Skip to content
Home / Services

Setup and Training

Successful web-to-print rollouts need more than software access. PrintEngine provides practical setup, template preparation and staff training services to help print shops launch well.

Setup and Training

Turning a print list into a working storefront

A print shop usually starts with a long list of products, price bands and proofing rules. We shape that list into a storefront that customers can use without phoning the counter for every quote.

This covers catalogue structure, print options, size selections, artwork upload points and the path from cart to order. The aim is to keep the buying flow clear for your team and for the customer, whether the order is for a short run in Cape Town or a recurring B2B account in Johannesburg.

Template work that keeps the order flow tidy

Product templates do more than hold pictures and copy. They decide how paper type, finish, size, quantity and artwork fields appear, and how the system checks whether the file suits the job.

  • Artwork fields matched to the product
  • Price matrices that follow size, stock and quantity changes
  • Proofing steps for customer approval before production
  • Print rules for bleed, trim, colour mode and file format

Where the product range is broad, we separate retail products from trade accounts so the right options show in the right place. That keeps the admin side cleaner and reduces the back and forth that slows a busy shop floor.

Pricing rules that make sense in rand and cents

Price setup has to reflect how South African print shops actually quote. The system needs enough structure to handle different substrates, runs, finishes and delivery choices, without making every quote a manual exercise.

We set out the matrix so the storefront can calculate price from the options entered by the customer. That includes tiered quantities, setup charges where needed, delivery fees and special handling for trade clients with their own pricing rules.

  • Single product pricing with size based changes
  • Tiered quantity pricing for shorter and longer runs
  • Trade pricing for account holders
  • Delivery and collection rules by area

Training for the people who move the orders

A launch only works when the team knows what to do with live orders. We train the people who handle products, proofs, status changes and customer queries so the storefront does not sit unused after go live.

Training is shaped around the roles in your shop. Admin teams need to know how to check orders and update job status. Production teams need to know what lands in the queue. Sales staff need enough confidence to explain products, proofs and account access without guessing.

B2B portals for trade clients and repeat work

Many print shops in Durban, Pretoria and Bloemfontein need separate access for corporate clients. A B2B portal gives those customers their own login, their own pricing and a cleaner way to place repeat orders.

We set up the account structure, user access and product visibility so trade customers see the right catalogue and the right rules. That helps with repeat stationery, branded items and ongoing campaign work where the same items are ordered often but the delivery points change.

Launch support that settles the first live orders

Once the storefront is ready, the first live orders are where small gaps show up. We help the team check the order path, proofing steps, payment flow and courier handoff so the setup matches the way the shop works.

Typical setup and training work can include:

  • Storefront setup and product structure
  • Template build for print-ready products
  • Artwork rules and preflight checks
  • Proofing workflows and approval steps
  • Payments and delivery settings
  • Admin training and staff handover

That mix is useful for shops that want a clean start without overcomplicating the system. It also gives your team one way of working across branches in Cape Town and the rest of South Africa.

Storefront questions

What does setup and training cover?

It covers storefront structure, product templates, pricing rules, artwork checks, proofing flows, payment and delivery setup, plus staff training for daily use.

Can you help with B2B customer portals?

Yes. We set up portal access, account rules, product visibility and pricing so trade clients can order through their own login.

Do you work with shops in other South African cities?

Yes. We work with print shops across South Africa, including Cape Town, Johannesburg, Durban, Pretoria and Bloemfontein.

Still taking orders through our contact form? See the storefront in action.

Contact form