Step-by-step guides

Step-by-step guides for corporate merch in Mexico

Operational tutorials for the marketing, procurement, brand, HR and operations teams running merch programs across Mexico City, Monterrey, Guadalajara, Querétaro, León and the rest of the country. Each guide covers what to do, in what order, with what evidence and with what fiscal loose ends — from writing the RFP to liquidating the final CFDI 4.0 once the last box ships.

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How to use this catalog

The Corp-Merch how-to guides are written as onboardable manuals, not as blog posts. Each one opens with the context of the problem — what breaks when nobody does it well — and descends to the operational prose: what to write in the email, what numbers to demand, what documents to file, which lines of the CFDI 4.0 to review, which field of the Carta Porte 3.0 to check before the first box ships.

The catalog is split into four blocks. The first covers program kickoff: how to write the RFP, how to choose the supplier, how to approve artwork, how to assemble the per-SKU technical brief. The second covers the run-of-show: how to coordinate multi-site logistics, how to track shipments, how to configure the supplier scorecard, how to issue the purchase order. The third covers closeout: how to archive artwork, how to liquidate the CFDI 4.0, how to handle returns with a CFDI de Egreso, how to export under IMMEX when the program crosses the border. The fourth covers compliance: how to apply LFPDPPP to a kit, how to audit quality, how to pass an internal audit, how to declare the program to SAT.

For a typical program of 1,500 to 15,000 pieces between three and ten SKUs delivered to six cities, the operating cycle runs between 40 and 60 business days from RFP issuance to the final CFDI. The guides follow that calendar: week one brief and supplier, week two artwork and strike-off, week three production, week four delivery and evidence, week five liquidation and archive.

Catalog of guides

Kickoff

How to write an RFP for corporate merch

Seven canonical sections — header, scope, technical brief, compliance, logistics, evaluation, schedule — with the prose a supplier in CDMX, GDL or MTY actually responds to without calling back. Read →

Kickoff

How to pick a merch supplier in Mexico

Twelve criteria for separating a printer that prints well from a partner that audits you, invoices you correctly and delivers when promised. Auditable scorecard with locked formulas. Read →

Operations

How to coordinate multi-site logistics

One PO, up to five destinations, a Carta Porte 3.0 per destination, a parent CFDI with child CFDIs per site. Consolidation and last-mile rules for CDMX, Monterrey, Guadalajara, Querétaro, León, Puebla and Mérida. Read →

Operations

How to issue a clean purchase order

What the PO must contain so the supplier does not slip: quantities per SKU, hard date, delivery address with reception window, freight rule, payment terms and a delay-penalty clause. Read →

Closeout

How to archive artwork for reuse

Fixed naming convention, version control, master editable plus PDF/X. What should stay alive eighteen months later, not buried in a forgotten Drive folder. Read →

Closeout

How to close the program file

File with CFDI 4.0, Carta Porte 3.0, pedimento if applicable, signed scorecard, delivery evidence, batch photos and decision memo. Audit-ready, internally and externally. Read →

Compliance

How to apply LFPDPPP to a merch kit

Privacy notice on the packing, consent form if registration is collected, treatment of event databases. Mexico's Federal Law on Personal Data Held by Private Parties, with no observations. Read →

How to pick the right guide

Identify first the stage your program is in. If you are about to issue the brief, the RFP and technical brief guides are the entry point. If you are choosing the supplier, the scorecard and physical sample guides are the central piece. If production is already running, the logistics and shipment-tracking guides are what move the needle. If you are closing the program out, the archive, returns and CFDI de Egreso guides close out without loose ends.

Verify that the program scale matches the scope of the guide. The guides are calibrated for mid-market programs — 1,500 to 15,000 pieces across three to ten SKUs delivered to one or three cities. For smaller or larger programs the prose still holds; what changes is the number of technical annexes and the depth of the closeout file.

If your program does not fit any of the guides, talk to us about building a custom playbook. The custom-playbook fee is quoted after the initial discovery call and typically runs between MXN 35,000 and MXN 120,000 depending on scope, timeline and the depth of the closeout file.

How to request a quote

To execute any of the guides or commission a custom playbook, send the brief through the form below. We need: the program name, target dates, estimated audience, delivery cities, available budget and contact details. We operate under CFDI 4.0, 16% VAT, Carta Porte 3.0 and LFPDPPP compliance. The Mexico desk responds inside one business hour, 09:00 to 18:00 Hora del Centro (UTC-6), Monday through Friday, except Mexican public holidays.

If your operation crosses the border under USMCA or runs under the IMMEX program, flag it in the brief — the fiscal regime, the acreditable VAT and the pedimento all change from the first email, not when your accountant spots it at month end.

Request a quote

If you want to run one of the guides or need a custom playbook, walk us through your program. We operate under CFDI 4.0, 16% VAT, LFPDPPP and ship nationwide from CDMX, Monterrey, Guadalajara, Querétaro and León.