Use our QuickBooks integration to use a new or existing Quickbooks account directly with Ascend. Before you get started, you'll need to set up a Quickbooks account. After your account is set up, and the chart of accounts (COA) is updated, you can add that information to Ascend. Ascend's retail accountant team also offers Bookkeeping services for Asc...

Computer security might not be something you think about a lot, but it's incredibly important. So let's go over some security measures you can take to help keep your data safe. Save your Backups off-site Your Ascend database backups are the only way to retrieve your sales history and retail data if your server ever crashes or becomes compromised. So...

The Reorder Analysis tool on Ascend HQ helps you to plan for products which need to be ordered soon and allows you to set reorder levels (min/maxes) according to your sales history so you never run out of popular products. Note: (multi-store retailers) Values can be set per location or for all locations, based on your Shared Product Attributes selec...

The Ascend HQ Analytics  Retail Profit Machine  (RPM) metric gives you quick access to the key values for your business. Set goals to increase your values based on your specific business objectives. Article: Ascend HQ Analytics Metrics  Note: We’ve benchmarked values for Surviving, Winning, and Best in Class statuses based on your peers in the bicyc...

Locally  helps customers connect with premium brands while still shopping small by helping them find in-stock products at stores in their area. Ascend brings you seamless integration so you can continue to offer your customers exceptional hospitality without a lot of extra work. And as an extra bonus – authorized Trek dealers in select markets can d...

The eCommerce payment type is intended to record payments taken online via credit card for website orders. See the  Process eCommerce sales article for full details on importing (downloading) integrated eCommerce sales into Ascend. From the Payment toolbar, click the eCommerce button. The Amount field automatically populates with the amount due on t...

Customer data is one of your most important assets. It helps you communicate with clients, track Sales history, and get detailed reporting. That’s why we’ve built Ascend to easily capture and record key customer details such as birthday, contact information, and gender. This can help you notify customers in recall situations and boost your sales by ...

Ascend allows you to send email messages without configuring separate email client software. Integrated email can be configured to send from: A single system-wide email address Separate email address for specific workstations Note: Emails are sent from retailer@ascendrms.com with the Reply To address configured below. Configure email for the entire ...

If you are new to creating orders or want review best practices, check out our article Best Practices for Ordering & Receiving.  Customize the Purchase Order screen You can customize your view in the Purchase Order screen by: Customize columns view/display: to a view that makes the most sense for you. We highly recommend moving your Customer and...

Promotions allow you to automatically discount entire categories or product lists so that your cashiers don’t need to remember to do so. Customer Groups allow you to offer promotional pricing to certain segments of your customer base. And Coupons allow you to take a specific dollar value off of a customer’s transaction total. But sometimes, your cas...

Help keep vendor costs and suggested retail pricing accurate using Ascend. If you’re a multi-store retailer, pricing changes automatically share between locations (if you’ve chosen to do so). Always back up your Ascend system before importing product spreadsheets.  Previous information cannot be recovered without a backup . Before you go through thi...

Before You Begin Make sure you've downloaded the proper driver. If you acquired the driver from somewhere else (even the disc that came in the box), we cannot guarantee it will work. So, before you waste a bunch of your time, just download the correct driver for your model (log into  www.ascendrms.com ): Epson TM-T88V driver Epson TM-T88VI driver Ep...

Summary Order Grids on Ascend HQ allows you to order from anywhere and for multiple locations at once. Ascend is integrated with Trek Bicycle for supplier orders, which makes it easy to check product availability in Ascend before you place an order. You can look at product data by categories in Order Grids or check individual product information in ...

Customer Groups are a great way to manage people who belong to certain organizations. You create the groups, and you decide who's in them. And if you want to offer special pricing to group members, you can do that too. User permissions For a staff member to edit Customer Groups, they’ll need the right permissions. Navigate to Database Explorer and s...

Unsupported Product The MC2180 is no longer supported. Please upgrade your hardware to the recommended products which can be found here.   Note: The scanner must be charged for 24 hours before the first use. Connect Hardware Connect the USB sync cable to the back of the cradle. Plug the other end of the USB cable into the back of the computer.Note: ...

The Customer and Product query tools let you easily create your own custom reports in Ascend to fit your needs. You can access your custom repots by clicking the Reports icon on the Ascend desktop. Then click the icon near the top to open the query screen you want. Create a customer or product query There are some slight differences between the cust...

Multi-store shops are able to request products from their sister locations when needed. Some chains might even have one location do all the buying, and then ship products to the other locations from there. Multi-store transfers in Ascend help move products between stores with just a few clicks. Remote Product Lookup There are a few places you can re...

You can easily identify if a customer has an outstanding balance, or has credit, at your store. Whether you're in a transaction or in the customer's record, Ascend makes it easy. There are multiple locations where you can view: Sales - their total for completed sales Layaways - their total balance for open sales Work Order - their total balance in t...

Integrated gift card processing is currently only available in the US to Chase Paymentech retailers via Givex. Gift cards are physical cards that can be swiped on your payment terminal with a balance that is directly connected to the specific card number it was applied to. Note:  Unless you've configured otherwise with Givex, gift cards can have a m...

Selling an out-of-stock item Create a sale like normal. In the transaction screen, add products to the sale like normal. For the item(s) that will be special ordered, you can search by SKU, UPC, Part Number, or Description.Make sure to toggle the Inventory Only icon off. This shows you product records in your system with a quantity of zero, along wi...

Cloud Catalog Form Details The Hide Local/ Show Local button is a toggle that hides local products that match the search item (on the Hide Local setting) and shows the local products which are greyed out and will not be selectable (on the Show Local setting). Use it to compare local products with what's in Cloud Product Catalog. Vendor/Supplier is p...

The Cash Drawer Counter in Ascend speeds things up and helps ensure accuracy. Access the Cash Drawer Counter To access the cash drawer counter, simply start your end of day processes like normal. Go to End of Day in Ascend, make sure the Record Actual Cash to Deposit task is selected, and click OK. Or, if you use Cash Reconciliation, head straight t...

Customize the Service Center screen You can customize the Service Center screen based on individual User preferences. Note: User customizations share across all workstations in your store. There are two ways to access the Service Center. From the Ascend desktop click the Service Center (formerly Work Orders Due) tile or go to View > Service Cente...

Manufacturers and vendors/suppliers may make changes to product models from year-to-year. If adequate stock for the previous model isn’t available, existing orders may be filled using the new models. Ascend’s Product Replacement Wizard tool allows you to easily locate order items and customer special orders for the original model and efficiently ide...

Klarna’s “Term Loan Financing” is limited to purchases at, or less than, $15,000. Follow these steps for guests seeking financing on transactions over $15k & how to best inform them. How should guests be informed? Disclose the Limit: For guests interested in using Klarna on large transactions, share this info:  “Klarna offers purchase financing ...

It's important to have individual logins for all of your employees, and to make sure Force login is turned on so you can easily keep track of who did what in your shop. You can easily check which of your employees took a payment by opening a transaction and checking the User Added column for the initials of your employee that took the payment. KB22-...

24.12 Software: 24.12.65 / EA: 24.11.24  GA / Database Schema: 133.1 Release date: Oct 15th, 2024 Ascend RMS New Increased the Cloud Catalog default limit for adding products to the client from 15 to 100. Fixed Invoice numbers are now generated and assigned only when a payment is made or a transaction is completed. Layaways without payment will not ...

The Ascend Retailer Portal hosted on ShareFile makes it easy for you to access vendor product spreadsheets, system drivers, and other Ascend downloads securely at  https://ascendrms.sharefile.com . Haven't gotten an invite to join the Ascend Retailer Portal? No problem - click this link to request access today! If you've requested access but haven't...

