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 Merchant
- 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 Templates and Settings
- Communication Settings
- 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
Guide: Platform Setup Guide
Set up a custom domain and SSL certificate
Enter company details in the Corporate Admin, Web Office Admin, and eCommerce Admin.
Set up company branding colors in the Web Office Admin and eCommerce Admin.
Add company logos in the Web Office Admin and eCommerce Admin.
Create and assign employee permission roles
Setup corporate employee accounts
Managing Admin users and roles
Learn how to add new Associate Types
Customize Replicated Site URLs
Integrate with a Payment Provider (Merchant)
Guide: Payment Provider Integration Guide
Learn about the system default money-out provider:
Set up and pay commissions with checks
Integrating with a third-party money in provider:
Create an account with a payment provider
Add payment provider credentials
Test your money in integration
Integrating with a third-party money out provider:
Create an account with a payment provider
Add payment provider credentials
Set up a money out payment provider
Test money out commission payments
Integrate with a Tax Service Provider
Guide: Tax Provider Integration Guide
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
Guide: Inventory Items and Pricing Guide
Enter the Item’s Name and Details
Add inventory prices and discounts
Learn how to delete an Inventory Item
Learn How to Manage Inventory
Guide: Inventory Management Guide
Inventory organization:
Shipping:
Configure Warehouses and Shipping Methods
Learn about Shipping Synchronization
Stock tracking:
Learn about managing stock levels
Replenishment:
Learn how to add Vendors and create Purchase Orders
Learn how to transfer and receive inventory
Manage Associates
Guide: Associates Guide
Add Associate statuses or change Associate statuses
View an Associate’s Detail Summary
View an Associate’s rank advancement
Manage Associate’s Websites and BackOffice
Impersonate an Associate’s Web Office login
Test Order Creation
Guide: Testing and Creating Orders Guide
Create orders for Associates in the Corporate Shop
View an Associate’s order history
Integrate with a Third-Party Logistics Provider (3PL)
Integrate with a Supported 3PL
Guide: Supported 3PL Implementation Guide
To set up 3PL integration:
Integrate with the Enlinx or EU Globe SFTP Site
Enter Supported 3PL Credentials
Configure Warehouses to Use Supported 3PLs
Specific info for Visible (IntegraCore):
Enter Supported 3PL Credentials
Configure Warehouses to Use Supported 3PLs
Visible (IntegraCore) 3PL Code Explained
Visible (IntegraCore) Troubleshooting
To integrate with the 3PL FTP Site
Guide: FTP Site 3PL Integration Guide
Enter FTP Site 3PL provider credentials
Configure warehouses to use the FTP Site in both the Live and the Stage (if available) environments.
Configure inventory items to be shippable
Learn how to download and upload files to and from DirectScale
Email Templates and Settings
Guide: Email Templates and Settings Guide
Set up the Email Templates Subject field
Integrate with a third-party SMTP service
Communication Settings
Guide: Communication Guide
Corporate communication settings and use:
Update an Associate’s corporate communications
Resend an Associate’s Welcome Email
Resend an Associate’s Order Receipt
Web Office communication setting and use:
Customize notifications in Web Office
Select corporate email and text settings
Configure Web Office communication settings
Learn about Web Office Team Chat
Program Your Compensation Plan
Learn about the DirectScale Default Compensation Plan
Learn about the Grid Compensation Plan Editor
Learn about the XML Compensation Plan Editor
Add compensation plan rank values to the database
Add Volume and Bonus Amounts to inventory items
Adjust Associate commission volume
Audit and Pay Commissions
Guide: Auditing and Paying Commissions Guide
Enable/disable commission clawbacks
Set up AutoShip
Guide: AutoShips Guide
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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