Release Notes (Beta)

June 2018 Beta 7

Software 18.2.195 / Database Schema 53 (no change from June 2018 Beta Release 6)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from June 2018 Beta Release 6)

Release Date: June 19, 2018

Ascend RMS Client

  • (fixed) In a Serial Number record, the appropriate user displays in the Assembled By dropdown, even if that user was removed (hidden).

June 2018 Beta 6

Software 18.2.192 / Database Schema 53 (no change from June 2018 Beta Release 5)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from June 2018 Beta Release 5)

Release Date: June 13, 2018

Ascend RMS Client

  • (fixed) In the Discount Calculator dialog box, discounts can be removed.
  • (fixed) Discounts applied to transactions which are linked to a Reservation are not reset unless the Reservation changes.
  • (fixed) Effective date ranges for Coupons can be changed.
  • (fixed) In Database Explorer > Users:
    a. Click the Hidden button (on the toolbar) to display removed users in red text.
    b. (multi-store retailers) The Active Locations column displays the locations’ Short Name.
  • (fixed) (multi-store retailers) In the Edit User dialog box, the Locations tab displays the locations’ Short Name.
  • (fixed) (multi-store retailers) Performance on the Work Order Due / Work Orders Ready for Pick-up screens is improved.
  • (fixed) (multi-store retailers) Users who are not active at the current location are not displayed in dropdown menus.
  • (fixed) When a Reservation is created from a transaction, discounts can be applied to the transaction.

June 2018 Beta 5

Software 18.2.169 / Database Schema 53 (no change from June 2018 Beta 4)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from June 2018 Beta Release 3)

Release Date: June 6, 2018

Ascend RMS Client

  • (fixed) When a user customizes their grid view in the Check-In Transfers or Check-Out Transfers screen, the Sent To or Rcv From column displays appropriately for the screen selected.
  • (fixed) Converting a quote to a sale/layaway does not remove extra quantities from inventory.
  • (fixed) In a reservation, rental item numbers do not “flicker” when additional items are added.
  • (fixed) Transactions linked to a reservation cannot be finished (closed) before all reservation items are checked in.
  • (fixed) In the Discount Calculator dialog box, all buttons and fields display on lower screen resolutions.
    Sherpa Tip: The minimum screen resolution to run Ascend is 1280 x 768.

June 2018 Beta 4

Software 18.2.155 / Database Schema 53 (change from June 2018 Beta Release 3)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from June 2018 Beta Release 3)

Release Date: May 30, 2018

Sherpa Tip: (multi-store retailers) Discount Reasons, Reservations, Tax information (rates and exceptions), Users, and Customers sharing require migration to Stratus. Special Orders and tile status for Transfers require migration of your Transfers to Stratus. Migration may take up to two business days (Monday - Thursday) after ALL of your locations (including any Events, Warehouse, or Online locations) have updated to this version of Ascend to take effect.

