Getting Started
This section explains the terms used throughout the platform to manage sales, procurement, warehouse stock, projects, payments, and financial control. Sales representatives, Sales managers, Purchasing officers, Warehouse managers, Project managers, and Finance officers use these terms when tracking work from initial customer requests through delivery, approval, payment, and job profitability.
Access the platform at https://shoteco2.pams.net.
Sales and Procurement Terms
| Term | Meaning |
|---|---|
| Offer | A commercial proposal made to a customer. |
| Order | A confirmed request to supply goods or services. |
| Direct order | An Order created directly rather than from an earlier Offer or request. |
| RFQ | A request for quotation sent to obtain supplier pricing or terms. |
| Buyouts | Purchasing activities or externally sourced procurement items. |
| Stock | Goods held in inventory. |
Status Terms
| Status | Meaning |
|---|---|
| Draft | An item that has been created but is not yet approved or finalized. |
| Awaiting Approval | An item that still requires approval before it can proceed. |
| Approved | An item that has received approval. |
| Valid | An item that is active and accepted for use. |
| Upcoming | An item scheduled for a future date or action. |
| Ordered | A purchase or supply request that has been placed. |
| Delivered | An Order that has been supplied to the customer. |
| Due | A payment or action that is required. |
| Paid | A payment that has been completed. |
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