System setup

1. Download the CBRCONCRD25 coupon for the customer to use at a future date on Trek and Bontrager products. Article: Download coupons using the Coupon Wizard      
2. Create a Non-Inventory Labor SKU for the following services:
   1. Labor - Coaster Brake Recall 2025
      • Description: Labor - Coaster Brake Recall 2025 
      • BRAND: Trek/Electra
      • UPC: CBRLBR25
      • Keyword: CBRLBR25
      • SKU: CBRLBR25
      • Category: Labor
      • Manufacturer’s Part Number: CBRLBR25
      • Estimated Cost: $0.00
      • MSRP: $0.00
      • Non-Inventory: Checked
      • eCommerce: Unchecked          

Replacement Parts

1. Create a work order for the customer. Article: Process a customer’s repair (work order) 
2. For the labor and parts, use the non-inventory labor SKUs from above.
3. Follow the B2B article guidelines on how to receive your rebate for the work being done.

Coupon redemption

1. Redeem CBRCONCRD25 coupons as normal.    
   Note: Coupons have no cash value and must be used in one purchase.      
   Note: Consumers will not receive physical coupons.     
   Note: We advise printing the coupon ahead of time and keeping a copy for scanning at a register.   

Ascend Queries

You will be receiving an email from Trek with bikes shipped to you.  You can use the queries below to discover which customers bought them and if you still have any in stock. 

If you are unfamiliar with how to run a query in Ascend, check out our article, Reporting: How to Run a Custom Query.

Contacting potentially affected customers

1. Copy this query:

SELECT DISTINCT Sales.ID
	,[Customer]= Customers.FirstName+ ' ' + Customers.LastName
	,[Phone] = SUBSTRING(Customers.Phone, 1, 3) + ' ' +
                 SUBSTRING(Customers.Phone, 4, 3) + ' ' + 
                 SUBSTRING(Customers.Phone, 7, 4)
	,[Email]= Customers.Email
	,[Address]= Customers.Address
	,[Address2]= Customers.Address2
	,[City,State,Zip]= Customers.City + ', ' + Customers.State + ' ' + Customers.Zip
	,[Description]= Products.Description
	,SerialNos.SerialNo
	,SalesItems.Quantity
	,[DateCreated]= SalesItems.DateCreated
	,[Finish Date]= Sales.FinishDate
FROM Sales
	JOIN Customers ON Sales.CustomerID = Customers.ID
	JOIN SalesItems ON Sales.ID = SalesItems.SalesID
	JOIN Products ON SalesItems.ProductID = Products.ID
	LEFT JOIN SerialNos ON SalesItems.SerialID = SerialNos.ID
	JOIN VendorProducts ON Products.ID = VendorProducts.ProductID
	JOIN Vendors ON VendorProducts.VendorID = Vendors.ID
WHERE Sales.Hide = 0
AND Sales.Quote = 0
AND SalesItems.Hide = 0
AND Sales.FinishDate IS NOT NULL
AND VendorProducts.PartNumber IN(
'5271577',
'5271578',
'5271584',
'5271581',
'5271582',
'5271583',
'5271614',
'5271611',
'5271612',
'5271613',
'5273573',
'5273574',
'5268682',
'5275996',
'5275997',
'W594637',
'W594199',
'W594197')
ORDER BY
[Customer],
Sales.FinishDate

2. Navigate to Ascend SQL Query. From the Ascend desktop > Reports > SQL Query in the top toolbar.
3. Paste the text in the top pane within Ascend Reports > SQL Query.
   1. Click Execute.
   2. Contact the customers on the list to let them know their bikes may be impacted     

Display the number of impacted bikes you have in stock 

1. Copy this query

Select Products.ID,
[SKU] = Products.[Store UPC]
,[Description] = Products.Description
,[Qty] = Products.Quantity
FROM Products
WHERE Products.Hide = 0
AND Quantity > 0
AND Products.ID IN (Select ProductID From VendorProducts
Where (PartNumber IN(
'5271577',
'5271578',
'5271584',
'5271581',
'5271582',
'5271583',
'5271614',
'5271611',
'5271612',
'5271613',
'5273573',
'5273574',
'5268682',
'5275996',
'5275997',
'W594637',
'W594199',
'W594197'
)))

2. Navigate to Ascend SQL Query. From the Ascend desktop > Reports > SQL Query in the top toolbar.
3. Paste the text in the top pane within Ascend Reports > SQL Query.
   1. Click Execute.
4. You can use this list to help guide you to the products you have in the shop. 

Reporting

Reimbursements/rebates are issued based on B2B warranty claims. Do not submit Ascend reports to Trek Customer Care. You may reference the reports below for personal use, though they are not needed for the reimbursement process.

• To report on coupon redemptions, use the Payments > Coupon Use History report.
• To report on work performed, use the Customer or Product Query utility. Article: Reporting - Create Customer and Product Queries