collection (optional) — Connect Moov to include payment links with your invoices. Setting Up Payments
• Add your logo — Brand your invoices and storefront. Business Settings

First Actions

• Create your first sales order — Add line items and pricing for a customer. Creating Sales Orders
• Send an invoice — Email the invoice as a PDF directly from Peasy. Creating Sales Orders
• Set up invoice reminders (optional) — Auto-remind customers before and after due dates. Invoice Reminders

Keep It Accurate

• Add the rest of your customers — Add remaining customers and set their payment terms and catalogs.
• Create sales orders for all open orders — Get your outstanding orders into Peasy for a single view of what's owed.
• Review your Accounts Receivable — Check the AR summary for outstanding balances and overdue invoices. Reviewing Accounts Receivable

Demo Journey

Get Oriented

• Load demo data into your account — Seed Peasy with Mustard & Co. sample data so you can explore realistic workflows risk-free.
• Take the very quick Welcome tour — A guided walkthrough that shows you where everything lives.
• Learn how Peasy manages items — Watch the quick explainer to see how items, inventory, purchasing, and production fit together.

Try the Core Flows

• Submit a purchase order — Review a demo order and send it to a vendor. Creating Purchase Orders
• Receive a purchase order — Log what arrived and watch inventory update. Receiving Pending Orders
• Create and complete a work order — Run a production workflow from start to finish. Managing Work Orders
• Invoice a customer — Create and send an invoice to see the billing flow end to end. Creating Sales Orders

Start for Real

• Reset your account and choose your onboarding journey — Clear the demo data and start fresh with the journey that fits your business.

Using the Checklist

• Check items off as you complete them — each step has a checkbox.
• Click on a step to go directly to the relevant page, start a guided tour, or open a dialog.
• Some steps link to support articles for more detail — look for the help icon next to the step.
• Steps marked (optional) can be skipped without blocking your progress.

What Happens After You Finish a Journey

When you complete all the steps in a journey, Peasy shows a What's Next? prompt suggesting the next journey that makes sense for your business. For example, after finishing Buy, Peasy might ask whether inventory leaves through production (Make) or through sales (Sell).

You can complete all four journeys over time. Each one builds on what you've already set up.

Shared Steps

Some steps — like Capture starting inventory — appear in more than one journey. Checking it off in one journey automatically checks it off in the others, since the work only needs to be done once.

Dismissing and Restoring

If you want to hide the checklist:

1. Click Dismiss at the top of the Getting Started card.
2. Confirm that you want to hide it.

Changed your mind? You can bring it back:

1. Click the three-dot menu in the top right of the home page.
2. Select View Getting Started checklist.

Good to Know

• You don't have to follow the steps in order within a journey — jump to whatever feels most important.
• The Demo journey loads sample data from a fictional company (Mustard & Co.) so you can explore without affecting real data. When you reset, only the demo data is removed.
• The Schedule a call button at the bottom of the checklist lets you book a video call with our team for a personal walkthrough.

Related

• Navigating Peasy — Learn your way around the sidebar and key features
• Add Your Items — Add items to your buy catalog
• Managing Your Catalog — Add products to your sell catalog
• Creating Templates — Set up your first production template
• Creating Purchase Orders — Build and send your first PO
• Creating Sales Orders — Create orders and send invoices