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ERP 貿易模組文檔查詢

erp-trade-doc

查詢 DataWin ERP 貿易模組文檔,用於程式開發參考。當用戶詢問貿易模組的功能、流程、操作步驟時使用。

SKILL.md

Full skill instructions

ERP 貿易模組文檔查詢

何時使用此 Skill

當用戶詢問關於 DataWin ERP 貿易模組的問題時:

  • 業務流程(訂單、採購、出貨等)
  • 功能操作(應收帳款、應付帳款等)
  • 系統設定(公司、權限、幣別等)
  • 資料結構和欄位說明
  • 程式開發參考

查詢流程

第一步:讀取關鍵字索引

必須先讀取 docs-index/​trade-module/​keywords.json 來定位相關章節。

這個文件只有 ~825 tokens,包含所有關鍵字到章節的映射。

第二步:匹配關鍵字

根據用戶的問題,從 keywords.json 找出相關章節:

用戶問題搜索關鍵字相關章節
"如何處理應收帳款?"應收、帳款ch23
"訂單怎麼建立?"訂單ch12, ch20
"出貨流程是什麼?"出貨ch12, ch14, ch18
"如何設定公司資料?"系統設定、公司ch07
"客戶資料在哪裡維護?"客戶ch08

第三步:載入章節內容

只載入相關的章節(通常 1-3 個):

讀取:docs-index/​trade-module/​chunks/​ch23.md
Token 消耗:~1,161 tokens(平均每章)

第四步:回答問題

基於載入的章節內容,給出準確的答案,並引用章節來源。

關鍵字索引

<keywords> 以下是常用關鍵字映射(完整列表請讀取 keywords.json):

系統基礎

  • 上線、流程、功能鍵、查詢 → ch01-ch05
  • 系統設定、公司、權限、幣別 → ch07
  • 客戶、廠商、產品 → ch08

日常作業

  • 報價 → ch11, ch17
  • 訂單、採購、出貨 → ch12
  • 組合、分批、分開包裝 → ch13-ch15
  • INVOICE → ch18
  • 追蹤查詢 → ch19-ch21

帳款管理

  • 應收、應付 → ch23, ch24
  • 收支、預收、預付、訂金 → ch25, ch26
  • 加扣款、信用狀 → ch27, ch28

其他功能

  • 備份、歷史、覆核、關帳 → ch30-ch32
  • EXCEL、傳輸、排程、傳真 → ch34-ch37
  • Q&A → ch38, ch39 </​keywords>

Token 消耗估算

操作Token 消耗
讀取 keywords.json~825
讀取單個章節~1,161
典型查詢(1 章)~2,000
複雜查詢(3 章)~4,300
如果讀整個 HTML~210,000

範例使用

範例 1:應收帳款

用戶: 「應收帳款怎麼處理?」

AI 操作:

  1. 讀取 keywords.json (~825 tokens)
  2. 找到 "應收" → ch23
  3. 讀取 chunks/​ch23.md (~1,161 tokens)
  4. 回答問題

總消耗: ~2,000 tokens(節省 99%)

範例 2:出貨流程

用戶: 「出貨的完整流程是什麼?」

AI 操作:

  1. 讀取 keywords.json (~825 tokens)
  2. 找到 "出貨" → ch12, ch14, ch18
  3. 讀取 chunks/​ch12.md, chunks/​ch14.md, chunks/​ch18.md (~3,500 tokens)
  4. 回答問題

總消耗: ~4,300 tokens(節省 98%)

注意事項

  1. 永遠先讀 keywords.json - 不要直接讀章節,這樣會浪費 token
  2. 只載入需要的章節 - 通常 1-3 個章節就足夠回答問題
  3. 引用來源 - 回答時說明內容來自哪個章節(如:ch23.md:23)
  4. 如果找不到關鍵字 - 可以讀取 toc.json 查看完整目錄結構

檔案路徑

C:\真桌面\Claude code\ERP explore\docs-index\trade-module\
├── keywords.json       # 關鍵字索引
├── toc.json            # 完整目錄
└── chunks/             # 39 個章節內容
    ├── ch01.md
    ├── ch02.md
    ...
    └── ch39.md

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