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How can I use Quick Actions in Beacon?

Updated over 2 weeks ago

There's a lot of info and a ton of things you can do in Beacon, sometimes too much to sort through when you need to do something quick. That's why we built Quick Actions!

Quick Actions in Beacon help you to easily find the most common actions to take on each page.

Page

Quick Actions

Event Detail Screen (Actions will vary based on Event Status)

  • Duplicate This Event

  • Request Inventory

  • Send Sales Order

  • Add PO Number

  • Export to Quickbooks

  • Export to Xero

  • Mark as Paid

Container Detail Screen (Quick Actions Will vary based on actions available to each container)

  • Reserve Container

  • Request Extension

  • Accept/Decline Extension Requests

  • Transfer Container

  • Refill Container

  • Complete Inspection

Device Detail Screen (Quick Actions will vary based on actions available to each piece of inventory)

  • Accept/Decline Extension Requests

  • Request Extension

  • Transfer Device

  • Complete Inspection

Request Detail

  • Select inventory for Fulfillment

  • Download Pick List

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