What the training session covers
Training is set around the parts of the storefront your team touches every day. That can include product builders, artwork upload rules, proofing steps, order status updates, payment settings, delivery choices and the admin area used to keep the shop moving.
We also work through the handover points that usually cause confusion after launch. That means who edits products, who checks artwork, who approves special pricing and who watches order flow into production. The goal is not theory, it is a working routine your team can use with confidence.
- Staff and administrator roles
- Product template edits and pricing fields
- Artwork checks and proof approval steps
- Order tracking from checkout to production
- Payment and courier settings tied to the storefront
How to prepare for the booking
Before the session, decide which people need access and what they will handle. A person managing quotes needs different detail from someone uploading product artwork, and an administrator needs a different view again. A little preparation saves a lot of backtracking once the training starts.
It helps to send through the products, rules and tasks you want covered. If you sell business cards, folded leaflets, NCR books or branded stationery, list the sizes, paper choices, quantities and artwork steps you want reviewed. The more real the examples are, the easier it is for the team to follow.
- Names and roles of attendees
- Products or ranges to cover
- Any special pricing logic
- Proofing or approval steps that must stay in place
- Delivery or collection rules used in the shop
Training for staff who run orders every day
Some sessions are built for the people who touch the order screen all day. They need to know how to search orders, read status changes, spot artwork problems and manage exceptions when a customer changes a spec after checkout. This is usually the most practical part of the booking.
We walk through the normal sequence from placed order to production handover. If your team needs to split work between counter staff and production admin, we can keep the steps clear so each person knows where their task starts and ends.
- Order review and status changes
- Artwork file checks and missing detail flags
- Proof approval and rework handling
- Notes for production staff
- Escalation points for unusual orders
Admin training for pricing and product control
Administrators usually need more time on product structure, price matrices and rule settings. This is where the storefront can either save hours or create extra work if fields are left vague. We go through the settings that affect the customer view and the internal workflow at the same time.
For shops with several branches or a mixed client base, the admin session often covers access control too. Some users only need to see certain products, while others can adjust artwork rules or update delivery methods. That keeps the storefront tidy and the responsibilities clear.
- Product setup and variant control
- Pricing by size, quantity or finish
- Artwork rules for uploads and file checks
- Delivery and payment settings
- User access for different team members
Online portals for corporate ordering teams
Some clients need a separate portal for follow-on orders, department access or controlled buying. Training for that setup focuses on approvals, account views and the parts of the portal that keep a corporate order moving without confusion. It also helps when different staff members place orders for the same company.
We can cover how portal users see products, how approvals work and where order history sits. If your print shop serves schools, franchises, offices or marketing teams, the booking can be shaped around that kind of use rather than a general shop walk-through.
- Portal user access and account roles
- Repeat ordering for common items
- Approval steps for controlled buying
- Order history and saved items
- Brand or department specific product views
After the session, keep the setup tidy
Once the training is done, the best next step is usually a short review of what still needs tightening. That may be a product with too many choices, a proof step that is too loose or a price rule that needs cleaner limits. Small adjustments make the storefront easier for the team to manage.
When staff change roles or new products are added, another training booking can be set around that change. The point is to keep the daily process readable for the people inside the shop, whether they work in Durbanville, Cape Town or another branch in South Africa.
