Charter & Ledger

Report Guide

How to read your quote analysis

This guide explains what the report contains, how the numbers were calculated, and what to do with the findings.

Procurement Cost Analysis

Procurement Cost Analysis Guide

How to read your historical invoice analysis and priority actions report.

Read guide →

On this page

  1. 1. What this report shows
  2. 2. Reading the comparison table
  3. 3. 12-Month purchase history
  4. 4. Report summary
  5. 5. Specifications
  6. 6. Flags
  7. 7. Open items
  8. 8. What to do next

1. What this report shows

You submitted quotes from multiple suppliers for a specific raw material. This report normalizes those quotes: it converts them all to the same basis so you can compare them directly.

Quotes from different suppliers often use different freight terms, pack sizes, and payment structures. A quote of $1.74/lb that doesn't include freight isn't actually cheaper than a $1.82/lb quote that does. Once you add freight in, the picture changes. The report does that math for you.

The report presents facts. It does not tell you which supplier to choose.That decision depends on your supplier relationships, quality history, lead time requirements, and operational constraints (things we don't have visibility into at this stage). Use the report as your starting point, not your final answer.

2. Reading the comparison table

How the columns and rows are organized

The comparison table has one column for your current supplier and one column for each quote you submitted (Q1, Q2, Q3...). Rows are grouped into four categories: Pricing, Logistics, Specifications, and Certifications.

FieldCurrentQ1Q2Q3
Price / lb$1.82$1.74 ↓$1.91$1.79
FreightIncl.$0.06/lbIncl.$0.04/lb
Delivered / lb$1.82$1.80 ↓$1.91$1.83
Payment termsNet 30Net 30Net 15Net 30
Lead time2 wks3 wks1 wk2 wks
Fat content10/12%10/12%22/24%10/12%
Organic cert.---

Example (not real data). ↓ marks the lowest delivered cost per pound.

Delivered cost per pound

This is the most important row: it adds the base price and any separate freight cost together so every quote is on the same footing.

Freight

Some quotes include freight in the price (“Incl.”); others quote it separately (e.g. “$0.06/lb”). When it's separate, it's added to the base price to get the delivered cost. If freight terms weren't stated on the quote, that will appear as a flag.

Hiding columns

Use the column toggle at the top of the table to hide quotes you want to set aside. This makes it easier to compare a shortlist side by side.

3. 12-Month purchase history

Appears when historical invoice data is available for this material

When your account has prior invoice history for the same material, the report shows a horizontal price band above the comparison table. The blue bar is your historical purchase price range: the low and high end of what you actually paid per pound over the past 12 months. Colored dots mark where each quote lands relative to that range.

What the positions mean

A dot inside the blue band means that quote is priced within your normal range. A dot to the left is below your historical low: worth verifying it's a real contract price. A dot to the right is above your historical high.

When it doesn't appear

The band only shows if a Procurement Cost Analysis has been run for this material. First-time engagements and materials with no prior history will not show the band.

If the band appears with the note “data may reflect a standard cost snapshot,” your ERP exported a fixed book value rather than individual transaction prices. The band is shown for reference but treat it as less reliable than transactional history.

4. Report summary

The AI-generated analysis below the comparison table

Below the comparison table, the report includes a structured summary generated by the analysis pipeline. It has four parts:

Executive brief

A short paragraph and bullet points summarizing the key findings: which quotes are competitive, any notable spec gaps, and the overall picture. Factual only; no supplier recommendation.

Pricing vs. current

A compact table showing each quote's price and how it compares to your current supplier's price (e.g. “−4.2%”). Freight is factored in where stated. If a quote's price couldn't be directly compared (different specs, missing freight): that's noted in the Notes column.

Certification coverage

A matrix showing which certifications (Non-GMO, Kosher, Organic, etc.) each quote confirms, is missing, or didn't address. Required certifications are flagged in red; preferred in amber.

Blockers and info gaps

Per-quote cards listing blockers (things that prevent a fair comparison) and info gaps (missing data worth following up). This is the most actionable part of the summary: a blocker on a quote means the comparison may be unreliable until it's resolved.

The summary is generated by AI and reviewed by your account manager before delivery. If anything in it looks incorrect, use the feedback button at the bottom right of the report page.

5. Specifications

Why specs matter before you compare prices

Price per pound only tells part of the story. If two suppliers are quoting different grades, fat contents, or moisture tolerances, you're not comparing the same product. The Specifications section of the table shows the key technical attributes from each supplier's documents.

If a spec cell shows “-”, it means the value wasn't found in the supplier's documents. That doesn't necessarily mean the supplier can't meet the spec: it may just not have been stated on the quote. It's worth confirming directly.

Check specs before making a decision. A quote that looks cheaper but quotes a different grade may not actually be a drop-in replacement for your process. Verify with your supplier that the specs match your requirements before switching.

6. Flags

Observations that may affect your decision

Flags are observations generated during analysis: things that stand out or could affect the reliability of the comparison. They are not recommendations. They surface information; you decide what to do with it.

Examples

Supplier B quote does not include freight terms: delivered cost comparison may be understated.
Q2 specifications differ on fat content (22/24% vs. 10/12%): this quote may not be for the same product.
Q3 price is 31% below the next lowest quote: verify this is a contract price, not a spot or promotional rate.

Spec mismatch

Two quotes aren't quoting to the same spec. The price comparison may be misleading: confirm the spec with the supplier before drawing conclusions.

Missing data

A quote is incomplete: typically missing freight terms, payment terms, or lead time. The analysis proceeds, but the gap is noted. Ask the supplier to clarify.

Pricing anomaly

One price is dramatically different from the others. This may indicate a data error, a spot price instead of a contract price, or a promotional rate that won't hold. Verify with the supplier.

7. Open items

Questions worth resolving before deciding

Open items are specific questions or gaps that came up during analysis. They appear as a checklist at the bottom of your report. The report is complete even when open items exist: they're there to flag things worth following up on, not to hold up delivery.

Examples

Confirm whether Q1 price is FOB origin or delivered: freight terms were not stated on the quote.
Q2 does not specify a minimum order quantity: confirm whether the quoted price applies at your current volume.
Spec sheet lists moisture content as <5% but Q3 quote states <3.5%: clarify which spec applies.

In most cases, open items are questions to take back to the supplier directly. A quick email or call is usually all it takes to resolve them.

8. What to do next

Use the report as your starting point. A few things worth doing before making any supplier decision:

  1. Resolve any flags and open items: follow up with the relevant suppliers to get clear answers.
  2. Confirm specs match your requirements, especially for any quotes you're considering switching to.
  3. Factor in what's not in the report: supplier reliability, quality history, relationship, and operational fit matter and aren't captured here.
  4. Save or print the report: use the Print / Save as PDF button at the top right of the report page.
Questions about your report? If something looks wrong, is unclear, or you want to discuss the findings, reach out: info@poassembler.com
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