Guides
Want to set something up? This section has comprehensive set up guides that cover various topics in the Platform.
-
Initial Platform Setup
Learn about the simple ways to set up your company’s details and branding in the system.
-
Web Office Customization
Learn about the customization tools to create a unique Web Office experience for your associates.
-
eCommerce Shop Customization
Learn about the ways you can customize and extend your customer's eCommerce Shop experience.
-
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.
-
Stock Levels
Learn how to set up and track stock levels.
-
Associates
Learn how to add, edit, and manage distributor/associates.
-
Orders
Learn about the process to test order creation and payments.
-
Supported 3PL Implementation
Set up Enlinx, EU Globe, or Visible SCM, formerly IntegraCore, for Third-Party Logistics Provider (3PL) integration.
-
GenericFTP Implementation
Set up a generic Third-Party Logistics Provider (3PL) solution that accesses and updates shipping status.
-
Communication
Learn how to set up and configure email settings, as well as edit email templates and communication settings.
-
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.
-
Web Office Widgets
Learn all about every Web Office widget's purpose and function.
-
Custom Content
Learn about the advanced developer tools available to fully customize your eCommerce Shop and Web Office.
-
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.
-
Data Editor
Learn how to access your data.
-
Web Office Admin Settings
Learn about each of the Web Office Admin settings and how they function.