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.
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.
Guide: Platform Setup Guide
Enter company details in the Corporate Admin, Web Office Admin, and eCommerce Admin.
Integrate with a Payment Provider (Merchant)
Learn about the system default commissions payment method:
Integrate with a payment processing merchant:
Integrate with a commission payment merchant:
Integrate with a Tax Service Provider
Set up Inventory Items and Pricing
Learn How to Manage Inventory
Guide: Inventory Management Guide
Guide: Associates Guide
Test Order Creation
Integrate with a Third-Party Logistics Provider (3PL)
Email Templates and Settings
Guide: Communication Guide
Corporate communication settings and use:
Web Office communication setting and use:
Program Your Compensation Plan
Audit and Pay Commissions
Set up AutoShip
Guide: AutoShips Guide