PrintIOS

Training

Learn the tool in an hour, by role

17 short, free videos, in the order you'll need them. Pro and Business plans add a video-call onboarding session.

Track 1

Get started

Create your workspace, set it up and invite your team.

For: Administrator
Coming soon
3 minGet started

Request your workspace and sign in

From the trial request (WhatsApp) to the first login with the access received.

What the video shows
  1. Free trial page — Pick a plan and click the WhatsApp button: the message is pre-filled, just send it.
  2. E-mail / WhatsApp received — Within one working day you receive your workspace address and credentials.
  3. Redirect to the app, login page — Sign in with the password received by e-mail, then change it in My account.
Coming soon
6 minGet started

First setup: workshop, VAT, products, materials

Enter the workshop details, create the first products with their options and the materials consumed.

What the video shows
  1. Settings → Workshop — Name, logo, contact details: they appear on quotes and delivery notes.
  2. Products → New — Create "Business card" with its options: format, paper weight, single/double-sided, lamination. Each option can change the price.
  3. Materials — Declare materials (350 g paper, vinyl…) and their units to track consumption and margin.
  4. Settings → VAT and numbering — VAT rate and order number format.
Coming soon
4 minGet started

Invite your team and understand roles

Create users and pick the right role: admin, operator, in-house salesperson, external reseller, courier.

What the video shows
  1. Users → New — Username, password, role. The in-house salesperson only sees their orders; the external reseller sees neither promos, nor delivery, nor mockups/quotes.
  2. Login with a salesperson account — Show concretely what a salesperson sees compared to the administrator.
Coming soon
5 minGet started

Connect a carrier (Ameex, Olivraison, Ozone Express)

Enter the carrier credentials, define fees per zone and test creating a parcel.

What the video shows
  1. Delivery → Settings → Carriers — Enter the credentials provided by the carrier and the label type.
  2. Zones and fees — Shipping fees per city/zone; free shipping option above an amount.
  3. Test order → Create a pickup — Check that the delivery note is generated and the status comes back.

Track 2

Sell

Take an order, handle the deposit, track statuses.

For: Salesperson, operator
Coming soon
7 minSell

Take an order from A to Z

Customer, items, options, files, deposit, adjustment: the complete order and its balance due.

What the video shows
  1. Orders → New — Choose or create the customer, then add items with their options and quantities.
  2. Files — Upload the print files; they will go to the workshop when the order enters production.
  3. Deposit and adjustment — The customer pays a 200 MAD deposit; we apply a 46 MAD discount. The balance due is recalculated, shipping included.
  4. Order list — Read the Price column (net, gross struck through, adjustment, deposit, shipping) and the Balance due column.
Coming soon
4 minSell

Quote and mockup approval

Send a PDF quote, get a mockup approved by the customer before production.

What the video shows
  1. Order → Quote — PDF quote generated with the workshop logo, sent by e-mail or WhatsApp.
  2. Mockups — Upload the mockup; the customer approves or requests a correction; the order only goes into production once approved.
Coming soon
4 minSell

Track statuses and edit an order

The life cycle of an order, what can be edited at each step, and the trash.

What the video shows
  1. Status filters — New, in production, ready, out for delivery, delivered, picked up in store.
  2. Actions → Edit deposit / Delete — The deposit is edited from Actions; deletion is possible until the parcel is picked up.
  3. Deleted orders — Deleted orders keep all their details and remain viewable.

Track 3

Produce

Install PrintiosSync and receive files automatically.

For: Workshop
Coming soon
5 minProduce

Install PrintiosSync on a workstation

Download the installer, create a service account and connect the agent.

What the video shows
  1. Sync → Install the agent — Download the Windows (or macOS/Linux) installer from the workspace.
  2. Sync → Agent accounts → Create — Create "Workshop station 1": username + generated password, shown once.
  3. Agent window — Your workspace address, Test button, then username and password of the service account. The agent stays connected, no password stored.
Coming soon
4 minProduce

Choose the folders to sync

Create a sync instance: source folder, local folder, deletion of removed files.

What the video shows
  1. Agent → Explorer (left column) — Browse the print folder and click "Sync this folder…".
  2. New instance dialog — Name, local destination folder, option to delete locally files removed from the source.
  3. File list — Files arrive; you see progress, attempts and errors.
Coming soon
3 minProduce

Service mode: sync even with the session closed

Install the agent as a Windows service and control it from the web.

What the video shows
  1. Agent → Settings → Service mode → Install — The agent now runs as a service: it keeps going when nobody is logged in.
  2. Web workspace → Sync → Workstations — From the web: pause, resume, immediate check, parallelism settings, update.

Track 4

Deliver

Pickups, delivery notes, tracking and COD collection.

For: Operator, courier
Coming soon
5 minDeliver

Create a pickup and print the delivery note

Select ready orders, create the pickup with the carrier, print notes and labels.

What the video shows
  1. Delivery → Pickups → New — Select ready orders; the COD amount sent is each order's balance due.
  2. Pickup document — Delivery note or labels, Print button top right, saved as "Note-Carrier-Ref.pdf".
  3. Regenerate — If the document is lost, regenerate it from the carrier's stored response.
Coming soon
5 minDeliver

Status tracking and COD reconciliation

Statuses come back by themselves; at delivery, check that COD collected equals the balance due.

What the video shows
  1. Order → Delivery history — Carrier statuses arrive automatically: picked up, in transit, delivered, return.
  2. Delivered orders list — The COD collected is recorded; if the gap with the balance due is not zero, a badge flags it.
  3. CSV export — Columns gross, adjustment, net, shipping, deposit, balance, COD expected / collected: everything to reconcile with the carrier.
Coming soon
4 minDeliver

In-house couriers and rounds

Create your couriers, assign orders, record the collection.

What the video shows
  1. Delivery → In-house couriers — Courier accounts with a dedicated role; zones and fees.
  2. Assignment and round — Assign the day's orders; the courier marks delivered and enters the amount collected.

Track 5

Manage

Dashboard, statements, expenses, loyalty, exports.

For: Manager, accountant
Coming soon
4 minManage

Read the dashboard

Revenue, orders by status, deliveries in progress, expected collections.

What the video shows
  1. Dashboard — Indicators by period and by point of sale; what is "awaiting delivery" and what remains to be collected.
Coming soon
5 minManage

Account statements, expenses and margin

Statement per customer or reseller, expense entry, margin per order.

What the video shows
  1. Account statements — For a customer or a reseller: orders, deposits, balances.
  2. Expenses — Enter expenses by category; margin takes materials consumed into account.
Coming soon
4 minManage

Loyalty, promo codes and automatic promotions

Set up points (credited on delivery or pickup), create promo codes and promotions by period.

What the video shows
  1. Loyalty settings — Points per dirham spent; they are only credited when the order is delivered or picked up.
  2. Promo codes / Auto promotions — Limited-use code, automatic promotion over a period or on a product.

Track 6

Online store

Publish your catalogue and receive web orders.

For: Administrator
Coming soon
6 minOnline store

Enable the online store

Publish the catalogue, customise the store, receive a web order in the production flow.

What the video shows
  1. Store → Settings — Name, logo, colours, published products and visible options.
  2. Public store — A customer orders and uploads their file.
  3. Back office → Orders — The web order arrives with its files and delivery method, like an order entered at the counter.

Need tailored training?

Video-call onboarding included on Pro (1 h) and Business (2 h). On-site training, data import and full setup on quote.

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Video training — get started, sell, produce, deliver, manage — PrintIOS