Stock Management

Stock management in Beam is done from the item detail page. You add and remove stock via the Change quantities screen, which you open from the Stock block. Full support for both amount-only items and UID/RFID-tracked items.

The Locations block

On the item detail page, the Locations block shows where that item is stored. At the top you see a summary: the number of locations and total pieces (e.g. "2 locations • 43 pieces"), or "Not yet placed anywhere" if the item has no stock at any location.

Each location is listed with its path (e.g. Main Floor > Aisle Shelf 2 > A1), the quantity at that location, and a Move button to start the move flow for that stock. You can also start the move flow from the three-dots menu via Move item. Tapping a location row (without the button) takes you directly to that location so you can see that part of the stock in context (e.g. in the 3D floor plan).

What is a stock group?

A stock group is a bundle of units at one location with the same attributes. A single item can have multiple stock groups at the same location, each with different attributes (e.g. container, batch). Each group tracks its quantity independently.

Adding stock

Amount-only items

1. Open the item detail page and tap the Stock block to open the Change quantities screen.
2. Tap + New next to Existing stock.
3. In the Add stock dialog, enter the Number of pieces using the keypad or the +/− buttons, then confirm with the checkmark.
4. The new addition appears under New stock. Optionally tap Add attribute to assign attributes (e.g. container) to this stock group.
5. Tap Save to commit the changes. The new stock group is added.

Items with UID/RFID tracking

Adding stock to a UID-tracked item works the same way as for amount-only items: open Change quantities via the Stock block, tap + New, and enter the Number of UIDs. When you enter an amount, Beam generates that many unique UIDs (EPCs) automatically. Tap the blue button next to the quantity (with the UID/tag icon) to open Generated UIDs and view or copy the new codes before saving.

1. Open the item detail page and tap the Stock block to open the Change quantities screen.
2. Tap + New next to Existing stock.
3. Enter the Number of UIDs with the +/− buttons or keypad. Beam generates the UIDs for that amount.
4. Tap the blue UID button (with the tag icon) to open Generated UIDs and view or copy the new codes.
5. Optionally tap Add attribute to assign attributes to this stock group. Tap Save to commit. After saving, you can print RFID labels from the stock group.

The EPC format depends on your organization's configuration. By default, units get a random UID:

• Random UID mode (default) Each unit gets a unique 24-character hexadecimal EPC.
• SGTIN-96 mode Only when configured: each unit gets an EPC built from your organization's company prefix, the item's article code (as item reference), and the next serial number in the counter.

Adding stock in step 3 of the creation flow

When creating a new item, step 3 uses the same Change quantities screen. You see Existing stock and New stock. Use + New to add a stock group, enter the quantity (or number of UIDs for UID items), and optionally add attributes. New additions stay local until you tap Save; then the item and all new stock are saved at once.

Removing stock

All stock removal is done from the Change quantities screen. Open it via the Stock block on the item detail page, then work with the groups under Existing stock.

Amount-only items

1. Open the Change quantities screen via the Stock block and tap the stock group you want to reduce.
2. Tap Remove or the minus (−) action.
3. Enter the number of units to remove and tap Confirm. The quantity is deducted from the group.

Items with UID/RFID tracking

For UID items you select which specific EPCs to remove instead of entering a number. The flow is the same on mobile and desktop.

1. Open the Change quantities screen via the Stock block. Under Existing stock, expand the stock group whose UIDs you want to remove.
2. Tap (mobile) or click (desktop) the red minus button next to the UID count for that group.
3. The Delete UIDs dialog opens: Select the UIDs to remove. Use Select all, tick the UIDs to remove, or use Scan to identify tags with your RFID reader. The counter shows how many are selected.
4. Tap or click Cancel to close without changes, or Delete X to remove the selected UIDs from the stock group.

Stock transactions and optimistic updates

Beam applies stock changes optimistically: the app updates the display immediately so you can keep working without waiting for a server round-trip. In the background, the transaction is sent to the server and confirmed.

Pending transaction state

While a transaction is in progress, the affected stock group shows a pending indicator (a spinner or lock icon). You cannot make further changes to that group until the transaction is confirmed.

Low stock and order threshold

Each item can have an order threshold. The minimum quantity you want to keep in stock. When the actual stock falls below this threshold, or when there is a stock deficit (units needed by open orders that are not physically present), the item is flagged as Low Stock.

• Set the order threshold on the item edit form (the Order threshold field).
• Items below threshold appear in the Low Stock filter on the item list.
• Stock deficit occurs when an order requires more units than are physically available. For example, 5 units requested but only 3 in stock, giving a deficit of 2.