Getting Started

Your First Day with Pams V2

Getting Started

Pams V2 is available at:

https://shoteco2.pams.net

This introduction helps you sign in, open the core configuration workspace, review an existing record, and identify the next configuration screens to use. It is intended for Sales representatives, Account managers, Project managers, Purchasing officers, Warehouse managers, Inventory controllers, Finance officers, and Accountants who require access to company-wide operational settings.

What You Can Do Here

• Use New to start a new record on the current screen.
• Use Save to save a new or edited record.
• Use Update Current to update the record currently open.
• Use Delete Current to remove the record currently open.
• Use Delete to delete a selected record.
• Use Cancel to abandon an unsaved change.
• Use Columns Chooser to select the columns displayed in a record list.
• Use Standard Layout to apply the standard list layout.
• Use Add Layout to create an additional list layout.
• Use Layout (icn icn-layoout) to access layout-related options.
• Use Settings (icn icn-settings) to access screen settings.
• Use Update (icn-update) to update information where this control is available.

First Session Walkthrough

1. Open

   https://shoteco2.pams.net

   in a supported web browser.

2. Sign in using the credentials supplied by your system administrator.

3. Open Configuration and select General settings.
   For this area, General settings is the recommended starting workspace because it provides access to settings that may affect how records are presented and managed.

4. Review the available list and screen options. If the list is difficult to read, select Columns Chooser and choose the columns relevant to your work.

5. To return to the default list presentation, select Standard Layout. If you need a personal or task-specific arrangement, select Add Layout.

6. Open Company to review the company record available to your organisation. Select an existing record from the list to view its details. Do not change company information unless you are authorised to maintain it.

7. If changes are required and you have the appropriate responsibility:

   • Select New to create a record, or open an existing record.
   • Enter or amend the available information.
   • Select Save for a new record, or Update Current for the open record.
   • Select Cancel if you do not want to keep your changes.

8. Continue with the configuration screen that matches your immediate task:

   • Targets and budgets for planned goals and financial allocations.
   • Serial combinations for product serial combination records.
   • Company for company-level information.
   • General settings for general application settings and screen layouts.

Screen Guide

Working with Lists and Layouts

Record lists may be configured to make frequently used information easier to locate.

Next Steps

After reviewing the Company record and General settings, proceed according to your role:

• Sales representatives and Account managers can continue to Sales for Sales jobs and customer-related work.
• Project managers can continue to projects management and Job Profitability for project monitoring and job profitability review.
• Purchasing officers can continue to Purchasing or procurement for Buyouts, Direct orders, and RFQs.
• Warehouse managers and Inventory controllers can continue to Warehouse or Inventory for Stock and serial-related work.
• Finance officers and Accountants can continue to Finance or Financial for financial processing and reporting.

Related pages

• Finding Your Way Around
• First Time Login
• Getting Started — Learning Path
• Branches
• Flags
• Frequent Currencies
• Market Segments
• Product Types
• Products