# Welcome to Zoey Documentation

> Documentation for Welcome to Zoey

## Guides
- [Welcome to Zoey](https://welcome.zoey.com/docs/getting-started.md)
- [Fill Out This Form](https://welcome.zoey.com/docs/fill-out-this-form.md): We need to learn a little about your business so we can help personalize your learning experience and know what to help you setup. Answer each question to the best of your ability, it's ok if you don't know all the answers right now, we'll follow-up about each one on our Kick-Off Zoom Call.
- [The Implementation Program](https://welcome.zoey.com/docs/course-syllabus.md)
- [How Do I Log-In?](https://welcome.zoey.com/docs/how-do-i-log-in.md): The Web Admin login is located at  [https://login.zoeysite.com](https://login.zoeysite.com/). This is where your Zoey Admins, Sales Reps, Customer Support or anyone else that needs access to the Zoey back-office will log-in.
- [Get Help](https://welcome.zoey.com/docs/get-help.md): Here are a few options to get help as you navigate and get through the Implementation Program Modules.
- [FAQ](https://welcome.zoey.com/docs/faq.md)
- [Adding My Team](https://welcome.zoey.com/docs/adding-my-team.md): Now that you're logged in, you can start inviting your team to join in.
- [Manage Your Team (Sales People / Admin Users)](https://welcome.zoey.com/docs/manage-your-team-sales-people-admin-users.md): A Staff Account is an Admin User of your Store. You can invite new users and set permissions for them from the Account Manager.
- [Restricted Staff Account by Attribute: Custom Access](https://welcome.zoey.com/docs/restricted-staff-account-by-attribute-custom-access.md): If you have Product, Customer or Order/Quote attributes set to Allow Staff Account Restrictions, a new section in the Role Permissions will show up called "Custom Access" that allows you to limit the Admin User's access by the values of that attribute.
- [Enter Your Business Info](https://welcome.zoey.com/docs/getting-started-with-zoey.md): Before moving onto the Modules, there is some initial set-up to do first.
- [Data & Requirements](https://welcome.zoey.com/docs/what-you-will-need.md)
- [Module 1 Overview](https://welcome.zoey.com/docs/introduction-to-zoey-products.md): Let's Import Your Products Into Zoey! This module will teach you the basics of Zoey Products and help you transform your product data into the Zoey Import CSV Format.
- [Product Import Templates](https://welcome.zoey.com/docs/product-import-templates.md): The "sku" column is the only required header for imports to update existing products. Therefore, all other columns may be added to your Basic Product Import template, or managed on a smaller scale using these feature-specific templates.   Unless you are replacing Images or Categories, please use the Import Behavior: Append
- [Product FAQ's](https://welcome.zoey.com/docs/product-faqs.md)
- [What Kind of Products Do I Have?](https://welcome.zoey.com/docs/what-kind-of-products-do-i-have.md): The first step in transferring your products to Zoey is understanding how they will fit into the different Zoey Product Types.
- [Creating a Simple Product](https://welcome.zoey.com/docs/creating-a-simple-product.md)
- [Simple Products Template](https://welcome.zoey.com/docs/simple-product-template.md)
- [Creating a Configurable Product](https://welcome.zoey.com/docs/creating-a-configurable-product.md)
- [Configurable Products Template](https://welcome.zoey.com/docs/configurable-product-template.md): You're on this page because you believe you have Configurable Products with Variations.
- [Adding Variations to Existing Configurable Products](https://welcome.zoey.com/docs/adding-variations-to-existing-configurable-products.md)
- [Removing Attribute Variations from Configurable Products](https://welcome.zoey.com/docs/removing-attribute-variations-from-configurable-products.md): Sometimes you may need to remove an attribute from your configurable products. Below are options to remove variations.
- [Product Attributes](https://welcome.zoey.com/docs/product-attributes.md): Custom Attributes lets you add custom information to your products. Attributes play an important role for searching, filtering, sorting, displaying information, and are used for defining Variation/Configurable Products. Some examples of Custom Attributes are: size, color, material, flavor, manufacturer or country of origin.
