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  • Welcome to Zoey
  • Fill Out This Form
  • The Implementation Program
  • How Do I Log-In?
  • Get Help
  • FAQ

Getting Started with Zoey

  • Adding My Team
    • Manage Your Team (Sales People / Admin Users)
    • Restricted Staff Account by Attribute: Custom Access
  • Enter Your Business Info
  • Data & Requirements

Module 1: Products

  • Module 1 Overview
  • Product Import Templates
  • Product FAQ's
  • What Kind of Products Do I Have?
  • Creating a Simple Product
  • Simple Products Template
  • Creating a Configurable Product
  • Configurable Products Template and Requirements
    • Removing Super-Attribute Variations from Configurable Products
  • Pre-Import Requirements
    • Product Attributes
    • Creating Your Categories
    • Assigning Products to Categories
  • Additional Features & Templates
    • Customer Group Pricing
    • Customizations
    • Images
    • Inventory & Backorder
    • Minimum / Maximum Quantity Allowed in Shopping Cart
    • NetSuite/Quickbooks Extras
    • Quantity Increments, Packaging and Decimal Quantity
    • Quotes Settings
    • Related Products
    • Restricted Products
    • Tier Pricing (Volume Discounts)
  • CSV Column Headers List
  • Using the Importer
  • Product Settings
  • Bulk Editing Products
  • Tabs on the Product List
  • Assignment 1: Setup Attributes & Categories
  • Assignment 2: Build/Submit Product CSV

Module 2: Customer Portal

  • Theme Quick Start Form
  • 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
    • Cart Settings
    • Customer Settings
    • Product Settings
    • Translations
  • Assignment: Configure your Customer Portal & Build your Homepage

Module 3: Customers & Accounts

  • Module 3 Overview
  • When do I Import Accounts and Contacts?
  • Accounts
    • Creating a New Account
    • Account Roles & Permissions
    • Account Switching
  • Registration Approval
  • Contacts Pending Approval
  • Customer Groups
  • Customer Attributes
  • Leads and Opportunities
    • Creating New Leads & Opportunities
  • Importing Accounts, Leads and Opportunities
    • Importing Account Notes
    • Importing Contacts
    • Importing Bill Tos
    • Importing Ship Tos
    • Importing Account Allowed Products
    • Assigning Net Terms to Accounts
    • Assigning Shipping and Payment Methods to Accounts
    • Linking Sales Reps to Accounts or Customers
  • Assignment: Populate Zoey Accounts Import Template

Module 4: Shipping & Payment

  • Module 4 Overview
  • Setting up Shipping Rates
  • Setting up Payment Methods
    • Other Payment Methods
  • Shipping/Payment Method Restrictions (Optional)
  • Checkout Settings
  • Importing Account Allowed Shipping and Payment Methods
  • Tax and Discounts (Optional)
  • Assignment: Configure your Shipping & Payment Methods

Module 5: Order Management

  • Module 5 Overview
    • Importing Order History
  • Checklist for Emails / PDFs
  • Checklist for Order Management Setup
  • Emails and PDFs
    • Email Settings
    • PDFs / Order Document Settings
    • Customer Account Contact Roles
  • Sales Quotes & Drafts
    • Should I Use Quotes?
    • Quote Settings
    • Quote Worflows
    • Drafts vs Quotes
    • Creating and Managing Drafts
  • Processing your Orders
    • Overview of Order Workflows
    • Order Attributes
    • Creating an Order in the Admin
    • Invoicing
    • Shipping
    • Collecting a Deposit
    • Credit Memos, Returns, and Refunds
    • Editing or Canceling Orders

Module 6: 3rd Party Integrations / Zoey Mobile App

  • Module 6 Overview
  • How to Download and Use the Mobile App
  • Creating Orders in the Mobile App
  • Mobile Barcode Scanning
  • Mobile App FAQ's

Module 7: Go-Live Final Steps

  • Module 7 Overview
  • Step 1: Complete the Final Go-Live Checklist
  • Step 2: Set up Your Domain and SPF Record* (*required)
    • SPF: Emails Not Going to SPAM
  • Step 3: Invite Your Customers to Zoey!
    • Account Manager Role
  • Assigment: Transition to Zoey Support

What happens after Go Live?

  • Post-Implementation Support
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Emails and PDFs

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A checklist is available to mark important steps.

Click here for the PDFs and Emails Checklist

LEARNING PLAN:
Please read all of the pages to understand the options you have hen communicating with your customers through Zoey.

  • Emails & Settings
  • PDFs / Order Document Settings
  • Customer Account Contact Roles

Assignment

  • Assignment: Complete the basic setup of Emails and PDFs

Updated 4 days ago