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Sales Quotes & Drafts

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Welcome to Zoey
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The Implementation Program
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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
Additional Features & Templates
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
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
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
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 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
Setting up Emails and PDFs
- Email Settings
- PDFs / Order Document Settings
Sales Quotes & 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

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Sales Quotes & Drafts

Learning Plan
Please read through the below pages to see if Quotes or Drafts are right for your business.

Should I Use Quotes?
Quote Settings
Quote Workflows
Drafts vs Quotes
Creating and Managing Drafts

Updated about 1 year ago