Peasy Onboarding Guide

This guide walks you through setting up Peasy from scratch. Follow it at your own pace — there's no deadline, and you can skip steps that don't apply to your business. By the end, you'll have your inventory loaded, your vendors and customers set up, and your daily workflow running.

Phase 1: Set Up Your Account (Day 1)

Create your account

Start by creating your Peasy account. You'll enter your business name, email, and a few basic details. No credit card required.

Once you're in, you can explore with demo data to see how everything works, or start adding your own data right away.

Learn the basics

Take a few minutes to get oriented:

Welcome to Peasy — a quick introduction to the platform
Navigating Peasy — the sidebar, command palette, and how to find things
Getting Started Checklist — the in-app checklist that tracks your setup progress

Phase 2: Configure Your Business (Day 1-2)

Before adding items, set up the foundations:

Business settings

Go to Settings > Business to configure your business name, address, and default currency. See Business Settings.

Locations

If you operate from more than one location (warehouse, store, kitchen), add each one in Settings > Locations. Inventory is tracked per location. See Locations.

Invite your team

If other people will use Peasy, invite them under Settings > Team. You can assign roles to control what each team member can access. See Team Management.

Phase 3: Add Your Items (Day 2-3)

This is the most important step. Get your products into Peasy so you can start tracking them.

Import from a spreadsheet

If you have a product list in CSV or Google Sheets, you can import it directly. Peasy maps your columns (name, SKU, cost, price) and creates items automatically.

Add Your Items — the complete guide to adding items
Google Sheets — importing directly from a Google Sheet

Import from Shopify

If you sell on Shopify, connect your store and import your products with their variants, prices, and images. See Connecting Shopify and Importing from Shopify.

Set up units and conversions

If you buy and sell in different units (e.g., buy flour by the bag, use it by the pound), configure your conversions now. See Editing Units and Conversions and Understanding Items and Units.

Phase 4: Set Your Starting Inventory (Day 3)

Once your items exist in Peasy, you need to tell Peasy how much you have on hand. Run an inventory count to set your baseline quantities.

This is a one-time step. After this, every purchase, sale, and production run will update your quantities automatically.

Phase 5: Set Up Vendors and Customers (Day 3-4)

Add your vendors

Add the companies you buy from. Include their contact information, payment terms, and the items they supply. See Managing Vendors.

Add your customers

Add the people or businesses you sell to. Include contact details, billing addresses, and any custom pricing. See Managing Customers.

Phase 6: Start Your Core Workflow (Week 1)

Now that your data is in Peasy, start using it for real transactions:

Create your first purchase order

When you need to reorder from a vendor, create a purchase order. You can build POs from low-stock items, from your buy cart, or manually.

Receive your first delivery

When the order arrives, receive against the PO. Peasy updates your inventory automatically — no spreadsheet formulas needed.

Create your first sales order

When a customer places an order, create a sales order. Fulfill it from inventory, generate an invoice, and send a payment link.

Set up restock points

For your most important items, set restock points so Peasy alerts you when stock runs low. This prevents stockouts and makes reordering proactive instead of reactive.

Phase 7: Production (If Applicable) (Week 1-2)

If you make products from raw materials, set up your production workflow:

Create templates for your recipes or assembly processes — list the ingredients and expected yield
Use building blocks for shared sub-components (like a base sauce or dough)
Create work orders when it's time to produce — ingredients deduct automatically, finished goods get added

See the Making Overview for the full production workflow.

Phase 8: Connect Integrations (Week 2)

Connect Peasy to the tools you already use:

Shopify — Sync products and inventory with your online store. See Peasy and Shopify.
QuickBooks — Sync customers, vendors, and invoices to your accounting. See Peasy and QuickBooks.

For all available integrations, see the Integrations Overview.

Phase 9: Set Up Payments (Week 2)

If you want to accept payments through Peasy (ACH or card), follow the Setting Up Payments guide. Once configured, your customers can pay online via a secure link on their invoices.

See the Payments Overview for how the payment system works.

Phase 10: Learn Your Daily Workflow (Ongoing)

Once you're up and running, these tools help you manage day-to-day operations:

Home dashboard — Your daily summary of KPIs, recent activity, and items needing attention. See Home Dashboard.
Alerts and notifications — Stay on top of low stock, overdue POs, and outstanding invoices. See Alerts and Notifications.
Command palette — Press Cmd+K (or Ctrl+K) to quickly navigate, search, or take action from anywhere. See Search and Command Palette.
Tasks and notes — Track to-dos and attach notes to orders, items, or customers. See Tasks and Notes.

Common Questions

Do I have to follow these phases in order? No. The phases are a suggested path, but you can skip ahead or go back as needed. For example, if you don't make products, skip Phase 7 entirely.

How long does the full setup take? Most businesses complete Phases 1-6 in 2-3 days. Production setup (Phase 7) and integrations (Phase 8) add another day or two depending on complexity.

Can I try Peasy with demo data before adding my own? Yes. When you first sign in, you can explore with pre-loaded demo data to see how everything works. You can clear the demo data when you're ready to switch to real data.

Can I get help during setup? Yes. Use the Beacon chat in the bottom-right corner of Peasy to ask questions or search help articles at any time. You can also schedule a call with the Peasy team for hands-on setup assistance.

What if I make a mistake during setup? Most actions in Peasy are reversible. You can edit items, adjust inventory counts, and modify orders. If something goes wrong, use an inventory adjustment to correct quantities.

What Is Peasy? — an overview of the full platform
Getting Started Checklist — the in-app setup checklist
Peasy for Food Makers — food-specific workflow guide
Peasy for Wholesalers — wholesale-specific workflow guide
Peasy vs. Spreadsheets — switching from spreadsheets