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  • 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
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Shopping Experiences

Web Settings allow you to customize the Shopping Experience for your Customers in your Zoey Store.

The following tutorials will explain the settings found in the Web Settings in your Zoey Admin:

Cart Settings
Customer Settings
Product Settings
Translations

Updated 3 days ago


Theme and Visual Design Editor
Cart Settings