Items are the core of Beam. An item represents any physical product, good, or asset that you want to track in your inventory. This guide covers how to work with items on Beam Classic, from browsing the item list to creating, editing, and archiving items.
Items list page
The Items page is the default home page of the app. It displays a table of all your inventory items with a set of powerful tools for finding and organizing your data:
- Search bar Type one or more search terms to filter items. Each term appears as a removable chip. The search looks across item names, article codes, and other configured fields. You can add multiple search terms to narrow down results.
- Column filters Click the filter icon to open filter dropdowns for each filterable column. Select one or more values to filter by (for example, filter by a specific category or status).
- Visible columns Click the tune icon to show or hide specific columns in the table. Your preferences are saved between sessions.
- Sorting Click any column header to sort the table by that column (ascending or descending).
- Import/Export On desktop, import and export buttons appear in the table header for bulk data operations.
- Add button Click the add button (+) to create a new item.
- Row menu Click the three-dots menu (⋮) on a row to open a PDF for that item (if your administrator has set up item PDF templates).
Creating an item
To add a new item to your inventory:
- On the Items page, click the add button (+).
- Fill in the item fields. The available fields depend on your organization's configuration, but typically include:
- Click Save to create the item.
- You will be redirected to the item detail page.
Common item fields include:
- Name (required) The name of the item. If no separate item ID is provided, the name is used as the identifier.
- Article code A code or SKU for the item.
- Category and Subcategory Classification fields for organizing your inventory.
- Species, Genus, Cultivar Botanical classification fields (commonly used in horticulture).
- Size The size or dimension of the item.
- Year and Season Time-based classification fields.
- Client Associate the item with a specific client.
- Custom fields Additional fields as configured by your organization.
Item detail page
When you open an item, you see a detail page with multiple tabs. The available tabs depend on your organization's configuration:
Info tab
The Info tab provides an overview of the item, including key details displayed in a summary, charts showing how stock is distributed across locations, and attribute breakdowns.
Update tab
The Update tab allows you to edit the item's fields. Make your changes and click Save to apply them.
Amounts tab
The Amounts tab shows the item's quantities across all locations, including total stock amount, quantities per location (with location name, amount, and container details), and individual EPC/RFID tags if the item uses UID tracking.
Move tab
The Move tab displays a visual location grid. From here you can see where the item is currently stored, select a source and destination location, choose the quantity to move, and click Save to execute the move.
Order tab
The Order tab lists all orders that contain this item. A badge on the tab shows the number of active orders. Click on an order to navigate to its detail page.
Task tab
The Task tab shows all tasks linked to this item. A badge shows the number of open tasks. You can create new tasks for this item directly from this tab.
History tab
The History tab displays a full audit trail of all changes made to this item, including when changes were made, what was changed (old values versus new values), who made the change, and related orders or transactions.
Action tab
The Action tab shows custom workflow actions that have been performed on or are related to this item.
Inspection tab
The Inspection tab allows administrators to create and view quality inspections for the item, including metrics, photos, and follow-up dates.
Docs tab
The Docs tab shows files and documents attached to the item. You can upload new files or view existing attachments.
UID tab
The UID tab (if enabled) allows you to scan and manage unique identifiers (UIDs) linked to this item, such as RFID EPC tags.
Archiving items
Items can be archived when they are no longer active (for example, when stock reaches zero). Archived items are hidden from the default item list view but are not deleted they can still be found using filters or search. Archiving may happen automatically based on your organization's configuration.
Custom fields
Your organization can configure custom fields for items to capture additional data specific to your business needs. The following types of custom fields are available:
| Field Type | Maximum Count | Examples |
|---|---|---|
| Text fields | Up to 10 | Supplier name, material type, notes, color |
| Number fields | Up to 10 | Reorder point, minimum stock, batch size |
| Decimal fields | Up to 5 | Weight, dimensions, cost price |
| Date fields | Up to 5 | Expiry date, last inspection date, harvest date |
Custom fields appear alongside standard fields on item forms and can be included in table columns, exports, and reports. The labels for custom fields are configured by your administrator, so ask your admin what each field is used for in your organization.