Release Notes (General Release)

September 2018

Software 18.3.143 / Database Schema 56 (change from June 2018)

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

Release Date: September 18, 2018


Highlights

Ascend RMS Client

  • Use the Service Center to manage your pending repairs and builds.
  • Configure your MC2180 inventory scanner as a USB Mass Storage Device (external drive).
  • Unit Cost in an Inventory Adjustment can be entered only when the product’s Quantity is zero.
  • Use the Reservations Center to monitor your reservations which will require attention soon.
  • (multi-store retailers) Access and edit Reservations at any location until a Rental transaction is created.

Full Release Notes

Ascend RMS Client

  • (new) In the Select Customer dialog box, transactions which are tied to a Reservation display Rental in the Type of Transaction column.
  • (new) In a serial number, the Assembled By dropdown displays the appropriate user, even if their user record was removed (hidden).
  • (new) (multi-store retailers) In Database Explorer > Reservations > Rental Products, select the Multi-Store tab to display total values for the Rental Product at other locations.
  • (new) In Database Explorer > Reservations, the Transaction column displays the barcode for the linked transaction and Estimate displays. On the Reservation Items tab, the Item Number selected displays. On the toolbar, click the Active button to display all Reservations which have not yet been checked in; unclick to display Reservations by date.
    Sherpa tip: The state of the Active button is saved for each user.
  • (new) In Database Explorer > Sales > Rentals > Sale Items tab, the Reservation Number displays for the linked Reservation.
  • (new) In Database Explorer > Reservations > Rental Products > Rental Items tab, the Times Rented column in the displays the total number of times the item has been checked in on a Reservation. Comments entered for the item display. (multi-store retailers) Uncheck your location name (at the bottom of the pane) to display Rental Items for other locations.
    Sherpa tip: Rental Items for other locations are view-only and cannot be edited.
  • (new) When saving Rental Products and Collections, spaces at the beginning and end of fields are removed.
  • (new) In Database Explorer > Reservations, click the Email or SMS buttons on the toolbar to send a message to the customer.
  • (new) In the Reservation screen, click the Email or SMS icons in the Details to send a message to the customer.
  • (new) The Service Center replaces the Work Orders Due/Work Orders Ready for Pick-Up screens.
    a. Select your preferred view (Due, Ready for Pick-up, or All) from the toolbar. This selection is saved for each user.
    b. When the customer for a Work Order is a company, the Customer Name column displays the company name.
    c. In a Work Order transaction, access the Service Center screen using the View menu > Service Center.
    Sherpa tip: When the Service Center screen is accessed from a transaction, the Add button (on the toolbar) is disabled.
  • (new) The MC2180 inventory scanner can be configured as a USB Mass Storage Device (external drive). In this mode, the Windows Mobile Device Center software is not required in order to transfer product and scan files from Ascend.
    Sherpa tip: Windows Mobile Device Center software is required to install a new inventory scanner.
  • (new) When creating an Inventory Adjustment, Unit Cost can be entered only when the product’s Quantity is zero.
  • (new) A Reservation cannot be opened on multiple workstations.
  • (new) If a discount was previously applied to a Rental transaction, it is reapplied when the associated Reservation’s duration is changed.
  • (new) On the Ascend Desktop, click the Reservations Center tile to monitor your reservations which will require attention soon.
    a. Select a date; view items by a single date, three-day block, or entire week.
    a. Filter by Collection or by the attention which is required. This pane can be collapsed or expanded. The state is saved for each user.
    b. Search by Reservation Number, customer name, Reservation Product Description, Reservation Item Item Number, or transaction Barcode.
  • (new) Receipts for Payouts match the format of receipts printed for all other transactions.
  • (new) The Deposits, Layaways, Quotes and Work Orders user permission is now Deposits, Layaways, Rentals, Quotes and Work Orders. Use this permission to control which employees have access to Rental transactions (access to customer Reservations remains unchanged).
  • (new) (multi-store retailers) Reservations can be edited at any location until a Rental transaction is created.
  • There’s a lot of text here. Need a break? Are you a dog person, a cat person, or maybe you prefer something else?
  • (new) Before a Reservation is saved, users with the Reservations - Override permission can click the Undo button to reverse the last change made to a Reservation Item.
  • (new) (multi-store retailers) When scanning items in Transfers, the sounds configured in Options > General > Play Sound When Receiving Products > Audio Files apply.
  • (new) (multi-store retailers) On the Check-In Transfers screen, choose how scanned transfers are handled. This selection is saved across all workstations at your location.
    a. Select Scan and Receive to automatically add scanned items to inventory and immediately remove them from the displayed list. This option is selected by default.
    b. Select Scan and Select to select all scanned items. Select this option if you wish to perform additional actions for scanned items (e.g. print labels). Click the Receive button (on the toolbar) to add selected items to inventory.
  • (new) (multi-store retailers) On the Check-Out Transfers screen, scan a serial number to automatically associate it with a transfer item and mark it as Picked.
    a. Select Scan and Receive to automatically add scanned items to inventory and immediately remove them from the displayed list. This option is selected by default.
    b. Select Scan and Select to select all scanned items. Select this option if you wish to perform additional actions for scanned items (e.g. print labels). Click the Receive button (on the toolbar) to add selected items to inventory.
  • (new) Scheduled reports can be delivered to SFTP addresses.
  • (new) In Options > Receipts > Layout, customize the display of your transaction (e.g. Sales) receipts.
  • (fixed) In the Check-Out Transfers screen, clicking the Pick button (on the toolbar) does not remove extra quantities of the item from your inventory.
  • (fixed) When you have multiple monitors on your computer, the Reservation screen always opens on the same monitor on which the Ascend program displays.
  • (fixed) (multi-store retailers) Reservations from another location display the correct status of items.
  • (fixed) In Rental transactions, payment buttons are always active until the day after the transaction is finished (closed).
  • (fixed) In Database Explorer > Reservations, results display when searching by Item Number. When sorting or filtering by Start Time or End Time, results display correctly.
  • (fixed) The Reservations screen matches the size of the main Ascend screen.
  • (fixed) The Orders Received by Session report includes orders which are automatically created by an eCommerce sale (i.e. Direct-to-Customer Supplier Sync orders).
  • (fixed) (multi-store retailers) When a customer’s Purchase on Account Status is changed to Inactive, this change is reflected at all locations.
  • (fixed) (QuickBooks® users) When Options > QuickBooks > Export Settings > List Received Orders Individually is checked and multiple Vendor Orders have the same PO Number, they are not combined on General Ledger Summary exports (IIF files).
  • (fixed) Totals on the Inventory and Inventory by Category Summary reports display the same results.
  • (fixed) On the TCS Service Team Analysis report, results are displayed for all active (unhidden) Work Order Details, regardless of whether or not the transaction is marked as a Work Order.
  • (fixed) (multi-store retailers) When a serial number which was previously transferred out of a location is transferred back to the same location, the original serial number is restored.
  • (fixed) (multi-store retailers) Remote quantities are updated when products are merged.

