Ask Peasy

Connect your Peasy account to look up customers and check sales-order and purchase-order status from chat. See the customer details, order items, quantities, fulfillment or receiving status, and record links returned by Peasy. Requires a Peasy account and access to the relevant workspace. This initial release supports read-only lookup; it does not create, send, approve or receive orders, process purchases or payments, or retrieve separate financial records. The shared Peasy connection exposes broader tools and read permissions for inventory, bills, payments, vendors and other business data; these workflow instructions do not narrow connection access.