What sits inside a working client portal
A B2B portal is more than a login screen. It gives a corporate client a private buying space with approved products, account users, price visibility and order history in one place. For print shops, that means less back-and-forth on repeat work and fewer manual checks on routine orders.
We configure portals around the way your team already handles corporate accounts. That can include order limits, branch level visibility, cost centres, approval steps and product access by user group. Where a client has multiple departments or locations, the portal can be arranged so each buyer sees the right catalogue and the right controls.
- User roles for buyers, approvers and admin staff
- Approved product sets tied to account rules
- Account level controls for branches, departments or cost centres
- Order history, reordering and status tracking
Account rules, pricing logic and product access
Most portal problems start with unclear pricing or loose product access. We set up price matrices that reflect account type, quantity bands, print method, finishing and delivery logic. If a customer buys the same items each month, the portal can show only the approved variants and the correct pricing structure for that account.
Artwork rules are linked to the product path so files are checked before a job moves forward. That can include bleed checks, safe area checks, file format rules, page count rules and artwork preflight notices. The aim is to catch common production issues before they reach the press room.
- Tiered pricing by quantity, format or product type
- Approved variants for repeat corporate ordering
- Artwork checks for size, bleed and file readiness
- Product visibility by user or account group
How the setup usually moves from brief to launch
We start by mapping the account structure and the catalogue that belongs in the portal. Then we build the user rules, product templates, pricing matrices and proofing steps. After that, the portal is tested against real order paths so we can see where an approver, buyer or admin user may need a different step.
Training follows once the structure is stable. We show your staff how to manage users, update products, review orders and handle portal queries from the admin side. If the portal is being launched for a corporate client, we can also train their team on the buying flow, proof approval and reordering.
- Account mapping and portal planning
- Template build for approved products
- Pricing and workflow setup
- Testing, staff training and launch support
What production teams need the portal to do
A clean portal should hand jobs into production without extra admin. That means the order needs to carry the right product specs, the correct delivery details, artwork status and any approval notes. We set up order tracking so staff can see where a job is in the queue, what has been approved, and what still needs attention.
If your team works across different print categories, the portal can be structured to suit each line. Business cards, folders, brochures, labels, point of sale items and branded stationery all need different rules. The setup has to respect trim sizes, finishing options, substrate choices and courier requirements without making the client work harder than necessary.
Pricing approach for portal projects
Portal pricing depends on how much of the account structure needs to be built from scratch and how many product templates must be prepared. A simple portal with a handful of products, standard approvals and basic order tracking is one type of project. A larger corporate account with multiple users, branches, bespoke pricing and several product families is another.
We quote after reviewing the product list, the approval flow, the pricing rules and any delivery or payment requirements. If you already have a catalogue and pricing logic, that shortens the build. If the account needs a deeper product setup, more template work will be included in the scope.
- Smaller account portals with standard product groups
- Mid-sized setups with user roles and approval paths
- Complex portals with multiple branches or departments
- Template-heavy builds for large catalogue expansion
Aftercare once the portal is live
After launch, the work shifts to practical support. That can include adding new products, refining workflow rules, updating pricing bands or adjusting user access when a corporate account changes staff. We also help when a client starts ordering a new print category and the portal needs another template path.
Our aftercare is focused on keeping the portal usable for both your staff and your clients. When a buyer forgets a step, when an approver needs a clearer screen, or when a product needs tighter artwork rules, those changes can be handled in the portal structure rather than through long manual workarounds.
