Home Dashboard

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.

What You'll See

Greeting and Quick Actions

At the top, you'll see a personalized greeting and a row of quick action buttons:

• Buy Items — Jump to the buy items page
• Receive Orders — Go to the receiving page
• Schedule Work Order — Create a new production work order
• Invoice Customer — Start a new sales order

These are shortcuts to the tasks you'll do most often.

Summary Cards

Below the quick actions, you'll find cards showing what's coming up:

• Replenishment Summary ("A Look Ahead") — Shows items to buy, orders to receive, products to make, and work orders scheduled for today. Each section is collapsible and shows a count badge.
• Tasks and Notes — Tasks due in the next 3 days and recent notes.
• Inbox — Unprocessed items like incoming emails and uploaded documents.

First-Time Experience

When you first sign in, you'll see:

1. An intro message with links to schedule a call, explore demo data, give feedback, and chat with support
2. The Getting Started checklist to guide you through setup (see Getting Started Checklist)

Both can be dismissed and the checklist can be restored from the three-dot menu.

Good to Know

• The home page updates in real time — summary counts reflect your current data.
• Use the search bar at the top (or press Cmd+K) to quickly find anything.
• The three-dot menu in the top right gives access to support chat and the ability to restore the Getting Started checklist.

Related

• Navigating Peasy — Full navigation overview
• Using the Inbox — Processing incoming items
• Tasks and Notes — Managing your to-do list