Checklist for Order Management Setup

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Download a copy of the Order Processing Checklist here.

Use this checklist as a guide to go through the Checkout process and make sure everything is working properly.

• Shipping Methods Setup and Rates are Working
  Notes: Shipping methods are located in Settings > Shipping Methods. Tutorial

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• Payment Methods in Live Mode and Working
  Notes: Payment methods are located in Settings > Payment Methods Tutorial

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• Checkout Settings Reviewed and OK
  Notes: Checkout settings are located in Web Settings > Cart Settings Tutorial

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• Quote Submit Settings Reviewed and OK
  Notes: Quote Submit settings are located in Quotes > Settings Tutorial

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• 3rd Party Payment and Shipping / Fulfillment Apps Integrated and Tested
  Notes: Tutorial

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• Tax Rates Configured
  Notes: Tutorial

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• Data Loaded on Mobile App
  Notes: Tutorial

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• DNS SPF (TXT) Record is Configured for Emails

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Prevent emails from going to SPAM!

You MUST change the SPF Record to have: include:mail.gw01.zoeysite.com

An SPF record lists all authorized hostnames / IP addresses that are permitted to send email on behalf of your domain. If your SPF record does not contain include:mail.gw01.zoeysite.com, emails from Zoey will likely go to spam.