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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 timeOrdering - 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 timeService - 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 timeProducts - 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 timeAscend Pay - Report Definitions
If you are looking for the original Ascend Pay reports and definitions you're in the right spot. If you'd like to check out the new Ascend Pay reports, click here . If you're ready to reconcile your account with this information, click here. Ascend HQ Reports To access all available Ascend Pay reports: Navigate to Ascend HQ (hq.ascendrms.com) . Se...
13 min reading timeElectra Ponto Go! + Reclassification CA SB 1271 - California
California legislation (SB 1271) goes into effect Jan 1, 2025, which redefines class 3 e-bikes. In essence, a speed pedal-assist electric bike cannot have a throttle. It must rely solely on pedal-assist support if it can exceed 20 mph. This impacts Electra's Ponto Go! sold in California before January 1, 2025. Click here to check out the Trek B2B ar...
1 min reading timeCustomers - 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