The intent of this article is to give resellers guidance to customers regarding the CAO Savings Report and its contents.
Instructions
- On your dashboard on the left sidebar tap Invoices
- Tap the pencil icon to the right of the customer for the invoice you need
- Scroll down and tap the file attached to download the .pdf
- Create video explaining one shipment. Study how we saved. Check the agreement.
- Send CAO_Savings_Report_Overview.pdf along with a note that the CAM savings report is viewable on the Invoice Detail View. This is emailed to the notification email recipients in the Settings page of User account.
Pro tip
Refer to the Resources folder to find CAO Savings Report guides and examples.
- Within Resources use keyword search “cao” to find CAO_Savings_Report_Overview.pdf