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Staff Training

Our staff training prepares print shop teams to handle web-to-print orders with less guesswork and cleaner handovers. We work through daily tasks, proof handling, customer updates and support steps around the storefront.

Staff Training

Training built around the jobs your team does

Staff training is shaped around the live work your team handles in the storefront each day. We cover how to read incoming orders, check artwork notes, manage proof stages, and keep the order moving from checkout into production without losing track of special instructions.

The sessions are practical and hands-on. We sit with your admin team, customer service staff and production coordinators so each person sees the parts they touch. That includes order queues, file handling, version changes, status updates and the small checks that prevent awkward calls later in the week.

  • Daily order intake and status handling
  • Proof review and customer approval steps
  • Artwork upload checks and file notes
  • Order updates for the team and for clients

Core topics covered in the room

Training covers the functions most South African print shops need once the storefront is live. We show how to process standard items, spot missing artwork details, deal with quantity changes, and work with pricing rules that change by size, stock, finish or print method.

We also cover support habits that keep the admin side neat. That includes finding the right order quickly, checking whether a proof is waiting, confirming whether an upload passed preflight, and knowing which note belongs to the customer side and which note belongs to production.

  • Product templates and variant selection
  • Price matrix logic for sizes and finishes
  • Artwork rules and file preflight checks
  • Customer notes, production notes and internal status markers

How the training is usually run

We normally start with a walkthrough of the live storefront setup, then move into role-based sessions. Admin users learn the order dashboard first, then proofing and message handling, while managers focus on workflow control, user permissions and what to do when a job needs a manual step.

Where teams are spread across more than one branch, we can split the training into groups so Durbanville, Cape Town, Johannesburg or Pretoria staff hear the parts that match their role. That works well when the person taking the order is not the same person releasing it to print.

  • Role-specific sessions for admin, sales and production staff
  • Live practice using your own product setup
  • Checks on permissions, notes and handover points

What the training covers in technical terms

We keep the training close to the system structure rather than broad theory. That means price matrix rules, product builder fields, proof approval stages, artwork upload limits, courier handoff fields and payment status handling all get attention. Staff also learn where to find order history and how to read the sequence of updates on a job.

For teams that manage corporate accounts, we also cover B2B portal use. That can include account-specific pricing, order visibility for the client, and the steps needed when one company places for several branches or departments. It keeps the process steady when the volume rises mid-month and the inbox starts to fill.

  • Order status changes and handover points
  • Courier and payment status checks
  • B2B account handling for corporate clients
  • Audit trails for proofs, approvals and updates

Pricing approach for training projects

Pricing depends on the number of staff, the number of sessions, how many storefront functions need to be covered and whether the team needs role-based split training. A single admin group with one product set takes less time to cover than a wider rollout with templates, approvals and courier steps.

We quote around the actual work needed rather than forcing a fixed package onto every shop. If your staff need a plain refresher on order handling, that is priced differently from a full onboarding plan with templates, workflow checks and manager training. We can also plan for sites in Cape Town, Stellenbosch, Paarl or further afield where travel forms part of the setup.

  • Team size and role split
  • Number of product lines and template groups
  • Onsite or remote session plan
  • Travel needs for branch-based training

After the session, the system still needs people

After training, teams often want a calm period for practice. We cover the parts that usually need one more pass, such as proof wording, order notes, and the handover between sales and production. Where the store has a busy launch period, we can include follow-up guidance around common admin questions and job routing.

The aim is for your staff to know what to do when the order is unusual, not only when everything follows the clean path. That is the part that matters most in print, because the next order is often a rush item, a reprint or a corporate job with a few extra steps tucked inside it.

  • Practical use notes after launch
  • Help with recurring admin questions
  • Workflow review for busy order days

Key facts

Training formatOnsite, remote or mixed
AudienceAdmin staff, sales staff, production coordinators and managers
CoverageOrders, proofs, artwork checks, pricing rules, customer updates and portal use
Typical scopeSingle team refresh or full rollout across several branches
LocationDurbanville, Cape Town, with client sessions across South Africa
Service fitPrint shops using web-to-print storefront software

What our Web-to-Print Software customers say

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Storefront questions

What does staff training cover for a print storefront?

It covers order intake, proof handling, artwork checks, status updates, pricing logic, customer communication and the handover between sales and production.

Can the training be split by role?

Yes. We can separate admin, customer service, management and production tasks so each group learns the parts they use most.

Is the training only for one branch?

No. It can be set up for one shop or for several branches, including teams in Cape Town, Johannesburg, Durban, Pretoria or Bloemfontein.

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