> For the complete documentation index, see [llms.txt](https://vu-custom.gitbook.io/vu-custom/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://vu-custom.gitbook.io/vu-custom/getting-started/platform-setup-discovery.md).

# Platform Setup Discovery

As part of ensuring VU Custom fits your brand, it is essential to align on the technical landscape and the desired customer experience.

While the Product Matrix handles the SKU-level data, the below discovery questions define the **integration,  order flow and logic, and production workflow.**

### Why this is important

Capturing these details early ensures that the VU Customizer is configured to fit within your existing e-commerce stack and that the output files are compatible with your manufacturing process.

***

### Discovery Template

To streamline this process, please locate the **"Prospect Profile Q/A"** tab (the second sheet) in the Product Matrix linked below and complete the profile.

{% file src="/files/7g2NGqwzG8HlbJB9eIXF" %}

***

## 1. Platform & Order Integration

We need to understand how VU will sit within your existing ecosystem to ensure orders flow seamlessly from the cart to the factory.

| Item                                      | Specifics to Capture                                 | Sample Answer                                  |
| ----------------------------------------- | ---------------------------------------------------- | ---------------------------------------------- |
| **Ecomm Platform**                        | Exact platform and version (Shopify Plus, B2B, etc.) | Shopify Plus                                   |
| **Additional Platforms Involving Orders** | Other systems involved (ERP, WMS, 3PL)               | NetSuite (ERP) and Shipstation (3PL)           |
| **Order Flow Logic**                      | The step-by-step path the order takes                | Shopify → NetSuite → Shipstation               |
| **Order Export**                          | How the factory/fulfillment center accesses data     | Orders grabbed via API with decoration details |

## 2. The Customizer Experience (UX)

These questions define how the user interacts with VU and navigates through the customizer

| Item                | Specifics to Capture                                     | Sample Answer                                    |
| ------------------- | -------------------------------------------------------- | ------------------------------------------------ |
| **Pricing Logic**   | Nuances like tiered pricing, upcharges, or MOQs          | Price breaks are volume and customer-type driven |
| **Live Wireframes** | Desired user flow or links to an existing customizer     | "We want to re-orient our current flow to XYZ"   |
| **2D or 3D**        | Are we using photography, 3D models, or CADs?            | 2D photography                                   |
| **Business Logic**  | Conditions that dictate the customization process occurs | "Must have a Minimum Order Quantity (MOQ) of 24" |

## 3. Personalization & Configuration

This section defines the selections within a product.

| Item                 | Specifics to Capture                                  | Sample Answer                                         |
| -------------------- | ----------------------------------------------------- | ----------------------------------------------------- |
| **Zoning**           | Defined sizes, locations, and behavior of print areas | Image wraps around the entire product; fixed text box |
| **Personalizations** | Details on Image, Text, and Monogram capabilities     | Users can move/rotate images; specific font lists     |
| **Customizations**   | Options selected outside the customizer               | Color and Size are selected on the product page       |
| **Decorations**      | Available stock icons, patches, or offerings          | No stock offerings; user-uploaded content only        |
| **Stock Graphics**   | Static branding that must appear in the render        | Unchangeable logo present on the product base         |

## 4. Production & Fulfillment

This ensures that the "Print Ready" files generated by VU are actually ready for your specific machinery.

| Item                   | Specifics to Capture                            | Sample Answer                         |
| ---------------------- | ----------------------------------------------- | ------------------------------------- |
| **Production Methods** | The physical application (Engraving, DTG, etc.) | Logos are printed, text is engraved   |
| **Print Files**        | Required file formats, dimensions, and layers   | Layered Adobe Illustrator (.AI) files |
| **Delivery Method**    | How the print files reach the factory           | TBD (API, SFTP, etc.)                 |