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Welcome to Zoey
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The Implementation Program
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Adding My Team
Data & Requirements
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FAQ

Module 1: Products

Module 1 Overview
What Kind of Products Do I Have?
Basic Template and Requirements
Configurable Product Template
Using the Importer
Features & Templates
Assignment 1: Setup Attributes & Categories
Assignment 2: Build/Submit Product CSV

Module 2: Customer Portal

Module 2 Overview
Customer Portal Setup
Customer Registration (Request Account)
Viewing Your Customer Portal
Options for Theming
Theme and Visual Design Editor
Shopping Experiences
Translations
Assignment 1: Configure your Customer Portal & Build your Homepage
Assignment 2: Compile Questions

Module 3: Customers & Accounts

Module 3 Overview
When do I Import Customers?
What are Accounts & Customers?
Customer Groups
Customer Attributes
Customers Template and Requirements
Accounts Template and Requirements
Assigning Net Terms to Accounts
Linking Sales Reps to Accounts or Customers (Optional - must be done after Sales Reps are added to Zoey)
Assignment 1: Populate Zoey customer data import template
Assignment 2: Ensure your customer data has been reviewed and is accurate/consistent
Assignment 3: Submit Customer Data for Review.

Module 4: Shipping & Payment

Setting up Shipping Rates
Setting up Payment Methods
- Other Payment Methods
Checkout Settings
Order Attributes
Shipping/Payment Method Restrictions (Optional)
Tax and Discounts (Optional)
Importing Shipping and Payment Methods
Assignment: Submit form for Payment, Shipping, Tax and Discount Setup

Module 5: Sales Quotes

Do I want to use Quotes?
Quote Workflow Options
Setting Up Quotes

Module 6: Emails & PDFs

How Zoey communicates to your customers
Setting up Order/Quote PDFs
Email Global Settings
General How-to Edit Emails
Customer Email Setup
Order/Quote Email Setup
Assignment: Complete the basic setup of Emails and PDF (submit checklist)

Module 7: Processing Orders

Overview of Zoey Basic Order Workflows
Shipping & Invoicing
Credit Memo, Returns and Refunds
Editing / Canceling Orders
Assignment 1: Complete Basic Order tasks and fill-out checklist.
Assignment 2: Provide any feedback prior to the Live Session.

Module 8: 3rd Party Integrations (Optional)

Module 8 Overview

Module 9: Mobile App and Team Training (Optional)

How to Download and Use the Mobile App
What does my team need to be trained to do?

Module 10: Go-Live Checklists

Zoey Implementation Go-Live Checklists

What happens after Go Live?

Post-Implementation Support

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Assignment 1: Complete Basic Order tasks and fill-out checklist.

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Updated 2 months ago