This checklist is to be completed after going through the Get Started series:
- Introduction to DirectScale
- Initial Setup Checklist
- Web Office Customization Checklist
- eCommerce Shop Setup Checklist
Follow this checklist to ready your system to launch and go live.
For each section, you can check each box next to the task in order to keep track of your progress. If you would like to download the full checklist, click the Download Attachment link above.
Important: If you have any questions or need assistance with any of the checklist items, contact Customer Care.
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What We’ll Cover
- Enrollment and Shopping
- Web Office/eCommerce Shop
- Ordering and AutoShip
- Communication & Notifications
- Stats / Volumes / Trees
- General Web Office
- General Corporate Office
Enrollment and Shopping
For the eCommerce Shop and Corporate Office, check if associate/customer enrollment and tree placement is working correctly.
Complete Enrollment forms in eCommerce Shop for each customer type.
Complete guest checkout in eCommerce Shop.
Web Office/eCommerce Shop
Test that the Web Office’s and eCommerce Shop’s content is working and loading correctly.
Ordering and AutoShip
In Web Office and Corporate Office, test order/autoShip placement/management.
Complete an associate order in Web Office with new payment card.
(If applicable) Complete an associate order in Web Office with a migrated tokenized card.
(If business rules allow) Delete an AutoShip in Web Office.
Communication & Notifications
Test the reception of emails and notification from orders/enrollment in Corporate Office, Web Office, eCommerce Shop.
Email receipt is received for a new order.
Email is received when AutoShip is processed.
Email is received when enrollment is completed.
Test report creation in Web Office and Corporate Office, as well as adding Quick Reports in Web Office Admin.
Stats / Volumes / Trees
Test volume and stats incrementing and tree placing in Corporate Office and Web Office.
Placing a new personal order increments key volumes (PV, GV and CV) as expected.
Placing an order in somewhere in the downline increments key volumes (GV, CV, DV) as expected.
General Web Office
Test general Web Office functionality.
Test associate search function.
General Corporate Office
Test general Corporate Office functionality.
Passwords for Web Office can be reset.
Test your compensation plan and commission payments in Corporate Office and Web Office.
Confirm rank names and requirements show correctly in Web Office.
Test each commission plan bonus.
Test commissions calculation.
Test paying commissions to a new account.
(If applicable) Test paying commissions to migrated account.
Verify all key volumes are showing correctly in Corporate Office associate detail page.
Verify all key volumes are showing correctly in Web Office (such as Business Snapshot and Quick Reports).
Check that associate stats are running in Corporate Office associate detail page.
Sign off on compensation plan (programming, volume calculation, payout, etc.).
Audit and sign off on money In/Out, shipping, and tax integrations with your DirectScale Customer Success account manager.
Sign off on money-in integration.
Sign off on money-out integration.
Sign off on tax integration.
(If applicable) Audit data migration with DirectScale contact.
(If applicable) Sign off on data migration.