In the Beam app you create, track, and fulfill orders from one place. The same Orders page works on mobile and desktop. See The Orders page, Creating orders, Order detail page, and Editing orders below.
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 Add button appear at the top. Use the search bar to find orders quickly.
Creating orders
The order creation flow runs in several steps:
- On the Orders page, tap Add (+). A modal opens: Add order.
- Select order type: Outbound or Rental.
- 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 Create order.
- You are taken to Order lines for the new order. If there are no lines yet, the screen shows "No items selected" and + Add to add items.
- Tap + Add. Search for items by name or code, select an item, set the quantity, and tap Add X (e.g. Add 1). Add more items if needed.
- Tap Confirm X new line to add the order lines to the order.
- The order now has lines and appears in the Open tab. Open the order and tap Start picking when you are ready to pick.
To add or change lines later, use Modify order lines from the order detail menu. See Order lines 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 Kersten 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 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: Edit order info, Modify order lines, Packing slip PDF, Reset order, and Delete order.
Edit order info
Opens the Edit order form. The sections are the same as when creating an order (order number is read-only). Change what you need and tap Update order to save.
Reset order
Clears picking progress so you can start over.
Delete order
Removes the order. This action is destructive and cannot be undone.
To add, edit, or remove order lines, use Modify order lines from the menu. See Order lines for the full steps.
To pick items for an order, tap Start picking on the order detail page. See Order Picking for the picking flow.
Packing slip PDF
From the order detail page, open the three-dot menu and choose Packing slip 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.