When a customer buys an item that needs to be assembled (e.g. a bike build), you’ll still want to create a work order to track your technicians’ workload. Create the Work Order Detail at time of sale Ideally, you want to create the Work Order at the time of sale for the bike. You don’t want to end up with duplicate serial numbers for the customer, c...

Processing integrated payments using your Ingenico payment terminal helps to protect you from fraudulent charges by utilizing the security measures built into customers’ cards. The payment terminal also provides your customers with an easy-to-read summary at the end of their transaction – including sales items, taxes, shipping charges, and their tot...

Sometimes, you need to save the results of a query (orange icon) to your computer. This may be to reference in the future, to import into your email marketing program, or to further filter the data in Microsoft Excel – whatever the reason, Ascend allows you to export these results in a variety of formats. Editable format From the results toolbar, cl...

The Sales Team Analysis report allows managers to assess employees’ sales performance. This report replaces the AOR Customer Data Capture report (AOR was retired on April 1, 2023) and portions of the Analytics Teams page. Note: Sales with no sales items (e.g. gift card/gift certificate sales) are excluded from calculations. Sales Person The user sel...

You can sign for a few different email lists with Ascend, based on what you'd like to learn, information you need, and the frequency of emails you're comfortable receiving. And you can always change your preferences in the future, if needed! To join visit this page . After you sign up, be sure to confirm your subscription(s) within 7 days, or you wo...

Some vendors/suppliers offer services to label products with the UPC (or in-store SKU) barcode and your price (MSRP) when they fulfill orders from you. Ascend allows you to send your product information to these vendors/suppliers to ensure these labels have accurate information. APPLE/PEAR (Trek Bicycle Corporation) Information for included order it...

Remember: Terminals must be purchased from Ascend in order to function properly. Email our sales team at sales@ascendrms.com Not all versions of the Ingenico iSC Touch 250 and Lane 7000 driver are compatible with Ascend. Integrated debit and credit card payments require payment processing from Chase. Prepare your custom image To add the image to you...

Use this calendar to view scheduled release dates for the Ascend app and Ascend HQ.  US and CA DOTS locations participating in our Early Access Program should expect updates 1 week after the scheduled Early Access release date listed below.  Release Early Access General 24.1 2024-01-09 2024-01-30 24.2 2024-01-30 2024-02-20 24.3 2024-02-20 - 24.4 202...

One of the most important tasks you have is building your product records database. Use the Ascend Product Catalog to create Vendor Products on demand as opposed to importing entire supplier (vendor) catalogs. Setup: Associate a cloud catalog to a supplier in Ascend HQ The supplier needs to be associated with a cloud catalog in Ascend HQ. Log in int...

Serialized items are often big ticket and high maintenance. Ascend makes it easy to manage your products from receiving to the sale transaction. Note: To ensure your serialization records match your inventory, periodically run the Inventory > Serial Numbers Not Matching Quantity on Hand report. Serialization in Database Explorer When you navigate...

Once a location is set up to use QuickBooks Integrations and all necessary configurations are complete, the export file functionality becomes available. This is the same Ascend app feature used by Ascend Bookkeepers, however, it is generated based on data from the cloud with some usability enhancements incorporated within it, most notably: 1. Abilit...

Locally enables online shoppers to find, reserve, and purchase in-stock products from brand sites, Facebook, your website, and locally.com. Send your inventory and pricing information from Ascend to easily update your inventory on Locally. For more information on Locally, or for support, see  retailers.locally.com  or contact  retailers@locally.com ...

Before you begin Ascend Pay is required to use the Verifone P400 Plus terminal.  Haven't signed up yet?   Well what are you waiting for?!?!   Still need to finish signing on the dotted line?  Follow these instructions to complete onboarding.   Verifone's must be purchased directly from Ascend.   Click here if you still need the hardware.     Connect...

Trek’s gift card program is a great way to increase foot traffic, give your customers more options, and boost holiday sales. We offer two options of gift cards for retailers who participate in Trek’s credit card processing program through Chase: Standard cards printed with your shop's name can be purchased in increments of 500 with folders for $1.70...

When a product is received without a cost or at the incorrect cost, its Average Cost must be manually recalculated in order to adjust its margin when sold. Note: To make bookkeeping reconciliation easier, always fix cost errors the same way they were made - receiving errors should be adjusted using a vendor order (PO), and all others should be adjus...

Promotions in Ascend make it easy for you to quickly discount specific products or categories for your customers. Create a promotion manually Select View > Promotions from the Ascend Desktop. Click the Add icon just below the search bar near the top of the screen. Select your Promotion preferences including: Type, Description, Start Date, and End...

The Product Match Tool allows you to resolve an eCommerce Sale error in which the online order could not find the product in the database that matches the order item. Before you begin: Ensure all of your eCommerce products have UPCs properly populated and import ecommerce web sales. Including MPNs and SKUs for the products is not necessary, but will...

Regular full-store inventories and cycle counts are critical to any retail business.  Sometimes, though, you need to ensure the accuracy of a specific product, or a few products, without checking an entire category.  This guide illustrates how to perform this task within Ascend. Before you begin Setup your EA520 Scanner Permissions needed   Create a...

Price Update Tool in Ascend HQ simplifies your price update process. It allows you to search your product catalog for any price changes, update the price in your system, and print new labels for the product you have on-hand. Search for price updates from a particular supplier, store location, and time range and let the Price Update Tool do the work....

Start a sale for the customer as normal. On the Payments toolbar, click Account. If necessary, click the magnifying glass icon next to Purchaser and search for the appropriate customer who is purchasing the item(s). Check Display Purchaser Shipping Address on Invoice if the purchaser information should display on invoices. In the Terms field, enter ...

If you have a large number of Rental Products to add to your system, you can easily import them into Ascend instead of creating each one manually. Download the Rental Product Import Template from the Retailer Portal linked from  www.ascendrms.com directly via this link. Enter the following information as needed. ID: If you are importing new Rental P...

Note: Ascend’s eCommerce integration is designed for use with the  Workstand  and  Locally  website platforms. User Permissions Users who will be processing eCommerce sales require the following user permissions: eCommerce Import Advanced Payments Settings & Options From the Ascend Desktop, click the Options tile. Select the eCommerce Import tab...

Ascend’s eCommerce integrations allow you to display your product information (pricing and stock quantities) on your website so that your customers can easily get the information they need from the comfort of their home or while they’re on the go. Note: Ascend’s eCommerce integrations are designed for use with the  Workstand  and  Locally  website p...

After going through the advance preparation for a full-story physical inventory (see Prepare for a full-store physical inventory ), you should create an Inventory Event in the Inventory Center a day or two before the big day. The Ascend Inventory Center makes it easy to prepare in advance for your full store physical inventory. You can easily create...

When adding or replacing a computer in your shop, you probably want to be able to use Ascend on it. Luckily, we've made it easy for you to set up Ascend on your new workstation. Install a new workstation Check Ascend requirements for hardware & peripherals to ensure your computer meets your needs for running Ascend. If your store’s server requir...

To add a user, you need the right permissions. Managers and Administrators typically can help out if you aren't able to add a new User. Users are shared between multistore locations. Select the Database Explorer icon from the Ascend desktop. Click Users in the left. Select the Add icon. The Add User window opens. Fill in the fields. The required fie...

Ascend’s default payment types cover the most common scenarios. But for those occasions when your business needs more flexibility, custom payment types can be created. See Create custom payment types for information on setting up new payment types. From the Payment toolbar, click the payment button. If the payment type doesn’t display, you may need ...

Quickly add or edit products for an existing Promotion in Ascend. Add categories to a Category Promotion Select View > Promotions from the Ascend Desktop. Select the Promotion you'd like to add product to from your Promotions list. With the desired Promotion highlighted, click the Edit icon towards the bottom of your Promotions list. On the Promo...

