Video Tutorials

Introduction to DirectScale

• [VIDEO] Introduction to the DirectScale Platform
• [VIDEO] Overview of the Corporate Admin
• [VIDEO] Overview of the Web Office and Web Office Admin
• [VIDEO] Overview of the eCommerce Site and eCommerce Admin
• [VIDEO] How to Subscribing to Release Notes

Initial Setup

• [VIDEO] Setting up Reward Points
• [VIDEO] Setting Up Company Details
• [VIDEO] Setting Up a Default Webalias
• [VIDEO] Entering Your Replicated Site URL
• [VIDEO] Adding Your Branding to the Web Office Admin
• [VIDEO] Adding Users and Roles to the Corporate and Web Office Admins

See all 7 articles

Inventory

• [VIDEO] Adding Warehouses and Shipping Methods in Corporate Admin
• [VIDEO] Adding Stores in Corporate Admin
• [VIDEO] Adding Categories for Inventory Items
• [VIDEO] Adding Inventory items In Corporate Admin
• [VIDEO] Managing Stock Levels
• [VIDEO] Adding Vendors and Creating Purchase Orders

Associates

• [VIDEO] Creating Coupons
• [VIDEO] Adding Reward Points to an Associate using Corporate Admin
• [VIDEO] Managing Associates in Corporate Admin
• [VIDEO] Viewing an Associate's Rank Advancement
• [VIDEO] Viewing Associate Trees in the Corporate Admin
• [VIDEO] Manually Resetting an Associate's Web Office Password

See all 9 articles

Commissions

• [VIDEO] Using the Grid Compensation Plan Editor
• [VIDEO] Using features on the Compensation Plan XML page
• [VIDEO] Elements of a XML Compensation Plan
• [VIDEO] Adding and Auditing Commission Profiles in the Corporate Admin
• [VIDEO] Managing Overrides in the Corporate Admin
• [VIDEO] Adjusting Payables and Approving Payments in the Corporate Admin

See all 8 articles

Subscriptions (AutoShips, Services, & Memberships)

• [VIDEO] Modifying Autoship Rules in the eCommerce Shop
• [VIDEO] Managing Autoships in the eCommerce Shop
• [VIDEO] Setting up AutoShip Inventory Items
• [VIDEO] Setting Up AutoShip Carts Web Office
• [VIDEO] Managing Autoship Orders in the Corporate Admin & Web Office
• [VIDEO] Setting Up AutoShip Frequency Options

Web Office Customization

• [VIDEO] Using the Web Office Visual Tree
• [VIDEO] Adding a Profile Picture in Web Office
• [VIDEO] Uploading Web Office Background Images
• [VIDEO] Adding Banners to Web Office Admin
• [VIDEO] Adding Company Social Media Links to the Web Office Admin
• [VIDEO] Adding Social Posts to the Web Office

See all 22 articles

eCommerce Shop Customization

• [VIDEO] Adding Your Branding to the eCommerce Admin
• [VIDEO] eCommerce Shop Localization
• [VIDEO] Creating Custom Pages in the eCommerce Shop
• [VIDEO] Modifying Page Templates in the eCommerce Shop
• [VIDEO] Customizing the Site Navigation in the eCommerce Shop
• [VIDEO] Overriding an eCommerce Shop Custom Component

See all 18 articles

Emails & Notifications

• [VIDEO] Configuring Web Office Communication Settings
• [VIDEO] Editing and Testing Email Templates in the Corporate Admin
• [VIDEO] Configuring Email Settings
• [VIDEO] Integrating with a Third Party SMTP Service

Reporting

• [VIDEO] Creating Custom Reports with the SQL Report Builder
• [VIDEO] Using the SQL Manager to View Data

Orders

• [VIDEO] Using the Test Merchant in Corporate Admin
• [VIDEO] Setting Up Offline Payments in Corporate Admin
• [VIDEO] Creating and Managing Orders in Corporate Admin
• [VIDEO] Viewing an Associate’s Order History
• [VIDEO] Generating an RMA in Web Office
• [VIDEO] Generating an RMA in the Corporate Admin

See all 10 articles

Integrations

• [VIDEO] Integrating with a Commission Merchant Provider
• [VIDEO] Integrating with FlexPay for Payment Recovery
• [VIDEO] Integrating with a Money-In Payment Provider
• [VIDEO] Integrating with a Tax Services Provider in Corporate Admin

Launching in a New Market

• [VIDEO] Adding Currencies
• [VIDEO] Managing Translations and Localizations in the Web Office Admin
• [VIDEO] Adding Regions and Locales