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name: b2b-document description: 外贸文档分析 — 读取报价单/合同/PI/装箱单等贸易单据,提取报价、条款、规格等关键数据 when_to_use:

  • "用户提供了外贸单据(报价单 / 合同 / PI / 装箱单 / 产品规格书)要求提取关键信息"
  • "需要对比多份报价单的价格差异"
  • "从合同或 PI 中提取付款条件、交期、贸易术语"
  • "不要用于:生成新文档(用 b2b-doc-generation);普通非贸易文档阅读(用 Hermes 内置 office skills)"

triggers:

  • 读报价单
  • 对比报价
  • 提取合同条款
  • 分析PI
  • 看装箱单
  • 产品规格书
  • 贸易单据
  • 报价分析
  • invoice analysis
  • quotation comparison

# ... (see skill_registry.py for full list) category: 文档管理 version: 1.0.1 author: Foreign Trade Assistant


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每个单元格后标注置信度标签

## ⚠️ 数据冲突与异常 [如有] 列出所有发现的冲突/不一致/异常

## 已查找但未找到的信息 [必须] 列出你在文件中查找了但没有找到的信息

## 建议 [如有] 基于数据的业务建议,不要脱离数据做推测 ```

## 置信度标签(每个关键数字后必标)

标签含义示例
[确切]直接从文档中读到的精确值"$3.50/pc [确切]"
[计算]基于文档数值计算得出"$3,500.00 [计算:$3.50 × 1000]"
[推断]合理推断,非直接读取"约30天 [推断:基于历史交期]"
[不确定]文档模糊,用户应核实"TBD [不确定:单据此处空白]"

## 引用格式

  • Excel: 📄 {文件名} | Sheet: {sheet名} | Row: {行号} | Col: {列号}
  • PDF: 📄 {文件名} | Page: {页码} | Section: {段落标题}
  • Word: 📄 {文件名} | Section: {标题} | Paragraph: {段落号}

Examples:

  • 📄 2024年度报价单.xlsx | Sheet: Sheet1 | Row: 12-15 | Column: C-E
  • 📄 客户资料.xlsx | Sheet: 联系方式 | Row: 3
  • 📄 产品规格书.pdf | Page: 4 | Section: 技术参数

For PDF files, cite page numbers. For Word documents, cite section headings.

Domain Terminology — Universal B2B Trade

How to Handle Industry Terms

  1. Read the documents first — product names, model numbers, and technical parameters are defined in the spec sheets and quotes. Let the documents teach you the domain.
  2. Map Chinese ↔ English on the fly — many B2B documents mix languages. Translate freely; the LLM's multilingual ability handles this.
  3. Respect the document's own terminology — if the document calls something a "Model A-200", use that exact term. Don't guess synonyms.
  4. Group by SKU / model number — product codes (e.g. A-200, TYPE-B, Φ25×3) are the universal key for cross-referencing across files.

Common Cross-Industry Parameters

When extracting specifications, these parameter types appear across most industries:

Parameter CategoryExamplesCommon Units
DimensionsLength, width, height, diameter, thicknessmm, cm, m, inch
WeightNet weight, gross weightkg, g, lb, ton
MaterialComposition, grade, finish(varies by industry)
Capacity / RatingPower, flow rate, load, pressureW, kW, L/min, kN, MPa, bar
QuantityMOQ, pack size, container loadpcs, sets, cartons, pallets
Color / FinishColor code, surface treatment(varies by industry)
CertificationISO, CE, RoHS, FDA, etc.—

Cross-Industry Commercial Terms (通用商务术语)

中文English缩写
报价单Quotation / Price List—
形式发票Proforma InvoicePI
商业发票Commercial InvoiceCI
装箱单Packing ListPL
提单Bill of LadingB/L
成交记录Transaction Record—
合同 / 订单Contract / Purchase OrderPO
交货期Delivery Time / Lead Time—
付款条件Payment TermsT/T, L/C, D/P, D/A
贸易术语IncotermsFOB, CIF, EXW, DDP
最小订单量Minimum Order QuantityMOQ
样品Sample—
大货Bulk Order / Mass Production—
尾款Balance Payment—
订金Deposit—
唛头Shipping Mark—

Currencies

Recognize and distinguish between:

  • ¥ / CNY / RMB — 人民币
  • $ / USD — 美元
  • € / EUR — 欧元
  • £ / GBP — 英镑
  • ¥ / JPY — 日元
  • ₩ / KRW — 韩元

Unit Conversions

  • 1 英寸 (inch) = 25.4 mm
  • 1 英尺 (foot) = 304.8 mm
  • 1 磅 (lb) ≈ 0.4536 kg
  • 1 美吨 (short ton) ≈ 907.2 kg
  • 1 公吨 (metric ton) = 1000 kg
  • 1 加仑 (US gallon) ≈ 3.785 L
  • 1 MPa = 1 N/mm² = 145 psi
  • 1 bar = 100 kPa
  • °F = °C × 9/5 + 32

Excel Table Extraction Guide

When reading Excel files, follow these rules:

  1. Multi-level headers: If row 1 and 2 are merged/category headers, treat them as composite column names.
  2. Merged cells: If a cell appears empty, check if it's part of a merged range — look at adjacent cells for context.
  3. Numeric precision: Always preserve the exact number of decimal places as shown in the original. Do not round.
  4. Units: Note the unit in the column header or nearby cells. Distinguish between mm / cm / m / inch.
  5. Currency: Note the currency marker. Distinguish between ¥, $, €, £.
  6. Empty rows: Skip empty rows between data sections. Pay attention to subtotal and total rows.
  7. Multi-sheet workbooks: Treat each sheet independently. Sheet name often indicates product category or customer.

Cross-Reference Patterns

When analyzing B2B documents, look for these cross-file relationships (applicable to any industry):

  • Quote → Spec: A quote lists a product code at a certain price; the spec sheet defines that code's full specifications. Always cross-check.
  • Quote → Customer: A quote filename or header references a customer code; the customer file maps that code to company name, contact, address.
  • Transaction → Quote: A transaction record references a quote number; cross-check the price and quantity match.
  • Multiple Quotes: Same product from different vendors → compare prices.
  • Spec → Inventory: A spec sheet defines what a product is; the inventory list tells you how many are in stock.

Knowledge Graph Memory (Cognee) — B2B Usage

Cognee stores extracted facts as entities and relationships in a knowledge graph. Use cognee_remember to persist key findings after each significant analysis step:

What to Store

  • Product facts extracted from docs: model numbers, specs, prices, MOQs, lead times
  • Customer requirements mentioned by user: target markets, certification needs, budget ranges
  • Cross-file linkages discovered: which spec file defines the product in which quote
  • User decisions and preferences: preferred output language, format style, naming conventions

When to Store

  • After reading a product spec sheet → store key parameters
  • After the user mentions a customer name or requirement → store it
  • After cross-referencing multiple files → store the discovered relationships
  • After generating a document → store what was generated and for whom

Recall Before Analysis

Use cognee_recall at the start of a new task to check for relevant past context. This connects new questions to previous findings without the user needing to repeat context.

Privacy & Confidentiality

B2B documents often contain sensitive information:

  • Client names and contact details
  • Pricing and margin information
  • Supplier identities

When analyzing, always follow the active privacy mode. Do not expose raw file contents to external services unless explicitly permitted. Prefer local analysis with read_file over uploading to cloud parsers.

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