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Guides

About Sales Rep

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Overview

Welcome To Zoey Support!
Support Holidays

My Subscription

Two Factor Authentication
Swap Account (Store) Owner
Update Billing Information
Switching Businesses (Stores)
Manage Your Team (Sales People / Admin Users)
Change Store Name (internally)
Link Your Domain

Data Import

CSV File Import
CSV Troubleshooting
- Changing Your Excel CSV Delimiter
CSV Import How-Tos
Import Troubleshooting
Product CSV Fields & Values
- How to Disable Products
Zoey EDI
Exporting Data

Integrations

Faire Integration
- Faire Integration Errors Explained
Shopify Integration
Data Mapper Integrations
Google Sheets Importer
- Step 1: Connect your Google Account and Create Import
- Step 2: Mapping and Scheduling Google Sheet Import
NetSuite
QuickBooks Online
ShipStation
Connecting to the Zoey API with Postman
Building a Custom Connector with Zapier
Klaviyo
- Send Abandoned Cart Emails through Klaviyo
Single Sign On
- Okta OpenID
Finale

Products

Products Overview
Creating Products - Product Types
Comparing Products
Gift Cards
Products List
Advanced Product Pricing Structures
Product Attributes
Customizations
Multiple Product Templates
- Switching Themes With Multiple Product Templates
Inventory & Shipping
Linking Simple Products to Configurable Products as Variations
Placeholder Image for Products
Product Image Recommendations
Product Settings
Related Products, Up-sell Products, Cross-sell Products
Quick Order Forms
- Quick Order Form by Unique Product Lookup
Reviews & Ratings
Search Engine Optimization (SEO)
File Manager
Product Attachments
- Adding Attachments To Product Template
Product Page Variables for Javascript
Status Flags (New, Sale)
Showing Attributes from Variations
Product Alerts
Reserved Products
Product Audit Log

Categories

Creating Categories
- Category Images
Creating Sub-Categories (Child Categories)
Creating A Redirect for A Category
Editing Search Engine Information For Categories
Managing Products in Categories through CSV
Manage Products In Categories - Adding & Organizing
- Bulk Assign Products To Category
- Sorting Products In Categories With Product Attributes
Multiple Category Templates
Number Of Products Per Page
Parent Categories Not Showing Products
Products Not Visible In A Category
Terminology For Categories
Category Page Variables for Javascript
Category Table View

Accounts & Customers

Accounts
Add Products to Customer's Cart
Changing a Contact Role and Permissions
Cookie Law Banner
Customer Attributes
- Editing Account Attributes via Export & Import
- Matrix (Table) Attribute
Customer Groups
- Uses of Customer Groups
- Automatic Customer Group Assignment by VAT
Customer Web Settings
Emails and Notifications
Group Price List
Managing Contacts and Addresses in the Customer Portal
Managing Ship Tos in the Admin
Manually Creating an Account
Prevent Spam - reCAPTCHA
Registration Pending Approval
How to Merge Accounts
Terms & Conditions for Customer Registration
Deactivating an Account
Create Contact or Account from Guest Order

Quotes

About Quotes
How Customers use Quotes
Setting Up Quotes
Admin Quote Creation
Admin Quote Management
Converting Quote To Order
Quote Import/Export
New Quote Email Template

Drafts

About Drafts

Sales Rep

About Sales Rep
Adding Sales Reps
Default Sales Reps
Editing and Tagging Sales Reps
Viewing and Exporting Sales Rep Data

Orders

How to Process Orders - Order Lifecycle
Order Grid Features
Order Attributes
- Order Delivery Date / Delivery Day Validation
Store Credit
Customize PDFs (Invoice, Packing Slip, Credit Memo)
Order Settings - General
Checkout Terms & Conditions (Agreements)
Gift Messages
How Order and Invoice Totals are Calculated
Minimum Order Amount
Multiple Ship-To Address Orders
Order Comments
Order, Invoice, Credit Memo & Shipment Numbers
Order Variables Accessible on Order Success Page
Printing and Downloading Order Documents
- Printing Packing Slips
Recurring Orders
Share Shopping Cart
Shipping & Payment Method Restrictions
Split Orders (Split Products Into Different Orders)
Shopping Cart Settings
Pick Lists
Incremental Order Numbers
Shipment Tracking
Order Automation Rules
Scanning Barcodes in the Admin
Order Total Savings
Bypass Order Item Quantity Limits for Shipments & Invoices

