Kristina Florin
kristina_florin@ascendrms.com

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Updated September 25th, 2024 by Kristina Florin

Products - Searching for Products using Database Explorer

Curious about how to search for products in your database without being in the transaction screen? Let's walk through using the Products folder in Database Explorer to help with exactly that. From the Ascend desktop Click the Database Explorer or Products icon. When using the Database Explorer icon Ascend opens to the Products folder by default. We'...

1 min reading time
Updated October 30th, 2024 by Kristina Florin

Service - Walk Through the Work Order Details Screen

If you are new to the Service Department, let's take a moment to walk you through the Work Order Details screen in detail. If you are just simply looking for the steps on how to create a Work Order, check out our article, Service - Create, Update and Completed a Work Order / Repair . Work Order Details Screen Associate or Add Serialized Item / Custo...

5 min reading time
Updated September 19th, 2024 by Kristina Florin

Customers - Customer Panel

The Customer Panel is visible in the transaction screen. It's not only a great way to verify customer information, but you can also use it as a tool to create connection with your customers.  Customer Panel Once a customer is selected and you enter the transaction screen, you will see the Customer Panel displayed on the right-hand side. If you'd lik...

1 min reading time
Updated October 15th, 2024 by Kristina Florin

Ordering - Walk through the Vendor Order (purchase order) screen

Let's take a walk through the Ascend purchase order screen. Top Toolbar File Save: Save the Order Import from Excel: This function gives you the ability to import a purchase order from Excel. There is specific formatting required.  Export to Excel: Export the current order to Excel. Print: Print the order Print Preview: Preview how the order will be...

4 min reading time
Updated September 19th, 2024 by Kristina Florin

Sales - Selling a Serialized Product

Selling a Serialized Product Selling a serialized item in Ascend follows a similar process to a basic sale, with just a few additional steps to ensure everything remains clean and accurate. In order for Ascend to allow for scanning a serial number or prompting for a serial number, the product MUST be in a serialized category. Scanning the Serial Num...

1 min reading time
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