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  • 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
  • Basic Products Template and Requirements
    • Creating Your Categories
    • Assigning Products to Categories
    • Product Attributes
    • Images
  • Using the Importer
  • CSV Column Headers List
  • Creating a Configurable Product
  • Configurable Products Template and Requirements
    • Removing Super-Attribute Variations from Configurable Products
  • Additional Features & Templates
    • Customer Group Pricing
    • Customizations
    • Inventory & Backorder
    • Minimum / Maximum Quantity Allowed
    • NetSuite/Quickbooks Extras
    • Quantity Increments, Packaging and Decimal Quantity
    • Quotes Settings
    • Related Products
    • Restricted Products
    • ShipperHQ
    • Tier Pricing (Volume Discounts)
  • Bulk Editing Products
  • 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
    • 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 Account Customers?
  • What are Accounts & Customers?
  • Customer Groups
  • Customer Attributes
  • Importing Accounts
    • CSV Column Headers List for Accounts
    • Assigning Net Terms to Accounts
    • Assigning Shipping and Payment Methods to Accounts
  • Importing Customers
  • Linking Sales Reps to Accounts or Customers
  • Assignment: Populate Zoey Accounts import template

Module 4: Shipping & Payment

  • Setting up Shipping Rates
  • Setting up Payment Methods
    • Other Payment Methods
  • Importing Shipping and Payment Methods
  • Shipping/Payment Method Restrictions (Optional)
  • Checkout Settings
  • Tax and Discounts (Optional)
  • Assignment: Submit form for Payment, Shipping, Tax and Discount Setup

Module 5: Emails & PDFs

  • How Zoey communicates to your customers
  • Setting up Order/Quote PDFs
  • Email Global Settings
  • General How-to Edit Emails
  • Customer Email Setup
  • Order/Quote Email Setup
  • Assignment: Complete the basic setup of Emails and PDF (submit checklist)

Module 6: Sales Quotes and Drafts

  • Do I Want to Use Quotes?
  • Quote Workflow Options
  • Setting Up Quotes
  • Drafts vs Quotes
  • Creating and Managing Drafts

Module 7: Processing Orders

  • 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
  • Assignment 1: Complete Basic Order tasks and fill-out checklist.
  • Assignment 2: Provide any feedback prior to the Live Session.

Module 8: 3rd Party Integrations (Optional)

  • Module 8 Overview

Module 9: Mobile App and Team Training (Optional)

  • 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 Checklists

  • Zoey Implementation Go-Live Checklists

What happens after Go Live?

  • Post-Implementation Support
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Shipping/Payment Method Restrictions (Optional)

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You may restrict specific payment and shipping options in the checkout to specific customer groups.

Located in Settings > Method Restrictions

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Learn About Restricting Payment and Shipping Methods

Updated 8 months ago