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What are the main differences between V2 and V3?

PDM V3 introduces a number of changes to terminology, navigation and workflows, while retaining the core functionality of V2.

The biggest changes are outlined below to help you find familiar V2 features in PDM Web and PDM App.

1. Admin is now PDM Web, and the mobile app is now PDM App

The central web application previously known as Admin is now called PDM Web.
The driver-facing mobile application is now called PDM App.

A single user login can be used across both applications.

2. Branches are now Entities

In V3, Branches have been replaced by Entities.

An Entity can represent a head office, branch, hub, surgery, pharmacy or another organisation. Customers and users can belong to multiple Entities, making it easier to manage access and organise different parts of your operation.

Virtual entities can also be created, for example to group customers by delivery region.

3. Deliveries and Collections are now managed as Orders and Tasks

In V2, deliveries and collections were managed separately. In V3, they are managed through the Orders module.

An Order can contain one or more Tasks, such as a delivery or collection.

This means all activity relating to the same order can remain together, including completed, failed, cancelled and rescheduled tasks. Failed or cancelled tasks can be rescheduled without creating a completely separate record, helping to preserve the full history of the order.

4. Regular Deliveries are now Order Schedules

Regular Deliveries from V2 are managed as Order Schedules in PDM Web.

Order Schedules are used for recurring orders, such as weekly or monthly deliveries.
Existing Regular Deliveries migrated from V2 can be found under:

Schedules > Order schedules

Schedules are processed automatically at midnight each night, and orders are created for any schedules that fall within the next 7 days.

5. SMS notifications work differently

By default, SMS notifications are passed to the driver’s mobile device for sending through its default messaging app, rather than being sent through the PDM SMS gateway.

The device must have an active SIM/mobile plan with SMS capability.

If your organisation would prefer to continue using the PDM SMS gateway, please contact PDM Support.

6. Searching and navigation are quicker

Quick Search is available throughout PDM Web.

Use Quick Search to find customers and orders without having to navigate through individual modules.

You can also scan supported barcodes created by PDM or compatible third-party systems.

7. Customer records are more flexible

V3 introduces several improvements to customer records, including:

• multiple addresses
• custom tags
• reusable customer defaults for order notes, items and tasks
• barcode scanning support

8. User management is more flexible

Organise users more easily across teams and Entities.

User Groups make it easier to organise drivers, hub staff, managers and other teams.

Users can also be granted access to multiple Entities without needing separate accounts.

9. Views can be customised

Grid views can be customised and saved.

Columns can be added, removed, reordered and filtered, and your preferred layout is retained between sessions.

10. Remote Signature Capture

Customers or other recipients can sign remotely to confirm receipt of goods, with the signature uploaded for viewing in PDM Web.

Pharmacy-specific improvements

V3 also includes additional functionality for pharmacy users, including:

• recording the number of packages within an order
• assigning items to individual packages
• NHS number support within customer records
• PMR barcode scanning and integration with supported PMR systems