Your Ascend desktop is your key to everything Ascend. The tiles are completely customizable, so you can create a layout that fits your specific needs. Open the Ascend app. You are prompted to login. Select your username from the User dropdown menu and type your password. You can also check the Punch In box if it is the beginning of your shift. Then ...

24.13 Software: GA 24.13.47/ EA: 24.12.72  GA / Database Schema: 134 Release date: Oct 15th 2024 Ascend RMS New The non-functional “Change System Password…” option in the ‘Tools’ dropdown has been removed to prevent user confusion. The Cloud Catalog default limit for adding products to the client has been increased from 15 to 100. Invoice number gen...

Now that you’ve created your rental Rate Programs, it's time to add some Collections and Rental Products so customers can start making reservations. Article: Create rental Rate programs  Rental Collections are the container for the individual Rental Products which all use the same rental rates. If you use the same rental rates for your entire rental...

Q: Why didn't a customer get an email? / Why am I not getting any feedback? A: Usually, if you're not receiving any feedback at all, the emails are not getting sent to customers. This is likely due to one of the following reasons: Ascend was not open on your server overnight. Ascend does need to be logged into on your server for emails to send (and ...

Q: How do I sign up my store for Ascend HQ? A: Make sure you are on the December 2018 version or later of Ascend. Your data just needs to be migrated to our Stratus platform on Microsoft Azure. We are working hard to migrate data of the locations that have updated to the on a daily basis. To ensure your data gets migrated as quickly as possible, lea...

When a new Ascend version is available, you will receive a daily update prompt immediately on login. An alert also displays in the Messages pane of the Ascend Desktop. Your store's server must be updated prior to updating any workstations. Workstations cannot use Ascend during a server update Update all computers during non-business hours. Every com...

GDPR is a regulation that requires businesses to protect the personal data and privacy of European citizens for transactions that occur within European Union member states. If you currently collect personal customer data using your Ascend system, rest assured that you are equipped to easily comply with any deletion, correction, production, or copy r...

Let Trek supercharge your marketing online and in-store. Trek Connect Retail Marketing includes segmented email, POP, print catalogs, and participation in all Trek cross-channel promotions and sales. This program is available from Trek for a separate fee; see the  B2B article  for full details on this program. Setup General preferences To display yo...

This article covers the metrics currently included on the Analytics page of Ascend HQ. Note: All metrics measure finished (closed) transactions only and exclude tax. Sales with no sales items (e.g. gift card/gift certificate sales) are excluded from calculations. Mini Metrics Sales = Sales Dollars Profit = Sales minus Cost of Goods Sold Margin = (Pr...

Once your system is properly configured, you can start entering customer reservations. Article: Get started with Ascend’s Reservations functions  To create Reservations in Ascend, users need the Reservations – Manage user permission. By default, all existing users have this permission. To edit existing Reservation check-in/check-out dates/times, use...

Note: Try the Cloud Product Catalog for Trek orders. Article: Using the Cloud Product Catalog  Set up Trek integration To integrate with Trek, you need to provide Ascend with your Trek B2B login information in a few different places. The first is in Options. Navigate to Options > Trek in Ascend. Enter your: Trek B2B Account Number Trek B2B User n...

Accessing Lead Lists You'll need the following User Permissions in the Ascend client to access Lead Lists: Reporting - Ascend HQ Reporting - Advanced PowerBI Now that you have the right permissions, login to Ascend HQ.  Select Insights > Lead Lists .  You'll see the following tabs on the top of the page.  Use these lists to proactively reach out ...

Create a quote Select the Quote icon or Create > Quote from the Ascend desktop. Find and select your customer. Quotes must have a customer attached to save them. In the transaction screen, scan any items you want to include in the Quote. If an item can't be scanned, use the product search bar to find it.As you add items, you can see the Subtotal,...

Instructions for updating to the new valid EANs Login into Retailer Portal from www.ascendrms.com or use this link. Navigate to the Trek Vendor List folder. Download Trek TCG_5-12-2022 NonProprietary UPC Update. In Ascend, go into options and uncheck Import Only New. In the file dropdown on the home screen, highlight import then select Vendor Produc...

Layaways are useful when customers can't take a product home right away. Whether they need to pay for it in increments, it needs to be ordered from the vendor, or more - layaways are the answer. Create a Layaway Click the Layaway icon from the Ascend desktop. Or, you can select the Sale icon (and then select the Keep open icon once you reach the tra...

If a customer is returning an item and not getting a new product, follow the instructions for a Return in Ascend: Complete a return.  Exchanging a product Select the Sale icon or Create > Sale from the Ascend desktop. Attach a customer to the sale. If the customer has their receipt select Products > Return Previous Sales Items (or press F10 on...

From the Payment toolbar, click the Cash button. The Amount field automatically populates with the amount due on the transaction. If the amount the customer gave you is different, enter that amount instead. Click the Save button. If the customer overpaid on the transaction, the Change Due dialog box displays. Click the OK button to return cash to th...

If your staff are going to assist with cycle counts, you may need to update their User permissions (temporarily or indefinitely). The permissions they'll need depend on what part of the cycle count they're helping with. Exporting Ascend data to your inventory scanner A User needs to have the User permission Import/Export Data checked to export the f...

The RPM Accuracy report on Ascend HQ lets you see how well your store adheres to Ascend’s key best practices, which will keep your Retail Profit Machine running smoothly and help you get the most of your system. Following best practices means your processes will be as efficient as possible and frees up your time to focus on selling. Green cards indi...

Ascend makes it easy for you to quickly locate inventory and customers who bought an affected Trek bike. If a customer's bike is affected, submit a warranty claim and provide them with in-store credit coupons for use on Trek/Bontrager accessories. For full details on this recall, see the  B2B article . Note: All reimbursement requests require a B2B ...

You can easily reprint a transaction receipt in Ascend. Here are the two easiest ways that we’d recommend using to reprint a receipt. Select the Database Explorer tile > Sales  and then find the correct sale. Right-click and select Print > Print Receipt from the dropdown menu.Note: You can print a Gift Receipt from this location too. Just righ...

Product Types In-store product Contains attributes related to selling and stocking a product, e.g. MSRP, category, commission. Each product has a single in-store product record. Note: Associate at least one vendor product with every in-store product. Vendor product Contains attributes related to ordering a product e.g. vendor's cost, case quantity, ...

From the Ascend Desktop, select the View menu > Purchase on Account > Manage Accounts and double-click the customer. ORFrom the customer record, click the Manage Account button. On the middle toolbar, select how payments should be applied to transactions. Apply Payments to Oldest Transactions First: Automatically apply payments to the oldest u...

How do I configure my Windows® settings for Ascend? Windows® settings must be configured separately on each computer running Ascend. To get started, open up your computer’s Control Panel: just click on the Start menu and start typing to search. Windows® Updates Complete all required Windows® updates before installing Ascend. The Ascend Installer may...

Create a sale in Ascend Select the Sale icon on the Ascend desktop. A prompt to Select Customer pops up. Use the search bar to find and select your customer or add if they are not currently in your database. The dropdown menu defaults to Last Name or what your store has designated as the default search method in Options > Sales and Returns.  To l...

Sectioning up your store ensures efficiency and accuracy in your full store inventory counts. Breaking the store into small sections allows multiple people to scan at the same time without accidental crossover and duplicate scans. A piece count (physical item count) of each section identifies the inevitable mistakes made while scanning. The Inventor...

If you have a large number of Rental Items to add to your system, you can easily import them into Ascend instead of creating each one manually. Download the Rental Item Import Template from the Retailer Portal on  www.ascendrms.com  or directly via this link. Enter the following information as needed. ID: If you are importing new Rental Items, leave...

After you've scanned and uploaded all the items in the cycle count or full store inventory, it's time to Reconcile your inventory. Click the Reconcile icon in your completed Inventory event to move to the Reconcile screen. Next, select the Category that you have scanned for. If you are doing a full store inventory, select all categories. To learn mo...

