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Welcome to Zoey
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The Implementation Program
How Do I Log-In?
Adding My Team
Data & Requirements
Module 1: Products
Module 1 Overview
What Kind of Products Do I Have?
Basic Template and Requirements
Categories & Assignments
Configurable Product Template
Using the Importer
Features & Templates
Customer Group Pricing
Inventory & Backorder
Minimum / Maximum Quantity Allowed
Quantity Increments, Packaging and Decimal Quantity
Restrictions (Customer Groups)
Restrictions (Account Specific Products)
Tier Pricing (Volume Discounts)
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 and Visual Design Editor
Assignment 1: Configure your Customer Portal & Build your Homepage
Assignment 2: Compile Questions
Module 3: Customers & Accounts
Module 3 Overview
When do I Import Customers?
What are Accounts & Customers?
Customers Template and Requirements
Accounts Template and Requirements
Assigning Net Terms to Accounts
Linking Sales Reps to Accounts or Customers (Optional - must be done after Sales Reps are added to Zoey)
Assignment 1: Populate Zoey customer data import template
Assignment 2: Ensure your customer data has been reviewed and is accurate/consistent
Assignment 3: Submit Customer Data for Review.
Module 4: Shipping & Payment
Setting up Shipping Rates
Setting up Payment Methods
Other Payment Methods
Shipping/Payment Method Restrictions (Optional)
Tax and Discounts (Optional)
Importing Shipping and Payment Methods
Assignment: Submit form for Payment, Shipping, Tax and Discount Setup
Module 5: Sales Quotes
Do I want to use Quotes?
Quote Workflow Options
Setting Up Quotes
Module 6: 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 7: Processing Orders
Overview of Zoey Basic Order Workflows
Shipping & Invoicing
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?
Module 10: Go-Live Checklists
Zoey Implementation Go-Live Checklists
What happens after Go Live?
Updated 2 months ago