June 2018 Multi-Store Update 2

Software 18.2.201 / Database Schema 53 (no change from June 2018 Multi-Store Update 1)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from June 2018 Multi-Store Update 1)

Release Date: July 25, 2018

Ascend RMS Client

  • (fixed) (multi-store retailers) When a serialized item is transferred without assigning a serial number to the Transfer Item, local store inventory is adjusted appropriately.
  • (fixed) (multi-store retailers) Once a Transfer Item has been marked as Picked or Sent, it cannot be marked as Denied.
    Sherpa tip: Unsent items can be unmarked as Picked, then marked as Denied.
  • (fixed) (multi-store retailers) When a serial number is assigned to a Transfer Item after it has been marked Picked, it is removed from the sending store when it is marked Sent.
  • (fixed) (multi-store retailers) When a serial number is assigned to a Transfer Item, it always displays in the Transfer Item dialog box.
  • (fixed) (multi-store retailers) Quantity cannot be changed for Transfer Items that are marked Picked, Sent, Denied, or Received.
  • (fixed) When eCommerce sales are available to download into Ascend, an alert displays the Ascend Desktop > Messages pane.

June 2018 Multi-Store Update 1

Software 18.2.197 / Database Schema 53 (no change from June 2018)

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

Release Date: July 12, 2018

Ascend RMS Client

  • (fixed) (multi-store retailers) On the Check-Out Transfers screen:
    a. When creating a transfer for an item which does not have sufficient quantities on hand, a warning message displays.
    b. When an item is scanned for which an existing transfer exists, the item is selected for action. Previously selected items remain selected.
    c. When a location is selected in the Send To dropdown and an item is scanned for which an existing does not already exist, a new transfer is created and is automatically selected for action.
    d. When (All Locations) is selected in the Send To dropdown and an item is scanned for which an existing does not already exist, a new transfer is created and the Transfer Item dialog box displays.
  • (fixed) (multi-store retailers) Users’ Title and Gender share between locations.

