Initial Setup Checklist

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.

  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.

  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

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

Inventory organization:


Stock tracking:


Manage Associates

Test Order Creation

Integrate with a Third-Party Logistics Provider (3PL)

Email Templates and Settings

Communication Settings

Corporate communication settings and use:

Web Office communication setting and use:

Program Your Compensation Plan

Audit and Pay Commissions

Set up AutoShip

Was this article helpful?
0 out of 0 found this helpful
Previous Next



Please sign in to leave a comment.