Procurement

Control Spending. Simplify Procurement

Streamline purchase requests, approvals, and vendor tracking with a system that gives you full visibility into spending—ensuring the right items are bought at the right time

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Procurement that adapts to your workflow

Ensure smooth procurement workflows with structured approvals and tracking.

Customizable Request Formats

Build custom purchase request formats with fully customizable fields, categories and statuses

Customizable Workflows

Build your own approval processes that fits your existing workflows

Customizable Export Templates

Generate reports and export purchase records in multiple formats for analysis, audits, and financial planning

Powerful tools for managers & admins

Maintain control and efficiency with bulk actions, task assignments, and detailed reporting.

Smart Notifications

Get notified when your team makes updates to purchase requests so you’re always in the know

Assign Purchasing Tasks

Delegate purchasing actions to team members while maintaining oversight

Bulk Editing

Make fast, mass updates to purchase records, reducing manual work and keeping data accurate

Seamless integration with tickets and inventory

Gain full visibility into how purchases impact inventory, maintenance, and costs across your organization.

Ticket Integration

Raise purchase requests directly from service tickets, eliminating context switching and keeping service workflows running smoothly

Contextual Asset Data

Automatically connect related asset records to give purchase managers the context they need to make decisions

Scan Assets into Inventory

Use OCR technology to quickly add purchased assets by scanning invoices and receipts

Included in all Beam products

Every Beam product comes with powerful built-in features that enhance flexibility, efficiency, and collaboration—helping your team work smarter across all workflows.

Custom Fields

Capture the exact data you need with configurable fields for every entity on beam and more.

Custom Views

Tailor your workspace with saved filters and layouts to focus on the data that matters most.

Notifications

Stay informed with real-time alerts for status updates, approvals, and important changes.

Quick Actions

Speed up workflows with bulk edits, status updates, and fast access to common tasks.

Entity Relationships

Link entities across functions with each other to ensure full operational context.

Mobile View

Manage tasks on the go with a responsive interface designed for mobile and tablet access.

Activity History

Track every change with a detailed, timestamped log for transparency and accountability.

Data Import

Bring in legacy data with flexible import options, including CSV uploads, PDF scans and more.

More Related Features

Asset Inventory

Track, manage, and optimize your assets with real-time visibility, powerful automation, and seamless integrations.

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