Navigation Basics

Getting Started

Use the Dashboard to access daily operational information and move between areas of the platform. Dashboard settings allow you to adjust the information displayed for your work.

The platform is available at:

https://shoteco2.pams.net

What You Can Do

• Use Search box to find and open a required screen directly.
• Use Select to choose an available Dashboard setting or option.
• Use edit to update a selected Dashboard setting.
• Use Tickets to open ticket-related information from the Dashboard.

Open the Dashboard

1. Sign in to the platform.
2. Open Dashboard from the main navigation.
3. Review the available Dashboard information for your current work, such as sales activity, procurement activity, Stock, projects, or financial actions.

The Dashboard provides a starting point for operational work. From here, you can use search to reach a required area without navigating through each module.

Use Search to Open a Screen

1. On the Dashboard, select the Search box.
2. Enter the name of the area or record you need to open.
3. Select the relevant result.

For example, a Sales representative can search for Sales work, a Purchasing officer can search for Purchasing or Procurement work, and a Finance officer can search for Financial information.

Move Between Modules and Records

Use the main navigation to open a module, such as Sales, Purchasing, Warehouse, Projects Management, Financial, or Job Profitability.

When working with records:

1. Open the required module from the navigation.
2. Choose the relevant item from the module list.
3. Open the individual record to review its details and status.
4. Return to the list when you need to select another record or continue searching.

This approach supports the operational lifecycle from an Offer or RFQ through an Order, delivery, approval, payment, and job profitability review.

Open Dashboard Settings

1. From the Dashboard, open Dashboard settings.
2. Use Select to choose the setting or option you want to work with.
3. Select edit to make changes to the selected setting.
4. Save or complete the update as required by the available screen options.

Access Tickets

Select Tickets on the Dashboard when you need to open ticket-related information. Use the Dashboard to return to your main operational view after reviewing the ticket information.

Navigation Tips

• Use the Dashboard as your primary starting point after sign-in.
• Use the Search box when you know the screen or item you need.
• Open the relevant module when you need to work through a list of operational records.
• Open a single record when you need to review or act on its details, such as its Draft, Approved, Awaiting Approval, Ordered, Delivered, Due, or Paid status.

Related pages

• Understanding the Interface
• Your First Day with Pams V2
• Getting Started — Learning Path
• Manage Demo Data
• Serial Combinations
• Shareable Content
• Templates
• Work Procedure Settings
• Configure 2 Factor Authentication
• First Time Login