TRADE / 01

STEEL
TRADING

A quote is never only a quote.
It is a moving view of product, availability, cost, risk, and commitment.

INQUIRYPRODUCTINVENTORYSUPPLIERQUOTEORDERDELIVERYRECONCILIATIONCASH

01 / INDUSTRY OPERATING MAP

HOW THIS BUSINESS
ACTUALLY WORKS.

YOUR SOFTWARE STORES INFORMATION.
YOUR PEOPLE STILL MOVE IT.

ROLES / PEOPLESYSTEMS / TOOLS
01CUSTOMERINQUIRY / REPLY
02SALESINTERPRET / PROPOSE
03WAREHOUSEAVAILABILITY / FACT
04PROCUREMENTSOURCE / COST
05SUPPLIERAVAILABILITY / TERMS
06OWNER / MANAGEMENTEXCEPTION / APPROVAL
07FINANCECREDIT / CASH
08LOGISTICSDELIVERY / HANDOFF
WECHAT
PHONE
EXCEL
ERP
FILES
FINANCE
SOFTWARE
ASKINTERPRET
SEARCHCHECK
WAITREMIND
COPYRE-ENTER
CALCULATEAPPROVE
RECONCILE

02 / WORKFLOW SELECTION

CHOOSE A
WORKING PATH.

HOVER / FOCUS = PREVIEW    CLICK / ENTER = ZOOM INTO WORKFLOW

03 / CURRENT WORKFLOW04 / FRICTION OVERLAY05 / REDESIGNED WORKFLOW

INQUIRY QUOTE

REPRESENTATIVE EXAMPLE / TO VALIDATE
LAB / SIMULATION STUDY
No client data. No commercial terms or thresholds shown.

CURRENT WORKING PATH

REDESIGNED WORKING PATH

  1. Q01INQUIRY
    RECEIVED
    Customer message
    or call
    ASKUNSTRUCTURED INPUT
    R01STRUCTURED INTAKE
  2. Q02REQUIREMENT
    CLARIFIED
    Grade / size / quantity
    delivery intent
    SEARCHCHECK
    R02VERIFIED REQUIREMENT
  3. Q03INTERNAL
    AVAILABILITY
    Warehouse and ERP
    checked
    CALLUNCERTAIN
    R03AVAILABILITY SNAPSHOT
  4. Q04SUPPLIER
    SOURCED
    Availability and
    terms collected
    WAITREMINDCOPY
    R04STRUCTURED SOURCING ROUND
  5. Q05COST BASIS
    ASSEMBLED
    Cost, freight, and
    conditions aligned
    RE-ENTERCALCULATE
    R05VERSIONED COST BASIS
  6. Q06PRICE AND
    TERMS PROPOSED
    Commercial proposal
    formed
    MEMORY-DEPENDENTCHECK
    R06CONTROLLED PRICE PROPOSAL
  7. Q07EXCEPTION
    APPROVAL
    Only when required
    OWNER IN THE LOOPWAITAPPROVE
    R07POLICY & EXCEPTION ROUTING
  8. Q08QUOTE
    RELEASED
    Quote version
    composed
    COPYRE-ENTER
    R08CONTROLLED QUOTE RELEASE
  9. Q09CUSTOMER
    RESPONSE
    Revision or
    decision
    SEARCHCOMPARE
    R09VERSIONED QUOTE CASE
  10. Q10FOLLOW-UP
    HANDOFF
    Outcome to order
    or next follow-up
    REMINDMEMORY-DEPENDENT
    R10SHARED OUTCOME & HANDOFF

06 / RESPONSIBILITY MODEL

MACHINES RUN
THE FLOW.
PEOPLE OWN
THE VALUE.

AI

EXTRACT
CLASSIFY
SUMMARIZE
Surfaces missing data. Does not make commitments.

RULES

PRICE LOGIC
AUTHORITY
EXCEPTIONS
Defines conditions and routing.

SOFTWARE

QUOTE CASE
RECORDS
VERSION HISTORY
Creates the shared operational record.

AUTOMATION

ROUTE
REMIND
HAND OFF
Moves requests and states between roles.

HUMAN

COMMIT
NEGOTIATE
DECIDE
Owns price exceptions, commercial judgment, and major decisions.

07 / WORKING PROJECT

WORKING PROJECT / V1STEEL TRADING CONTEXT

INQUIRY-TO-
QUOTE SYSTEM

ENGINEERING / SYSTEM ARTIFACT

    NOT A COMPLETED PRODUCT. A WORKING SYSTEM ENTRY.

    01OPERATING MAP