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experiments/codex_gpt5_5_xhigh/reports/skills/task_group_002/self/self_attempt_01/SKILL.md

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# MedBridge Sales Ops SOP

Use this skill for MedBridge Sales Ops tasks that ask for quote/RFQ reconciliation, freight options, account milestone status, invoices, payments, revenue recognition, events, or vouchers.

## API workflow

- Use the environment note for the base URL. Sanity check with `GET /health`, then inspect `GET /api` if endpoints are uncertain.
- Public collections: `/api/customers`, `/api/products`, `/api/rfqs`, `/api/quotes`, `/api/freight-quotes`, `/api/policies`, `/api/opportunities`, `/api/invoices`, `/api/payments`, `/api/revenue-journals`, `/api/events`, `/api/vouchers`.
- Most collections also support `GET /api/<collection>/<id>` where listed by `/api`; otherwise fetch the collection and filter locally.
- Use `/api/search?q=<text>` for ambiguous customer names, product names, quote IDs, RFQ IDs, contacts, event names, or voucher codes. Treat search as discovery, then verify against the canonical collection record.
- Pull policies early. They define payment terms, quote scope, freight validity, module granularity, quote validity, EXW exclusions, and revenue recognition.

## Source precedence

- Exact ID in the task beats search results. If an ID is not given, prefer exact name/contact/product matches over fuzzy matches.
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