This checklist gives you an initial blow-by-blow of what it takes to get started with DirectScale. Follow each guide and check the boxes to keep track of each section you complete. The boxes will stay checked even if you leave this page and come back later!
If you would like, you can print this page and follow along.
Important: If you have any questions or need assistance with any of the steps, contact Customer Care by clicking the Help button in the corner of your screen.
Quick Jump
- Before You Start
- First Steps
- Integrate with a Payment Provider
- Integrate with a Tax Service Provider
- Set up Inventory Items and Pricing
- Learn How to Manage Inventory
- Manage Associates
- Test Order Creation
- Integrate with a Third-Party Logistics Provider 3PL
- Email Settings and Templates
- Program Your Compensation Plan
- Audit and Pay Commissions
- Set up AutoShip
Before You Start
You should check out our handy Introduction to the DirectScale Platform. This guide will give you an overview of how to use the admins, as well as some common interface elements.
Note: If you come to a task and find that you don’t have assets to complete the task (logos, for example), feel free to continue forward and return to the task once the assets are complete.
First Steps
Read: Initial Platform Setup Guide
In this guide you will:
Set up a custom domain and SSL certificate
Set Up default webalias and domain redirect
Enter company details in the Corporate Office, Web Office Admin, and eCommerce Admin.
Set up company branding colors and logos in the Web Office Admin and eCommerce Admin.
Create and assign employee permission roles
Setup corporate employee accounts
Managing Web Office users and roles
Learn how to add new Associate Types
Customize Replicated Site URLs
Set Up Shopping Carts for the Web Office
Integrate with a Payment Provider
Read: Payment Provider Integration Guide
In this guide you will learn how to:
Create an account with a payment provider
Add payment provider credentials
Set up a money out payment provider
Test your money-in integration
Test money out commission payments
Integrate with a Tax Service Provider
Read: Tax Provider Integration Guide
In this guide you will learn how to:
Create an account with a tax service provider
Enter tax service provider credentials
View the Fallback Tax Reconciliation report
Set up Inventory Items and Pricing
Read: Inventory Items and Pricing Guide
In this guide you will:
Enter General inventory information
Add inventory prices and discounts
Add a Fast Start bonus structure
Learn how to delete an Inventory Item
Learn How to Manage Inventory
Read: Inventory Management Guide
In this guide you will:
Configure Warehouses and Shipping Methods
Learn about Shipping Synchronization
Learn about Return Merchandise Authorizations (RMA)
Learn about managing stock levels
Learn how to add vendors and create purchase orders
Learn how to transfer and receive inventory
Manage Associates
Read: Associates Guide
In this guide you will learn how to:
View an Associate’s Detail Summary
View an associate’s rank advancement
Manage associate’s Websites and BackOffice
Test Order Creation
Read: Testing and Creating Orders Guide
In this guide you will learn how to:
Use the Offline Payment method
Create orders for associates in the Corporate Shop
View an associate’s order detail
View an associate’s order history
Integrate with a Third-Party Logistics Provider (3PL)
To integrate with Visible SCM (IntegraCore)
Read: Visible SCM (IntegraCore) Implementation Guide
In this guide you will learn how to:
Set up a warehouse and shipping method with Visible
To integrate with GenericFTP
Read: GenericFTP Implementation Guide
In this guide you will learn how to:
Enter 3PL provider credentials
Configure warehouses to use GenericFTP
Download and upload files to and from DirectScale
Email Settings and Templates
Read: Email Settings and Templates Guide
Enable access to email templates and settings
Integrate with a Third Party SMTP
Learn how an associate can configure Web Office communications preferences
Configure associate’s communication preferences in Corporate Office
Program Your Compensation Plan
Read: Compensation Plans Guide
In this guide you will learn how to:
Learn about the DirectScale Default Compensation Plan
Learn about the GUI Compensation Plan Builder
Learn about the XML Compensation Plan Editor
Add compensation plan rank values to the database
Adjust associate commission volume
Audit and Pay Commissions
Read: Auditing and Paying Commissions Guide
In this guide you will learn how to:
Set up AutoShip
Read: AutoShips Guide
In this guide you will learn how to:
Select autoship frequency options
Configure autoship date rules for Web Office
Configure autoship date rules for the eCommerce Shop
Set up autoship shopping carts for Web Office
Set up AutoOrder Shopping Carts for the eCommerce Shop
Setting up autoship inventory items
Set up autoship DailyRun and retry rules
Manage autoships in the Web Office
Pausing an associate’s autoship for a month
Manage autoships in the eCommerce Shop
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