Jump to Content

Start Here

Welcome to Zoey
Fill Out This Form
The Implementation Program
How Do I Log-In?
Adding My Team
- Manage Your Team (Sales People / Admin Users)
- Restricted Staff Account by Attribute: Custom Access
Data & Requirements
Get Help
FAQ

Module 1: Products

Module 1 Overview
What Kind of Products Do I Have?
Creating a Simple Product
Basic Products Template and Requirements
Using the Importer
CSV Column Headers List
Creating a Configurable Product
Configurable Products Template and Requirements
- Removing Super-Attribute Variations from Configurable Products
Additional Features & Templates
Bulk Editing Products
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 Templates
Theme and Visual Design Editor
Shopping Experiences
Assignment: Configure your Customer Portal & Build your Homepage

Module 3: Customers & Accounts

Module 3 Overview
When do I Import Account Customers?
What are Accounts & Customers?
Customer Groups
Customer Attributes
Importing Accounts
Importing Customers
Linking Sales Reps to Accounts or Customers
Assignment: Populate Zoey Accounts import template

Module 4: Shipping & Payment

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

Module 5: 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 6: Sales Quotes and Drafts

Do I Want to Use Quotes?
Quote Workflow Options
Setting Up Quotes
Drafts vs Quotes
Creating and Managing Drafts

Module 7: Processing Orders

Overview of Zoey Basic Order Workflows
Creating an Order in the Admin
Order Attributes
Shipping & Invoicing
Collecting Deposits
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?
Mobile Barcode Scanning
Mobile App FAQ's

Module 10: Go-Live Checklists

Zoey Implementation Go-Live Checklists

What happens after Go Live?

Post-Implementation Support

Powered by

Assignment: Submit form for Payment, Shipping, Tax and Discount Setup

Coming Soon

Updated 8 months ago