BEAMSHYFT LOOKUP — START HERE

Requires macOS 13 or newer. Supports Apple silicon and Intel Macs.
You do not need Xcode or an Apple Developer account to use the app.

INSTALL
1. Quit any older Beamshyft Lookup from its box icon in the menu bar.
2. Drag BeamshyftLookup.app onto the Applications folder in this disk image.
   If replacing an older copy, choose Replace.
3. Eject the disk image, then open BeamshyftLookup from Applications.
4. Look for the box icon in the menu bar. There is no Dock icon.
5. Press Option–Space to open search. Try the demo before connecting to Zoho.

If a LOCAL BUILD.txt file is included, this copy has not been notarized.
Ask the sender for a notarized build if macOS or your organization's policy
blocks installation. Apple's instructions for opening a trusted local build:
https://support.apple.com/guide/mac-help/mh40616/mac

CONNECT YOUR ZOHO ACCOUNT
Each teammate signs in with their own Zoho account; the installer contains no
coworker's credentials or shared Zoho client secret.
1. Open Settings from the menu-bar icon and choose your Zoho data center.
2. Choose whether you need Books quotes and CRM new-customer creation.
3. Click Sign in with Zoho, sign in on Zoho's page, and approve access.
4. You will return to the app automatically. Select your Inventory organization.
5. For quotes, load and select your Books organization and Default Books location.

If Sign in with Zoho is unavailable, ask your administrator for a configured
team installer. Teammates do not need API Console access or a Self Client.
Existing Self Client connections still work; their setup is under Advanced.

Your personal refresh token is stored in this Mac's Keychain. Each Mac has
its own settings and cached data. The team's sign-in service handles token
exchange/refresh; normal Inventory, Books, and CRM calls go directly to Zoho.
Disconnect removes this Mac's saved connection and cached data. To revoke the
app's authorization at Zoho too, use Connected Apps in your Zoho account.
Creating a quote makes a draft in Books; it does not send it to the customer.

EVERYDAY SHORTCUTS
Option–Space             Open or close search
Command–1                Items
Command–2                Customers
Command–3 through –8     Sales document modes
Option–Return            Add selected item / select quote customer
Command–0                Open or close the quote composer
Command–Shift–Delete     Clear the quote while the composer is open
Command–Shift–C          Copy quote text while the composer is open
Command–Return           Create/open the Books draft while the composer is open
Escape                   Close composer, then dismiss search

UPDATES
Quit the app, drag the new app into Applications, replace the old copy, and
reopen it. Settings and Keychain credentials are stored outside the app and
remain in place. macOS may ask to allow Keychain access if signing changes.
To start the app automatically, enable Open at login in Settings after moving
it into Applications.

NEW-CUSTOMER QUOTES (0.4)

Command–Shift–N opens the new-customer form. Enter the customer's first/last
name, optional email/phone, and deal name/amount. Create customer & quote
creates a CRM lead, converts it to account/contact/deal, then opens the
linked Books quote. Closing date is one week ahead. Command–Option–C
copies the created or selected Books quote link.

Use Settings > Update access and Sign in with Zoho to approve the CRM and
Books customer-import permissions. The CRM–Books integration must sync
Accounts and Contacts and show Quotes in Deals' Zoho Finance related list.
Choose a valid CRM stage/pipeline that does not auto-create a second quote.
The app saves completed steps locally so you can continue after a failure.
An uncertain write must be checked in Zoho before retrying.