S_Connect allows you to display your shop's product availability on Specialized.com. Send your inventory and sales information from Ascend to easily update your information on the Find Nearby page. For more information on the Specialized S_Connect program, or for support, contact your Specialized rep. System setup Specialized Opt-in to the S_Connect...

Help your customers support  World Bicycle Relief  by offering the opportunity to add a donation toward a  Buffalo Bicycle  alongside their own purchase and give someone in need the transportation to better their lives, and those of others in their community. From November 9 - December 31, 2023, Trek will match all donations (up to a total of $500,0...

This is the Unitech EA500 Plus Inventory scanner paired with Ascend Scan 4.0 software and optional grid sled for easier scanning. At this point in the inventory process, you should have your store Prepare for a full-store physical inventory and an Inventory Event created (see Using the Inventory Center for Cycle Counts and Full-store Physical Invent...

The cash drawer is usually connected during the process to Install the receipt printer.  When you're attaching the hardware for your receipt printer to the computer, you should also hook up the cash drawer. The end that looks like an old school phone cable (smaller connector) goes into the back of the printer. The end that looks like an Ethernet cab...

Importing your eCommerce sales from your website into Ascend provides the following benefits: Monitor your online inventory and sales from Ascend. Eliminate the need to manually enter eCommerce transactions into Ascend. Be alerted when new eCommerce sales are available for download. Ensure that online sales are fulfilled promptly. Optimize business ...

Note: Debit cards must be swiped to process as a debit payment and cannot be entered manually. Manually processing payments bypasses the security built into your Ingenico payment device and makes you liable for any fraud complaints. Credit Card From the Payment toolbar, click the Credit button. Click the Manual button. In the Amount field, enter the...

Once you’ve set up product exports, they’ll happen automatically happen. Any active (not hidden) product which has Properties > eCommerce checked is included. Locally Exports happen according to the schedule you set for the inventory feed report. Locally generally processes changes within 60 minutes of upload. SmartEtailing Exports happen overnig...

It's important to assign a name to each workstation in your shop so that they can be easily identified on reports, workstation specific options can be configured, and you can correctly cash out your registers at the end of the day. Create a workstation name From the Ascend desktop select the View menu > Locations. Highlight your location on the u...

The Category Analysis report allows you to compare month- and year-to-date sales and inventory performance from year to year. This report replaces the Analytics Category Health Summary report. Note: Inventory data prior to April 1, 2019 is not available and HQ only keeps category data for a rolling 3 years.  Category The category the product is curr...

QuickBooks Online Authentication & Profile Creation You will need a QuickBooks Online Profile and activate Authentication so Ascend is authorized to integrate with your online account. Your Ascend HQ MUST have the Ascend HQ Bookkeeping User Permission enabled in the Ascend RMS Client prior to proceeding with setup.  Open Ascend HQ Go To Settings...

Manually adding products is the most efficient way to add a small amount of products. Use this articles to learn how to add or edit a product in your database. You'll also find useful definitions for all the fields. Note: Always search for variations of the product’s description, including misspellings, before adding the product. In-Store Product Fr...

Ascend Basics: Sales Set home screen tiles Video: Meet the Ascend desktop Create a new customer profile Video: Create a Customer Create a Sale Video: Run a Sales transaction Process Payments in a Transaction Video: Process Payments in a Transaction Cash Payment  Check Payment Integrated Payments (Credit/Debit) (just read the first 4 steps) Ascend Pa...

Note: Always search for variations of the customer's name, including misspellings, before adding them. Getting started Add from a transaction: From the Select Customer dialog box, click Add (on the toolbar). Add outside a transaction: From the Ascend Desktop, click the Customers tile. Then click Add (on the toolbar). Customer Record Customer Record ...

From the Ascend Desktop, select the Tools menu > Purchase on Account > Statements. In the Format section, select the level of detail you wish to include on invoices. Statement only: Display only a summary of charges to the customer’s account. Statement with Invoice Detail: Attach the full-page invoices (large receipts) for each transaction. In...

Your store should plan for a physical full-store inventory count once a year. Every salable product is counted, regardless of location (e.g. sales floor, back stock, warehouse, etc.). Physical inventory counts are performed by store section, not by category. This method ensures no products are missed during the count. While your store is closed for ...

Kits are used to sell specific products that are bundled together using a single SKU. For example, configure a kit if the customer is required to buy the advertised quantity of product (e.g. buy one, get one half price). When a kit is sold, only the discounted products display on the customer’s receipt. Create kit SKU From the Ascend Desktop, select...

Follow these steps to update from v4.0.8 to v4.1.2 Note:  Ensure correct settings. Start AscendScan Obtain a new, valid lease (even if the device indicates it already has a valid lease) Navigate to Utilities > Network and press SCAN QR CODE Scan an applicable QR code (displayed from an Ascend RMS workstation) Once a new, valid lease is obtained, ...

When you interact with a serialized item, Ascend is typically going to urge you to get that serial number in your system, in your Sale, and in the Work Order to make tracking the product as easy as possible. But for some situations and systems you might have in your shop, that might not be convenient for you. So if you're a manager or store owner, y...

As part of Trek’s commitment to sustainability, multiple orders may be combined into a single shipment to save on packaging and fuel. It also means you get products on your floor much faster. Note: This feature requires Trek integration in Vendor Orders and the Vendor Orders user permission (see All about the Ascend User permissions). Once a packing...

There are a few different ways to get in contact with us: Submit a ticket online Visit https://www.ascendrms.com/contactus You can submit your own support ticket by filling out the form in the link above. This form is a good place to start, since it gives you a great idea of what information we need from you to successfully dive into your problem wi...

Ascend retailers can easily register a customer's Trek bike with Trek during their transactions. This saves the customer time and verifies their warranty. It also means they will be notified for any important product updates (like recalls) and gives you a chance to get their customer information. Set up Trek Registration The Registration prompt is t...

If you have a demo fleet, you’ll want to switch out your models when new versions come out. Maybe you swap out your rental fleet yearly. Or maybe a customer just really fell in love with the bike they rented for the week and wants to take it home with them. Whatever the reason, Ascend makes it easy for you to move a rental item out of your fleet and...

Ordering Trek products? Try the  Receiving Wizard  to make ordering a breeze (more information: Check in multiple Trek orders with the Receiving Wizard ). For all other orders, proceed below. Receive Vendor Orders Select the Receive icon or View > Vendor Orders from the Ascend desktop to open the Orders window in Database Explorer. Double-click t...

Note: A customer must have an available (negative) In-Store Credit balance on their account before you can process a payment. See Issue In-Store Credit for details on issuing in-store credits. From the Payment toolbar, click the In-Store button. The Amount field automatically populates with the amount due on the transaction. If the amount the custom...

Ascend software is compatible with Quickbooks. If you want to use Quickbooks for your shop's accounting, you'll need to set up a Quickbooks account first. Article: Set up a Quickbooks file  After your account is set up, and the Chart of Accounts (COA) is updated, you can add that information to Ascend. Article: Import a chart of accounts into Ascend...

When you receive items incorrectly, you should fix them promptly in order to ensure the following information stays accurate: Average Cost Last Cost Estimated Margin calculations Sales Margin calculations Quantity on Hand Profit calculations Inventory Cost Value calculations Incorrect Division/Case Quantity Bring in your book keeper or  one of our b...

From the Payment toolbar, click the Check button. The Amount field automatically populates with the amount due on the transaction. If the amount the customer gave you is different, enter that amount instead. In the Check Number field, enter the number from the customer’s check. Click the Save button. If the customer overpaid on the transaction, the ...

