Order Management

In the Beam app you create, track, and fulfill orders from one place. The same Orders page works on mobile and desktop.

The Orders page

Orders are grouped in tabs; each tab shows how many orders are in that status:

• Open Orders that have been created but not yet started.
• Active Orders currently being picked or processed.
• Return Orders that are in the return flow (e.g. rental returns).
• Completed Orders that have been fully picked and closed.

On mobile each order is a card with a progress circle, order ID, optional reference, status, type, date, and item count.

Under the order ID one line shows the order type (Outbound or Rental), the date, and the number of items. So you can see at a glance whether it is an outbound or rental order and how many items it has. Tap a card for details. Use the filter icon or the floating Scan button to narrow the list or start scanning.

On desktop the list is a table. Columns are configurable; common ones are Order (ID), Reference, Status, Progress, Picked, Total, Created, Updated, Customer, and Supplier. You can sort by any column.

The same tabs and Toevoegen button appear at the top. Use the search bar to find orders quickly.

Creating orders

The order creation flow runs in several steps:

1. On the Orders page, tap Toevoegen (+). A modal opens: Order toevoegen.
2. Select order type: Uitgaand (Outbound) or Verhuur (Rental).
3. Fill in the form. The fields are configurable; common sections are Order information (order number, date, delivery date, status), Customer information, Supplier information, Reference & shipping, and Notes. Tap Order aanmaken (Create order).
4. You are taken to Orderregels (Order lines) for the new order. If there are no lines yet, the screen shows "No items selected" and + Toevoegen to add items.
5. Tap + Toevoegen. Search for items by name or code, select an item, set the quantity, and tap Voeg X toe (Add X). Add more items if needed.
6. Tap Bevestig X nieuwe regel (Confirm X new line) to add the order lines to the order.
7. The order now has lines and appears in the Open tab. Open the order and tap Start picken when you are ready to pick.

To add or change lines later, use Wijzig orderregels from the order detail menu. See Orderregels for the steps.

Order detail page

Tap or click an order to open its detail page. At the top you see the order number (e.g. ORD-426325) and below it the customer and type (e.g. John Doe · Outgoing, or Kresten Rental). The three-dot menu offers extra options.

• Summary cards Progress (%), picked count, to pick (or for rental: returned / to be returned), and total.
• Order details Number, type and status (e.g. Outgoing → Active), customer, order date, delivery date if set, and Order ID (show id).
• Order lines Item name and picked/total per line (e.g. 2/3).
• Notes Add or view notes for the order.

For orders that are not yet complete, a Start picken (Start picking) button at the bottom starts the picking session.

Editing orders

On the order detail page, open the three-dot menu next to the order number. You get: Orderinfo bewerken (Edit order info), Wijzig orderregels (Modify order lines), Pakbon PDF, Order resetten (Reset order), and Order verwijderen (Delete order).

Orderinfo bewerken (Edit order info)

Opens the Order bewerken (Edit order) form. The sections are the same as when creating an order (order number is read-only). Change what you need and tap Order bijwerken (Update order) to save.

Order resetten (Reset order)

Clears picking progress so you can start over.

Order verwijderen (Delete order)

Removes the order. This action is destructive and cannot be undone.

To add, edit, or remove order lines, use Wijzig orderregels from the menu. See Orderregels for the full steps.

To pick items for an order, tap Start picken on the order detail page. See Order picken for the picking flow.

Pakbon PDF

From the order detail page, open the three-dot menu and choose Pakbon PDF to generate a packing slip. A PDF is generated with the order details, item list, and quantities. Print it with a connected printer or share it via email, WhatsApp, or other apps for delivery confirmations.