Example CAO Savings Report

As a merchant, certain resources are accessible to you to market the carrier agreement optimization (CAO) service to your customers. This article will detail why the Savings Report is a valuable tool to use when selling the carrier agreement optimization service to a prospective customer.

Locate carrier agreement optimization savings report

    • Go to the resources folder within your admin user account
    • Search for Savings_Report.pdf
    • Tap the download button
The Savings Report as a value-add resource

The Savings Report is designed with your brand in mind, displays 100% of savings by cost component, and supports selling the carrier agreement optimization service.

How to use the report in the selling process

The competition lacks transparency and neglects to provide proof for something as simple as secured refunds. Most parcel auditors lack the sophisticated technology to do business the right way and try to get away with lumping refunds together in a collective format. Most prospective customers aren’t even aware of the level of transparency that’s available to them.

Trustworthy technology makes it possible for customers to see the details of each shipment on a granular level.  The Savings Report displays individual tracking numbers in addition to the corresponding savings found for each cost component billed on every single specific shipment.  The report is another tool to keep transparency a top priority in business.

Locate cao savings report email template

  • Go to the resources folder within your admin user account
  • Search for CAO_Savings_Report_Example.html 
  • Tap the download button

Savings report format

The date range is specific to the dates on invoices. The Savings Report consists of all invoices posted to the customer’s shipping account within the selected date range.

Invoices are recorded sequentially according to the date range. As you look at the Savings Report, you can see the headings include both the invoice number and invoice total billed during the period. Each shipment billed to an invoice is listed under an invoice heading. It’s listed in order of the first charge observed for that shipment and incorporates all the debits and credits billed to that shipment.

Every cost component is listed as a line item. The headings for each column are divided and defined in three different forms.

Published charges
Published chares are the list rates determined by the current carrier service guide.

Old charges
Old charges are calculated by factoring in the component charges observed and the pricing agreement in place before the carrier agreement optimization process.

New charges
New charges are the dollar amount observed on carrier invoices billed during the selected date range.

Updated on September 11, 2023
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