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.
Warning: It’s vital to clear your browser’s cache after each test. Failure to do so may result in errors.
What We’ll Cover
- Enrollment and Shopping
- Web Office/eCommerce Shop
- Ordering and AutoShip
- Communication & Notifications
- Reports
- Stats / Volumes / Trees
- General Web Office
- General Corporate Office
- Commissions
- Integrations
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.
https://[CLIENTID].shop.directscale.com/{webalias}/Application?type=1https://[CLIENTID].shop.directscale.com/{webalias}/Application?type=2https://[CLIENTID].shop.directscale.com/{webalias}/Application?type=3
Complete guest checkout in eCommerce Shop.
https://[CLIENTID].shop.directscale.com/{webalias}/login
Add a new associate in Corporate Office.
Ensure proper tree placement for new enrollees in Corporate Office.
Web Office/eCommerce Shop
Test that the Web Office’s and eCommerce Shop’s content is working and loading correctly.
eCommerce Shop/Web Office loads as expected.
Default {webalias} loads and works as expected.
All **eCommerce Shop and Web Office** navigation and links work and target pages; content correctly loads.
Web Office links to eCommerce Shop as expected (via Team Dashboard > Marketing Sites widget).
eCommerce Shop displays correct associate information in site header and URL.
Sign off on eCommerce Shop/Web Office desktop view (all content, links, and user content types).
Sign off on eCommerce Shop/Web Office mobile view (all content, links, and user content types).
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.
Place an associate order in Corporate Office.
Refund an order from Corporate Office.
Add a new autoShip in Web Office.
Add a new autoShip in Corporate Office.
Edit an existing autoShip in Web Office (change product and payment info).
Delete an autoShip in Corporate Office.
(If business rules allow) Delete an AutoShip in Web Office.
Successfully process an AutoShip order in Corporate Office.
Trigger the daily run to process waiting autoShips and ensure orders are created.
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.
Notification received when an associate gains a new rank.
Send message to an associate in downline in Web Office.
Received new customer notifications.
Received new associate notifications.
Reports
Test report creation in Web Office and Corporate Office, as well as adding Quick Reports in Web Office Admin.
Confirm that Quick Reports can be added and work correctly.
Create new custom report in Web Office.
Create new custom report in Corporate Office.
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.
Stats box displays in Corporate Office Associate Detail page and values match the KPIs in the Home > Business Snapshot widget in Web Office.
Rank advancement percentage is increased as expected from an order placed.
Rank advancement percentage is increasing as expected from new enrollments.
Placement Suite is configured to business rules and works correctly.
Visual Tree in Web Office is configured to business rules and works correctly.
General Web Office
Test general Web Office functionality.
Test associate search function.
Team Dashboard loads and links work correctly.
Communication settings all perform as expected.
Training Courses and Widget links work correctly.
Associates can manage their account (update username, password, email, contact info).
General Corporate Office
Test general Corporate Office functionality.
Associate search works for Name, ID and Phone Number.
Corporate admin can edit associate personal information.
Associate statuses can be updated.
Passwords for Web Office can be reset.
Inventory items can be created and added to stores.
Commissions
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.).
Integrations
Audit and sign off on money In/Out, shipping, and tax integrations with your DirectScale Customer Success account manager.
Audit money-in integration with DirectScale contact.
Sign off on money-in integration.
Audit money-out integration with DirectScale contact.
Sign off on money-out integration.
Audit shipping/3PL integration with DirectScale contact.
Sign off on 3PL and Shipping integration.
Audit tax integration with DirectScale contact.
Sign off on tax integration.
(If applicable) Audit data migration with DirectScale contact.
(If applicable) Sign off on data migration.
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