Back to documentation

Beam Classic Documentation

This documentation is for users of the older Beam Classic version. Using the new Beam app? Head to the main documentation instead.

Inventory

Manage your items, custom fields, and inventory data.

Managing Items Create, view, edit, and archive inventory items with custom fields

Orders

Create and fulfill outbound, inbound, and rental orders.

Order Workflows Outbound, inbound, and rental order types and their status flows

Order Picking The picking process, scan-to-pick, sorting, EPC modes, and error handling

Warehouse

Manage locations, move items, and perform stock takes.

Locations & Grid Location hierarchy, grid view, map view, and cell contents

Stock Takes Create and perform inventory counts with real-time progress tracking

Moving Items Move items between locations using the grid or item detail page

Scanning

Use barcodes, RFID, QR codes, and NFC to interact with your inventory.

Scanning Overview All scanning methods, contextual behavior, and scan feedback

Tools & Features

Tasks, inspections, printing, reports, and custom actions.

Tasks & Inspections Assign tasks to team members and perform quality inspections

Printing & Labels Print RFID labels, barcode labels, and PDF documents

Reports Advanced data analysis with grouping, aggregation, and export

Actions Custom workflow forms for specialized operations

Administration

Configure Beam for your organization.

Settings Columns, locations, modules, menu configuration, and PDF templates

Users & Permissions Roles, page-level permissions, and custom overrides

Integrations Connect to Xero, Exact Online, AFAS, and more

Advanced

Import/export, offline mode, and search.

Import & Export Import from Excel, export to Excel and PDF

Offline Mode Work without internet and sync automatically when reconnected

Search & Filtering Search, column filters, visible columns, and sorting