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WhatsApp Ordering
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End-to-End Order-to-Cash Cycle on WhatsApp
How do I manage end to end order to cash cycle from WhatsApp using ZöTok?
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Sending Order Requests to Customers
How does a buyer send an order via photo, text or product link?
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Obtaining Order Quotes from Suppliers
How does the buyer receive a price quote or estimate from seller?
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Confirming or Modifying Order Details
How does the buyer confirm or change the order sent?
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Negotiating or Accepting Order Terms
How can sellers negotiate or confirm the buyer's order?
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Sending Invoices with Dispatch Details
How does the seller send the invoice and delivery info?
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Sending Payment Reminders to Customers
How does the seller remind buyers to pay?
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Facilitating Payments via QR Code
How does the seller share a payment link or QR code for easy pay?
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Sellers Placing Orders on Behalf of Customers
How does the seller create an order on behalf of the buyer?
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Account Setup
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Account Setup on ZöTok
How do I set up my ZöTok account?
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Creating Seller Accounts
How do I register and create a seller account?
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Setting Up WhatsApp Business API (WABA)
How do I set up my WhatsApp Business Account (WABA)?
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Connecting ZoSync for Seamless Integration
How do I link ZoSync to my account for updates?
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Adding Customers to the System
How do I add my customers manually or in bulk?
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Adding Products to the Catalog
How do I upload product details one by one or all together?
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Adding Price Lists for Products
How do I upload pricing details manually or in bulk?
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Setting Member Access Permissions
How do I add sales team members and control their access?
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Assigning Routes and Maps for Sales Teams
How do I assign customers and routes to team members?
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Creating Communication Channels
How do I group customers for sending marketing messages?
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Campaigns
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Generative AI Agent for Marketing Campaigns
How do I manage campaigns from ZöTok?
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Scheduling and Publishing Marketing Campaigns
How do I schedule a campaign and send it on WhatsApp?
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Accepting Orders from Marketing Campaigns
How does the seller view and accept orders from the campaign?
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Managing Orders Generated from Campaigns
How do buyers place orders directly from WhatsApp campaigns?
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Viewing Campaign Performance Metrics
How can I track how my campaign is performing?
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Selecting Customers and Products for Campaigns
How do I select buyers and products while setting up a campaign?
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Using Pre-Made Templates for Quick Setup
How do I use ready templates to send campaigns to customers?
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Creating Custom Templates for Campaigns
How do I create my own campaign message templates?
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Invoices & Ledgers
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Invoice and Ledger Management
How do I manage invoices and ledger from WhatsApp using ZöTok?
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Sending Invoices to Buyers
How does the Seller sent an invoice to Buyer?
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Sending Ledger Statements to Customers
How does the seller send ledger to the buyer?
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Sending Payment Confirmations to Customers
How does the Seller sent payment confirmation to buyer ?
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Reconciling Payments for Accuracy
How does the seller sent payment reminder to buyer?
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Sales Team Tools
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Sales Team Tools for Efficient Operations
How do I manage my sales team members?
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Setting Up Sales Teams for Operations
How do I assign customers to my sales team?
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Tracking Sales Representative Check-Ins
How do I track reps' check-ins, clock-ins, and daily activity?
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Generating Sales Representative Performance Reports
How do I view each sales rep's orders, invoices, and collections?
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Reports & Analytics
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Generate Reports and Analytics
How do I view my busienss performance and get insights out of past data?
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How to integrate my Tally with ZöTok?
How do I integrate my Tally with ZoSync?
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Syncing Data with ZoSync
How does ZoSync help connect my business data?
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Analyzing Data with ZoAnalyzer
How can I view insights using ZoAnalyzer?
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Downloading Reports for Business Insights
How can I search, filter, and download my business reports?
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