This Hub will guide you through the onboarding journey step-by-step, helping you streamline operations and set up your Workflow environment correctly.
Benefits of GelatoConnect Workflow
Centralized Workflow Control: Manage your production process seamlessly, with automation from pre-press to packaging.
Streamlined Order Intake: Easily integrate and process orders from multiple sources.
Optimized Resource Use: Reduce waste and costs with smart batching and imposing.
Error-Free Production: AI-powered checks minimize errors and ensure accuracy.
Real-Time Insights: Monitor and adjust your workflow anytime with our dashboard and mobile app.
GCW Onboarding Checklist
Step | Description | Complete (Yes/No) |
1. | Identify customers and products |
|
2. | Create Customers, Integrate Orders, and Set Up Postback Triggers |
|
3. | Create products in GelatoConnect Workflow |
|
4. | Set up machines at Machine Park |
|
5. | Configure Impositions - Imposition Editor |
|
6. | Create production workflows - Workflow Builder |
|
7. | Set up packaging bundling rules, batch activity, and SLAs |
|
8. | Set up shipping |
|
9. | Add your team and assign roles |
|
10. | Produce test orders and validate products |
|
11. | Monitor production and manage exceptions |
|
Step-by-Step Overview
1. Identifying Customers and Products
Goal: Choose the right customers and products to start your GelatoConnect onboarding.
What You'll Do: You'll focus on selecting customers who send frequent online orders, and start with simple products like cards, books, or flyers. This will help you launch quickly and build a strong foundation before expanding to more customers and complex products.
2. Create Customers, Integrate Orders, and Set Up Postback Triggers
Goal: Seamlessly connect your customers to GelatoConnect and keep them informed throughout the order journey.
What You'll Do: You'll set up customer profiles, connect their order systems to GelatoConnect, and configure key details like customer codes and product mappings. You'll create simple rules to send automated updates (like shipment or delivery notifications) to your customers via email or system messages.
🔗 [Getting Started - GCW] Create Customers and Integrate Orders
🔗[Getting Started - GCW] Setting Up Postback Triggers
3. Create products in GelatoConnect Workflow
Goal: Quickly configure and map your product definitions in GelatoConnect to align customer-provided product data with production-ready models using templates and AI-powered tools.
What You'll Do: You’ll export your existing product data, create product models using Gelato templates, Cloudprinter items, or custom definitions, and map customer product data using the AI assistant. You’ll then set up customer products and enable seamless ordering, including stock item fulfillment, with minimal manual setup or IT involvement.
4. Set up machines at Machine Park
Goal: Set up your production equipment and configure machines.
What You'll Do: You'll add your printers and finishing machines to the system, organize them by type or brand.
5. Configure Impositions - Imposition Editor
Goal: Create, customize, and manage imposition templates for production workflows.
What You'll Do: Configure your template or use a default one, configure the imposition details, and define variables. You'll be able to add steps like pages, barcodes, or cut lines.
6. Create production workflows - Workflow Builder
Goal: Create, configure, and manage automated production workflows using Workflow Builder.
What You'll Do: Link the workflow to a specific product model, design the workflow using drag-and-drop steps, assign imposition templates, and include manual tasks where needed.
7. Set up packaging bundling rules, batch activity, and SLAs
Goal: Set up timing rules and organize how orders are grouped and packed.
What You'll Do: You'll define how long production should take for different products, group orders efficiently for printing (batching), and set up smart packaging rules to optimize shipments. This helps speed up production while keeping shipping costs low.
8. Set up shipping
Goal: Get your shipping methods and carrier connections ready.
What You'll Do: You'll choose which carriers and shipping options to offer, either by using your own accounts or by connecting with Gelato’s options. You'll also set up default addresses and shipment preferences for a smooth delivery process.
9. Add your team and assign roles
Goal: Make sure everyone has the right access and knows their tasks.
What You'll Do: You'll invite your team members to GelatoConnect, assign them the right permissions for their roles, and set up best practices for efficient production and packing. A good user setup keeps operations clean and traceable.
10. Produce test orders and validate products
Goal: Confirm everything is working before you go live.
What You'll Do: You'll create some test orders to make sure your products, workflows, and packaging rules are set up correctly. This gives you a chance to catch and fix any issues before handling real customer orders.
11. Monitor production and manage exceptions
Goal: Stay in control of your production and fix problems early.
What You'll Do: You'll monitor your production in real time, using GelatoConnect’s dashboards and app to check order statuses and spot any issues quickly. Being proactive keeps your workflow running smoothly every day.
📝 Not what you needed?
Help us improve this article, send us an email to [email protected] — please include the article title.