Jump to Content
Welcome to ZoeyHomeContact Your Implementation Specialist
HomeGuides
HomeContact Your Implementation SpecialistLog InWelcome to Zoey
Guides
Log In
Module 7 Overview
All
Pages
Start typing to search…

Start Here

  • 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
    • Adding Variations to Existing Configurable Products
    • Removing 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
    • Backorder
    • Minimum / Maximum Quantity Allowed in Shopping Cart
    • NetSuite/Quickbooks Extras
    • Quantity Increments, Packaging and Decimal Quantity
    • Quote Product 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 & Designing Your Storefront

  • Module 2 Overview
  • Theme Design Quick Start Guide
    • Section 1: Theme Branding
    • Section 2: Homepage Design
    • Section 3: Category and Product Pages
    • Section 4: Customer Experience
  • Theme FAQs
  • Customer Portal Setup
  • Customer Registration (Request Account)
  • Customer Group Registration Forms
  • Viewing Your Customer Portal
  • 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: CRM - Customers & Accounts

  • Module 3 Overview
  • CRM at a Glance
  • When do I Import Accounts and Contacts?
  • Account Import Templates
  • Accounts
    • Creating a New Account
    • Account Roles & Permissions
    • Account Addresses
    • 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 Methods

  • 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
  • Processing Orders
    • Overview of Order Workflows
    • Order Settings
    • Order Grid Features
    • Creating an Order in the Admin
    • Invoicing an Order
    • Editing Incremental Order Numbers
    • Invoicing Automation
    • Payments
      • Collecting a Deposit
      • Partially Paid or Partially Shipped Orders
    • Refunds and Credit Memos
    • Editing or Canceling Orders
    • Cancelling Items off an Order
    • Order Attributes
      • Order Delivery Date
    • Shipping an Order
    • Importing Orders
  • Setting up Emails and PDFs
    • Email Settings
    • PDFs / Order Document Settings
  • Sales Quotes & Drafts
    • Should I Use Quotes?
    • Quote Settings
    • Quote Workflows
    • Drafts vs Quotes
    • Creating and Managing Drafts
  • Checklist for Emails / PDFs
  • Checklist for Order Management Setup

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
Powered by 

Module 7 Overview

This module will walk you through the final steps to go live with your Zoey Store!

Final Steps

  • Step 1: Complete the Final Go-Live Checklist
  • Step 2: Set up Your Domain and SPF Record (required)
  • Step 3: Invite Your Customers to Zoey!

Assignment

Transition to Zoey Support

Updated 2 days ago


Mobile App FAQ's
Step 1: Complete the Final Go-Live Checklist