- [Creating Your Categories](https://welcome.zoey.com/docs/creating-your-categories.md): Whether you already have your products assigned to categories, or you are starting anew, categories allow your customers to easily find a set of closely related products. Your Category "Tree" will automatically appear in your Customer Portal's Header Navigation, so put some time and thought into how you want your categories setup/organized.
- [Assigning Products to Categories](https://welcome.zoey.com/docs/assigning-products-to-categories.md): You may be assigning your products to categories during the product import step, but if you have already imported them, you can assign products to categories using the below options:
- [Additional Features & Templates](https://welcome.zoey.com/docs/features-templates.md): Zoey’s back-end has a vast array of features to help you manage your products and how you sell them to your customers. Many of these features can be applied using CSV templates.
- [Customer Group Pricing](https://welcome.zoey.com/docs/customer-group-pricing.md): Customer group pricing allows you to upload price sheets for groups or individual customers.
- [Customizations](https://welcome.zoey.com/docs/customizations.md): Customizations allow your customers to select options that will "Customize" a product.
- [Images](https://welcome.zoey.com/docs/images.md): When setting up your Zoey store with products, you'll want to add product Images. You may add images in the Zoey admin by uploading them in the Products Create page. Or you may import finles, or URL links to your images using a CSV spreadsheet.
- [Inventory & Backorder](https://welcome.zoey.com/docs/inventory-backorder.md): Enabling Back-Order on a product will allow your customers to purchase this product when it's out of stock.
- [Backorder](https://welcome.zoey.com/docs/backorder.md)
- [Minimum / Maximum Quantity Allowed in Shopping Cart](https://welcome.zoey.com/docs/minmax-quantity.md): Minimum / Maximum Quantity Allowed lets you specify a minimum or maximum quantity of products allowed for the customer to be able to place an order.
- [NetSuite/Quickbooks Integrations](https://welcome.zoey.com/docs/netsuitequickbooks-integrations.md): Easily link to your NetSuite or QuickBooks Online to Zoey to move data seamlessly back and forth between systems.
- [Quantity Increments, Packaging and Decimal Quantity](https://welcome.zoey.com/docs/quantity-increments-packaging-and-decimal-quantity.md): Quantity Increments control the increments at which your products can be purchased. Packaging allows your customers to purchase products in "Package Increments" like 1 Case which actually translates to 16 units. Decimal Quantity allows the item to be purchased in decimal qty like 0.25 etc...
- [Quote Product Settings](https://welcome.zoey.com/docs/quotes-settings.md): On individual products you can choose to override the default Quote Settings.
- [Related Products](https://welcome.zoey.com/docs/related-products.md): Related Products are a great way to help get your customers to buy more products.
- [Restricted Products](https://welcome.zoey.com/docs/restricted-products.md): Product Restriction allows you to "Restrict" your catalog (Categories & Products) to specific logged-in users only.
- [Tier Pricing (Volume Discounts)](https://welcome.zoey.com/docs/tier-pricing-volume-discounts.md): Tier pricing lets you offer a quantity or bulk discount to all customers, or extend the discount to only select customer groups.
- [CSV Column Headers List](https://welcome.zoey.com/docs/csv-column-headers-list.md): All Product Column Headers
- [Using the Importer](https://welcome.zoey.com/docs/using-the-importer.md): The Importer is the tool that allows you to Create, Modify, or Delete Products and Product Data
- [Product Settings](https://welcome.zoey.com/docs/product-settings-1.md)
- [Bulk Editing Products](https://welcome.zoey.com/docs/bulk-editing-products.md): Make bulk edits in the Admin using Bulk Actions
- [Tabs on the Product List](https://welcome.zoey.com/docs/tabs-on-the-product-list.md)
- [Assignment 1: Setup Attributes & Categories](https://welcome.zoey.com/docs/assignment-1-setup-attributes-categories.md)
- [Assignment 2: Build/Submit Product CSV](https://welcome.zoey.com/docs/assignment-2-buildsubmit-product-csv.md)
- [Module 2 Overview](https://welcome.zoey.com/docs/introduction-to-theming.md): The Customer Portal or Website allows your customers to place orders, submit quotes, review/edit their account and pay invoices. This module will walk you through setting up the customer portal and designing your theme.
