Flags
Flags tell you what needs attention across your business. Instead of checking every page, open the Flags panel to see what's running low, what needs to be made, and what's on its way in.
Opening the Flags Panel
Click the flag icon near the top of the sidebar to open the Flags panel. When the sidebar is expanded, you'll see a red badge with the total count of items needing action. When collapsed, a red dot appears on the icon.
Filter Tabs
The Flags panel organizes items into tabs so you can focus on what matters:
| Tab | What it shows | Color |
|---|---|---|
| All | Everything that needs attention, grouped by action | — |
| Buy | Items below minimum stock that need purchasing | Blue |
| Make | Products that need to be produced | Purple |
| Pending | Items already on order that are coming in | Orange |
| Count | Items due for an inventory count | Red |
| Snoozed | Flags you've snoozed for later | Gray |
| Resolved | Completed reminders | Green |
Each flag card shows the item name, how much you need, how much you have on hand, and how much is already on order.
Snoozing Flags
If you don't want to act on a flag right now, you can snooze it. Click the snooze option on any flag card to set a reminder. Snoozed flags move to the Snoozed tab and reappear when the snooze period expires.
Sidebar Badges
Red badges appear on sidebar items when something needs your attention:
| Where | What it means |
|---|---|
| Inbox | Unprocessed items (emails, documents) |
| Tasks & Notes | Tasks that are due or overdue |
| Count (Inventory) | Items that need to be counted |
| Items (Buy) | Items below their Restock Point |
| Bills (Buy) | New, unreviewed bills |
| Pending (Receive) | Orders waiting to be received |
| Templates (Make) | Templates with ingredient gaps |
| Work Orders (Make) | Work orders due today or overdue |
Home Dashboard
The Flags card on your home page shows a summary of what needs attention, organized into collapsible sections for Buy, Make, Pending, Count, Import, Snoozed, and Resolved. Each section links directly to the relevant page.
How Flags Connect to Other Features
The Flags panel brings together alerts from across Peasy. Each tab connects to a deeper feature:
- Buy flags come from Restock Points — items below their minimum stock threshold. You can also see these items on the Low and Order filter tabs on the Buy > Items page.
- Make flags come from Template Gap Alerts — templates where you don't have enough ingredients to complete a production run. A red badge on Make > Templates in the sidebar shows how many templates have gaps.
- Pending flags show items already on order that are coming in, so you know help is on the way.
- Count flags show items that are overdue for a physical count based on your count badge threshold.
Good to Know
- Flags update in real time as your inventory changes.
- The flag icon badge count includes buy items, make items, new Shopify imports, and items needing a count.
- You can use flags to drive your daily workflow — start each day by checking what needs attention.
Related
- Restock Points — How Restock Points drive low-stock and order alerts
- Template Gap Alerts — Production ingredient shortages
- Understanding Availability — On-hand vs. pending vs. available
- Navigating Peasy — Where to find flags in the sidebar