Inventory Overview

Peasy keeps track of everything you have in stock — how much, where it is, and when it changed. The Inventory section in the sidebar is where you go to count stock, review history, and move items between locations.

What's in the Inventory Section

• Count — Do physical inventory counts. Open this page, pick a location, and enter what you actually have on the shelf. Peasy highlights which items need counting.
• History — See a complete log of every inventory change — receives, sales, manual adjustments, transfers, and production. Think of it as your audit trail.
• Transfer — Quickly move stock from one location to another.
• Transfer Orders — Create formal transfer orders with tracking details like shipping carrier and estimated arrival.

Where to Check Stock Levels

The best place to check inventory depends on what you're looking for:

• Buy > Items — See current stock for everything you purchase. The Inventory column shows on-hand quantity for each buy item. This is where you'll spend most of your time checking what needs reordering.
• Sell > Catalog — See current stock for everything you sell to customers. The Inventory column shows on-hand quantity for each sell product. Helpful when creating sales orders or checking what's available to ship.
• Inventory > Count — Do physical counts and compare what the system thinks you have vs. what's actually on the shelf. Use this for periodic audits, not for quick stock checks.

For a detailed look at stock movements over time, see Inventory History. To understand what's committed vs. available, see Understanding Availability.

How Inventory Tracking Works

Peasy tracks inventory at the item level across all your locations. Here's the basic idea:

1. You add items — Buy items, sell products, or production templates
2. Inventory changes automatically when you:
   • Receive a purchase order
   • Complete a sale
   • Finish a work order (production)
   • Do a manual count
   • Transfer stock between locations
3. Peasy alerts you when stock gets low

Every change is logged, so you always have a full history of what happened and when.

Key Concepts

On-Hand Quantity

This is how much stock you currently have. It updates in real time as you receive, sell, produce, or manually adjust.

Locations

If you have multiple warehouses, stores, or storage areas, inventory is tracked separately at each one. You can see totals across all locations or drill into one specific spot.

Units and Conversions

Items can have multiple units. For example, you might buy flour in 50-pound bags but track inventory in pounds. Peasy handles the math — when you receive one 50-lb bag, your inventory goes up by 50 lbs. See Understanding Items and Units for more.

Restock Points

You can set a Restock Point for each item — the minimum quantity you want to keep on hand. When inventory drops below that number, Peasy flags the item so you know it's time to reorder.

How Peasy Tells You What's Low

Peasy surfaces low-stock information in several places so you don't have to go looking:

• Buy > Items filter tabs — The Low and Order tabs on the Items page show items approaching or below their Restock Point. See Restock Points.
• Sell > Catalog — The Catalog page includes an Inventory column so you can see current stock levels for the products you sell. Sales orders also create pending allocations against your stock. See Understanding Availability.
• Sidebar badges — A red badge on Buy > Items shows how many items need ordering. A red badge on Make > Templates shows templates with ingredient shortages.
• Flags panel — Click the flag icon at the top of the sidebar to see everything that needs attention in one place — items to buy, products to make, pending deliveries, and items due for a count. See Flags.
• Template gap alerts — If you use production templates, Peasy flags when you don't have enough ingredients to complete a run. See Template Gap Alerts.

Common Questions

What's the difference between on-hand and available quantity? On-hand is the total physical stock you have at a location. Available quantity is on-hand minus any stock that is committed or reserved — for example, items allocated to open sales orders.

How do I track inventory across multiple locations? Each item has separate quantities per location. You can view totals across all locations or filter to one specific location. Use transfers to move stock between locations.

Does Peasy support lot tracking? Yes. You can enable lot tracking on a per-item basis. Once enabled, Peasy tracks lot numbers, expiry dates, and uses FIFO (first in, first out) for consumption. Lot details are captured during receiving.

How do I fix an incorrect inventory count? Use an inventory adjustment to correct a single item, or run a full inventory count to reconcile all items at a location against what is physically on the shelf.

What are parent items vs child items? A parent item is the product concept — for example, "Coffee." Children are the specific variants tied to it: buy items (how you purchase it), sell items (how you sell it), and the inventory unit (how you track stock). See Understanding Items and Units for more.

Good to Know

• Inventory is always tracked in a base "inventory unit" behind the scenes, even when you view it in different packaging sizes.
• Red badges on the sidebar tell you how many items need attention (need counting, running low, etc.).
• All inventory changes are tied to your user account, so you can see who made each change in the history.

Related

• Understanding Items and Units — How units and conversions work
• Counting Inventory — Step-by-step counting guide
• Understanding Availability — On-hand vs. pending vs. available
• Restock Points — Low and Order views plus restock alerts
• Flags — Everything that needs attention in one panel
• Adjusting Inventory — Manual corrections, when to adjust vs. use another workflow
• Inventory History — Reviewing your audit trail