What you are probably dealing with
The same order typed five times
Quotation, purchase order, dispatch note, invoice and receipt each created separately, with descriptions and quantities copied between them. One wrong model number and the whole shipment is wrong.
Lead-time answers are guesses
A customer asks when it will arrive, so sales asks purchasing, purchasing asks the supplier, and someone checks sailing schedules. Two days later you have an answer.
Real margin cannot be calculated
The exchange rate at quoting, freight, duty and storage only become known afterwards. By the time settlement shows the order lost money, the next batch has already been accepted.
Routing depends on one veteran
Dozens of drops sequenced from experience. When that person leaves, nobody can do it — and fuel and hours were never measured in the first place.
Before and after
Before
- 1Quotation, purchasing, dispatch and invoice each created separately
- 2Lead-time answers require asking down the chain
- 3Costs compiled afterwards; margin known too late
- 4Delivery order sequenced by an experienced hand
- 5Logistics status checked in each carrier’s system
With AI GO
- 1One order runs from quote to collection without re-keying
- 2Every stage is queryable, so lead times are answered directly
- 3Costs accrue against the order; margin is visible now
- 4Addresses geocoded and sequenced into an optimal route
- 5Dispatch and logistics status synced in batches
Modules involved
Stock and trade management is the backbone; delivery and logistics modules follow the channels you actually use.
進銷存貿易管理
中小企業進銷存貿易管理系統。涵蓋客戶/供應商/商品主檔、銷售訂單出貨扣庫、請購簽核與採購驗收入庫、多倉庫存查詢與調撥、低庫存預警，並支援 AI 商品多語文案生成。
Operations配送路線優化
智能配送路線規劃工具。貼入配送地址後，自動地理編碼並透過 Google Directions API 計算最優路線，含前端 TSP 演算法 Fallback。
Operations7-ELEVEN 交貨便物流（示範）
【示範模板】功能為模擬資料展示，未串接真實 API。 串接 7-ELEVEN 統一超商交貨便服務。提供 B2C/C2C 寄貨單管理、物流狀態即時追蹤、出貨通知與包裹退回處理。
Integration基本進銷存
完整的進銷存 ERP 系統。涵蓋商品、客戶、廠商、銷貨、進貨、退貨、庫存查詢、應收應付帳款與報表分析等核心模組。
Operations環球金流電子發票（示範）
【示範模板】功能為模擬資料展示，未串接真實 API。 串接環球金流 (UniversalEC) 電子發票系統。支援自動開立、補發、作廢折讓，並具備財政部媒體申報檔匯出功能。
IntegrationPlatform capabilities
One order, end to end
Quotation, purchasing, dispatch, invoice and collection are stages of the same record rather than five systems each creating their own. Mistyped model numbers disappear at source.
Routes calculated automatically
Paste in delivery addresses and they are geocoded, then sequenced via the Google Directions API, with a built-in TSP fallback so a route is still produced if the external service is unavailable.
Costs accrue against the order
Freight, duty and storage — costs that arise late — attach back to the originating order, so margin does not wait for settlement.
Works with your carriers and invoicing
Logistics modules such as 7-ELEVEN parcel handling process dispatch and status in bulk, and invoicing has matching modules — no need to change existing partners to suit the system.
Labour cost you can recover
For a small-to-mid trading company with a five-person team at an average loaded rate of NT$380/hour:
Duplicate document entry (quote / purchase / dispatch)
- Hours / month
- 46 hrs
- Hourly rate
- NT$ 350
- Recovered / month
- NT$ 16,100
Lead-time enquiries and customer responses
- Hours / month
- 28 hrs
- Hourly rate
- NT$ 400
- Recovered / month
- NT$ 11,200
Delivery sequencing and dispatch
- Hours / month
- 22 hrs
- Hourly rate
- NT$ 350
- Recovered / month
- NT$ 7,700
Cost compilation and margin estimation
Requires senior staff
- Hours / month
- 20 hrs
- Hourly rate
- NT$ 480
- Recovered / month
- NT$ 9,600
Logistics status checks and updates
- Hours / month
- 18 hrs
- Hourly rate
- NT$ 320
- Recovered / month
- NT$ 5,760
| Work replaced | Hours / month | Hourly rate | Recovered / month |
|---|---|---|---|
| Duplicate document entry (quote / purchase / dispatch) | 46 hrs | NT$ 350 | NT$ 16,100 |
| Lead-time enquiries and customer responses | 28 hrs | NT$ 400 | NT$ 11,200 |
| Delivery sequencing and dispatch | 22 hrs | NT$ 350 | NT$ 7,700 |
| Cost compilation and margin estimationRequires senior staff | 20 hrs | NT$ 480 | NT$ 9,600 |
| Logistics status checks and updates | 18 hrs | NT$ 320 | NT$ 5,760 |
| Total | NT$ 50,360 | ||
These figures assume a typical staffing profile. Real numbers depend on your team size and process — we rerun the model with your own data during a consult.
FAQ
We have a lot of exceptions. Can the system cope?
Can exchange rates and duty be applied automatically?
Is automated routing really better than an experienced planner?
How long does adoption take?
Further reading
AI 報價單自動化：讓業務告別手動填表，報價速度快 10 倍
台灣中小企業業務每天花 2～3 小時手動填寫報價單，AI 報價單自動化可將這個流程縮短到 5 分鐘內完成。本文說明實作方式、常見工具比較與真實案例。
流程自動化企業流程自動化完全指南：AI 如何幫你省下 50% 的行政時間
從請假審核、報表匯整到客戶跟進，AI 流程自動化能幫企業節省大量重複性工作。本文整理 6 大常見自動化場景與實作建議。
ERP AI 整合ERP 跟 AI 整合有什麼好處？企業主必看的完整解析
ERP 系統是企業的核心，但傳統 ERP 操作複雜、報表死板。整合 AI 之後能帶來哪些改變？本文從實際案例出發，完整解析 ERP + AI 的五大效益。
Other solutions
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