What is PAMS

This page explains how PAMS connects B2B sales work from first inquiry through delivery and how to reach the dashboard view available to your role.

What PAMS is

PAMS is an agent-centric customer relationship management (CRM) system for sales representatives and agencies that need to manage more than contacts or isolated deals. It covers the sales process from first inquiry to final delivery, while keeping follow-ups, documents, reports, and operations together.

Use PAMS when your work includes several connected parties and hand-offs. The product also acts as a partner relationship management (PRM) system for represented companies and manufacturers, with visibility into offers, orders, targets, and commissions. Its supplier relationship management (SRM) features support BOMs, MRQs, RFQs, and procurement coordination, while selected enterprise resource planning (ERP) features cover warehousing, invoicing, and internal workflow execution.

Before you open PAMS

Prerequisites

• You are signed in.
• Your role has a dashboard configuration, or you are prepared to work with the dashboard variation that your role provides.
• You know that dashboard tabs, widgets, role choices, and report content depend on your saved setup.

The Home screen is available from the application root, which redirects to Home, and the Home content is shown for a signed-in reader. Dashboard content appears when the custom dashboard is selected and dashboard tabs are available.

Open the Home screen

Home is the starting surface for the dashboard views available to your role.

Prerequisites

• You are signed in.

Steps

1. Open Home.

2. Confirm that Home remains on screen after it loads.

   

Result: The Home dashboard is on screen.

Read the Home dashboard

The Home dashboard brings together business views such as Sales Pipeline, Potentials, Inquiries, Budget offers, Firm offers, Orders, Booking This Year, Accounts in Sales Pipeline, Backlog, and running-offer views. The visible figures describe the current dashboard contents; use the labels and headings on your screen rather than treating the displayed record values as fixed product values.

When dashboard tabs are available, the tab choices can include a configured tab title, Principals Report, and Eagle View. The configured title comes from the title saved for that tab. The Home screen has no record-entry fields.

The Home screen includes three labelled input controls. They do not carry required markers.

Choose the dashboard view available to your role

A role dashboard is the dashboard configuration prepared for a role. Choosing one changes which dashboard setup Home loads.

Prerequisites

• You are signed in.
• Your role has one or more configured dashboard choices.

Steps

1. Open the dashboard choices menu on Home.

2. Select the configured dashboard name shown beside its radio option.

   If you need to…	Select
   Use a dashboard prepared for your role	The configured dashboard name shown beside its radio option
   Work with the custom dashboard surface	The configured dashboard whose Home view opens the custom dashboard
   Review a report tab when it is available	Principals Report
   Review the Eagle View when it is available	Eagle View

3. Confirm that the selected dashboard view appears on Home.

After the dashboard switch, the application can display Your request was completed successfully when the switch succeeds or An error occurred while processing your request when it fails.

Result: Home shows the dashboard view selected for your role.

Personalize the Home dashboard

Dashboard personalization changes the tabs and widgets shown in the custom dashboard. The controls below are available while Home is in edit mode.

Prerequisites

• You are signed in.
• Home is in edit mode.
• The custom dashboard has tabs available to edit.

Steps

1. Select Widget to add a widget to the dashboard.

2. Select Restore the Standard Tabs to open the restore menu.

   If you need to…	Select
   Close the restore menu without restoring tabs	Cancel
   Replace the current tabs with standard tabs	Restore

3. Select one option from the restore menu.

4. Read the confirmation message Are you sure you want to replace your tabs with standard tabs?.

5. Select Save to save the dashboard changes.

Result: The Home dashboard remains available with the tab and widget arrangement shown after the operation.

When Home does not look as expected

Home can show different content when the role or saved dashboard setup differs. The custom dashboard appears when the custom dashboard view is selected and dashboard tabs are available. When no dashboard is available, Home shows the no-dashboard messages; when you are not signed in, it shows the login screen.

After selecting Save, check whether the dashboard arrangement changes on screen. No error message is emitted in the empty error callback.

The dashboard contents and report columns follow your saved role and report setup.

Continue from Home

After you understand the Home surface, use the page that matches your next goal:

Result: You have a route from the Home overview to the page for your next task.