- [Theme Design Quick Start Guide](https://welcome.zoey.com/docs/store-theme-design-quick-start-guide.md): This article will detail each recommended step to design your store's theme.
- [Section 1: Theme Branding](https://welcome.zoey.com/docs/section-1-theme-branding.md): Colors, Fonts, and Logos, Oh My!
- [Section 2: Homepage Design](https://welcome.zoey.com/docs/section-2-homepage-design.md): Now that your fonts, colors, and logos are set it is time to begin designing elements of your Homepage.
- [Section 3: Category and Product Pages](https://welcome.zoey.com/docs/section-3-category-and-product-pages.md)
- [Section 4: Customer Experience](https://welcome.zoey.com/docs/section-4-customer-experience.md)
- [Theme FAQs](https://welcome.zoey.com/docs/theme-faqs.md)
- [Customer Portal Setup](https://welcome.zoey.com/docs/customer-portal-setup.md): The basic customer portal setup answers the question: How do you want your Customer Portal to Work?
- [Customer Registration (Request Account)](https://welcome.zoey.com/docs/customer-registration.md): Whether or not your Customer Portal is locked down, partially or completely visible, you have the option to allow customers to Register, or Request an Account.
- [Customer Group Registration Forms](https://welcome.zoey.com/docs/customer-group-registration-forms.md): You may have more than one registration form for your Zoey Store. For example, one for Wholesale customer and one for Retail customers.
- [Viewing Your Customer Portal](https://welcome.zoey.com/docs/viewing-customer-portal.md)
- [Theme Templates](https://welcome.zoey.com/docs/theme-templates.md): Your store comes with a theme installed by default, but you can add as many themes as you want. You can only have one theme published at any time.
- [Theme and Visual Design Editor](https://welcome.zoey.com/docs/theme-and-visual-design-editor.md)
- [Shopping Experiences](https://welcome.zoey.com/docs/shopping-experiences.md): Web Settings allow you to customize the Shopping Experience for your Customers in your Zoey Store.
- [Cart Settings](https://welcome.zoey.com/docs/cart-settings.md)
- [Customer Settings](https://welcome.zoey.com/docs/customer-settings.md)
- [Product Settings](https://welcome.zoey.com/docs/product-settings.md)
- [Translations](https://welcome.zoey.com/docs/translations.md)
- [Assignment: Configure your Customer Portal & Build your Homepage](https://welcome.zoey.com/docs/assignment-1-configure-your-customer-portal-build-your-homepage.md)
- [Module 4 Overview](https://welcome.zoey.com/docs/introduction-to-accounts-customers.md): Now It's Time to Import Your Customers into Zoey! This module will teach you the fundamentals of Zoey Customers and Accounts, and help you to convert your Customer data into the Zoey Import CSV Format.
- [CRM at a Glance](https://welcome.zoey.com/docs/crm-at-a-glance.md)
- [When do I Import Accounts and Contacts?](https://welcome.zoey.com/docs/when-do-i-import-accounts.md): Whether your sales team is entering orders through the Zoey app, or your customers are entering orders via your Zoey Web Store, you'll need to build your customer database in Zoey.
- [Account Import Templates](https://welcome.zoey.com/docs/account-data-import-templates.md): This page provides quick access to Account Import column headers to help you build out your customer import file.  More details are available about each of these templates. Please read the knowledge bases associated to get a firm understanding of the features available, and how to set them up for your Accounts.