June 2018

Software 18.2.195 / Database Schema 53 (change from Spring 2018)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from Spring 2018)

Release Date: June 19, 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.  

Highlights

Ascend Online Reports (AOR)

  • The Sales by Category Details report displays products sold in categories across locations.

Ascend RMS Client

  • (multi-store retailers) If your location does not have a product in stock but another location does, special order the item and request a transfer.
  • Manage your rental fleet, rates, and reservations in Ascend.
  • (multi-store retailers) Monitor Transfers which require action from the Ascend Desktop.
  • Configure Discount Reasons for cashiers to select when using the Discount Calculator utility. Choose whether or not cashiers are required to choose a reason when discounting.
  • Serial numbers associated with a received special order are automatically associated with the sale item.
  • (multi-store retailers) Users are shared across locations.
  • Integration with the Listen360 Customer Engagement Platform is available.

Full Release Notes

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

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, Inventory 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).
  • (new) Check Options > Sales and Returns > Prompt to Transfer 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. When Options > Sales and Returns > Prompt to Special Order is checked, Prompt to Transfer is automatically checked.
    Sherpa Tip: This option is NOT checked by default. When a special order item which is associated with a Requested transfer is removed from a transaction, the transfer is also removed.
  • (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 a category marked for Rentals from being discounted.
  • (new) In Database Explorer and query results (reports with an orange icon), additional filtering options are available.
  • (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) In Database Explorer > Payouts, users can customize and filter their grid view.
  • (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 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) 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.
  • There’s a lot of text here. Need a break? Are you a dog person, or a cat person?
  • (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.
  • (new) When a customer spreadsheet is imported without a value in the ID column, new customers are always created.
  • (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.
  • (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.
  • (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) 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.
  • (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).
  • (fixed) Effective date ranges for Coupons can be changed.

Spring 2018

Software 18.1.173 / Database Schema 49

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84

Release Date: March 20, 2018


Highlights

Ascend RMS Client

  • Configure a flat tax rate for categories.
  • On Sale functions are renamed Promotions. Use the Wizard to download Ascend-created sales promotions (e.g. Trek promotional sales).
  • Reprint receipts for the last transaction which was modified on the current workstation.
  • (multi-store retailers) Transfers are moved to the Stratus platform.
  • A Vendor Order cannot be opened on multiple workstations.
  • (Trek retailers) Retailer availability displays for all products on Trek's US & UK consumer website.

Full Release Notes

Ascend Analytics

  • (new) Performance on the Overview tab is improved.

