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What Can You Do with Pams V2?

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3 min readUpdated

Welcome

Welcome to Pams V2, available at https://shoteco2.pams.net. The platform supports business-to-business sales, procurement, warehouse stock, projects, payments, and financial control throughout the lifecycle from Offer and RFQ through Order, delivery, approval, payment, and job profitability.

Work Areas

Configuration

Configuration supports the setup of operational and financial information used across Pams V2. Authorized users maintain the settings that support consistent processing in Sales, Procurement, Warehouse, Projects Management, and Financial work.

Warehouse

Warehouse supports the management of Stock and the operational handling of goods. Warehouse managers use this area to follow inventory-related activity associated with Ordered items and Delivered customer Orders.

Sales

Sales supports the customer sales lifecycle. Sales representatives and Sales managers use it to prepare Offers, manage Orders, and follow the progress of goods or services supplied to customers, including Delivered Orders and Direct orders.

Projects Management

Projects Management supports the coordination of work associated with projects. Project managers use this area to organize project activity and monitor progress alongside related sales, purchasing, and financial work.

Add New User

Add New User supports the creation of user access for Pams V2. Authorized users use this area to add the people who require access to the platform.

Financial

Financial supports financial control across sales, procurement, projects, and payments. Finance officers and Accountants use this area to follow amounts that are Due, Paid, or Awaiting Approval.

Market

Market supports business activity related to commercial opportunities and customer-facing work. Sales representatives and Account managers use this area as part of managing the sales process.

Procurement

Procurement supports sourcing and procurement activity. Purchasing officers use this area to manage RFQs, supplier pricing or terms, and related Buyouts.

Purchasing

Purchasing supports the purchasing process for goods and services required by the business. Purchasing officers use this area to follow requests and purchasing activity from RFQ through Ordered status.

Security

Security supports controlled access to Pams V2 and its business information. Authorized users use this area to manage security-related administration.

Data

Data supports the business information used throughout the platform. Authorized users use this area to maintain structured data that supports operational and financial processes.

Activity

Activity provides a consolidated view of operational activity. Sales managers, Project managers, Warehouse managers, and Finance officers use it to follow work across their responsibilities.

Dashboard

Dashboard provides an overview of business operations. Sales managers, Project managers, and Finance officers use it to review current sales, procurement, project, warehouse, and financial activity.

Job Cost

Job Cost supports the monitoring of project-related costs. Project managers and Finance officers use this area to follow costs associated with jobs and related purchasing activity.

My Desk

My Desk provides a personal work area for items requiring attention. Sales representatives, Purchasing officers, Warehouse managers, Project managers, and Finance officers use it to follow their current responsibilities.

Notification

Notification supports awareness of items requiring attention or action. Users can follow updates related to approvals, upcoming work, Orders, payments, and other business activity.

Principal Desk

Principal Desk provides a consolidated management view of business activity. Sales managers, Project managers, and Finance officers use it to review key operational and financial work.

Projects

Projects supports project-based business work. Project managers use this area to follow projects connected to customer Orders, purchasing requirements, costs, and delivery activities.

Task

Task supports the organization of work that must be completed. Sales representatives, Purchasing officers, Warehouse managers, Project managers, and Finance officers use it to follow assigned, Upcoming, and Due work.

Blogs

Blogs supports the sharing of business information within Pams V2. Users can use this area to access published internal content relevant to their work.

Contacts

Contacts supports the management of business contact information. Sales representatives, Account managers, Purchasing officers, and Finance officers use this area when working with customers, suppliers, and other business contacts.

Contracts Data

Contracts Data supports the management of contract-related information. Sales managers, Account managers, Purchasing officers, and Finance officers use this area when commercial and procurement activity is governed by contract terms.

Inventory

Inventory supports visibility of Stock held by the business. Warehouse managers and Purchasing officers use this area to follow goods associated with procurement, warehouse operations, and customer delivery.

Job Profitability

Job Profitability supports the review of financial performance by job. Project managers, Finance officers, and Accountants use this area to compare project-related revenue, costs, and profitability.

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What Can You Do with Pams V2? — Pams V2