On the Beam platform, it is possible to create additional data (also called “Extended Data” or “Metadata”), and the primary use of this feature is to create a profile for each store or establishment.
In the general settings of the Beam account, a user with the Super Administrator role can create a template for this store or establishment profile, allowing them to add information fields and data tables, such as:
• Store sales area
• Window display categories
• Opening hours
• Product types sold
• Brands
• Furniture and display types
• Etc.
It is also possible to add attachments to each profile, such as Excel files, PDFs, or images.
Example:
Once the store or establishment profile template is created, the data for each store can be completed and filled in under the Store Extended Data tab in the store/establishment edit section.
Each profile created includes:
• A public URL: This URL can be easily and securely copied and shared with anyone, even if they do not have an account on the Beam platform, as it is a public URL.
• An access button in every task: In the Beam mobile app, each employee assigned to a task with an execution mode “By store/establishment” can easily access the profile of their store/establishment and understand the elements referenced in the task instructions.
Examples:
• Knowing how to position posters in a window display.
• Understanding how and where to set up a new display unit.
Example of accessing a store/establishment profile in the Beam mobile app:
