January 2020 Zoey Enhancements and Additions

Welcome to 2020! Zoey continues to improve and evolve its feature set based on the feedback of our customers and the investments we’re making in our solution to be the premier solution for capturing and managing online wholesale orders, in all the various forms that happens.

Three sizable additions were among the changes to the platform this month, and are highlighted below. That said, we’re constantly making improvements, big and small, to ensure we’re offering the best solution out there.

Remember that you can always stay up to date with the latest updates (including what’s been released since the new month started), and share your feedback about what we should add next.

Order Approval for Company Accounts

Back in November, we announced one of our newest features, the Company Accounts capability. It lets you link multiple user logins for a variety of capabilities, including the ability to establish an approval workflow.

Our first offering leveraged the quotes feature – once a quote was approved by the Company approver, it could be converted to an order. Some customers noted this could create issues with how they manage quotes, and asked if we could launch a way that does it as part of the order flow.

order-approval-error

The new Order Approval capability works within the standard checkout flow. If a user has to have their orders approve, once they reach the shipping step of checkout they will be asked to submit their order for approval.

Once the approver OKs the order, the user can complete their order, resuming their place in the cart checkout via a link send to them confirming approval. Learn more in our support docs.

Deactivate Customers

There are scenarios when sellers need to turn off customer accounts, but don’t want to delete them because they will lose information attached to those customers. The deactivation feature offers a helpful solution.

Deactivating a customer takes the simple step of disabling a customer’s ability to log in to the site. Without that ability, they cannot place new orders, change any information, and so on. However, previous data, such as orders, remains attached to the customer account for historical record keeping. And you have the ability to always re-enable a login as well.

disable-login

The setting has been added to the Customer management screen in the back-end of all stores. A bulk edit version has also been added to the Customers grid. Learn more in our support docs.

What You See is What You Get (WYSIWYG) Messages in Cart, Quote

Sometimes sellers wish to provide informational or marketing messages in places related to building a cart or quote. They can be marketing, driven such as “Spend at least $200 to get free shipping!” Or it could be informational, such as “We are currently experiencing a backlog in reviewing quotes.”

With our latest WYSIWYG additions, you can now add messages to:

  • The Shopping Cart page
  • The Mini-Shopping Cart dropdown
  • The Quote Mini-Cart dropdown
  • The Quote Submit screen.

It is also possible to customize these by Customer Group, given that the information needed to be presented may differ by group.

The settings can be found in the “Checkout Information” section of Setup > Checkout Settings in the back-end of each Zoey store.

There’s Always More on the Way

Zoey regularly releases new feature updates, additions and fixes to keep all Zoey stores running at their peak. As a SaaS-driven solution, all customers benefit from changes upon release as their stores are updated automatically.

For a more complete list of updates made to Zoey, as well as newer updates than those shown here, click the button below to visit our release notes page in the support documentation:

See what's new at Zoey

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