Navigating the App

Desktop and mobile layouts, navigation menu, and connection status

Beam's interface adapts to your screen size, providing an optimal experience on both desktop and mobile devices. This guide explains the layout, navigation menu, and key interface elements you'll use every day.


Classic layout

On Beam Classic (desktop or wider screens), the app uses the following layout:

The main navigation menu appears as a sidebar on the left side of the screen. It contains icons and labels for each feature. The Beam logo is displayed at the top, and the app version number is shown at the bottom.

Top header bar

The top header bar contains several important elements:

  • Back button (left side) Navigate to the previous page when applicable.
  • Page title (center) Shows the name of the current page.
  • Connection status indicator (right side) Shows whether you are connected, offline, or syncing.
  • Print buffer button (right side) Appears when printing is enabled, showing the number of queued print jobs.
  • User button (right side) Access your account, switch organizations, or sign out.
  • Notification bell (right side) Opens the notification drawer with recent notifications.

Mobile layout

The mobile app uses familiar mobile navigation patterns optimized for smaller displays:

Bottom navigation bar

The main navigation items appear as icons along the bottom of the screen, including a dedicated Scan button in the center for quick access to scanning functionality.

Top header bar

The top header bar on mobile is similar to the platform version but includes a menu toggle button on the left instead of the full sidebar. Tap the menu toggle to access additional navigation items.

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On Beam Classic (web), the app automatically switches between desktop and mobile layouts based on your screen width. You do not need to configure this manually.

The following items may appear in the navigation menu. Each item can be enabled or disabled per organization, so you may not see all of them:

Menu ItemDescriptionAccess
ItemsYour inventory items (this is the default home page)All users
OrdersManage outbound, inbound, and rental ordersAll users (if orders are enabled)
Stock TakePerform inventory countsAll users (if stock takes are enabled)
LocationsView and manage warehouse locationsAll users
TasksView and manage assigned tasksAll users (if tasks are enabled)
ActionsCustom workflow formsAll users (if actions are configured)
InspectionsQuality inspections for itemsAll users (if inspections are enabled)
ReportAdvanced reporting and analyticsAll users (if reports are enabled)
HistoryGlobal timeline of changes (by date range)All users (if enabled)
UIDScan or manage UIDs without opening a specific item or orderAll users (if enabled)
IoTManage connected scanning and printing devicesAdmin only
SettingsOrganization configuration (also called Config)Admin only

The order and visibility of menu items can be customized by your organization's administrator. Additional custom navigation items may also be added. On mobile, when there are more than four items, the rest are under More.


Connection indicator

The connection indicator in the top header bar shows the current status of your internet connection.

StatusAppearanceDescription
ConnectedGreenData is syncing in real time. All changes are saved to the server immediately.
OfflineRedYou are working offline. Changes are saved locally and will sync when you reconnect.
SyncingBlue/green blinkingThe app is currently syncing data with the server. This typically happens after reconnecting or after logging in (data is being downloaded from the server).
StatusAppearanceDescription
ConnectedGreenData is syncing in real time. All changes are saved to the server immediately.
OfflineRedYou are offline. Make sure your internet is turned on to continue working in the app.

Refreshing the app

The app version number is shown at the bottom of the navigation sidebar. If you need to refresh the app (for example, after an update has been released), click on the version number. If a newer version is available, the app may display a prompt asking you to update.

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If you notice unexpected behavior or the app feels sluggish, try clicking the version number to check for updates and refresh the application.

Auto-updates

Beam app updates are delivered through the Google Play Store and Apple App Store. Updates are typically installed automatically when auto-update is enabled on your device.

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If you need the latest version immediately, open the Play Store or App Store and check for updates manually.