Jump to Content

Home Contact Your Implementation Specialist

Home Contact Your Implementation Specialist Log In

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
Simple Products Template
Creating a Configurable Product
Configurable Products Template and Requirements
- Removing Super-Attribute Variations from Configurable Products
Pre-Import Requirements
Additional Features & Templates
Using the Importer
Product Settings
CSV Column Headers List
Bulk Editing Products
Tabs on the Product List
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 Accounts and Contacts?
Accounts
Registration Approval
Contacts Pending Approval
Customer Groups
Customer Attributes
Leads and Opportunities
- Creating New Leads & Opportunities
Importing Accounts, Leads and Opportunities
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: Emails & PDFs

Module 5 Overview
How Zoey communicates to your customers
Setting up Order/Quote PDFs
Email Global Settings
General How-to Edit Emails
Contact Email Setup
Order/Quote Email Setup
Assignment: Complete the basic setup of Emails and PDF

Module 6: Sales Quotes & Drafts

Module 6 Overview
Do I Want to Use Quotes?
Quote Workflow Options
Setting Up Quotes
Drafts vs Quotes
Creating and Managing Drafts
Assignment: Complete the Quote Set-up Form

Module 7: Processing Orders

Module 7 Overview
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
- Incremental Order Numbers
Assignment 1: Set Up Order Settings
Assignment 2: Complete Basic Order tasks and provide any feedback prior to the Live Session.

Module 8: 3rd Party Integrations (Optional)

Module 8 Overview

Module 9: Mobile App & Team Training (Optional)

Module 9 Overview
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 Final Steps

Module 10 Overview
Zoey Implementation Go-Live Final Steps
Invite Your Customers to Zoey!
- Account Manager Role
Assignment: Complete the Zoey Go-Live Checklists

What happens after Go Live?

Post-Implementation Support

Powered by

Other Payment Methods

3D Secure CC Validation
Ayden
Amazon Payments
Connecting PayPal to Authorize.net
Processing Credit Card Offline
Purchase Orders
Sage Payments
VCS Credit Card
X-Payments
Zero Subtotal Checkout

Updated about 2 years ago