Classic Settings
The Settings page is where administrators configure Beam to match your organization's workflows and requirements. From columns and locations to modules and PDF templates, every aspect of the platform can be tailored to your needs.
Columns
Columns define the data fields that appear on items, orders, and other entities in Beam. You have full control over which columns are visible and how they behave.
- Add or remove columns to match the data your organization tracks.
- Set the display order of columns across tables and detail pages.
- Configure labels give each column a clear, descriptive name.
- Set column behavior per context: sortable, filterable, read-only, or hidden. Behavior can vary between different views (e.g., a column may be editable on the detail page but read-only in the table).
Locations
Locations represent the physical spaces where you store inventory. Beam supports a flexible location system with maps and grids.
Maps
Create location maps to represent your warehouse layout visually. Maps help users understand the physical arrangement of your storage areas and navigate to the right location quickly.
Grids
Within a map, you can create grids with configurable dimensions (rows and columns). Grids represent structured storage areas such as racks, shelves, or cold rooms. Each cell in the grid can be configured with:
- Capacity define the maximum number of items or pallets the cell can hold.
- Naming assign a clear name or code to each cell for easy identification.
Users
Manage the users who have access to your Beam organization.
- Invite new users by providing their name, email address, and assigned role.
- View existing users and their current roles.
- Change user roles at any time to adjust their access level.
Logo
Upload your organization's logo to personalize the Beam interface. Your logo will appear in the navigation bar and on generated PDF documents such as delivery notes and invoices.
Modules
Beam is modular you can enable or disable features to keep the interface clean and focused on what your team actually uses. The following modules can be toggled:
- Orders order management and order picking workflows.
- Stock Takes periodic inventory counting and reconciliation.
- Tasks task assignment and tracking.
- Inspections quality inspections on items.
- Actions custom workflow forms.
- Reports data analysis and reporting grid.
- IoT integration with IoT devices and sensors.
Menu Configuration
Customize the main navigation menu to match your organization's workflow:
- Hide menu items that your team does not use.
- Add custom menu items that link to specific actions or external resources.
- Set the default page the first page users see after logging in.
- Rename menu items to use terminology that matches your industry or internal naming conventions.
PDF Templates
Configure the templates used for generating PDF documents. Each document type can be customized with:
- Document type select which type of document the template applies to (delivery note, invoice, etc.).
- Fields and columns choose which data fields appear in the document.
- Custom headers and footers add your organization's branding, legal text, or other information.
- File name patterns define how generated PDF file names are constructed (e.g., including order number and date).