Product loader

Product Loader

Overview

Load product and company facts from configured files before any trade workflow uses them. The core rule is simple: no product claim, price, certification, MOQ, packaging size, or delivery promise may be invented.

When to Use

Use this skill when the user asks about product matching, customer development, quotations, product introductions, catalogs, factory advantages, packaging details, model numbers, or delivery terms.

Do not use it to research a prospect website or write the final email body by itself.

Inputs

• data/config/PRODUCT.yaml
• data/config/PRICING.yaml
• Optional product catalog file with multiple SKUs
• Optional product query or SKU when the user only wants one product from a catalog
• User-provided product notes in the current conversation

Outputs

{
  "company": {},
  "products": [],
  "pricing_rules": [],
  "missing_fields": [],
  "safe_to_quote": false
}

Procedure

1. Read PRODUCT.yaml and extract company profile, SKUs, product names, HS codes, materials, dimensions, packaging, MOQ, lead time, certifications, applications, and keywords.
2. Read PRICING.yaml and extract currency, incoterm, validity, payment terms, tier prices, sample fees, and remarks.
3. If the user names a product, keyword, or SKU, select the matching product from the catalog instead of asking them to rewrite the whole config.
4. Prefer current conversation facts only when the user explicitly overrides the configured file.
5. Mark missing fields instead of guessing them.
6. Set safe_to_quote to true only when SKU, quantity, unit price, incoterm, payment terms, validity, product size, and packing size are present.
7. Return a compact product context for downstream skills.

Verification

• Product names and SKUs match the source file.
• Catalog selection returns the named product only.
• Prices come only from PRICING.yaml or explicit user input.
• Missing price, size, packing, MOQ, incoterm, or lead time is listed in missing_fields.
• Certifications are not added unless present in source data.
• safe_to_quote is false when any required quotation field is missing.

Common Mistakes

Mistake	Fix
Guessing a price from a similar SKU	Ask for confirmation or mark price missing
Treating marketing advantages as certifications	Keep certifications in a separate field
Using one product's packing size for another SKU	Match by exact SKU
Producing a formal quotation with missing freight terms	Produce a draft with human review required