What can you do with PAMS

PAMS is an agent-centric CRM for B2B sales operations, connecting sales work with principals, suppliers, purchasing, warehousing, delivery, invoicing, and follow-up work. Use this page to choose the business area that matches your next task.

What you can do with PAMS

PAMS brings the sales operation together from the first inquiry through final delivery. The same flow can include bidding, tenders, procurement, delivery coordination, and commission work. Principal work covers the companies and manufacturers you represent; supplier work covers purchasing coordination and related operational records.

The business flow connects customer work with principal, sales, purchasing, and warehouse work:

mermaid
flowchart LR
  Customer --> Inquiry
  Inquiry --> Pricing
  Pricing --> Offer
  Offer --> Order
  Order --> Delivery
  Delivery --> Invoice
  Invoice --> Payment
  Inquiry --> MRQ
  MRQ --> RFQ
  RFQ --> PurchaseOrder[Purchase Order]
  PurchaseOrder --> GoodsReceipt[Goods Receipt Note]
  GoodsReceipt --> Warehouse
  Warehouse --> Delivery

Use the orientation table to choose a starting point:

Before you start

The Home route requires a signed-in session. Your role and subscription setup determine which Home areas are available, so use the views that appear for your role rather than expecting every Home option to be present.

Prerequisites

• Have an account that can sign in to PAMS.
• Know which business work you need to start: sales, purchasing, warehouse, invoicing, contacts, activities, projects, or performance review.
• Expect Home to reflect your role and subscription setup.

Note: The views available on Home reflect your role and subscription setup.

The Home surface is an orientation surface rather than a record-entry form. The current screen shows three fields, no required markers, and no action buttons.

Open Home

Home is the surface where PAMS brings together the business views available to your role.

Read Home

Home is a set of business views that summarise sales flow, bookings, offers, accounts, targets, forecasts, teams, and running work. Read the headings to decide whether you need a detailed sales, purchasing, warehouse, relationship, project, or reporting page.

The current Home view includes these areas:

The current Home screen also shows Sort by Booking, Sort by Target, and Sort by Achievement. The three controls have no required marker. The screen has no table columns or loading indicator, and no visible password field.

Result: You can identify the business view that matches your next task and move to its own procedure without treating Home values as fixed product settings.

Choose a Home sort

Use a Home sort when you want the visible performance view arranged around a different comparison.

Prerequisites

• Be on Home with the view that contains the sorting controls.

Steps

1. Select the sorting choice that matches the comparison you need.

   If you want to compare by…	Select
   booking	Sort by Booking
   target	Sort by Target
   achievement	Sort by Achievement

Result: The selected Home sorting choice is on screen.

Run the sales and operations flow

The sales flow follows work from an inquiry through pricing, an offer, an order, delivery, invoicing, and payment. Related principal work includes principal invoices, incoming payments, and commission invoices. Related supplier work includes material requisitions, requests for quotation, purchase quotations, purchase orders, goods receipts, warehouse work, and delivery.

Prerequisites

• Know whether the next task concerns a customer, principal, supplier, or internal purchasing hand-off.
• Have the business record or request that starts the next part of the flow.

Steps

1. Identify the next work area from the task you need to complete.

   If you need to…	Open
   move a sales job through its stages	Sales jobs lifecycle
   continue from an order into delivery	From orders through delivery
   prepare supplier purchasing work	Purchase jobs procurement chain
   prepare pricing and purchasing quotations	Pricing Quotation overview
   continue warehouse fulfilment	Warehouse fulfillment flow
   handle invoices and payments	Invoice lifecycle

2. Follow the detailed procedure for that work area.

Result: You are at the procedure for the sales, principal, supplier, purchasing, warehouse, delivery, invoice, or payment work you selected.

Manage relationships, activities, and projects

Relationship work keeps the people and organisations around a business flow available to the team. PAMS describes a shared, searchable contact database, a filtered view of activity across the sales operation, and a connected project flow for clients and suppliers.

Prerequisites

• Know whether you need a contact, a follow-up activity, a task, or a project workspace.
• Know which sales, client, or supplier work the relationship information supports.

Steps

1. Choose the workspace that matches the supporting work.

   If you need to…	Open
   work with shared contacts	Contacts overview
   review tasks and activities	My Desk workspace
   manage a client or supplier project	Project management workspace
   review a job's comments, files, contacts, or history	Sales job record

2. Use the linked workspace for the supporting work.

Result: The supporting contact, activity, task, project, document, or history work is open in its own workspace.

Monitor performance and decide what to do next

Use Home to scan performance views, then move to the detailed report or profitability page when the decision needs more detail. PAMS describes equivalent booking values as a way to compare performance where commission rates or margins differ. Its reporting capabilities include booking, target, forecast, invoice, principal, and profitability signals.

Steps

1. Read the Home view that matches the decision you need to make.

2. Open the detailed page for that decision.

   If you need to…	Open
   review Home use and widget choices	Home overview
   prepare or read a principal report	Principal report
   assess job profitability	Job profitability overview
   continue invoice and payment work	Invoice lifecycle

Result: The detailed performance, report, profitability, invoice, or payment workspace is open for the next decision.

For a Home action that returns a notification, the success text is Your request was completed successfully. An error notification reads An error occurred while processing your request.

Related pages can show these messages:

• Principal Report: Please choose one or more principals.
• Login: Incorrect username or password.