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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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Shopping Experiences

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

Suggest Edits

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

Cart Settings
Customer Settings
Product Settings
Translations

Updated 4 months ago