Ascend RMS Client

  • (new) Set a flat tax rate for categories.
    a. In Database Explorer > Tax Rates, check Show Hidden and restore CategoryFlatTax. Edit the Description as required and enter the default Amount for all categories.
    b. In Database Explorer > Categories, enter the appropriate tax amount for each category.
    Sherpa Tip: If the tax applies only to a few categories (e.g. Bikes), set Amount to $0.00 in CategoryFlatTax and enter the appropriate rate in each category.
  • (new) When no Footer information is entered in Options, text on full-page receipts “wraps” to the next page at an appropriate spot on the page – preventing large areas of white space at the bottom of the page.
  • (new) On Sale functions are renamed Promotions. Click Database Explorer > Promotions > Wizard to download Ascend-created sales promotions (e.g. Trek promotional sales).
  • (new) When a transaction is opened but is not exited normally (e.g. Ascend crashes or “freezes” and the user must use the End Task command), it can always be opened on the same workstation on which it was previously opened.
    Sherpa Tip: If you’re seeing frequent crashes or “freezing,” contact Ascend support – this generally indicates a larger issue in your system, which, if ignored, can cause other serious issues (including possible loss of data).
  • (new) When the Microsoft SQL Server service is not running on your server computer (which prevents Ascend from running), click the Restart SQL Server button to run this service.
    Sherpa Tip: If the SQL Server service is running on your server computer, but other computers are unable to connect to Ascend, see I can't log in to Ascend for troubleshooting tips.
  • (new) The minimum screen resolution to run Ascend is 1280 x 768.
  • (new) When an Account Type of Company is selected, the company name displays in the Customer Panel on transactions.
  • (new) When Ascend is unable to check for new eCommerce sales, an error does not prevent other processes running on your server computer.
  • (new) (multi-store retailers) Transfers are moved to the Stratus platform. The Check-In Transfers and Check-Out Transfers screens are reorganized for easier use and better performance. Access all actions from the toolbar. Keyboard shortcuts are updated for easy memorization. Users are not prompted to print the list of items they just transferred.
    After all of your locations (including warehouse or events locations) are upgraded, we’ll automatically move your data to the new platform – you don’t need to schedule an appointment with up us to do this, but it may take a few days after your upgrade to take effect. You’ll see the new screens once we’ve migrated you to the Stratus platform. Transfers prior to January 1, 2017 are not migrated – refer to your Inventory Adjustments to locate older transfer information.
  • (new) (multi-store retailers) On the Check-Out Transfers screen, assign a serial number to a Transfer Item to automatically mark it as Picked.
  • (new) From the Ascend Desktop, click the Reprint Receipt tile to reprint the last transaction modified at the current workstation. From the Ascend Desktop or the Transaction screen, select the File menu > Print Last Transaction Receipt or Print Last Transaction Gift Receipt to reprint the appropriate receipt type for the last transaction modified on the current workstation.
  • (new) A Vendor Order cannot be opened on multiple workstations.
  • There’s a lot of text here. Need a break? Are you a dog person, or a cat person?
  • (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.
  • (new) (Trek retailers)  All products on trekbikes.com display their availability at customers' local retail stores.
  • (fixed) The TCS Service Team Analysis report can be scheduled for delivery.
  • (fixed) Customer can be associated with all Inventory Adjustment types.
  • (fixed) The Top Products by Sales report does not include quotes.
  • (fixed) On the Time Clock report, long user names do not take up two lines.
  • (fixed) The Products Sold with No Vendor report includes uncategorized products.
  • (fixed) Check Options > Labels > Use QOH when printing labels in Database Explorer to default the quantity of labels to print to the product’s in-stock quantity.
  • (fixed) Labels can be printed when duplicate UPCs exist.
  • (fixed) All eCommerce sales are available for import (download).
  • (fixed) When viewing Sales History, individual location totals display correct values.
  • (fixed) In a Vendor Order, Case Qty can be entered in the Missing Product Attributes dialog box.
  • (fixed) When creating a Vendor Order and clicking Cancel on the Select Vendor dialog box, an order is not created.
  • (fixed) (multi-store retailers) When duplicate products are merged and the user chooses to merge quantities, quantities at other locations are also merged.
  • (fixed) On the Activity Details report, down-payments which were previously made on transactions display as Released on the date the transaction is finished (closed).
  • (fixed) In the Trek Order Grids screen, products display in red when all associated vendor products are removed (hidden).
  • (fixed) When duplicate products with the same UPC exist, labels can be printed.
  • (fixed) When a decimal is erroneously entered in the Quantity to be Ordered dialog box on a Vendor Order, the quantity entered can be corrected.

Winter 2017

Software 17.4.375 / Database Schema 47

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84

Release Date: December 19, 2017

Sherpa tip: If your server is running Microsoft SQL Server 2012 or earlier, contact the support team to schedule your upgrade to SQL Server 2014 or newer. Previous versions of Microsoft SQL Server are not supported, and may cause errors to occur with newer versions of Ascend.

Oregon retailer? Click here to learn how to set up a category flat tax.

Overview video



Highlights

Ascend Online Reports (AOR)

  • The Inventory & Sales History report displays additional details.
  • Select Vendor on the Sales by Category Summary report.

Ascend RMS Client

  • Receive a notification when a transaction is already open on another computer.
  • In Purchase on Accounts (accounts receivable):
    a. When a customer Account Type of Company is selected, First Name and Last Name are not required.
    b. Enter payment Terms for transactions.
    c. Click Manage Account on the customer record to access the Payment on Account screen.
    d. On the Payment on Account screen, view the Transaction Details.
    e. Display the Purchaser’s information in the Ship To section of invoices.
    f. Print additional details on statements.
  • Enlarge and Shrink the text size on Vendor Orders, Work Orders Due, and Work Orders Ready for Pick-up.
  • In a Vendor Order, select a location from the Transfer To drop-down to send the product to Check-Out when it is received.
  • Only Show Available Spaces for Selection is automatically checked in the Spaces dialog box. Uncheck to view all Spaces (including those in user) in drop-downs.

