Your First Day with Pams V2

Getting Started

Getting Started

Pams V2 supports business operations from customer inquiries and Offers through Orders, RFQs, purchasing, delivery, and financial control.

This first session introduces the Inquiry area, where you can review an existing record and move to related sales or purchasing work.

What You Can Do Here

• Inquiries opens the list of Inquiry records.
• Lead opens Lead-related work.
• Inquiry opens the Inquiry workspace.
• Select chooses a record or available option.
• Tickets opens Tickets.
• Orders opens Orders.
• + RFQ starts a new RFQ for supplier pricing or terms.
• + Direct P.O. starts a new Direct order.
• Save saves the current record.
• Save and Close saves the current record and closes it.

First Session Walkthrough

1. Open https://shoteco2.pams.net and sign in with your organisation account.

2. Open Inquiries to access the Inquiry work area.

3. Use Select to choose an existing Inquiry record and open it. Review the record to become familiar with how business information is organised.

4. Use Save if you make changes and want to continue working in the record. Use Save and Close when your updates are complete.

5. From the Inquiry area, select Orders to continue with confirmed customer supply requests, or select Tickets to work with related Tickets.

Where to Go Next

• Select + RFQ when you need to request supplier pricing or terms.
• Select + Direct P.O. when you need to create a Direct order without starting from an earlier request.
• Use Lead to return to Lead-related work.

Related pages

• Navigation Basics
• First Time Login
• Getting Started — Learning Path
• Direct Order
• Process
• Understanding the Interface