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.
Quick Jump
- Before You Start
- First Steps
- Set up Employees Accounts
- Set up Inventory Items and Pricing
- Learn How to Manage Inventory
- Test Order Creation
- Integrate with a Money-In Payment Provider
- Integrate with a Tax Service Provider
- Integrate with a Third-Party Logistics Provider 3PL
- Email Settings and Templates
- Program Your Compensation Plan
- Auditing Compensation Plans
- Set up AutoShip
- Manage Associates
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.
Check it out: Introduction to the DirectScale Platform
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.
First Steps
Read: Company Setup Guide
In this guide you will:
Set up a custom domain and SSL certificate
Set Up default webalias and domain redirect
Customize Replicated Site URLs
Enter company details in all admins
Set up company branding colors and logos
Set Up Shopping Carts for the Web Office
Set up Employees Accounts
Read: Employees Guide
In this guide you will:
Create and assign employee permission roles
Setup corporate employee accounts
Managing Web Office users and roles
Set up Inventory Items and Pricing
Read: Inventory Items and Pricing Guide
In this guide you will:
Use the Inventory Items page
Enter General inventory information
Configure inventory item data
Add inventory prices and discounts
Add a Fast Start bonus structure
Configure item options
Select item images
Set up pack SKUs
Learn How to Manage Inventory
Read: Inventory Management Guide
In this guide you will:
Add categories
Learn about stores
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
Test Order Creation
Read: Testing and Creating Orders Guide
In this guide you will learn how to:
Use the Test Merchant
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 Money-In Payment Provider
Read: Money-In Integration Guide
In this guide you will learn how to:
Create an account with a payment provider
Add payment provider credentials
Map payment providers
Test your money-in integration
Integrate with a Tax Service Provider
Read: Tax Integration Guide
In this guide you will learn how to:
Create an account with a tax service provider
Enter tax service provider credentials
Select tax error behavior
View the Fallback Tax Reconciliation report
Add tax classes
Test your tax integration
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:
Enter 3PL credentials
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:
Set Up SFTP Site
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
Configure advanced settings
Integrate with a Third Party SMTP
Configure SMTP settings
Edit email templates
Simulate email events
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.
Create a compensation plan.
Add compensation plan rank values to the database.
Auditing Compensation Plans
Read: Auditing Compensation Plans Guide
In this guide you will learn how to:
Create a Commission Profile.
Audit Commission Profiles.
Create commission overrides.
Commit Commission Profiles.
Review and adjust payables.
Approve payments.
Manage paid commissions.
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
Set Up AutoShip DailyRun and retry rules
Manage autoShips in the Web Office
Manage autoShips in the eCommerce Shop
Manage associate’s autoShips in Corporate Office
Review and forecast autoShips
Manage Associates
Read: Associates Guide
In this guide you will learn how to:
Find associates
Add and edit associates
View an Associate’s Detail Summary
View an associate’s rank advancement
View associate trees
Make tree movements
Manage associate’s Websites and BackOffice
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