- [What are Accounts & Contacts?](https://welcome.zoey.com/docs/what-are-accounts-customers.md)
- [Accounts](https://welcome.zoey.com/docs/accounts.md)
- [Creating a New Account](https://welcome.zoey.com/docs/creating-a-new-account.md)
- [Account Roles & Permissions](https://welcome.zoey.com/docs/account-roles-permissions.md): Account/Location Contacts may be assigned to different Roles. Within each role is a set of Permissions and Conditions for things such as the ability to view company Orders, or to restrict a user from placing Orders that are over a certain dollar amount.
- [Account Addresses](https://welcome.zoey.com/docs/account-addresses.md)
- [Account Switching (Buyers for multiple Accounts)](https://welcome.zoey.com/docs/account-switching.md): Contacts on Multiple Accounts can "Switch" Accounts when writing Orders
- [Importing Accounts, Leads and Opportunities](https://welcome.zoey.com/docs/importing-accounts.md)
- [CSV Column Headers List for Accounts](https://welcome.zoey.com/docs/csv-column-headers-list-for-accounts.md)
- [Importing Contacts](https://welcome.zoey.com/docs/importing-contacts.md): Easily add Contacts to existing Accounts using the importer in the Contacts Tab within the Account screen.
- [Importing Bill Tos](https://welcome.zoey.com/docs/importing-bill-tos.md)
- [Importing Ship Tos](https://welcome.zoey.com/docs/importing-ship-tos.md)
- [Importing Account Allowed Products](https://welcome.zoey.com/docs/importing-account-allowed-products.md): Allow individual products to be restricted to specific accounts, locations or customers.
- [Assigning Net Terms to Accounts](https://welcome.zoey.com/docs/assigning-net-terms-to-accounts-or-customers.md): An Account may be given Net Terms with a specified deferred payment term or payback grace period, and Credit Limit. The Account's Net Terms will be shared with all of the Account's Locations unless you give the Location it's own Net Terms or un-check Net Terms in the Location's Allowed Payment Methods.
- [Assigning Shipping and Payment Methods to Accounts](https://welcome.zoey.com/docs/assigning-shipping-and-payment-methods-to-accounts.md)
- [Linking Sales Reps to Accounts or Customers](https://welcome.zoey.com/docs/linking-sales-reps-to-accounts-or-customers.md)
- [Leads and Opportunities](https://welcome.zoey.com/docs/leads-and-opportunities.md): Opportunities and Leads allow you to manage incoming account requests or outbound sales leads. A Status bar allows you to track your progress toward qualifying and winning a new account. The Dashboard's Notes feature provides quick access to any details captured during sales calls, meetings or emails. Leads and Opportunities can be marked as Disqualified/Lost, or Won - at which point you are prompted to "Convert to Account". All the sales data will then be available on the Account and you can choose to allow the account to log-in to their customer portal.
- [Creating New Leads & Opportunities](https://welcome.zoey.com/docs/create-new-accounts.md)
- [Registration Approval](https://welcome.zoey.com/docs/registration-approval.md): Sometimes called the Wholesale or Customer Registration Form, this feature will add registration page to your store for a specified customer group that requires approval before they can log-in and see special or customer group pricing.
- [Accounts Pending Approval](https://welcome.zoey.com/docs/accounts-pending-approval.md): When Your Account Request/Registration is set to create an Account Registration Type: Opportunity, new Account requests will become Opportunities.
- [Contacts Pending Approval](https://welcome.zoey.com/docs/contacts-pending-approval.md): When Registration Approval is enabled, "Pending Approval" customers will appear in your Customer grid in the Admin Panel. This guide shows you how to approve customers.
- [Customer Groups](https://welcome.zoey.com/docs/customer-groups.md): Customer Groups are used to apply Customer Specific Products, Product Pricing, Sales Tax, Sales Reps, or Languages & Currencies to a group of logged-in Customers. Customer Groups may used for Catalog Access Restrictions to control the viewing or purchasing of specific Products and Categories.
