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Help Articles

Help Articles

This section features articles covering various features of DirectScale.

Platform Setup

  1. Setting Up a Custom Domain, SSL Certificate, and CNAMES
  2. Setting up a Default Webalias
  3. Adding Associate Types
  4. Building Back Office IDs
  5. Customizing Replicated Site URLs
  6. Entering Business Information in Corporate Admin
See all 17 articles

Web Office Customization

  1. Publishing to Web Office Admin Stage Environments
  2. Uploading Files and Assets in Web Office Admin
  3. Multi-Faceted Configuration (MFC) in Web Office Admin
  4. Custom Configurations with the DirectScale Query Language
  5. Adding Web Office Navigation Links
  6. Setting up the Business Snapshot Widget
See all 46 articles

eCommerce Shop Customization

  1. Setting Up Shopping Carts For the eCommerce Shop
  2. Setting Up the Default Enrollment Application
  3. Activating/Deactivating Company Settings
  4. Customizing the Header in the Shop Site
  5. Customizing the Shop's Footer
  6. Setting Up the Homepage
See all 24 articles

Web Office Widgets

  1. Home > Banners Widget
  2. Home > Ranks Information Widget
  3. Home > Calendar Widget
  4. Home > Marketing Sites Widget
  5. Home > Training Courses Widget
  6. Home > Community Widget
See all 39 articles

Using Web Office

  1. Using the Web Office Visual Tree
  2. Moving an Associate with the Web Office Placement Suite
  3. Moving an Associate with the Web Office Binary Holding Tank
  4. Using the Web Office Prospect Manager
  5. Adding a Profile Picture in Web Office

Advanced Settings

  1. Enabling/Disabling Advanced Features
  2. Web Office Admin Advanced Settings Guide
  3. eCommerce Admin Company Settings Guide

Associates

  1. Associates Overview
  2. Finding Associates
  3. Adding Associates
  4. Editing Associates
  5. Deleting Associates
  6. Viewing an Associate’s Detail Summary
See all 22 articles

Reporting & SQL

  1. Platform Reporting Guide
  2. Report Functionality and User Interface
  3. Viewing Pre-Built Associate Reports
  4. Viewing Pre-Built Sales Reports
  5. Using the SQL Manager to View Data
  6. SQL Query Library
See all 18 articles

Emails & Notifications

  1. Enabling Email Templates
  2. Setting up the Email Templates Subject Field
  3. Integrating with a Third-Party SMTP Service
  4. Configuring SMTP Settings
  5. Editing Email Templates
  6. Testing DirectScale Emails
See all 17 articles

Orders

  1. Using the Test Merchant
  2. Using Offline Payments
  3. Creating Orders for Associates in the Corporate Shop
  4. Testing the Order Flow
  5. Adjusting Shipping and Tax on Orders
  6. Creating Discount SKUs
See all 19 articles

Compensation Plans

  1. Compensation Plan Types and Tree Structures
  2. Generations and Compression Rules
  3. DirectScale Default Compensation Plan Explained
  4. Editing XML Compensation Plans with the GUI Tab
  5. Using the XML Compensation Plan Editor
  6. Adding Compensation Plan Rank Values to the Database
See all 15 articles

Coupons

  1. Enabling the Coupons Component in Corporate Admin
  2. Allowing Coupons in the Web Office Shopping Carts
  3. Allowing Coupons in the eCommerce Shop Carts
  4. Enabling Coupon Confirmation Pop-up
  5. Requesting the Web Office Coupon Code Field
  6. Creating Coupons
See all 11 articles

Payment Provider (Merchant) Integrations

  1. Setting Up and Paying Commissions with Checks
  2. Creating an Account with a Payment Provider
  3. Adding Payment Provider Credentials
  4. Setting Up a Money Out Payment Provider
  5. Adding a Commission Payable-level Fee
  6. Adding a Paycheck-level Fee
See all 15 articles

Inventory Items and Pricing

  1. Adding an Inventory Item
  2. Entering the Item's Name and Details
  3. Configuring Inventory Item Data
  4. Understanding Order Types
  5. Adding Inventory Prices and Discounts
  6. Setting Inventory Item Volume Distribution
See all 13 articles

Inventory Management

  1. Adding Categories
  2. Overview of Stores
  3. Setting up a Warehouse
  4. Adding Shipping Methods
  5. Setting up a Shipping Table
  6. Adding Vendors
See all 11 articles

