Purchases
- Accessing The Purchases PageThe Beam Purchases module gives you the ability to create, track, and organize purchase requests right from your Beam workspace. The home base of this module is the Purchases Page. In this tutorial we'll show you how to access and navigate the Purchases page.
- Accessing Default Purchase FieldsIn this tutorial, we'll show you how and where you can view the default fields for Purchases in your Beam workspace.
- Exporting Purchase Data To ExcelOne of the key benefits of Beam's purchasing module, is the rich dataset it produces. In this tutorial, we'll show you how you can export Beam purchase data to excel to aid you in reporting and analysis.
- Customizing The Purchase PageThe Purchases page is your home base for managing purchase requests in Beam. In this tutorial, we'll show you how you can configure the Purchases page to display the data that is relevant to your team's workflow.
- Searching & Filtering PurchasesSearching & Filtering are integral features in the Beam Purchases module. They give you the ability to refine the Purchases list on the Purchases page. This makes finding and exporting specific entries easier. In this tutorial we will show you how to use Search & Filtering to enhance your workflow.
- Creating A PurchaseThe Purchases module in Beam lets you track asset purchases for reporting purposes. In this tutorial we will show you how to create a new Purchase in Beam.
- Managing Purchase StatusesPurchases created in your Beam inventory can be assigned statuses to track their progress through the procurement process. In this tutorial, we will show you how to customize the purchase statuses in your workspace so that they fit the needs of your internal processes.
- Managing Purchase CategoriesPurchases created in Beam can be assigned categories to organize your purchases. In this tutorial, we will show you how to customize the purchase categories in your workspace so that they fit the needs of your company's workflows.
- Managing Custom Purchase FieldsBeam gives you the ability to customize the fields associated with purchases created in your workspace. In this tutorial, we will show you how to customize fields for your purchases in your workspace.