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General Setup
Topics include Tree settings, shopping carts, and branding.
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Associate Support (CRM)
Topics include managing Associate accounts, orders, and settings.
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Inventory
Topics include adding SKUs, pricing, warehouses, and shipping methods.
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Reporting
Topics include corporate SQL reporting and Web Office Report Center.
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Web Office
Topics include Web Office content management and setup.
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Commissions
Topics include compensation plan concepts and commission payments process.
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Subscriptions
Topics include setting up and managing Subscriptions (AutoShips, Services, Memberships).
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eCommerce & Sales
Topics include the Sales Dashboard, coupons, reward points, and eCommerce Shop customization.
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Integrations
Topics include integrating with a payment merchant, 3PL, and tax services providers.
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Emails & Notifications
Topics include DirectScale email templates and Web Office notifications.
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Client Extension
Learn how you can extend your Platform with custom development.
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Custom Content
Topics include custom pages, custom Admin pages, and custom widgets.
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Resources
Topics include policies, settings references, and other tools.
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