Guides – DirectScale Help Center

Initial Platform Setup

Learn about the simple ways to set up your company’s details and branding in the system.

Employee Setup

Learn about the the process of adding and managing corporate employees.

Payment Provider (Merchant) Integrations

Learn how to integrate your system to accept payment and payout commissions.

Tax Provider Integration

Learn how to integrate your system with a tax services provider.

Inventory Items and Pricing

Learn how to set up up all the details and configurations for your products.

Inventory Management

Learn about the tools available to manage your inventory.

Associates

Learn how to add, edit, and manage distributor/associates.

Creating and Testing Orders

Learn about the process to test order creation and payments.

Visible SCM (IntegraCore) Implementation

Set up Visible SCM, formerly IntegraCore, as a Third-Party Logistics Provider (3PL) integration.

GenericFTP Implementation

Set up a generic Third-Party Logistics Provider (3PL) solution that accesses and updates shipping status.

Email Settings and Templates

Learn how to set up and configure email settings, as well as edit email communication templates.

Compensation Plans

Learn about the tools available to program your compensation plan into the system.

Auditing and Paying Commissions

Learn about the tools to adjust and pay out your commissions.

AutoShips

Learn about the tools available to set up and manage autoShip orders in the system.

Basic Web Office Customization

Learn about the basic customization tools to create a unique Web Office experience for your associates.

Web Office Widgets

Customize and configure Web Office widgets.

Advanced Web Office Customization

Learn about the more advanced tools available to extend the Web Office's functionality and design.

Adding Web Office Content

Learn about the ways you can add unique and useful content for your associates' Web Office.

Initial eCommerce Shop Setup

Learn the basics of what it takes to set up your eCommerce Shop.

Basic eCommerce Shop Customization

Learn about the ways you can customize and extend your customer's eCommerce Shop experience.

Advanced eCommerce Shop Customization

Learn about the advanced developer tools available to fully customize your eCommerce Shop.

Reporting

Learn about the reporting tools available to you and your associates in your system.

Returns and Refunds

Learn the end-to-end process of handling order returns and refunds.

Subscriptions (Services)

Learn how to configure subscriptions (like a website subscription or an annual renewal fee) in the Platform.

Fraud Prevention

Learn how to enable and test Fraud Prevention in the DirectScale Platform, to better secure your company!

Launching a New Market

Learn about the critical steps involved in launching in a new region or country.

Managing Sales

Learn how to use the tools available to track your sales.

Coupons

Learn about the steps required to get coupons working in your system.

Reward Points

Learn how to set up rewards point in the system.

Web Office Admin Settings

Learn about each of the Web Office Admin settings and how they function.