Welcome
Pams V2 supports connected business operations across sales, procurement, warehouse stock, project delivery, payments, and financial control. It enables teams to manage the lifecycle from an Offer or RFQ through Order processing, delivery, approval, payment, and Job Profitability.
Sales Representative
Sales representatives manage customer-facing sales activities, including preparing Offers, recording Orders, and following delivery progress. They primarily work in Sales, Contacts, Contracts Data, Activity, and My Desk.
Sales Manager
Sales managers oversee sales performance, commercial activity, and the progression of Offers and Orders. They use Sales, Dashboard, Activity, Contacts, and Job Profitability to monitor work and support the sales team.
Purchasing Officer
Purchasing officers manage supplier sourcing and purchasing activities, including RFQs, Buyouts, and items that are Ordered. Their main working areas are Procurement, Purchasing, Market, Contacts, and Contracts Data.
Warehouse Manager
Warehouse managers control Stock and support the movement of goods required to fulfil Orders. They work primarily in Warehouse, Inventory, Stock, and Data.
Project Manager
Project managers coordinate project delivery, planned work, and project costs. They use Projects Management, Projects, Task, Job Cost, and Job Profitability to follow project progress and financial performance.
Finance Officer
Finance officers manage financial activity, including items that are Due, Paid, or Awaiting Approval. They primarily work in Financial, Dashboard, Activity, and Notification.
Accountant
Accountants maintain financial records and review the financial status of operational activity. They use Financial, Data, Dashboard, and Job Profitability to support financial control and reporting.
Account Manager
Account managers maintain customer relationships and coordinate commercial activity across customer accounts. They work mainly in Sales, Contacts, Contracts Data, Activity, and My Desk.
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