- [Customer Attributes](https://welcome.zoey.com/docs/customer-attributes.md): Customer attributes allow you to add custom information to the customer and add fields to the checkout and customer registration forms. Some examples of Customer Attributes are: Department, Website, Customer Notes.
- [Assignment: Populate Zoey Accounts Import Template](https://welcome.zoey.com/docs/assignment-1-populate-zoey-customer-data-import-template.md)
- [Module 3 Overview](https://welcome.zoey.com/docs/module-3-overview.md): Part if your store set-up is configuring your Shipping and Payment Methods in Zoey. This module will help you to set up your Shipping, Payments, Taxes and other Checkout Settings.
- [Setting up Shipping Rates](https://welcome.zoey.com/docs/setting-up-shipping-rates.md)
- [Setting up Payment Methods](https://welcome.zoey.com/docs/setting-up-payment-methods.md)
- [Shipping/Payment Method Restrictions (Optional)](https://welcome.zoey.com/docs/shipping-payment-method-restrictions.md): You may restrict specific payment and shipping options in the checkout to specific customer groups. You can also restrict certain methods to Admin Only, and still have them available to individual Accounts in Allowed Payment & Shipping Methods.
- [Checkout Settings](https://welcome.zoey.com/docs/checkout-settings.md)
- [Importing Account Allowed Shipping and Payment Methods](https://welcome.zoey.com/docs/importing-shipping-and-payment-methods.md)
- [Tax and Discounts (Optional)](https://welcome.zoey.com/docs/tax-and-discounts.md)
- [Assignment: Configure your Shipping & Payment Methods](https://welcome.zoey.com/docs/assignment-submit-form-for-payment-shipping-tax-and-discount-setup.md): Or Submit form for Shipping, Payment, Tax and Discount Set-up to your Implementation Specialist
- [Module 5 Overview](https://welcome.zoey.com/docs/module-4-overview.md): This module will walk you through the entire Order Management System from creating Orders to shipping and invoicing in Zoey.
- [Processing Orders](https://welcome.zoey.com/docs/processing-orders.md)
- [Overview of Order Workflows](https://welcome.zoey.com/docs/overview-of-order-workflows.md)
- [Order Settings](https://welcome.zoey.com/docs/order-settings.md)
- [Order Grid Features](https://welcome.zoey.com/docs/order-grid-features.md)
- [Creating an Order in the Admin](https://welcome.zoey.com/docs/creating-an-order-in-the-admin-1.md)
- [Invoicing an Order](https://welcome.zoey.com/docs/invoicing.md): An Invoice is a request for payment for an Order. You may send an Invoice to request payment automatically. Net Terms due dates are set based on the date the Invoice is created.
- [Editing Incremental Order Numbers](https://welcome.zoey.com/docs/incremental-order-numbers.md)
- [Invoicing Automation](https://welcome.zoey.com/docs/invoicing-automation.md): Schedule invoices to be sent automatically to your customers with a link to Pay Now.
- [Payments](https://welcome.zoey.com/docs/paying-an-order.md): Orders may paid via ACH or Credit Card when the order is placed. Other payment methods will need to be applied to the open Invoice.
- [Collecting a Deposit](https://welcome.zoey.com/docs/collecting-a-deposit.md)
- [Partially Paid or Partially Shipped Orders](https://welcome.zoey.com/docs/partially-paid-or-shipped-orders.md)
- [Refunds and Credit Memos](https://welcome.zoey.com/docs/credit-memos-returns-and-refunds.md): After an order has been paid and invoiced, all of the order, or a portion of it, can be refunded by issuing a Credit Memo.