Locally integration is available in the April 2021 version of Ascend. Why invest in eCommerce? The majority of customers expect to find product information online before they buy. This is not a fad. It represents a permanent shift in consumer behavior. Many outdoor retailers have learned that investing in their website produces a greater return on i...

Ensuring the most recent version of the driver for your hardware is important to ensure your device performs efficiently and effectively. When it comes to your payment terminals, this becomes even more important in order to protect your customers’ credit card information and to prevent duplicate charges. Uninstall the outdated driver(s) Open your Co...

Remember: Ascend releases regular updates to the software. After version 22.2, automatic updates will be in place and your computers should update automatically. If you are not yet on version 22.2 or later, you need to update your server computer and login to it after the update before you can update the other computers in your shop. What to do if t...

Easily broadcast store(s) inventory data to your website with help from a web developer or agency using Ascend's Ecommerce API. Web developers can  submit a request to be an Integrator to start working with the API.  Giving your web developer Ascend ecommerce functionality directly from your website Your web developer must first request to be an Int...

Note: Klarna returns must be done on closed sale items. You are not able to do a refund on an open layaway. The customer just needs their receipt; if they don’t have it, start by reprinting the receipt for them. Article: Reprinting receipts  Complete a return using either the Return button on the transaction toolbar or the Return icon on the Desktop...

Temporarily suspend a customer’s Purchase on Account privileges Suspending a customer’s account allows payments to be applied against their balance, but charges cannot be made. In the customer record, locate the Purchase on Account section. From the Status drop-down menu, select Closed. Click Save. Permanently remove a customer’s Purchase on Account...

Note: These settings are a database setting and apply across all workstations at your location. From the Ascend Desktop, click the Options > Sales and Returns > Work Orders > Defaults.  Note: In order to access your store’s default settings, users need the System Tools user permission. Set the options as you want displayed in Work Order Det...

Take your business to the next level by learning how to integrate Trek products into your e-commerce platform. See the Get started with Locally integration article for details on setting up this service. Definitions  Brand e-commerce (click and collect) - Customers use the “add to cart” button on trekbikes.com to order products from Trek's warehouse...

When there are coupons that a number of retailers will need (e.g. Trek Connect Retail Marketing, recalls), the Ascend team will be able to create them in a central repository. The Coupon Wizard utility allows you to simply download coupons from this repository. To begin, select the View menu (from the Ascend Desktop) > Payment Types. Then, click ...

Rentals and reservations are an important part of your business, but they can be a bit complicated. So where do you start? Well, step one should be to create your Rate Program(s). Rate Programs allow you to charge a set amount for specific rental durations – and Rate Programs may contain different values for different durations (e.g. customers may r...

The Service Team Analysis report on Ascend HQ allows you to analyze the work being done in your service center. Use this tool to assess your mechanics’ and service center’s performance and ensure you’re following best practices throughout your entire store. All metrics measure only transactions finished (closed) in the selected date range and exclud...

Ascend’s SMS (text) integration allows you to send messages to customers’ mobile phones directly from Ascend. Your installer will generally set up your SMS number automatically when you go live. To check your phone number, navigate to the Ascend Desktop > Options > Services > SMS Setup button > SMS Number. Make note of this number and gi...

Payouts are used to record any cash removed from a cash drawer for a non-sale-related purpose, such as to pay a window washer. Add a payout Select Create > Payout (Petty Cash) from the Ascend desktop. The Add Payout window opens. Enter the amount removed from the register into the Amount field. Enter the reason for the payout in the Comments fiel...

Important notice: in the March 2022 release, we introduced the Cloud Product Catalog (see Using the Cloud Product Catalog). This will allow for the addition of products on demand and will remove the need for importing bulk vendor products into Ascend. We are starting with Trek products, but will be including other vendors in the months to come. Impo...

Categorization is one of the many ways Ascend helps you organize your inventory. With every product appropriately assigned to a Category your data and reporting is going to be a lot stronger and more useful to your business. Categories can be: Top level or Top Parent Categories Mid-level or Parent Categories Sub-categories or Child Categories You sh...

When you record an email address or mobile telephone number on a customer’s record, your employees can send them messages throughout Ascend. You can also view message history without having to exit the customer record. Email messages Send a message To send a message, just look for the Email button in the following areas: Customer record (Edit Custom...

UPDATED DECEMBER 15, 2022 - Trek has recently updated their resources on B2B to help you identify affected products and extended the consumer credit so that customers can use it through December 31, 2023. Article: Create, edit, and use coupons  Ascend makes it easy for you to quickly identify affected Trek inventory and customers who may be impacted...

The Time Clock report on Ascend HQ lets you keep track of your employees’ hours worked and can be exported as a spreadsheet for easy import into payroll software. (multi-store retailers) The report can be run for multiple locations, so employees who work at several stores can be accounted for without requiring someone to manually add up numerous rep...

From the Ascend Desktop, select the View menu > Customer Tax Exceptions. On the toolbar, click Add. In the Description field, enter a meaningful explanation of the exception reason (e.g. Non-profit agency). Check Requires Tax ID if a tax ID must be provided. Leave Hidden unchecked to activate the exception reason. Click Save. KB22-130...

Check Ascend requirements for hardware & peripherals to ensure your computer meets your needs for running Ascend. If your store’s server requires replacement, you must schedule your upgrade with an Ascend support technician (phone: 877-875-8663, Option 1/email:  help@ascendrms.com ).  This process can take up to three hours, and Ascend cannot be...

Maintaining good ordering procedures provides the foundation for a healthy Ascend system. This process ensures: Product information (e.g., UPC/EAN, description, size, color) is correct. Orders are not duplicated. Margins are calculated correctly. Reorder levels are adjusted as required. Redundant products are not ordered. The store does not have exc...

If you accidentally select the wrong customer in a Sale, Layaway, Work Order, or Quote, you can easily find the correct customer right in the transaction screen. Things to know first Customers cannot be changed on a Sale under a few specific circumstances, where payments have already been made that are attached to the specific customer: There is a P...

In the customer record, locate the Purchase on Account section. From the Status drop-down menu, select Active. In the Credit Limit field, enter the maximum total amount the customer may charge.Note: This balance is shared between store locations. In the Terms field, enter the default payment terms (e.g. NET 30). Check Require Purchase Order Number i...

When you decide it’s time to switch to your “off” or alternate season reorder levels (mins and maxes), all you need to do is check a box. From the Ascend Desktop or dropdown menu, click Options. Select the Ordering topic. Check Out-Of-Season. Ascend now uses your Min 2/Max 2 values in the Items to Order screens. KB22-191...

Trek’s Project One program allows customers to customize their bike with the components and paint scheme that’s unique to their needs and personality. System setup Download and import the Trek Bicycle Corporation Trek Project One spreadsheet (available on  www.ascendrms.com ) under vendor Trek Bicycle Corporation. Article: Import a large number of v...

Ascend software is compatible with Quickbooks. If you want to use Quickbooks for your shop's accounting, you'll need to set up a Company File with the recommended Chart of Accounts (COA). Ascend's retail accountant team also offers Bookkeeping services for Ascend retailers.  Learn more here. Purchase and Download Quickbooks Ascend is only compatible...

If you are looking for a more in-depth walk through the Work Order Details screen, please check out our article, Service - Walk through the Work Order Details Screen. Creating the Work Order / Repair There are two easy ways to start a new work order. From the Ascend Desktop, click the Work Order tile. From the Service Center screen, click the Add bu...

When Klarna is used to finance a purchase containing a Special Order (S/O) not-yet-received, the transaction remains open as a Layaway until the item is received in Ascend & taken home by the guest. If a guest decides to change or cancel a S/O Layaway paid via Klarna, follow the process below for your guest to receive a proper refund, and to ens...