Full Release Notes

Ascend Online Reports (AOR)

  • (new) On the Inventory & Sales History report, check the appropriate options to exclude values for Min/Max, On Order, Committed, and additional Product Details from the displayed results. Overall performance is improved.
  • (new) On the Sales by Category Summary report, Vendor can be selected.
    Sherpa Tip: Once an item is in your inventory, Ascend has no way to identify which vendor a specific item came from – only which vendors a product may be ordered from. Running reports by vendor may inflate your total values.

Ascend RMS Client

  • (new) Backup (both manual and automatic) performance is improved for stores with large databases.
  • (new) Payments cannot be processed while the transaction is loading or saving. This change prevents “orphaned” payments (i.e. payments which are not associated with a transaction).
  • (new) In the Spaces list:
    a. Check Sort Alphabetically to keep your Spaces list ordered.
    b. Uncheck Only Show Available Spaces for Selection to display all Spaces (including those in use) in Space dropdown menus.
    Sherpa Tip: This option is checked by default.
    c. Right-click and choose Insert Row to add a new Space above the selected location.
    d. When removing a Space, it is not removed from the list until Save is clicked.
    e. Multiple Spaces can be selected for removal.
    f. When the list is unsorted, click and drag a Space to move it to the desired location.
  • (new) In Work Order Details, enter a maximum time of 99:99 for Est. Time and Actual Time.
    Sherpa Tip: Leading zeros must be entered for single-digit times (e.g. 06:07).
  • (new) Automatic delivery of the Cash Reconciliation Summary reports can be scheduled.
  • (new) Spaces are always released from Work Order Details when the transaction is finished (closed).
  • (new) When a Work Order Detail is marked Completed, the Timer stops automatically and the date is displayed next to the checkbox.
  • (new) Performance for importing and exporting Vendor Orders is improved.
  • (new) The Vendor Order screen is rearranged for easier use.
    a. Select a location from the Transfer To column to begin a transfer for the order item.
    b. On the toolbar, click Toggle Text Size to display text in a larger font.
    Sherpa Tip: User grid customizations share across all workstations in your store. Current customizations reset upon upgrade, but all future customizations are retained.
  • (new) Terms can be entered for customer Purchase on Account accounts.
  • (new) If a customer has an Account Type of Company selected, First Name and Last Name are not required, and Company is required.
  • (new) On the Purchase on Account payment dialog box, check Display Purchaser Shipping Address on Invoice to display the purchaser’s address on statements instead of the selected customer for the transaction.
  • (new) On the Payment on Account screen, click Details (on the toolbar) to view the information entered on the Purchase on Account payment dialog box.
  • (new) A transaction cannot be opened on multiple workstations.
  • (new) Ascend can be installed on new computers.
  • (new) Automatic delivery of the Activity Details report can be scheduled.
  • (new) All large (full-page) receipts use the same format.
  • (new) In-store and vendor product spreadsheet exports are rearranged for easier use. Download the new vendor product template file here.
    Sherpa Tip: Older template files will continue to work until Spring 2018.
    a. PartNo is now VPN.
    b. NonInventory is now IsNonInventory.
    c. MfgrPartNo is now MPN.
    d. The Select All/Select None buttons are replaced with a checkbox above the fields to import.
    e. All fields display in the Select Columns to Import dialog box.
  • (new) When printing Purchase on Account (POA) statements, print only open balance details, only paid balance details, or all balance details.
  • (new) (multi-store retailers) Performance is improved when saving and importing products.
  • (new) When charging to Purchase on Account (POA) and printing large (full-page) receipts:
    a. Terms display.
    b. “Charged to Account” displays instead of “PurchaseAccount.”
    c. Amount Due displays the amount charged to the customer’s account (instead of $0.00).
  • (new) On the Work Orders Due and Work Orders Ready for Pick-up screens, click Enlarge/Shrink to toggle font size.
  • (new) On the Work Order Details screen, Due Date and Due Time display separately.
  • (new) In the Items to Order dialog box, choosing a category also displays products in child categories.
  • (new) In Vendor Orders, click the Help button (on the toolbar) to view related training resources (e.g. knowledge base articles and Ascend University modules).
  • (new) The TCS Total Finished Work Orders report is renamed TCS Total Completed Work Order Details. Use this report to display the total number of work orders marked Complete in the selected date range.
  • (new) The TCS Work Order Add-On Dollars report is renamed TCS Add-On Revenue Details. Use this report to display the total add-on MSRP dollars in the selected date range by vendor.Sherpa Tip: Once an item is in your inventory, Ascend has no way to identify which vendor a specific item came from – only which vendors a product may be ordered from. Running reports by vendor will inflate your total values.
  • (new) The TCS Totals Received by Vendor report displays a Total for Amt Received and a % of Total Dollars value for each vendor.
  • (new) The TCS Service Tickets per Bike Sold report displays the percentage of bikes sold last year which have had an associated work order detail over the past year.
  • (new) The TCS Team Member Analysis report is renamed TCS Service Team Analysis. Use this report to display the totals for transactions, add-ons, and labor items by technician in the selected date range.
  • (new) The TCS Total Add-on Revenue report is renamed TCS Add-on Revenue Summary. Use this report to display total work order add-on MSRP dollars in the selected date range.
  • (fixed) When multiple work orders are selected, Availability cannot be clicked.
  • (fixed) In Options > Services, the Automatic Email BCC value can be removed (cleared).
  • (fixed) Spaces can be assigned to new serial numbers.
  • (fixed) When order items are split, values display correctly in the Product Query utility.
  • (fixed) On the Vendor Order screen, using the tab key on the keyboard does not exit the order.
  • (fixed) Multiple work orders can be selected and removed.
  • (fixed) When no cash is taken, but a payout is recorded, the QuickBooks® General Ledger Summary (IIF) file remains in balance.
  • (fixed) Spaces are released when a repair is marked Complete from the Work Orders Due screen and the transaction is closed.
  • (fixed) Performance on the Work Orders Due and Work Orders Ready for Pick-up screens are improved.
  • (fixed) When a special order is added to a transaction after another has been completed, users receive the Complete Special Order prompt for the additional items.
  • (fixed) When a work order is finished (closed) and the work order detail is marked Complete, it cannot be changed.
  • (fixed) When a product’s Estimated Time value is modified, open work order details containing the product automatically update.
  • (fixed) When a repair item is added to a work order detail, subsequent new work order details added are not automatically populated with this item.
  • (fixed) Scheduled reports do not repeatedly send every minute.
  • (fixed) When a serial number is transferred to another location, its Space is released when it is checked out.
  • (fixed) When selecting the View menu (from the Ascend Desktop) > Vendor Products, no products display by default (and therefore no timeout errors display).
  • (fixed) When transactions are merged via the Select Customer dialog box, the resulting transaction does not display that it is currently open on another workstation.
  • (fixed) In Database Explorer > Users > Time Clock, dates do not appear duplicated.
    Sherpa Tip: Don’t worry – this bug only affected the display in this area. Your Time Clock data was all safe and correct!

