# Pams V2

> Documentation for Pams V2 (99 pages).

## Getting Started

- [Basic Terminology](basic-terminology.md)
- [First Time Login](first-time-login.md)
- [Navigation Basics](navigation-basics.md)
- [Setting Up Your Profile](setting-up-your-profile.md)
- [Understanding the Interface](understanding-the-interface.md)
- [Your First Day with PAMS CRM](your-first-day-with-pams-crm.md)

## Help & Troubleshooting

- [Common Issues & Solutions](common-issues-and-solutions.md)
- [Error Messages](error-messages.md)
- [Frequently Asked Questions](frequently-asked-questions.md)

## Welcome

- [Getting Help](getting-help.md)
- [System Requirements](system-requirements.md)
- [What Can You Do with PAMS CRM?](what-can-you-do-with-pams-crm.md)
- [What is PAMS CRM](what-is-pams-crm.md)
- [Who Uses PAMS CRM](who-uses-pams-crm.md)

## User Guide

- [User Guide Overview](user-guide-overview.md)

## Sales Pipeline

- [Creating Sales Inquiries](creating-sales-inquiries.md)
- [Pricing and Offer Preparation](pricing-and-offer-preparation.md)
- [Converting Offers to Orders](converting-offers-to-orders.md)
- [Handling Lost and Cancelled Deals](handling-lost-and-cancelled-deals.md)
- [Working with Sales Lists](working-with-sales-lists.md)

## PRM & Principals

- [Managing Principals and PRM](managing-principals-and-prm.md)
- [Tracking Principal Targets](tracking-principal-targets.md)
- [Generating Principal Reports](generating-principal-reports.md)
- [Principal Invoice Settlement](principal-invoice-settlement.md)

## Procurement & SRM

- [Managing Supplier Workflows](managing-supplier-workflows.md)
- [Planning BOM and MRQ](planning-bom-and-mrq.md)
- [Running RFQ to Purchase](running-rfq-to-purchase.md)
- [Receiving Supplier Deliveries](receiving-supplier-deliveries.md)

## Projects & Tenders

- [Managing Project Pipeline](managing-project-pipeline.md)
- [Coordinating Tenders and Deadlines](coordinating-tenders-and-deadlines.md)
- [Managing Buyout to Order](managing-buyout-to-order.md)
- [Managing Shipping and Production](managing-shipping-and-production.md)

## Warehouse Operations

- [Monitoring Stock Queues](monitoring-stock-queues.md)
- [Receiving and Inspecting Stock](receiving-and-inspecting-stock.md)
- [Stocking and Internal Transfers](stocking-and-internal-transfers.md)
- [Issuing and Delivering Goods](issuing-and-delivering-goods.md)
- [Returns and External Services](returns-and-external-services.md)

## Finance & Commissions

- [Managing Customer Invoices](managing-customer-invoices.md)
- [Recording Incoming Payments](recording-incoming-payments.md)
- [Managing Commission Invoices](managing-commission-invoices.md)
- [Tracking Equivalent Booking](tracking-equivalent-booking.md)

## Letters of Guarantee

- [Managing Letters of Guarantee](managing-letters-of-guarantee.md)
- [Creating and Updating LGs](creating-and-updating-lgs.md)
- [Extending and Adjusting LGs](extending-and-adjusting-lgs.md)
- [Closing and Returning LGs](closing-and-returning-lgs.md)

## Products & Catalog

- [Managing Product Records](managing-product-records.md)
- [Managing Product Variants](managing-product-variants.md)
- [Tracking Product Stock Details](tracking-product-stock-details.md)
- [Managing Product Suppliers](managing-product-suppliers.md)

## Contacts & Accounts

- [Managing Accounts and Contacts](managing-accounts-and-contacts.md)
- [Managing Account Ownership](managing-account-ownership.md)
- [Managing Registration Data](managing-registration-data.md)

## Activities & Communication

- [Managing Tasks and Activities](managing-tasks-and-activities.md)
- [Sending Emails from Pams](sending-emails-from-pams.md)
- [Managing Files and Attachments](managing-files-and-attachments.md)
- [Using Notifications Effectively](using-notifications-effectively.md)

## Dashboards & Reporting

- [Using My Desk](using-my-desk.md)
- [Reading Dashboards and KPIs](reading-dashboards-and-kpis.md)
- [Running Operational Reports](running-operational-reports.md)

## Personal Workspace

- [Managing My Profile](managing-my-profile.md)
- [Reviewing Recent Work](reviewing-recent-work.md)
- [Signing In and Access](signing-in-and-access.md)

## Company Settings

- [Managing Company Settings](managing-company-settings.md)
- [Managing Branches](managing-branches.md)
- [Managing Demo and Plans](managing-demo-and-plans.md)

## Users & Security

- [Managing Users](managing-users.md)
- [Managing Principal Users](managing-principal-users.md)
- [Managing Roles and Permissions](managing-roles-and-permissions.md)
- [Managing Teams](managing-teams.md)
- [Configuring Two Factor Authentication](configuring-two-factor-authentication.md)

## Sales Configuration

- [Configuring Sales Master Data](configuring-sales-master-data.md)
- [Configuring Sales Statuses](configuring-sales-statuses.md)
- [Configuring Sales Exception Reasons](configuring-sales-exception-reasons.md)
- [Configuring Client and Supplier Types](configuring-client-and-supplier-types.md)

## Product Configuration

- [Configuring Product Categories](configuring-product-categories.md)
- [Configuring Product Combinations](configuring-product-combinations.md)
- [Configuring Product Attachments](configuring-product-attachments.md)

## Warehouse Configuration

- [Configuring Warehouses](configuring-warehouses.md)
- [Configuring Inspection Rules](configuring-inspection-rules.md)
- [Configuring Warehouse Operations](configuring-warehouse-operations.md)

## Finance Configuration

- [Configuring Banks and Accounts](configuring-banks-and-accounts.md)

## Targets & Performance

- [Configuring Booking Targets](configuring-booking-targets.md)
- [Configuring Sales and Margin Targets](configuring-sales-and-margin-targets.md)
- [Configuring Financial Budgets](configuring-financial-budgets.md)
- [Configuring Booking Rules](configuring-booking-rules.md)

## Dashboards & Reports Setup

- [Configuring Dashboards](configuring-dashboards.md)
- [Configuring Reports](configuring-reports.md)
- [Managing Templates and Content](managing-templates-and-content.md)

## Data & Validation

- [Managing Custom Fields](managing-custom-fields.md)
- [Configuring Dynamic Validation](configuring-dynamic-validation.md)
- [Configuring Process Approval](configuring-process-approval.md)
- [Managing Reference Data](managing-reference-data.md)

## Integrations & Platform

- [Configuring CRM Integrations](configuring-crm-integrations.md)
- [Managing Subscribers and Features](managing-subscribers-and-features.md)
- [Managing Subscription Invoices](managing-subscription-invoices.md)
- [Managing Bonuses and Market Content](managing-bonuses-and-market-content.md)

## Quality & Surveys

- [Configuring Survey Questions](configuring-survey-questions.md)
- [Configuring Survey Models](configuring-survey-models.md)
- [Managing Quality Control Lists](managing-quality-control-lists.md)