Ascend RMS Client

  • (new) In Options > Sales and Returns > Discounts > Reasons, configure the reasons for which employees may apply discounts to transactions. Uncheck Require Discount Reason if employees do not need to select one of the defined categories when changing customer prices in the Discount Calculator dialog box (keyboard F9). Use the Discounts - Manage Reasons user permission to restrict who can add, modify, or remove items in this list.
    Sherpa Tip: The Discounts - Manage Reasons permission is not checked by default. (multi-store retailers) Discount Reasons share across all locations.
  • (new) Errors in the Exception Report dialog box cannot be emailed.
    Sherpa Tip: Click the Copy Text button to paste these errors into an email to Ascend support.
  • (new) Configure your rental fleet and your rate schedule. Schedule reservations for customers and automatically link them to a transaction. (multi-store retailers) Confirm reservations made for customers at another location (shared reservations are view-only and cannot be edited). A new set of Reservations user permissions allow you to manage which employees have access to each facet of your reservations and rentals. In a Category, check Rental to indicate that the category contains items related to rentals and reservations. A new Reservations category and Rental Charges product are automatically created.
    Sherpa Tip: No users have Reservations permissions by default.
  • (new) In the Discount Calculator dialog box, check Exclude Rental Items to prevent full-transaction discounts from applying to items in a category marked for Rentals.
  • (new) In the Work Orders Ready for Pick-up screen:
    a. Double-clicking an item opens the transaction by default.
    b. Date Created can be displayed.
  • (new) In Database Explorer > Sales > Work Orders:
    a. Due Date does not display.
    b. Information for the entire transaction (not individual Work Order Details) display.
    c. On the Sale Items tab, the Warranty status, WO Ticket #, and Repair Item associated with the item display.
    d. On the Payments tab, User Added displays.
  • (new) Up to four decimal places can be entered for tax rates.
  • (new) (multi-store retailers) In the Special Order dialog box, the current location does not display for transfers.
  • (new) (multi-store retailers) In the Work Orders Due/Ready for Pick-up screen, Special Order filters include items requested from another location.
  • (new) (multi-store retailers) On the Ascend Desktop, the Transfers In and Transfers Out tiles display the number of items which require attention.
  • (new) Use the integration with the Listen360 Customer Engagement Platform to automate your customer satisfaction surveys. Reserve your spot to get notified when we start accepting signups.
  • (new) Use the Discounts > Discount History Detail and Discount History Summary reports to view discounts which have been applied to completed sales in a date range.
    Sherpa Tip: Discounts can only be tracked since updating to the June 2018 Beta 4 release – previously applied discounts do not display.
  • (new) (multi-store retailers) Customers, Tax Rates, and Tax Exceptions are shared using the Stratus platform. Data Exchanges are no longer required.
    Sherpa Tip: Stratus migration may take up to two business days after all of your locations have updated to this version of Ascend to take effect. Data Exchanges are automatically disabled when migration is complete.
  • (new) (multi-store retailers) Users are shared between locations. Use the Locations tab to select at which locations a user may have access. Use the Users - Edit Local Users permission to manage user permissions at a specific location. Use the Users - Master User permission to add and remove users, manage user Locations, and manage user permissions across all locations.
  • (new) In Database Explorer > Users, users can customize and filter their grid view.
  • (new) (multi-store retailers) When importing customers from a spreadsheet, changes may not be immediately available. An email is sent to the user who performed the import when the process is complete.
  • (fixed) When creating a Payout, a negative Amount can be entered to add cash to a drawer.
  • (fixed) (multi-store retailers) In a Vendor Order, a serial number can be entered for a product which is being transferred to another location.
  • (fixed) In the Purchase on Account screen, Ascend does not “freeze” or become unresponsive when printing multiple receipts (either by processing multiple payments or by manually printing multiple receipts).

June 2018 Beta Release 3

Software 18.2.105 / Database Schema 52 (change from June 2018 Beta Release 2)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from June 2018 Beta Release 2)

Release Date: May 8, 2018

Ascend Online Reports (AOR)

  • (fixed) The Sales by Category Summary report runs when your location name contains an apostrophe ().

Ascend RMS Client

  • (new) (multi-store retailers) When Options > Sales and Returns > Prompt to Special Order is checked, Prompt to Transfer is automatically checked.
  • (new) In Work Order Details, Special Order status displays for sale items.
  • (new) When a serial number is associated with a special order item when it is received (either on a vendor order, or by checking in a transfer), the serial number is automatically assigned to the sale item.
  • (new) When a sale item is special ordered, the cashier is prompted to enter a serial number only when the item has been received (either on a vendor order, or by checking in a transfer).
  • (new) (multi-store retailers) When a transfer item is associated with a special order, the Transfer Item dialog box displays the transaction details.
  • (new) (multi-store retailers) When a special order item which is associated with a Requested transfer is removed from a transaction, the transfer is also removed.
  • (new) In Database Explorer > Payouts, users can customize and filter their grid view.
  • (fixed) (multi-store retailers) When a Promotion is downloaded using the Wizard, it is automatically shared across all locations.
  • (fixed) In the Promotion Wizard:
    a. When a promotion item is removed on the Found tab, the product is not removed (hidden) from your system.
    b. When a promotion was previously downloaded to your system, running the Wizard again downloads only new items. Promotional pricing cannot be changed by downloading from the Wizard again.
  • (fixed) (multi-store retailers) When a serial number is assigned to an order item, it can be transferred to another location from a Vendor Order.
  • (fixed) Screens do not display a large, red X and display all toolbar/panel items. The Ascend program does not use excessive amounts of computer memory.

