Case studies

Three problems every merch business has. Three tools that removed them.

Built for a promotional merchandise company and its clients. Names withheld. The problems and the fixes are described exactly as they happened.

01 Mockup designer  ·  02 Kit configurator  ·  03 Company store with approvals

01 · Designer tool

Show the client their logo on the product before anything is made.

A sales team was answering "what will it look like?" with Photoshop requests to a designer, a day of waiting, and a flat logo pasted on a product photo that convinced nobody. Every revision restarted the loop. Deals stalled on a picture.

The mockup designer put the picture in the salesperson's hands. Upload the client's logo once, pick a preset, and every product in the catalogue is rendered with that logo in the correct position in one pass. The output is a folder of client-ready images, not a request in a designer's queue.

mockups.yourcompany.com

Looks like the real thing

The logo wraps to the product surface and picks up its light and shadow. The decoration effect matches the method the vendor will use: screen print, embroidery with visible stitch ridges, laser etch, deboss, UV print. A mug and a fleece do not get the same treatment.

Placement library, maintained once

Admins position the logo on each product a single time. The tool audits the catalogue and lists every product still missing a placement, so gaps are closed before a salesperson hits one. Two presets, short logo and long logo, cover most brands.

Off-catalogue in minutes

A client wants an item that is not in the catalogue. Upload the product photo, place the logo, export. The same editor handles fine tuning: scale, rotation, opacity, skew, arc bend, blend mode. Text can be added alongside the logo.

What changed: the first mockup reaches the client on the same call, revisions are seconds, and the design team is freed from routine placement work. The rule that made it work: clean artwork in, surface wrap on, effect matched to the production method.

02 · Kit configurator

A budget goes in. Priced kit options come out.

Corporate clients ask the same question in every brief: "We have this much per person, what can you put in the box?" Answering it meant a salesperson scanning a price list, hand-picking combinations, checking minimum order quantities and lead times one product at a time, and building a proposal document by hand. One brief took a morning. The next brief started from zero.

The kit configurator does the search. Enter a total budget or a price range per kit, optionally the headcount and the number of items per kit, and it generates multiple kit options that fit, each priced, each respecting MOQ and availability. Mark any product as required and it anchors every option. Ask for more and it returns combinations it has not shown yet.

kits.yourcompany.com

Filters that match how clients brief

Occasion tags for welcome kits, festive gifting, events and CSR. Category rules such as "every kit includes one drinkware item under this price". Maximum MOQ, maximum lead time, stock availability. When nothing fits, the tool says which filter removed everything, so the salesperson loosens the right one.

Margin without a calculator

A markup percentage applies across every kit at once. Prices never drop below the minimum selling price configured for each product, so a generous discount cannot become a loss. Manual price edits on a single item are preserved.

Proposal in one click

Selected kits export to a branded PDF with product images, prices and totals. A kit can also be sent as a formatted quote request over WhatsApp. Session history keeps every generated set, so the second brief from the same client starts where the first ended.

What changed: a brief that took a morning is answered in the meeting. The catalogue lives in a spreadsheet the procurement team already maintains, so prices and stock stay current without a second system.

03 · Company store with approvals

A branded store for one client's staff, with spend control built in.

A professional services firm bought branded merchandise for its offices through a legacy storefront. Staff could order, but nothing enforced who was allowed to approve spend. A single shared approval code, identical for every order and every approver, was typed into a box. Nobody could say afterwards who had signed off. Minimum quantities were enforced per size, so an order of thirty shirts across three sizes was refused as three orders of ten.

The replacement is a catalogue of the client's approved products, gated behind staff logins, with a checkout that collects the requester, the department, the purpose, the sanctioning partner and the evidence of budget approval before an order can be placed. Each approver receives a personal, signed, expiring link. Their decision is recorded against their name.

store.client.com

Pricing that follows the order

Sizes of the same product roll up to one quantity for tier pricing and MOQ. Thirty shirts in three sizes is thirty shirts. The tier applied is stored with the order, so a later price change cannot silently reprice something already approved. The server recomputes every total and rejects a mismatch.

Everyone sees where it is

Requesters look up their order status without asking. The merch company's admin console lists every order, opens it in a drawer, and closes it with a tracking number that emails the requester. The team's chat group is notified at submission, approval and rejection.

Kits by headcount

A kit page takes a headcount and a per-person budget and shows only products whose minimum quantity that headcount satisfies, since every kit item is ordered once per person. Analytics cover order volume, approval turnaround, stale approvals and top products.

What changed: every approval is attributable, orders that used to be refused on a technicality go through, and the client's finance team has the evidence trail it asked for. The store runs with no server to maintain.

Common thread

Each tool replaced one manual loop.

A designer's queue. A salesperson's morning. An approver's shared code. None of them needed a platform. Each needed one tool that did the job the spreadsheet could not.

Have a loop like one of these?

Describe it. We reply with how we would remove it.

Email hello@merchtech.in