Onboarding
and Resources

Planning

The first and most important step is to define the desired outcomes. Who will use the site? Are they grouped by shared needs? What are the products, and how should they be organized? What business rules need to be followed? These high-level discussions lay the foundation for success.

Configuration

After planning, configuration becomes straightforward. The Brandstash implementation team will set up all users and products, adjusting settings to ensure your business requirements are fully met.

Integration

If needed, Brandstash can integrate your system with third-party applications, such as ERP, CRM, inventory management, procurement tools, vendor platforms, or other proprietary systems.

Testing

The implementation team will thoroughly test the setup to confirm it aligns with your goals. Once everything is running smoothly, access will be provided to you and any staff members you designate.

Deployment

You can choose a phased roll-out or a global launch. To support new users, the Brandstash team can host web-based training sessions or provide “quick-start” guides. However, most users won’t need training since the storefront is designed to feel familiar—similar to popular online shopping sites.

Getting started is easy! Simply complete the Getting Started module and gather your lists of users, products, and category structure. We will walk you through the process to fill out the necessary templates, step by step, to make the implementation as easy as possible.

It is best to review your existing marketing assets to ensure they are relevant and up-to-date, and organize them in a shareable folder for easy access and distribution. You’ll provide us with a list of assets along with existing SKUs at setup.

To efficiently manage inventory transfers, it is best to establish SKUs (Part Numbers) for all items. For any inventory transfers, label cartons or pallets with the SKU and quantity per unit. Additionally, providing a pallet manifest that includes the product SKU, unit quantity, and piece quantity for accurate tracking is advisable. Files for print-on-demand, customizable, and edelivery items may be uploaded to our secure SFTP site.

When submitting files for an online storefront, a PDF is sufficient for most applications including customizable products, inventory thumbnails, and edelivery products. If the Digital Asset Management module is being deployed, the system can handle any file format including, but not limited to PDF, JPEG, PNG, SVG, MP4, Powerpoint, Word, and Excel. We suggest that you use a file naming convention that matches the predetermined Product ID (SKU) to ensure clarity and easy identification.

Brandstash storefronts support single sign on from SAML or oAuth with Metadata XML file provided as needed.

Southeastern has achieved HITRUST r2 certification and is HIPAA compliant. The Brandstash platform maintains PCI compliance. Brandstash has several optional features available that provide a secure transaction environment including Front End Two-Factor Authentication, Order File and Data Redaction, PGP Encryption, and Google reCAPTCHA for self-registration site. See our data and security policy here.

Southeastern will provide credentials to a secure SFTP folder for file upload.  You may access the SFTP portal by clicking here.

Companies can manage user access within their storefront by creating individual user and/or user groups by department, business unit, or by role. You may also set up select users with administrative access, which provides access to additional functions and features including, but not limited to viewing ALL orders, modifying product and price information, creating and deactivating users, and reporting.

To add a new SKU Setup, a new user setup, new categories, new approval workflows, and other site modifications, simply complete a Storefront Updates Form.

For ordering assistance, technical inquiries, order status, and shipment inquiries, see the Request Help Link on your storefront. If you need support, send us an email at Support@seprint.com and one of our associates will contact you.

For third party supplied materials, you must first obtain a product SKU from the vendor. Label the packaging with the SKU and complete an Advanced Shipping Notification (ASN) prior to shipment. This alerts our warehouse to incoming inventory.