If the touch screen on your Ingenico iSC 250 payment terminal is not working or is registering input in the wrong areas, you might need to recalibrate it. In Ascend, select the Options icon. Select Payment Processing > Pinpad Setup. In Pinpad setup, select the Calibrate icon. The Calibrating Device window opens and your Ingenico terminal will scr...

For a Cycle Count, you need to know what Category(s) you are scanning and where they are located. Typically, you should not need to section off the store during Cycle Counts. For a full-store inventory, at this point, you should already have the store  sectioned off with your section numbers  and blue painter's tape, have created an Inventory Event,...

From January 4 - February 29, 2024, $50 off Level 2 Service, $100 off Level 3 Service packages, $50 off complete fork and shock service, and $20 off hydraulic brake services and 50-hour fork and shock services . DOTS-specific instructions  • Don’t forget to download and install the advertising image on your Ingenico payment terminal. Images are avai...

Q. How does Ascend’s integration with my ecommerce website work? A. Ascend offers the following integration with your ecommerce website: Inventory Export for ecommerce: Configure Ascend to automatically update inventory information on your website daily. Sales Import for ecommerce: Increase inventory and reporting accuracy by downloading your ecomme...

In order to record a multi-point inspection, you’ll need to enter a Serial Number for the customer’s repair item record. This will let you easily keep track of the bike’s entire history in your store – and if your customer happens to have their bike stolen or lost, you can easily look up this information to help them get it tracked down. Access the ...

There are a couple ways a tax rate can be changed in a sale, depending on how/why the rate is different. Make sure to double-check which method is right for your situation. Always check your local and state tax laws before overriding tax rates.  You may be liable for paying sales tax even if you did not collect it from the customer(s) . Modify the t...

Best practice: replace your equipment every three to five years Best practice: purchase your equipment from Ascend From the Ascend Desktop, click the Order Supplies tile. Order online. Email sales@ascendrms.com. Call 877-875-8663, Option 3. All purchases of new equipment are backed by the full manufacturer’s warranty, and we've got great financing o...

Stores often have products - like nutrition - that are bought in bulk but are usually sold individually. This article will walk through how you mark those in Ascend. The first thing you need to know is the difference between In-Store Products vs. Vendor Products.  In-store products hold information related to selling and stocking a product (such as ...

Depending on your location, you may need to use rounded payments in your transactions (for example, if your location doesn't use a one cent coin/penny). Luckily, Ascend makes it easy to set that up for you and your customers. Navigate to Options > Sales and Returns from the Ascend desktop. Check the box for Rounded Payments to activate payment ro...

Ascend's integration with Zebra® label printers makes it easy for you to print barcode labels for serial numbers and pricing in your shop.The Zebra® ZD410™ (USB and Ethernet models) is compatible with Ascend. Other models may work, but are not supported by the Ascend Support team. Connect the label printer Put the roll of labels in the printer so th...

Ascend makes it easy for you to manage warranty transactions for affected Trek inventory and customers who may be impacted by the Promax recall. For full details on this recall, see the B2B article at trekbikes.com . Note: All reimbursement requests require a B2B warranty claim. Do not submit Ascend reports to Trek Customer Care. System setup Downlo...

When you can't find report that fits your needs, you can request a custom report (called a query) from the Ascend support team. The support tech will help figure out what kind of query we can create for you, what results should show, and if you need any prompts (such as a date range or vendor). Most requests are completed within 72 business hours. N...

Setup To use this tool, you need the following permissions: Reporting - Ascend HQ (see Access Ascend HQ) If you only have this permission, the tool will be read only, and you will not have full functionality to the tool. Vendor Orders This in addition to “Reporting – Ascend HQ” will grant you full access to the tool. Update to version 22.1 or beyond...

Bike Index is a bicycle registration service that has tools for bike shops to register bikes for their customers at point of sale. Ascend integration allows automatic registration upon purchase. System Setup Bike Index Set up your organization account on  Bike Index . Email  bikeshops@bikeindex.org  to request a password for POS bicycle registration...

Bookkeeping can be a chore – but it doesn’t need to be overwhelming. Use this article to help keep you on track and give you more time to focus on your customers. And if you ever need a hand, the Ascend Bookkeeping Team is here to help – even if you aren’t using our bookkeeping services! Just call our support line (877-875-8663) and select our Bookk...

To get started, reach out to your Trek representative (if they haven’t contacted you yet). Trek has a backorder spreadsheet that your rep should review with you to help create a plan going forward. Once your plan is set, you might need to adjust or remove some backorders in Ascend. To make the process easier we recommend using the sorting features i...

A cycle count is a quick spot-check for inventory accuracy. One or more categories are counted before or after store hours. Every category in the store is counted several times a year, according to a planned schedule. During a cycle count, every salable product in the category under review is counted, regardless of location (e.g. sales floor, back s...

Return a product in a sales transaction You an easily return an item right from the transaction screen during a normal sale. This can be useful if the customer plans to return one item and immediately purchase another one in its place. Select the Return icon. The Previous Sales Item window pops up. Scan the sales barcode on the customer's receipt. T...

For some of the reports in the Reports area of Ascend, you can schedule the report to be run and delivered to you (or anyone else) automatically. Not all reports can be scheduled this way, but we are working on adding more to that list all the time! If a report is able to be scheduled, it will have an active Delivery icon near the top of the window....

In Ascend Fall 2017, your store’s Spaces list automatically populated with all values from the Located field on incomplete repairs and the In-Store Location field on serial numbers, so you may need to clean up this list a bit. If you’re new to Ascend, you’ll need to set up this list as part of your initial install. And, of course, your available ser...

Coupons are a great way to generate sales and reward frequent customers. And with Ascend, coupons are easy to create, share with customers, and redeem. Create a coupon From the Ascend desktop, select View > Payment Types. Select the Coupon payment type from the list. Your existing coupons display in the lower part of the screen. Select the Add ic...

Before you Begin Reconciling: Run a database backup on the server (File > Backup). Printed, saved, or emailed a copy of your Inventory by Category Summary report (to have pre-reconcile inventory totals).   After you have scanned all your products in a full store physical inventory and solved any discrepancies in the Inventory Event, it's time to ...

529 Garage is a bicycle registration service that has tools for bike shops to register bikes for their customers at point of sale. Ascend scheduled reports allow you to send your sales information for automatic registration upon purchase. For more information on 529 Garage, or for support, see  www.project529.com  or contact  support@project529.com ...

Along with inventory control, sales are the backbone of your business. This guide walks your cashiers through the common processes they’ll need to take care of your customers. Add a customer  Change the customer in a transaction  Run a sales transaction  Gift certificates/cards: Sell a Gift Card  Sell a Gift Certificate  Create a layaway  Handle Spe...

Quickie buttons allow users to add multiple common labor items and/or components to a repair with just a single click. Each store manages their Quickie buttons separately, so these items can be as unique as your locations, but they share across all workstations in your store. To get started, open any work order and access its Work Order Details scre...

To warranty a product from Trek, a specific setup is needed in Ascend. You will need to create and use: A specific labor product to charge for repairs and replacements A warranty customer account to track claims in Ascend Prep your database to process Trek warranties Set up the Warranty SKU: Create a non-inventory Trek Warranty SKU using the details...

Workstand  provides full-service eCommerce solutions specific to independent bike retailers. Their POS Sync service allows you display your own pricing and availability for products, Supplier Sync allows you to display all products from a vendor and offer your customers more options than just what you currently have in stock, and Supplier Fulfillmen...

Note: A customer must have an available (negative) Gift Certificate balance on their account before you can process a payment. See Sell a Gift Certificate for details on issuing gift certificates. From the Payment toolbar, click the Gift Cert button. The Amount field automatically populates with the amount due on the transaction. If the amount the c...

