# 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: | If you need to… | Go to | | --- | --- | | understand what PAMS is and how it fits your operation | [What is PAMS](doc:what-is-pams) | | choose the work area for a sales record | [Run the sales and operations flow](#run-the-sales-and-operations-flow) | | open the Home orientation surface | [Open Home](#open-home) | | read the business views on Home | [Read Home](#read-home) | | sort a visible Home view | [Choose a Home sort](#choose-a-home-sort) | | follow a sales job from inquiry to delivery | [Sales jobs lifecycle](doc:sales-jobs-lifecycle) | | prepare purchasing work from a sales need | [Pricing Quotation overview](doc:pricing-quotation-overview) | | continue warehouse and delivery work | [Warehouse fulfillment flow](doc:warehouse-fulfillment-flow) | | manage invoices and payments | [Invoice lifecycle](doc:invoice-lifecycle) | | manage shared contacts | [Contacts overview](doc:contacts-overview) | | manage tasks and activities | [My Desk workspace](doc:my-desk-workspace) | | manage a client or supplier project | [Project management workspace](doc:project-management-workspace) | | review reports and performance detail | [Reports hub](doc:reports-hub) | | get help with a notification or unavailable view | [Getting help](doc:getting-help) | ## 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. ![Use the visible Home headings and business readouts to choose your next work area.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/48a474559dad410770fcdeb81cb1cba9.png) ## 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: | If you are reviewing… | Look for… | | --- | --- | | early sales work | Potentials, Inquiries | | offer and order work | Budget offers, Firm offers, Orders | | booking and target performance | Booking This Year, Target, Achieved, Forecast | | accounts and teams | Accounts in Sales Pipeline, Clients, Principals, Teams Booking vs. Target | | backlog and running offers | Backlog, Teams Running Offer, Branch Running Offers, Principals Running Offers | | trend and performance views | Branch Tendency to Target, Principals Tendency to Target, Branch Booking vs. Target This Year, Principals Booking vs. Target This Year | ![Use the Home headings to identify the sales, booking, offer, account, and performance view you need.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/420ccaabe5b7987c5c6d91a5113df44f.png) 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** | ![Select the sorting choice shown beside the performance view.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/420ccaabe5b7987c5c6d91a5113df44f.png) **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](doc:sales-jobs-lifecycle) | | continue from an order into delivery | [From orders through delivery](./from-orders-to-deli%76ered.md) | | prepare supplier purchasing work | [Purchase jobs procurement chain](doc:purchase-jobs-procurement-chain) | | prepare pricing and purchasing quotations | [Pricing Quotation overview](doc:pricing-quotation-overview) | | continue warehouse fulfilment | [Warehouse fulfillment flow](doc:warehouse-fulfillment-flow) | | handle invoices and payments | [Invoice lifecycle](doc: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](doc:contacts-overview) | | review tasks and activities | [My Desk workspace](doc:my-desk-workspace) | | manage a client or supplier project | [Project management workspace](doc:project-management-workspace) | | review a job's comments, files, contacts, or history | [Sales job record](doc: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](./%64ashboard-overview.md) | | prepare or read a principal report | [Principal report](doc:principal-report) | | assess job profitability | [Job profitability overview](doc:job-profitability-overview) | | continue invoice and payment work | [Invoice lifecycle](doc: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`.