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  1. Help Center
  2. Associate Support (CRM)

Associate Support (CRM)

Topics include managing Associate accounts, orders, and settings.

Associates Overview

  • Associates Overview
  • Viewing an Associate’s Detail Summary
  • Base Associate Types, Associate Types, and Price Groups Explained
  • Understanding DirectScale IDs
  • Finding Associate 1099 Tax Information

Associate Setup

  • Adding Associate Statuses
  • Testing Associate Statuses
  • Changing the Minimum Enrollment Age
  • Allowing Duplicate Associate Email Addresses
  • Setting Associate Search Tools
  • Associate Search Indexing
See all 7 articles

Managing Associates

  • Finding Associates
  • Adding Associates
  • Editing Associates
  • Deleting Associates
  • Using the Associate Service Log
  • Changing Associate Statuses
See all 15 articles

Managing Orders

  • Using Offline Payments
  • Creating Orders for Associates in the Corporate Shop
  • Testing the Order Flow
  • Adjusting Shipping and Tax on Orders
  • Searching by Order Number
  • Viewing an Associate’s Order Detail
See all 19 articles

Returns & Refunds

  • Generating a Return Merchandise Authorization (RMA) in Web Office
  • Generating a Return Merchandise Authorization (RMA) in Corporate Admin
  • Marking the Return as Shipped
  • Viewing and Printing Return Merchandise Authorizations (RMAs)
  • Receiving the Return
  • Refunding an Order
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