Receiving New Equipment into Inventory
New equipment often sits in boxes or on a spreadsheet for weeks before anyone records it properly. Beam connects to your ERP and finance systems for purchase orders and invoices, matches each line on a delivery list or invoice to the manufacturer's product, and creates asset records with serial numbers, locations and cost, so equipment is tracked from the day it arrives.
Use case in practice
- ERP Connection: Purchase orders and invoices come from the systems finance already uses.
- Invoice and Delivery Matching: Each line is matched to a verified manufacturer product.
- Serials and Locations at Receipt: Scan items in and place them in their room or rack.
- Cost on the Record: Purchase cost is stored with each asset.
- Vendor Linked: Each asset is linked to the company it was bought from.
Why it matters
- Tracked from Day One: No gap between delivery and the inventory.
- Finance and Operations Aligned: The same purchase data in both places.
- Warranty Dates Right: Warranty terms are recorded from the start.
- Less Re-Typing: Product details come from the invoice and manufacturer data.
- Spend by Vendor: See what you have bought from each company.