You can easily review past Vendor Orders with the Orders Received by Session report. Select the Reports icon fro the Ascend desktop. Scroll to the Inventory section. Double-click the Orders Received by Session report. Use the filters in the Select Filters window to narrow down your search. Set a date range. Select a vendor from the dropdown menu (or...

Gift Certificates are typically paper and homemade in your shop. The certificate balance is stored in Ascend and directly attached to a customer's account. So the sale should be associated with the person receiving the Gift Certificate (that will be redeeming it), and not the person buying it. Gift Certificates are mostly commonly used at shops that...

Ascend's Time Clock function allows managers to review and correct employees' logged work hours. Note: To use the time clock, the user permission Time Clock is required. Add a time clock entry Time Clock entries can be added from Users or from the Time Clock by date. By Date From the Ascend desktop, select View > Time Clock. Click Add. From the U...

The label audit can be the most labor-intensive part of your Ascend installation. The goal of the Label Audit is to make sure every product in your store is accurately entered in Ascend, ensuring that: All products in your store have a label that can be scanned and recognized in Ascend. The MSRP on the product labels match the MSRP in Ascend. The co...

If you need assistance with the Klarna merchant portal, contact Klarna support (US) or Klarna support (Canada) Connect Klarna and Ascend Update your workstations to the October 2021 or newer version of Ascend. Note: Please ensure your Location information is completely filled out within Database Explorer > Locations to ensure integration works pr...

United States instructions Klarna  is a loan term financing option for customers that allows them to pay off their purchases over time.  Klarna is not a line of credit - the loan is specific to the individual sale. Any sale over $400 and up $15,000 can be financed with Klarna. There aren’t any hidden fees and your customers can choose which payment ...

From the Payment toolbar, click the Trade-In button. In the Amount field, enter the amount you are giving the customer for their trade-in item. If you wish to bring the trade-in item into inventory, search for the appropriate product in the In-Store Product field and select it in the lower pane. From the Apply Amount drop-down, select how the trade-...

Assign Products to a Category Ideally, you want to assign products to a category when you create them or at time of purchase order creation. To categorize products after creation using the Category Mapper simply: Select the Tools menu > Category Mapper from the Ascend Desktop. All uncategorized products currently in inventory display. Products ar...

Details with Customer Name and Phone Displays all products on repairs where the transaction was finished (closed) in the selected date range and where the user is listed as the Technician. Customer information is included. Note: This report includes any repairs which are hidden, but are attached to an active transaction. Items which are not associat...

Unsupported Hardware The MC2180 is no longer supported. Please upgrade to the recommended device, which can be found here   While the Inventory Center is compatible with the MC2180 inventory scanners, we recommend upgrading to the Unitech EA520 inventory scanner (see Configure the Unitech EA520 Inventory Scanner: Set Up AscendScan and BeyondTrust). ...

Sometimes regular receipts don’t cut it. Whether you need the extra space, want to include more information, or simply prefer a full sheet - Ascend has you covered with large receipts. From the Transaction screen, click the Preview button (on the toolbar). If desired, adjust the Scale, Margins, Orientation, and Paper Size. To print to your default p...

Use this article to learn how to place your Trek supplier orders directly on Ascend HQ. After setup, you will be able to complete orders from anywhere and build carts for multiple locations at a time. Ascend HQ - Trek Ordering Reorder Analysis If you haven't already, review the reorder analysis form to make sure all products' mins and maxes are appr...

Android Setup Enable Android 3-button navigation (if the three standard Android buttons are not already visible at the bottom of the display): Settings > System > Gestures > System Navigation > Select 3-button navigation Set the Screen timeout to 5 minutes: Settings > Display > Advanced > Screen timeout Enable the Use location p...

Ascend supports QuickBooks integration from both the Ascend app and Ascend HQ. Use this article to learn how to export your accounting data in IIF format.   For more help and to learn more about Ascend Bookkeeping services, click here.  Exporting IIF Files from the Ascend app Ascend creates one IIF file per day. It includes a summary of that's day i...

When errors happen during a sale, they are easiest to fix on the same day. Review your Activity Summary report at the end of each day to catch (and fix) errors while it's easy to do something about the error. Fixing a payment error on the same day Ascend offers a wide variety of payment options, which means there are different rules for removing or ...

Note: Users must have the Sales - Associate Special Orders permission for this feature. See All about the Ascend User permissions for more information. On the transaction Treat the sale as a Special Order (see Handle Special Order items). On the Special Order dialog box, the Associate to Purchase Order option is active when an unassigned/unreceived ...

Nightly database backups are an important tool for your shop; they help your store save all its data in the event of a server crash. With an up-to-date backup, your system can be completely restored with minimal loss of information. For a database backup to run... The server computer must be on. The server computer should be set so it does not go to...

Prerequisites Create an Ascend HQ Login To create a login, your User record in Ascend needs the "Reporting - Ascend HQ" permission. Once this permission is granted, verify the Email address in the User record is what you want to use to access Ascend HQ. If not, change it. (Multi-Store) Users with this permission will be able to see data from all loc...

This article contains information for the United Kingdom. The Trek E-Commerce service allows customers to order online and have their order shipped either directly to them or to their local dealer. Trek handles all taxes and payment processing. This service is provided at no charge to dealers. For quick answers to frequently asked questions about ha...

Settings & options First, click the Options tile and select the Sales and Returns topic. In the Work Orders section, click Scheduling and select By Time. If you want to allow any user to choose a due date/time which is already full, uncheck Approval Needed For Max Work Order Override. When checked, a user requires the Work Order Scheduling Overr...

When a product purchase was paid online via Locally eCommerce, process the return using the original transaction receipt to ensure the refund is issued to the same payment type the customer used and is the exact amount the customer paid. (US/Canada only) Because Locally collects and pays sales tax on your behalf, this also ensures your sales tax is ...

Ascend’s Reservations feature allows you to manage your rental fleet, rates, and customer reservations (including their transaction with all applicable rental charges) right from within the retail management system you know and love! Create rental Rate programs Create Rate Program. Add Rates. Create rental Collections, Products, and Items Create Col...

A Advanced Payments Ability to use a payment which was classified as “advanced.” Recommended permission for administrators & managers. B Backup Database Ability to manually back up the database. Recommended permission for administrators & managers. Bookkeeping - Ascend HQ Ability to Accounting Integrations - additional reports. C Cash to Dep...

Use the steps below to update from v4.1.1 to v4.1.3 Start AscendScan. Obtain a new, valid lease (even if the device indicates it already has a valid lease) Navigate to Utilities > Network and press SCAN QR CODE Scan an applicable QR code (displayed from an Ascend RMS workstation) Once a new, valid lease is obtained, check for an application updat...

E-bike batteries have a useable lifespan and at the end of that life, they need to be safely recycled. To make this easy on your customers, and your store, Trek has partnered with People For Bikes and Call2Recycle on an industry-wide program to safely and responsibly recycle all e-bike batteries. At participating stores, any customer that purchases ...

  Unsupported Hardware The MC1000 is no longer supported by the Ascend Support team. Please upgrade to the required hardware, which can be found here   Note The Motorola MC1000 has been discontinued by the manufacturer and is no longer supported by Ascend. If you continue to experience difficulty with your hardware, please refer to the manufacture d...

A warranty is a written guarantee, given to the customer from a vendor, promising to fix or replace an item if it is damaged in a specific time period. The type of damages covered may be specific to the warranty. The vendor who issued the warranty needs to be contacted directly for a warranty claim and they will decide the next steps (to fix or repl...

Easily view customer transaction history for previous transactions. Multistore retailers can use Ascend HQ to view history for any customer at any of their locations. Ascend Application From the Ascend desktop, navigate to Database Explorer > Customer Record Search for the Customer in question On the bottom panel, click on the History tab.  This ...