Fall 2017

Software 17.3.191 / Database Schema 43

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84

Release Date: September 12, 2017

Overview video



Highlights

Ascend Analytics

  • The Daily Sales Summary and Category Health Summary reports display the date/time.

Ascend RMS Client

  • Configure an address to automatically receive a copy (BCC) of all emails sent from your system.
  • Specify users as Technicians, set the amount of time (minutes) each has available to work on work orders, and schedule work by their availability.
  • Predefine Spaces for storage of repair items and/or serialized items.
  • Check a gift card’s balance from the Payment dialog box.
  • The Sales by Sales Person report displays all applicable users, regardless of whether the user is hidden.
  • Many branded EMV cards (e.g. REI-branded MasterCards) can be processed without error.

Full Release Notes

Ascend Analytics

  • (new) On the Daily Sales Summary and Category Health Summary reports, an Ascend logo and the date/time display.

Ascend Online Reports (AOR)

  • (new) On the Inventory & Sales History report, check the appropriate options to exclude values for Min/Max, On Order, Committed, and additional Product Details from the displayed results. Overall performance is improved.
  • (fixed) The Inventory by Category Detail report returns only in-stock products in the selected category.
  • (fixed) (multi-store retailers) All reports display and run when a location is no longer used (closed/unsupported).
  • (fixed) Performance for the Ascend Health Checkup report is improved.
  • (fixed) The Daily Accounting Summary and Customer Data Capture reports display valid results as soon as they are accessed.