- [Editing or Canceling Orders](https://welcome.zoey.com/docs/editing-or-canceling-orders.md)
- [Cancelling Items off an Order](https://welcome.zoey.com/docs/cancelling-items-off-an-order.md)
- [Order Attributes](https://welcome.zoey.com/docs/order-attributes-1.md): Order Attributes are used for collecting additional information from customers during the Checkout process. Begin setting up Order Attributes by navigating to Orders > Attributes
- [Order Delivery Date](https://welcome.zoey.com/docs/order-delivery-date.md): Create a date picker for your customers to select on their Orders. You can also set specific Delivery Days when an Account may receive Orders. Only the specified Delivery Days set on the Account will be available on the date picker at checkout
- [Shipping an Order](https://welcome.zoey.com/docs/shipping.md)
- [Importing Orders](https://welcome.zoey.com/docs/importing-order-history.md)
- [Setting up Emails and PDFs](https://welcome.zoey.com/docs/emails-and-pdfs.md)
- [Email Settings](https://welcome.zoey.com/docs/internal-email-settings.md)
- [PDFs / Order Document Settings](https://welcome.zoey.com/docs/order-pdf-settings.md): PDFs for Quotes and Orders can be downloaded and printed by the Admin and Customer. Zoey has multiple settings for customizing the information on the PDF documents.
- [Sales Quotes & Drafts](https://welcome.zoey.com/docs/sales-quotes-drafts.md)
- [Should I Use Quotes?](https://welcome.zoey.com/docs/should-i-use-quotes.md): What are a the features of a Quote and how to use them.
- [Quote Settings](https://welcome.zoey.com/docs/enable-quotes-for-your-store.md)
- [Quote Workflows](https://welcome.zoey.com/docs/quote-worflows.md)
- [Drafts vs Quotes](https://welcome.zoey.com/docs/drafts-vs-quotes.md)
- [Creating and Managing Drafts](https://welcome.zoey.com/docs/creating-and-managing-drafts.md)
- [Checklist for Order Management Setup](https://welcome.zoey.com/docs/order-management-checklist.md)
- [Module 6 Overview: Integration Set-up](https://welcome.zoey.com/docs/module-6-overview.md): For this Module, Zoey can assist with the basic connection of supported 3rd party software.
- [How to Download and Use the Mobile App](https://welcome.zoey.com/docs/how-to-download-and-use-the-mobile-app.md)
- [Creating Orders in the Mobile App](https://welcome.zoey.com/docs/creating-orders-in-the-mobile-app.md)
- [Mobile Barcode Scanning](https://welcome.zoey.com/docs/mobile-barcode-scanning.md)
- [Mobile App FAQ's](https://welcome.zoey.com/docs/mobile-faqs.md)
- [Module 7 Overview](https://welcome.zoey.com/docs/module-7-overview.md): This module will walk you through the final steps to go live with your Zoey Store!
- [Step 1: Complete the Final Go-Live Checklist](https://welcome.zoey.com/docs/step-1-go-live-checklists.md)
- [Step 2: Set up Your Domain and SPF Record* (*required)](https://welcome.zoey.com/docs/step-2-set-up-your-domain-and-spf-record-required.md)
- [SPF: Emails Not Going to SPAM](https://welcome.zoey.com/docs/spf-emails-not-going-to-spam.md): Zoey will send emails to your customers from your specified email address. To ensure these emails do not go to spam, you will need to configure your DNS SPF (TXT) Record
- [Step 3: Invite Your Customers to Zoey!](https://welcome.zoey.com/docs/invite-your-customers-to-zoey.md): Now that you are ready to go live, it's time to invite your Customers to your new wholesale portal!
- [Account Manager Role](https://welcome.zoey.com/docs/account-manager-role.md): The Account Admin has full permissions for the Location they are assigned to. This means they will be able to view all Quotes, Drafts and Orders for their Location as well as Approve any Quotes that require approval
- [Transition to Zoey Support](https://welcome.zoey.com/docs/transition-to-zoey-support.md)
- [Post-Implementation Support](https://welcome.zoey.com/docs/post-implementation-support.md): Once  you've gone live with Zoey, you will transition to ongoing support through Zoey's ticketing system.