Standard integration
For systems such as AFAS, Exact, Microsoft Dynamics NAV, Vendit, Xero, SAP and CargoWise. We configure the integration for your products, orders and way of working and test the exchange before you rely on it.
Integrations
Connect your ERP or WMS to the work your team does in Beam.
Import products and orders from your business system. Use Beam to receive, count and dispatch stock, then send the results back.
Products and orders into BeamReceipts, shipments and corrections back
01 System responsibilities
Which system manages what?
Your business system supplies products and orders. Beam tracks where items are and what your team does with them. You can also manage stock and tasks entirely in Beam, without an ERP or WMS integration.
| Data | Your ERP or WMS | Beam |
|---|---|---|
| Products | Manages products, codes, prices and barcodes. | Uses product data for receiving, counting and dispatch. Without an integration, you manage it in Beam. |
| Orders | Creates and closes purchase and sales orders. | Your team receives, picks and checks the items. Beam sends the results back. |
| Stock level | The stock level recorded in your business system. | Tracks quantities or individual items by location. Shows discrepancies and sends corrections back where agreed. |
| Item locations and stock counts | The level of detail available varies by system. | Manages tags, locations, containers, walking routes, stocktakes and the activity log. |
| Finance | Invoices and accounts in your ERP or finance system. | Supplies receiving and dispatch results for financial processing. |
We agree which system manages each type of data and which changes to exchange.
02 Tracking individual items
Track the individual items on an order.
Ordered 24 chairs? Track the quantity in Beam, or give each chair its own code. You can then see where each chair is and, after dispatch, which customer or location it went to.
- At receiving: read existing labels or link new ones to the items on the purchase order.
- With new labels: print RFID labels from Beam during receiving or in your warehouse.
- From the supplier: pre-tagged products are recognised by their GS1 code and linked to the product.
- By importing: bring in items with their individual serial numbers from a file.
In your system ERP · product and stock
Dining chair Siljan green SIL-01-GRN
24 units In Beam
- EPC …9C05 B-11 In stock
- EPC …9C1A B-11 In stock
- EPC …9C33 B-12 Reserved · ORD-30412
- EPC …9C47 Returns Hold · damaged
- + 20 chairs
What you can see for each chair
- Tag or serial number
- Location
- Status
- History
For each product, choose whether to track quantities or individual items. You can use both in the same business.
03 Data exchange
What goes into Beam and what comes back.
Start with products and orders. Add locations and stock levels if your system provides them. We agree which results to send back for each integration.
Into Beam
- Products
- Purchase and sales orders
- Sites and locations
- Stock levels
Back to your system
- Receipts
- Shipments and deliveries
- Count corrections
- Status changes
When
- Real-time
- An order or change arrives immediately; a completed pick goes back immediately.
- In batches
- Send several results together, for example every few hours.
- On a schedule
- For example, send stock levels at the end of each day.
04 Ways to connect
Three ways to connect. Beam sets it up.
Many systems have a standard integration. For other systems we use the API or a file. Often we combine them: a file to get started, an integration for the daily work.
Through the API
For systems without a standard integration, or when your IT partner builds the integration. The API covers products, sites and locations, stock, movements, orders and tasks. We define which data the integration can read and change.
With a file
One file with fixed columns for locations, products, stock and orders. Beam sets up the first import with you; after that you import and export yourself from the app.
05 The activity log
See what has been processed and what still needs to sync.
Follow orders, scans, corrections and updates in one activity log. See what happened, who did it and whether the result reached your business system.
- Beam records results before sending them back and checks that they are not processed twice.
- If your business system is unavailable, Beam saves the update and retries automatically. Your team can keep working in Beam.
- If something gets stuck, you can see it and Beam resolves it. It never becomes a task for your staff.
- Large imports are processed in batches. After an interruption, Beam can resume with the remaining data.
Your system Activity log · today Your team
- 09:41 Your system Order received ORD-30412 · 18 units
- 09:41 Beam Pick task created Manchester distribution centre · Nora Bennett
- 10:05 Your team Order picked 18 of 18 · confirmed at each stop
- 10:05 Your system Shipment reported No response · retried automatically
- 10:06 Your system Shipment reported Update received by your system
- 10:20 Your system Product changed New barcode from your ERP · updated in Beam
- 11:00 Beam Import resumed After an interruption · remaining data processed
Beam monitors the integration for you.
06 Handling exceptions
We agree how to handle exceptions in advance.
- What if an order changes after picking has started?
- Your system remains the owner of the order. Beam takes over the change for the part that has not been executed yet; what has already been picked stays recorded and is never silently rewritten.
- How do we handle a partial delivery or a stock discrepancy?
- A shortage stays visible and is not reported as complete. A difference from a stocktake goes back as a correction, if that has been agreed for your integration.
- What if your business system is temporarily unavailable?
- Your team can keep working in Beam. Updates are saved and retried when your system is available again. Beam checks that results are not processed twice.
- Where do you correct a wrong product code or quantity?
- In the system that owns that data. Beam picks up the correction at the next exchange.
- Who keeps an eye on the integration?
- Beam retries failed updates automatically. If a problem persists, it stays visible and we handle it. During setup, we agree who to contact on your team.
07 In practice
These customers keep using their own system.
Beam · AFAS
Rebo Systems works with Beam alongside AFAS.
AFAS remains the business system for orders and stock. In Beam, staff check the physical products with RFID, count stock and find items.
“Beam gives us visibility and control over our internal and external logistics and helps us manage our inventory.”Read the story
Beam · CargoWise
TopGroup checks every outbound order against CargoWise.
An RFID portal reads the products the supplier has already tagged. Beam compares the reading with the expected order from CargoWise, so a wrong product never makes the shipment.
“Beam helped us build our inbound and outbound order process with detailed solutions, a smooth installation and great after-sales support.”Read the story
Which system do you use?
Tell us which system you use and what data you want to exchange. We coordinate setup with your IT partner or vendor and test the integration before you start using it.