Daily OperationsReviewed by Peasy Team

Search and Command Palette

The command palette is Peasy's universal search bar. Press Cmd+K (or Ctrl+K on Windows) to open it from anywhere in the app. It's the fastest way to find items, navigate pages, and take quick actions.

<!-- Screenshot: Command palette open showing search results with items, vendors, and navigation options -->

How to Open It

  • Press Cmd+K (Mac) or Ctrl+K (Windows)
  • Or click the search bar at the top of the home page

What You Can Search For

The command palette searches across everything in Peasy:

  • Items and products — Find by name, SKU, or description
  • Vendors and suppliers — Search by name
  • Customers — Search by name or email
  • Purchase orders — Type a PO number (like "PO-123") to jump to it
  • Sales orders — Type an SO number (like "SO-456") to find it
  • Templates — Find production templates
  • Categories, locations, and more

Quick Actions

Beyond search, the command palette lets you take action instantly:

  • Navigate to any page — Type "Purchase Orders" or "Inventory" to jump there
  • Create records — Quickly create a customer, vendor, item, order, or work order
  • Launch feature guides — Access guided tours directly from search
  • Change settings — Switch themes, contact support, or log out

The search is smart about what you type:

  • PO numbers — Typing "PO-" automatically searches purchase orders
  • SO numbers — Typing "SO-" searches sales orders
  • Fuzzy matching — Even if you don't spell something perfectly, Peasy will find close matches
  • Recent items — When you first open the palette (before typing), it shows your recently visited items

Good to Know

  • The command palette works from any page — you never need to navigate away to search.
  • Search results show the type of each result (item, vendor, customer, etc.) so you can tell them apart.
  • Press Escape to close the palette without taking action.
  • The palette is designed for keyboard-first use — arrow keys to navigate, Enter to select.

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