Payments

3D Secure CC Validation
Authorize.net
- Authorize.Net Error: Transaction Not Accepted or Generating Authorize.net Transaction Key
- Authorize.Net Error: Gateway Error (TESTMODE) The transaction amount submitted was greater than the maximum amount allowed
Bank Transfers
Invoicing Automation
Cash On Delivery
Check / Money Orders
Net Terms
PayPal Express Checkout
Purchase Orders
Saved Cards
Send Invoice
Stripe
- Stripe ACH
  - Stripe ACH - Saved Accounts
  - Troubleshooting Stripe ACH Transaction
- Stripe EU
Zero Subtotal Checkout

Shipping

Shipping Methods and FAQs
FedEx (Federal Express)
Flat Rate Shipping
- Enable a Shipping Method when valid SKU found in Cart
Free Shipping
Matrix Rates
- Advanced Matrix Rates
- Product Matrix Rates
Pacejet
Shipping and Payment Method Troubleshooting
Shipping & Tax Estimate
Table Rate Shipping
- Country Codes
- US/State Codes
United Parcel Service (UPS)
USPS (United States Postal Service)
Shipping Weight Calculation for Configurable Products

Design

Help Designing your Store
Theme Design FAQs
Themes
Pages
How do I edit my store Footer?
- Suggested Footer Links
Blocks (The + Add Menu)
How To Articles
Theme Fonts, Colors, and Styles
CMS - Content Editor
Desktop, Tablet & Mobile
Multi-Language Design
For Developers
Min Height Set
Mobile Design
- Mobile Header
Header Navigation Links
- Header Navigation FAQs

Taxes

Getting Started
Tax Rates
Setting up Tax Classes
Creating Tax Rules
Apply Tax on Shipping
Setting up VAT
VAT Verification
Troubleshooting Taxes

Sales & Discounts

Catalog Sales and Discounts
Creating a Catalog Sale Rule
Common Discount Rules
Discount for specific Accounts

Language and Currency

Currency (changing or adding)
Languages (changing or adding)
- Available Languages for Store Views
- Change Default & Control Panel Language
Limit Customer Groups to Specific Languages and Currencies
Locale Settings
- States and Regions
- Store Scope
Multi-Language SEO
- Locale Values for hreflang tag
- X-Default with Hreflang
Translating Your Store

SEO

301 Redirects
Meta Data
MicroData (Structured Data, Schema.org)
SEO Best Practices Overview
Setting Up Your Sitemap
URLs End Numbers
URL Redirects
- Deleting URL Rewrites
Creating Custom URLs
Image Alt and Title Tags
SEO FAQ
OG Tags: Facebook Open Graph MetaTags
Google Mobile Usability Issues Detected

Blog

Creating Your Blog
Managing Your Blog
Common Troubleshooting Steps
Search Blog Content

Analytics & Reports

Google Apps
Reports - Overview
Bing Ads Conversion Tracking

Apps

Abandoned Cart

Abandoned Cart Recovery

Google Shopping Feed

About the Google Shopping Feed App
Getting Started with Google Shopping
Google Shopping Feed Taxonomies
Set Up Tax and Shipping in the Google Shopping Feed
Testing & Generating the Google Shopping Feed
Submitting your Google Shopping feed to Google
Running AdWords Shopping Campaigns with the Google Shopping Feed
Feed Settings for Google Shopping
Google Shopping Import Fields

How To

Customer Access Restriction (Private Site)
Re-Indexing Your Store
- ERROR: Cannot Initialize the Indexer Process
Enabling Maintenance Mode
Catalog Access Restrictions
- Product Access Restrictions - Global Settings
  - How to restrict an Account to specific list of Products
  - Account Product Restrictions
- Category Access Restriction
Restricting Language and Currencies to Customer Groups
How to Offer Zoey Checkout on Facebook & Instagram
How to sell Classes or Tickets through your Zoey Store

Sales Portal Theme

B2B Sales Portal Theme

Troubleshooting

Troubleshooting Blog
Troubleshooting CSV Imports
Troubleshooting PayPal
Troubleshooting Products
Troubleshooting Promotions
Troubleshooting Shipping
Troubleshooting Taxes
Troubleshooting Categories

Mobile App

iOS 3.0 Release Notes
Mobile Help
- Mobile App FAQs
Mobile Barcode Scanning
Markdown
Mobile Account Search and Filter

About Sales Rep

Updated 10 months ago

What’s Next

Adding Sales Reps
Default Sales Reps
Editing and Tagging Sales Reps
Viewing and Exporting Sales Rep Data