Managing Buy Items

The Items page (under Buy) 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.

How to Get There

Go to Buy > Items in the sidebar.

What You'll See

The items table shows one row per item with columns like:

• Item Name — What the product is called
• Category — How it's grouped (e.g., "Dry Goods," "Packaging")
• SKU — Your internal code for the item
• Unit — The unit you buy in (e.g., "case," "50-lb bag")
• Cost — How much you pay per unit
• Inventory — Current stock on hand
• Restock Point — The threshold that triggers low and order alerts
• Location — Where the item is stored
• Cart — Quantity in your cart for the next purchase order

You can customize which columns are visible using the column preferences button.

Adding Items to Your Cart

The cart is how you build purchase orders. When you notice you're running low on something:

1. Find the item in the list.
2. Enter a quantity in the Cart column.
3. Repeat for other items you need to order.
4. When ready, submit the cart to create a purchase order.

Peasy groups cart items by vendor automatically, so if you're ordering from three different vendors, you'll get three separate purchase orders.

Adding Buy Items

For the first-time setup workflow, see Add Your Items.

That guide covers:

• Bulk add from a spreadsheet
• Adding items one at a time
• The minimum fields to fill in on day one
• When to start small vs. import a full list

If you use Shopify, you can also pull in products automatically. See Importing from Shopify for details.

Editing Items

Most fields are editable right in the table — click on a cell to change it. Changes save automatically. You can update:

• Item name, SKU, category
• Cost per unit
• Restock point
• Vendor assignment
• Storage area

For step-by-step instructions on setting restock points, see Restock Points. That guide covers how to choose a number and how restock points trigger alerts when it's time to reorder.

Grouping by Family

If you have items with multiple variants (like the same product in different sizes), you can group them by family. This shows the parent item with its variants nested underneath, making it easier to see related items together.

Filtering and Searching

• Search — Type in the search bar to find items by name, description, or category
• Status filter — Show active items, inactive items, or all
• Location filter — See items at a specific location
• Category filter — Narrow down by category

Tracking Free or Bonus Items from Suppliers

Sometimes a supplier sends you extra product you didn't pay for — bonus samples, overruns from a production batch, or replacement items. The best way to track these is with a $0 buy variant on a purchase order, so you have a clear record of who sent the items, when, and how many.

1. Go to the item and open the Variants tab.
2. Click Add Variant and select Buy as the type.
3. Set the cost to $0.
4. Select the supplier as the vendor.
5. Create a purchase order with this item at $0.
6. When the items arrive, receive the PO — inventory updates automatically with a record of where the items came from.

A manual inventory adjustment would also add items to your count, but you'd lose the connection to the vendor. Six months later, you wouldn't know why inventory went up by 20 units on that date.

Examples:

• Supplier sends extra beans after a roasting batch — add as a $0 buy variant on the PO
• Co-packer includes bonus samples with a production run — $0 buy variant, add to the PO
• Vendor sends replacement items for a quality issue — create a new PO at $0 with a note

Good to Know

• Items with red badges have dropped below their Restock Point — time to reorder.
• You can select multiple items using checkboxes for bulk actions.
• Inactive items are hidden by default but not deleted. You can always reactivate them.
• The cart persists between visits, so you can build an order over time.

Related

• Add Your Items — First-time setup for your buy catalog
• Managing Vendors — Set up the suppliers you buy from
• Creating Purchase Orders — Turn your cart into orders
• Restock Points — Set thresholds, Low and Order views, and where alerts appear
• Understanding Items and Units — How items and unit conversions work