Sales recording

Sales recording brings each completed Square transaction into your connected system of record. When a payment clears, a Beam agent reads the order, amount, and customer details, applies the approved mapping rule, and writes a matching entry against the right account or invoice. It marks the sale as recorded so nothing is counted twice. Where an amount does not tie out, a payment lacks a clear customer, or a refund exceeds the rule's threshold, the agent leaves the entry unposted and routes the transaction to a person for a decision.

Customer directory upkeep

Customer directory upkeep keeps the Square customer list aligned with your other records. Prompted by a new buyer or an edited profile, a Beam agent reads the incoming details, applies the approved matching and formatting rule, and creates or updates the customer entry to match. It writes the linked identifier back so future orders attach to the right profile. When two profiles look like the same person, or a change would overwrite verified contact details, the agent pauses and asks someone to confirm before merging or editing.

Catalog and inventory updates

Catalog and inventory updates adjust the items and stock counts Square holds for a storefront. A Beam agent reads a price change, a new product, or a stock movement from the source record, applies the approved rule, and updates the matching Square item where permissions allow. It records the change so the catalog and your records agree. Where a stock count would fall below zero, a price sits outside an approved band, or an item cannot be matched, the agent holds the update and notifies the responsible person.