Print Quote Manager

PQM - the user-friendly Quote & Order Processing system for printers

PQM has been designed for very fast quote preparation. If the customer is on the phone or at the counter, or if your rep is visiting with his notebook computer, only the barest information need be entered to prepare the quote. If the quote becomes an order, or a serious enquiry, then you can add the rest of the customer information later.

Preparing a Quote couldn't be easier . . .

CUSTOMER
Select 'Find Customer' to select from drop-down list or 'New Customer' to add a new one

QUOTES/ORDERS Click here to revise an existing quote/order or to start a new one

NEW QUOTE Enter a full description of the complete job (this is how it will appear at the top of the quote). Then click ITEMS to go to the next screen.

MAINTENANCE –Click this button on any screen to enter the Maintenance section (see below).

System
Requirements:

Pentium II
equivalent or better

Microsoft^® Windows 98/2000 ME or XP

PQM requires Microsoft^® Access 97 or higher

The 'Items' Screen . . .

PAPER – select from the drop-down list of papers, sizes and costs. Input job details (size, colors, quantity, etc).

OVERIDES – ink, Plates, Film and Washup costs will be calculated (but can be overidden).

PRINTING – select press from the drop-down list of your equipment, customized with hourly rates.

ARTWORK – enter hours and select rate from drop-down list.

OUTWORK – enter hours and select from drop-down list of outworkers.

FINISHING – go to Finishing Page to select processes.

ITEM PRICE – once the other fields have been completed the finished price will be calculated and will appear here.

Click FINISH to go to next window.

Click here to enlarge the Items screen

The 'Finish New Quote' Screen . . .

CUSTOMER DETAILS – if the quote is for a new customer you will be prompted to complete the address and contact detail boxes.

NEW PRICE – the figures from the 'Item' screen will be shown here, and at this stage you can apply discounts or settle on an 'Agreed Price' with the customer.

OLD PRICE – if you are working on a revised quote or order, this shows the old price details.

STD BUTTON – press this to see the Standard Quote Mark-up applying to the current quote.

When you are happy with the quote click FINISH to go to next window.

Click here to enlarge the Finish New Quote screen

HOW PQM WORKS

PQM works by using a series of database tables that contain the costs and rates for all aspects of a printed job. These tables are easily amended using the Maintenance Screens, so it is a simple task to keep the data up to date. One of the key tables is the 'Jobsize & Film Table'. This allows you to set your paper sizes and the number of smaller trimmed sheets that can be obtained from the size at which you price. In Europe, for example, it might be the number of A4 sheets from A1 paper, or A5 from A2, but PQM can be used anywhere in the world by inputting your job sizes and the details of the sheets from which they are trimmed.

The costs used at the Maintenance Screen level should ideally be your true costs (for paper, ink, film, plates, machine time and outwork etc.) Then PQM prepares the quote using various levels of pre-determined mark-up, (similarly controlled using the Maintenance Screens - which is Password protected to stop unauthorized use!). Mark-ups can be set for each individual element that go to make up the quote, and can additionally be globally applied, along with customer discounts. This way it is simple to see the true costs of a job, as well as the profit margins, which is invaluable when negotiating an agreed price.

Your finished quote . . .

Here is your finished quote, ready to print or fax to your customer.

When the quote is accepted it can be confirmed as an order, and then you can print out the Job Bag complete with all the details of the work.

Click on individual screens to enlarge

CUSTOMIZED VERSIONS . . .

If you are interested in having a version of PQM tailor-made to suit your exact requirements we would be happy to quote you for the work involved.

The system generates a permanent database that could be utilized for additional features, such as producing Loading and Scheduling Reports or other customized Reports and Forms.

If you would be interested in additional features then please email us with your requirements.

System
Requirements:

Pentium II
equivalent or better

Microsoft^® Windows 98/2000 ME or XP

PQM requires Microsoft^® Access 97 or higher

Use the 'Maintenance Screen' to update your data. . .

Click the MAINTENANCE button on any screen to enter the Maintenance section. This section is password protected and here you can enter various screens to set all the criteria on which your quotes will be based.

PAPER & PRINTING SCREENS – add new or edit existing PAPER makes/types, prices and mark-ups; set OVERS default %; specify FILM/PLATES sizes, costs and mark-ups; set INK costs, mark-up and minimum cost; set MACHINE thruput rates, colors/passes, hourly rates and minimum costs; set WASH-UP rates.

FINISHING SCREENS – set costs, thruput rates, mark-ups and minimum costs for SCORING, PERFORATION, COLLATION, STITCHING, CUTTING & CREASING, FOLDING and CUTTING.

OTHER SCREENS – input hourly rates and mark-ups for ARTWORK; define OUTWORKER by supplier with costs, mark-ups and minimum charges; define and cost PACKING and DELIVERY suppliers.

In addition you can use the Maintenance area to change TAX RATES, set your STAFF names, change PASSWORD and much, much more.

Click on individual screens to enlarge

	"PQM has got to be the most flexible and easy-to-use estimating system for printers available"

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