June 2018 Beta Release 2

Software 18.2.83 / Database Schema 51 (change from June 2018 Beta Release 1)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from June 2018 Beta Release 1)

Release Date: April 24, 2018

Ascend Online Reports (AOR)

  • (new) On the Ascend Health Checkup report:
    a. The Are you on the current version of Ascend? metric reports the correct version of Ascend for the selected location.
    b. The How many products in inventory would show a negative margin if sold? metric excludes products which are on an active Promotion.
  • (new) Use the Sales by Category Details report to display products sold in selected categories across locations in a selected date range.
    Sherpa Tip: By default, this report runs for the past 30 days.
  • (new) On the Inventory & Sales History report:
    a. The date range displayed in the results is always the same as the date range chosen for the report.
    b. Year, Style Name, Style Number, Gender, and Season fields display.
    c. Transfer values do not display.
  • (new) Report results display when run for a large number of categories.

Ascend RMS Client

  • (new) Check Options > Sales and Returns > Prompt to Transfer if you wish to display stock at other locations and allow users to request a transfer when a sale item is not in stock and requires a special order.
  • (new) On the Ascend Desktop, click the Order Grids tile to access the Trek Order Grids.
    Sherpa Tip: Products can only be added to an order when the Order Grids are accessed from an active Vendor Order.
  • (new) Scheduled delivery of QuickBooks® General Ledger Summary (IIF) files runs regardless of which user is currently logged into Ascend.
  • (new) When Options > Trek > Demo is checked, no warning prompt displays when accessing Trek orders. **DEMO** displays repeatedly in the header for Vendor Orders.
    Sherpa Tip: When in demo mode, orders are not submitted to Trek.
  • (new) In the Discount Calculator (keyboard F9):
    a. Select multiple sale items to apply the same discount. Click the Select All button to select all sale items.
    b. In the Calculated Discount section, select the Discount Type you wish to apply from the dropdown menu, enter the desired amount, and click the Apply button.
    c. Click the Reset All button to clear discounts from all sale items.
    d. Check Exclude Rental Items to prevent items in the Rentals category from being discounted.
  • (new) In Database Explorer and query results (reports with an orange icon), additional filtering options are available.
  • (fixed) Files required for running the program are not missing after updating.
  • (fixed) Special characters (e.g. apostrophes and ampersands) cannot be entered in the Trek Card Application form.
  • (fixed) (multi-store retailers) Large Promotions are shared between locations.

June 2018 Beta Release 1

Software 18.2.49 / Database Schema 50

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84

Release Date: March 27, 2018

This update requires a restart during the installation - no warning or prompt displays.

Ascend RMS Client

  • (new) In the Schedule Report Delivery dialog box, click the Test Delivery button to ensure your configuration is successful. Clicking Save does not exit the screen. Reports can be scheduled for more than 100 days.
  • (new) In the Transfer Item dialog box, select a previously-entered serial number from the Serial Number dropdown.
  • (new) Starting with the next Ascend release, click the Update button on the Update Ascend screen to automatically install a new version of Ascend with no user intervention required.
  • (new) On the Ascend Desktop, the Messages pane remains the size configured.
  • (new) In Reports, Negative Inventory displays additional information for more thorough investigations.
  • (new) On the Check-in and Check-out Transfers screens, click the Toggle Text Size button (on the toolbar) to display text in a larger font.
  • (new) On the Transaction screen, click the Return button (on the toolbar) to access the Previous Sales Items dialog box. Scan the customer’s receipt to return sale items at the price which the customer paid.
  • (new) The Ascend version name displays the month in which it was released to all retailers (e.g. June 2018 instead of Summer 2018).
  • (fixed) (multi-store retailers) When more than 5,000 transfer items exist or multiple transfer items exist for the same product, all items display on the Check-in or Check-out Transfers screen.

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