Welcome
Welcome to Pams V2
Pams V2 is a business operations platform for managing business-to-business sales, procurement, warehouse stock, projects, payments, and financial control in one connected working environment.
It supports the operational lifecycle from an initial Offer or RFQ through Order processing, delivery, approval, payment, and Job Profitability review. This helps teams work with the same operational information as work moves between commercial, purchasing, warehouse, project, and finance activities.
Business areas covered
Pams V2 brings together the following operational areas:
- Sales for managing Offers, customer Orders, and delivery progress.
- Procurement and Purchasing for managing RFQs, supplier purchasing activities, Buyouts, and Ordered items.
- Warehouse and Inventory for controlling Stock and supporting the supply of goods.
- Projects Management and Projects for coordinating project work and related operational activity.
- Financial and Job Cost for monitoring approvals, payments, costs, and Job Profitability.
- Dashboard, My Desk, Principal Desk, Activity, and Notification for reviewing work, status, and items requiring attention.
- Configuration, Security, Data, and Add New User for maintaining operational setup, access, and information.
How to think about work in Pams V2
Work in Pams V2 is managed through connected business records and clear statuses.
For example, a Sales representative may prepare an Offer for a customer. Once confirmed, the request becomes an Order. Purchasing and Warehouse teams can then support supply and Stock handling, while Finance officers track amounts that are Due or Paid. For project-related work, Project managers can monitor costs and Job Profitability throughout delivery.
Statuses help users understand the current position of each item:
| Status | Meaning |
|---|---|
| Draft | The item has been created but is not yet approved or finalized. |
| Awaiting Approval | The item still requires approval. |
| Approved | The item has received approval. |
| Valid | The item is active and accepted for use. |
| Upcoming | The item is scheduled for a future date or action. |
| Ordered | A purchase or supply request has been placed. |
| Delivered | The Order has been supplied to the customer. |
| Due | Payment or action is required. |
| Paid | A payment has been completed. |
Who uses Pams V2
Pams V2 supports the daily responsibilities of:
- Sales representatives and Sales managers
- Purchasing officers
- Warehouse managers
- Project managers
- Finance officers and Accountants
- Account managers
Each role works with the information relevant to its responsibilities while contributing to the same end-to-end business process.
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