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By moving your business online with zoey, your buyers can place orders when they need to while giving your sales team modern tools to close deals faster Each item on an order must be listed on sequential rows. Don’t let outdated processes cost you sales—move your b2b business online with zoey and stay ahead of the competition.
Zoey's app is designed for your team to be able to work anytime, anywhere, and ensure that sales are maximized and efficient It is critical that the account, account location, contact email, and item skus match what already exists in zoey Avoid data entry errors, inefficient phone/email orders or taking orders on paper.
Zoey integrates with fishbowl inventory by automatically importing and exporting files through dropbox
To sync data between fishbowl and zoey, you will need to first connect both systems to dropbox for file transfer. The zoey x quickbooks integration can manage your product inventory and pricing in zoey, as well as keeping your quickbooks products updated You'll need to decide how products are synced between the systems. Zoey will not sync or pull over your quickbooks products and customers
You will need to create the accounts in zoey and then map them to quickbooks online counterparts Zoey accounts are synced to quickbooks only when an invoice of theirs is being synced. You will be asked to compile and conform your product data into the zoey templates provided in module #1 Right now let's focus on identifying where your product data lives, and how to start getting it ready for zoey.
From the zoey home screen, go to the profile icon and turn off auto sync
Zoey has multiple settings for customizing the information on the pdf documents All pdf settings can be found by navigating to orders > pdf settings and quotes > pdf settings Quotes and orders each have their own pdf settings that you can control.
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