Guides
Want to set something up? This section has comprehensive set up guides that cover various topics in the Platform.
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Initial Platform Setup
Learn about the simple ways to set up your company’s details and branding in the system.
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Employee Setup
Learn about the the process of adding and managing corporate employees.
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Payment Provider (Merchant) Integrations
Learn how to integrate your system to accept payment and payout commissions.
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Tax Provider Integration
Learn how to integrate your system with a tax services provider.
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Inventory Items and Pricing
Learn how to set up up all the details and configurations for your products.
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Inventory Management
Learn about the tools available to manage your inventory.
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Associates
Learn how to add, edit, and manage distributor/associates.
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Creating and Testing Orders
Learn about the process to test order creation and payments.
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Supported 3PL Implementation
Set up Enlinx, EU Globe, or Visible SCM, formerly IntegraCore, for Third-Party Logistics Provider (3PL) integration.
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GenericFTP Implementation
Set up a generic Third-Party Logistics Provider (3PL) solution that accesses and updates shipping status.
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Email Settings and Templates
Learn how to set up and configure email settings, as well as edit email communication templates.
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Compensation Plans
Learn about the tools available to program your compensation plan into the system.
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Auditing and Paying Commissions
Learn about the tools to adjust and pay out your commissions.
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AutoShips
Learn about the tools available to set up and manage autoShip orders in the system.
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Web Office Customization
Learn about the customization tools to create a unique Web Office experience for your associates.
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Adding Web Office Content
Learn about the ways you can add unique and useful content for your associates' Web Office.
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Initial eCommerce Shop Setup
Learn the basics of what it takes to set up your eCommerce Shop.
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eCommerce Shop Customization
Learn about the ways you can customize and extend your customer's eCommerce Shop experience.
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Custom Content
Learn about the advanced developer tools available to fully customize your eCommerce Shop and Web Office.
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Reporting
Learn about the reporting tools available to you and your associates in your system.
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Returns and Refunds
Learn the end-to-end process of handling order returns and refunds.
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Subscriptions (Services)
Learn how to configure subscriptions (like a website subscription or an annual renewal fee) in the Platform.
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Fraud Prevention
Learn how to enable and test Fraud Prevention in the DirectScale Platform, to better secure your company!
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Launching a New Market
Learn about the critical steps involved in launching in a new region or country.
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Managing Sales
Learn how to use the tools available to track your sales.
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Coupons
Learn about the steps required to get coupons working in your system.
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Reward Points
Learn how to set up rewards point in the system.
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Web Office Admin Settings
Learn about each of the Web Office Admin settings and how they function.