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 vendor products into Ascend
- In Ascend, navigate to Database Explorer > Products.
- Find and open the product record (Part Number is TREKPROJONE).
- Change the SKU to TREKPROJONE.
- Check Do not upload label info.
- Verify the Category is Bikes and NonInventory is checked.
- Click the Save button.
- When the MSRP Is Not Greater Than Cost prompt displays, click the Yes button.
- (optional) Print labels to keep at all registers for employees to scan easily.
Project One orders
- At the time of sale:
- Add the Project One Placeholder product. Adjust the Price to the full price of the customized bike.
- Mark the placeholder as a Special Order so your buyer knows to enter the order. Article: Handle Special Order items
Note: You may wish to print two copies of the customer’s receipt. - Take any deposit payments that your store requires. If full payment is taken, be sure to select Keep Open on the toolbar.
- Place the order for the customer’s customized bike on Trek’s B2B site.
- From the Order Detail screen, download and import the product spreadsheet.
Note: The order spreadsheet is not required at this point. - Make note of the Sales Order and Customer PO information.
- Remove the placeholder item from the customer’s transaction and add the product information from the B2B order.
- Mark the product as a Special Order. Article: Handle Special Order items
- From the Order Detail screen, download and import the product spreadsheet.
- Record the order in Ascend.
- Create a vendor order for Trek Bicycle Corporation. Article: Create a Vendor Order (purchase order)
- On the toolbar, click the Reorder button and add the customer’s Special Order.
- Enter the Sales Order in the Vendor Order # field and the Customer PO in the PO Number field.
- Do not check availability or submit the order.
- When the customer’s bike is received, process the order, apply payments, and finish the sale like any other Special Order. Article: Handle Special Order items
KB22-202