You can easily communicate with your staff via Ascend. In order to email anyone from Ascend, your system must be set up to send emails. See article Set up email integration. In order to email a specific User from Ascend, an email address must be entered for that User. From the Ascend desktop, select View > Users or the Database Explorer icon >...

The Category Analysis report (see Ascend HQ Category Analysis metrics) on  Ascend HQ  allows you to compare month- and year-to-date sales and inventory performance from year to year – this lets you keep a close eye on your data so that you can quickly adjust your strategies to keep your operations on track. But you might not want to constantly log i...

There's a lot of excellent ways to encourage customers to visit your shop, but one of the most fun is with a birthday invite! You can easily track customer birthdays in Ascend. See customer birthdays From the Ascend desktop, select View > Birthdays. A list of your customers with their birthday opens. The list is automatically filtered by the Days...

BikeExchange enables online shoppers to find, reserve, and purchase in-stock products from BikeExchange.com. Send your inventory and pricing information from Ascend to easily update your inventory on BikeExchange. For more information on BikeExchange, or for support, see  www.bikeexchange.com  or contact  info@bikeexchange.com . System Setup BikeExc...

Unsupported Hardware The MC2180 is no longer supported. Please upgrade your hardware to meet the requirements, a list can be found here.     From the scanner’s Main Menu, press 3 for Settings. Found Item Default Qty: If required, press 1 to change this setting. (recommended) 1: When a barcode is recognized by the scanner, a quantity of one is record...

Red Barn Refresh is Trek’s all-new certified pre-owned bike program exclusively for Trek branded bikes in the United States. Use this article to learn how to participate using Ascend.  How to Determine Eligibility for RBR Trade-In  All bikes must be / have / include:  Trek brand (no other brands under the Trek umbrella) with a valuation greater than...

Q: How do I schedule a report? A: See Set up reports to deliver automatically for details. Q: How do I send my report to multiple people? A: Similar to other areas of Ascend, use a semi-colon for additional emails. Q: How do I turn off a scheduled report? A: Find the report you would like to cancel the delivery for, and in the bottom left of the del...

Note: All barcodes are in the Retailer Portal on http://www.ascendrms.com/ in the US Downloads > Installers & Drivers folder. Symbol, Motorola, or Zebra LS2208 Print and scan all barcodes on the Symbol Sales Barcode Calibration (Non-DL) sheet (log into  www.ascendrms.com ). The scanner beeps after scanning each barcode. Symbol, Motorola, or Z...

For a return Start a return as normal. The transaction balance displays in parentheses, indicating that the store owes the customer money. On the Payment toolbar, click In-Store. Amount is automatically entered with the negative transaction balance. Click Save. Complete the sale as normal. For another reason From the Ascend Desktop, click the Sale t...

If you are associated with the vendor Quality Bicycle Products (QBP), you can easily integrate your Ascend system with your QBP account. Once integrated, you can add items to your QBP cart directly through Ascend and even check the product availability with QBP in Ascend. After completing your order in Ascend, head over to QBP's website to review yo...

All employees should get their own User account in Ascend. This helps you keep track of employee information such as sales, labor, commission, and who took payments for what. You can inactivate (remove) a seasonal employee's User account from the system and restore them at a later date. Remove a User When an employee leaves your shop and will no lon...

An End Of Bike SKU is used to organize sales receipts. Add the SKU in Ascend 1. Navigate to Database Explorer > Products OR from the Ascend Desktop, click the Products tile 2. Click the green “+” button on the top left OR on the toolbar, click Add a. Description: End Of Bike  b. UPC: END OF BIKE  c. SKU: END OF BIKE  d. Keyword: End Of Bike e. Ma...

Use this article to learn how to manage your Ascend QuickBooks functionality from anywhere with Ascend HQ. Before you get started, consider looping in your accountant or bookkeeper to ensure your Ascend configuration options align with your QuickBooks setup. Making changes to Ascend configurations without properly matching your QuickBooks software s...

Consider printing this article out, so you have it available when the internet is down and you can't get onto this website. Payment options What payment types can you process during an Internet outage? Cash Check Gift Certificate In-Store Credit Coupon Trade-In Account (purchase on account) Credit Cards You CANNOT process NFC payments, debit cards, ...

Starting with Ascend Spring 2015, your store’s Status List automatically populated with all values from the Status field on incomplete repairs, so you may need to clean up this list a bit. If you’re new to Ascend, you’ll need to set up this list as part of your initial install. And, of course, your service center needs can always change. Multi-store...

The TrekFest Summer Sale includes updated sale pricing.If you’re interested in highlighting these prices as promotions, download the current Price Update file from the Retailer Portal. -Trek TCG_Summer Sale Price Correction_6-30-2023-Trekfest Summer Sale Showcase_7-1-2023 to 7-31-2023 not for import Import the file with Import Only New unchecked in ...

Ascend makes it easy for you to manage warranty transactions for affected Trek inventory and customers who may be impacted. For full details on this recall, see the B2B article. Note: All reimbursement requests require a B2B warranty claim. Do not submit Ascend reports to Trek Customer Care. System setup Download the ALNTCONCRD coupon for the custom...

Category flat tax functionality is available to users with version 18.1.107 and is not enabled by default. If you're on an eligible version, use the instructions below to get started. Multi-store retailers: If you share tax rates between locations, category flat taxes must be configured at your primary location and are shared in the nightly Data Exc...

Once you’ve installed your printer driver (see Install the receipt printer), you may wish to display your logo (or other image) on your receipts. Navigate to Devices and Printers.Note: Press the Windows key on your keyboard and type Devices and Printers to get there as quickly as possible. Right-click on the appropriate printer and choose Printing P...

Ascend must be updated to version 23.12 or newer to use this feature Orders can change even before products hit the shelves. With Ascend, maintaining accurate order information is a breeze, thanks to our Auto-Sync Purchase Order feature.  When you enable the auto-sync option within both the Edit Vendor screen and the Purchase Order form, your Ascend...

Klarna  is a great financing option for customers that allows them to pay off their purchases over time. Your Klarna account can be easily integrated with Ascend, which makes customer payments through Klarna a breeze! Once your Ascend and Klarna accounts have been connected (see Set up your Klarna account), the Klarna payment type is added to your A...

  To purchase necessary hardware and technology products to use alongside Ascend, please visit the Ascend Online Store for your region here:   🇺🇸 United States  https://bgs.four51ordercloud.com/ascend   🇨🇦 Canada https://bgs.four51ordercloud.com/ascend   🇦🇺 Australia https://bgs.four51ordercloud.com/ascend/catalog   🇬🇧 United Kingdom https://www.tre...

From the Payment toolbar, click the Gift Card button. The Amount field automatically populates with the amount due on the transaction. If the amount the customer wishes to use is different, enter that amount instead.Note: Not sure how much the customer has available? Click the Check Gift Card Balance button at the bottom of the window. Click in the ...

Our project roadmap is strategically planned for the greatest opportunities to increase profit for your business and address common pain points you and your employees experience. We're passionate about retail and we want to learn from you. The Ascend Early Access Program give retail experts the chance to try out exciting new software updates and ret...

Trek uses  Locally  to display retailer availability and allow customers to purchase products online. For details, see the Get started with Locally integration article. Frequently Asked Questions (FAQs) Q: How often are my stock levels updated? A: Stock levels update based on your scheduled report (see Send inventory & pricing information to Loc...

Fast Login (also known as Force Login) is a feature that requires Users to log into Ascend when accessing certain areas of the program. This feature is especially useful for high-traffic workstations that multiple staff members are going to be sharing and using during the work day. Fast Login makes it easy to quickly switch from one User to another,...

Your password to the Ascend software is encrypted, so we cannot look it up. However, your manager or administrator (usually the owner) can change your password for you. How to update a password A user with the permission Users - Add, Edit, Remove can change a user's password. Select the Database Explorer icon from the Ascend desktop. Select Users in...