# Platform Setup Discovery

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.

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### 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.

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## 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.)                 |