Set up your Brand Store

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Before we can help you set up your Brand Store, you need to provide us with some information so that the Brand Store configuration reflects your needs and processes.

Print suppliers: specify the following information for each print supplier you have:

  • Name and email address of the print supplier

  • Preferred way of delivering print products, for example, email or FTP

  • Does the order need to be in an email or a separate XML file

  • Should PDFs have default crop marks

  • Product prices

  • Shipping costs, if applicable

  • Default shipping time

  • Support for Track &Trace so that orders can be tracked in Order history.

  • Tier pricing: specify any tier prices you have for products and whether or not a minimum or maximum quantity applies to any of the products.

    Note

    Make sure that the minimum quantity spcified here matches the minimum quantity specified in the Product tab.

  • Currencies: list the currencies you support.

  • Shipping address: specify if you want the shipping address to be based on the user profile, tied to a cost center or entered by user on checkout.

  • Billing address: specify if it should be the same as the shipping address.

  • Shipping: decide which shipping information you want to display to users. We can display estimated arrival date, shipping costs, tracking number, or any additional information related to shipping.

  • Payment methods: specify the methods you want to display to users:

    • Cost center/ PO number: we can import cost center numbers and connect the cost center to the user profile so that an order invoices directly against the cost center.

    • Budget per group or a user profile: costs can be invoiced against a user or a group budget. We can also send a notification to a user when the budget runs out.

    • Credit card/Paypal: users can enter their payment details. We partner with Ingenico to do card verification but we can integrate with other providers as well. We can also use Stripe as payment method.

  • Categories: specify if you want your Brand Store articles orders in categories or subcategories. For example, you might order the products under merchandise and print.

  • Budget groups: we can create budget groups and add products to particular groups. At checkout, Brand Store users will see that a product they've selected belongs to a specific group.

    Groups can be useful, when users get a budget to spend on particular type of products, for example: Merchandise. Then, they can make sure, they've chosen the a product belonging to the correct budget group.

  • Product information: specify the details of your products such as width or height.

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