Subscriptions (AutoShips, Services, & Memberships)

  1. Subscriptions (AutoShip, Services, and Memberships) Overview
  2. Selecting AutoShip Frequency Options
  3. Configuring AutoShip Date Rules for Web Office
  4. Configuring AutoShip Date Rules for the eCommerce Shop
  5. Allowing AutoShip Frequency Options for the eCommerce Shop
  6. Setting Up AutoShip Shopping Carts
See all 21 articles

Launching a New Market

  1. Adding Currencies
  2. Adding Countries and Languages
  3. Adding Regions and Locales
  4. Localizing Inventory Items
  5. Adding A New Market Inventory Price Adjustment
  6. New Market Warehouses and Shipping Methods
See all 15 articles

Auditing and Paying Commissions

  1. Creating a Commission Run Profile
  2. Auditing Commission Profiles
  3. Creating Commission Overrides
  4. Adjusting Associate Volume in Uncommitted Commission Periods
  5. Committing a Commission Profile
  6. Reviewing and Moving Payables
See all 14 articles

Tax Provider Integration

  1. Creating an Account with a Tax Service Provider
  2. Entering Tax Service Provider Credentials
  3. Configuring Tax Error Behavior and Backup Services
  4. Viewing the Fallback Tax Reconciliation Report
  5. Enabling Tax Calculations Based on Taxjar's Locale Nexus
  6. Adding Tax Classes
See all 8 articles

Employee Setup

  1. Assigning Employee Corporate Admin Permission Roles
  2. Adding Employees (Admin Users)
  3. Managing Admin Users and Roles
  4. Editing an Employee's Profile
  5. Updating Your Employee Profile
  6. Enabling/Disabling the Employees Section

Stock Levels

  1. Toggling Out Of Stock Status in Web Office Admin
  2. Toggling Out Of Stock Status in eCommerce Admin
  3. Setting Inventory Item Out Of Stock Status
  4. Adding Stock Settings for Shopping Carts in Web Office Admin
  5. Adding Stock Settings for Shopping Carts in eCommerce Admin
  6. Adding Items to Track Stock Levels
See all 8 articles

Returns and Refunds

  1. Generating a Return Merchandise Authorization (RMA) in Web Office
  2. Generating a Return Merchandise Authorization (RMA) in Corporate Admin
  3. Marking the Return as Shipped
  4. Viewing and Printing Return Merchandise Authorizations (RMAs)
  5. Receiving the Return
  6. Refunding an Order

3PL FTP Site Integration

  1. Setting up the FTP Site Hierarchy
  2. Entering FTP Site 3PL Provider Credentials
  3. Configuring Warehouses to Use FTP Site
  4. Configuring Inventory Items to be Shippable
  5. Downloading and Uploading Files to and from DirectScale
  6. Understanding Shipping Synchronization
See all 7 articles

Reward Points

  1. Turning On Reward Points in Web Office Admin
  2. Enabling the Reward Points Component in Corporate Admin
  3. Allowing Orders in the Rewards Store
  4. Allowing Reward Points in Shopping Carts
  5. Configuring Inventory Items to use Rewards Points
  6. Adding Reward Points to an Associate Account in Corporate Admin
See all 7 articles

Supported 3PL Implementation

  1. Integrating with the Enlinx or EU Globe SFTP Site
  2. Entering Supported 3PL Credentials
  3. Configuring Warehouses to Use Supported 3PLs
  4. Visible SCM (IntegraCore) 3PL Code Explained
  5. Visible SCM (IntegraCore) Troubleshooting

Managing Sales

  1. Enabling/Disabling the Sales Section
  2. Understanding the Sales Dashboard
  3. Viewing Orders
  4. Viewing Invoices
  5. Viewing Payments

Custom Content

  1. Custom Content
  2. Creating Custom eCommerce Shop Pages
  3. Modifying eCommerce Shop Page Templates
  4. Hook Helper Guide
  5. Overriding the Default Header Component
  6. Creating a Custom Countdown Web Office Widget
See all 13 articles

Fraud Prevention

  1. Fraud Prevention Overview
  2. Entering Kount Fraud Prevention Credentials
  3. Entering ThreatMetrix Fraud Prevention Credentials
  4. Testing the Fraud Prevention Order Process

Data Editor

  1. Using the Data Editor

Rebranding Strategy

  1. Rebranding Strategy