Complete Dashboard Learning Directory

Use this directory to find the task-level guide for each area of DirectSale. Begin with the launch sequence, then open the relevant guide whenever you add a feature. Availability depends on your plan, role, currency region and authorized provider connections. A guide is not a promise that an unavailable feature is enabled for your account.

The official articles are maintained centrally and shared by the dashboard Help Center, Smart Help and the public website. Smart Help explains the documented workflow; it cannot operate your account or inspect your customers, orders or private settings.

First working launch

1. Follow the Launch Checklist, Registration and First Login.
2. Review Navigation, Dashboard and General Settings, including currency and language.
3. Prepare the catalog or services, business knowledge and one customer channel.
4. Configure payments only if you want to collect money through the supported checkout.
5. Test a complete authorized customer journey before expanding to more channels.
6. Use Smart Help, Troubleshooting or Support when blocked.

Customer assistant and conversations

• Chat Studio and Settings Reference: identity, tone, greetings, languages, product presentation, limits, voice, fallback and handoff.
• Business Profile: business introduction, distinct from storefront About text.
• Knowledge Base: maintain business articles, FAQs and policies.
• Auto Replies: matching triggers, priorities and prepared answers.
• Conversations, Managing Conversations, Messaging and Lead Scoring: history, human participation and follow-up.

Messaging platforms and website widget

• Messaging Channels and Connection Guide: authorization, tokens, end-to-end tests and reconnect diagnostics.
• Instagram Replies: DMs, stories, Auto Replies before AI, public comments and partial delivery.
• Instagram Account Safety: official authorization and the merchant's continuing responsibility.
• Widget: appearance, installation, authorized domains and customer-side testing.

Product catalog

• Products, Adding, Editing, Categories and Variants.
• Import & Export, PDF Catalog Import and Web Import: choose the right source workflow and verify extracted records.
• Catalog Backup and Metadata Repair: export a product ZIP, inspect a replacement restore and review extracted-field conflicts.
• AI Content: individual and bulk generation, language, regeneration, stopping jobs, images and filling empty details.
• Product SEO + AI: review keywords and URL, generate preview, then Save & apply.
• Product Settings, Storefront Product Display and Reviews.

Storefront, pages, blog and discoverability

• Social Media and Sharing: public profiles, header/footer/mobile placement, linked visual blocks and product/article sharing.

• Storefront Overview and Setup Wizard.

• Design, Homepage, Header & Footer and Visual Editor.

• Section Templates: Save as template, Load copy, shared product links, category/store defaults and updating reusable layouts.

• Custom Pages, Blog and Page/Blog SEO + AI. Apply to an editor is not the final Save or Publish.

• SEO Settings, Search Console, Storefront Analytics and Integrations.

• Domain & Private Preview: verified custom domain, SSL and explicit publication.

• Self-hosted Storefront: coded installation progress, automatic publication, application updates/rollback, private backup/removal, monitoring and return to platform hosting.

• Self-hosted Email: mailbox creation, one-time passwords, secure client settings and current DNS activation requirements.

Receiving payments and managing orders

• Checkout & Gateways: hosted payment, supported regional gateways, Bale Pay and external cart sync.
• Orders, Managing Orders and Fulfillment.
• Shipping Overview, Carriers, Rates & Rules and Zones & Restrictions.
• Coupons, Returns and Cart Recovery.

Verify payment status before fulfillment. Returning from a payment app is not proof of successful settlement. Subscription payments to DirectSale are separate from payments collected from your customers.

Services and appointments

Read Services, Creating Services, Service Providers, Schedules, Appointments and Job Requests and Visits. Configure availability before accepting bookings and verify the customer-side result.

External stores, marketplaces and linked tenants

• Multichannel Overview, Connecting Channels, Marketplace Workspace and Catalog Reconciliation.
• Selling Through Torob: storefront readiness, Torob registration, product API, per-product inclusion and channel prices for eligible Iranian-currency stores.
• Listings, Synchronization and Multichannel Analytics.
• Linked Stores: owner-approved hub/satellite invitations, all synchronization options, category mapping, pauses and disconnection.

Linking tenants does not merge their logins, subscriptions, customer conversations or all settings. Agree field ownership before synchronizing live records.

Accounting: setup and sales

Start with Accounting Overview and Settings, then prepare Contacts, Products, Payment Terms and Tax Rates.

Use Sales Invoices, Purchase Invoices, Credit Notes, Debit Notes and Recurring Invoices. A recurring document schedule does not automatically charge a customer's bank.

Accounting: money, stock and operations

• Treasury, Payment Instruments, Bank Reconciliation and Expenses.
• Inventory & Warehouses: transfers, fulfillment, physical counts, lots and serial tracking.
• Operations: measurement units, installments, receipts/payments, opening balances, consignment and manufacturing.
• Chart of Accounts, Journal Entries and General Ledger.

Check document state and balances before retrying an uncertain posting, transfer or payment. Draft, approved, posted, applied, voided and reversed are not interchangeable.

Accounting: reports and controls

• Financial Reports, Financial Analysis, Aging and VAT Returns.
• Budgets, Exchange Rates and Sales Channels.
• Approvals, Periods, Audit Log, Discrepancies and Data Export.

These tutorials explain software workflows, not country-specific accounting or filing advice. Verify reporting periods, data completeness and any external filing receipt with the responsible professional.

Team, media, subscriptions and account care

• Team, Inviting Members and Roles & Permissions.
• Media Library, Analytics, App Store, Installing Apps and Bundles.
• Billing & Usage: subscription choices, Trial status and allowance definitions.
• Settings, Appearance & API Integrations, Security, Notification Preferences and Notification Center. Appearance includes Standard/Simplified forms and their Advanced settings controls.
• Data Privacy and Backup & Restore: export, deletion, backups and recovery.

Do not send passwords, API keys, payment details or customer records to Smart Help. For a missing or outdated instruction, report the page name, action and sanitized error through Support so the central guide can be corrected.