Getting Started with PCM Quotes

Introduction

PCM is an acronym for ‘Pre-Costed Module’. The PCM application is designed for the following uses:

  1. Quotations - create ad-hoc Group or FIT quotes, either for immediate inclusion in bookings or as templates for subsequent use.
  2. Modules - create groupings of frequently used products that can be easily inserted into bookings or quotations without re-entering all of the service detail.
  3. Packages - create collections of products that together have a fixed selling price as packages that can be sold from the FITs module.

This document describes the first two uses; Quotations and Modules. Packages are covered in the PCM Packages User Manual.

The set up steps (e.g. Add PCM Code Data) may have been completed for you during system installation - check with your system administrator.