Ascend RMS Client

  • (new) In certain situations where a branded EMV (“chip”) card (e.g. REI-branded MasterCards) does not utilize full EMV standards, it can be processed successfully.
    Sherpa Tip: Since EMV technology is still relatively new in the US, standards can be something of a moving target. There may still be some
    scenarios where a valid card cannot be processed due to an incorrect setup by the issuing bank.
  • (new) When processing a Gift Card payment, the Amount field is automatically selected. Click Check Gift Card Balance to check the card’s available balance directly from the Payment dialog box.
  • (new) Up to 12 Quickie buttons are available in Work Order Details, and the dialog box is restructured to show additional detail.
  • (new) Manage the hook/location names you use from Work Order Details or Options > Sales and Returns > Work Orders > Spaces. In Work Order Details, the Space dropdown replaces the Location field; on upgrade, the Spaces list is automatically populated with all Location values from incomplete work order details and serial number records. Spaces already in use on a repair display in italic orange text, and in use for a serial number display in italic blue text. Sherpa Tip: Managing Spaces requires the System Tools user permission.
  • (new) The Sales by Sales Person report displays hidden (removed) users who have completed sales during the selected date range and can be delivered on a schedule. All values display in two decimal points.
  • (new) In Options > Services, enter an Automatic Email BCC address to receive a blind carbon copy of all emails sent via Ascend.
    Sherpa Tip: This option shares across all computers at your location (not across multi-store locations). Once set, this field requires a value.
  • (new) In Options, the Vendor Update tab is removed. Specify Trek pricing levels in the Trek tab, and toggle the Import Only New Products for Vendors option on the General tab.
    Existing product information is overwritten when the Import Only New Products for Vendors option is unchecked. Always back up your Ascend system before importing product spreadsheets. Previous information cannot be recovered without a backup.
  • (new) Work Orders Due and Ready for Pick-up are redesigned for easier use. Mark repairs which must be worked first as Important. Users can customize their grid view. Filters can be applied to refine work orders by technician, status, location, due date, and more.
    Sherpa Tip: User grid customizations and Service Technician filter share across all workstations in your store. Current customizations reset upon upgrade, but all future customizations are retained.

  • (new) Specific users’/mechanics’ availability can be entered for work order scheduling.
    a. In a user’s profile (Database Explorer > Users), check This user is a Service Technician to specify users who can be scheduled for work orders.
    b. In Options > Sales and Returns > Work Orders > Scheduling, select By Time.
    c. From Work Orders Due or Work Orders Ready for Pick-up, click Tech Settings (on the toolbar) to enter the number of minutes available per date for each user/mechanic. Time may be entered one, two, or four weeks at a time. Click the arrows to navigate dates. If the values are the same as a previous date range, select that week from the Copy Settings from dropdown menu and click Copy.
    d. In Work Order Details, click View Availability to schedule a due date based on mechanics’ scheduled work time. Assign the repair to either any available mechanic or a to specific mechanic. The next available date is automatically selected, but can be changed at any time.
    Sherpa Tip: If you prefer to instead only allow a specific number of work orders to be scheduled on a date (regardless of users’/mechanics’ time), simply keep Options > Sales and Returns > Work Orders > Scheduling > By Number selected.
  • (new) Work Order Details do not require a Repair Item.
  • (new) Users can customize their grid view in Database Explorer > Serialization.
    Sherpa Tip: User customizations share across all workstations in your store.
  • (new) Multiple serial numbers can be entered for products with electronic components (e.g. e-bikes). The In-Store Location field is renamed Spaces and shares the values entered for work orders.
  • (new) In Reports > Work Orders, run built-in reports for Trek Certified Service.
    a. TCS Total Finished Work Orders displays the total number of work orders created in the selected date range.
    b. TCS Work Order Add-on Dollars displays the total add-on dollars in the selected date range by vendor.
    Sherpa Tip: Once an item is in your inventory, Ascend has no way to identify which vendor a specific item came from – only which vendors a product may be ordered from. Running reports by vendor will inflate your total values.
    c. TCS Average Hook Turn displays the average number of days taken to complete work orders.
    d. TCS Totals Received by Vendor displays total units and dollars received by vendor in the selected date range.
    e. TCS Service Tickets per Bike Sold displays the total units of labor items added to a work order with a serialized item.
    f. TCS Technician Analysis displays the totals for transactions, add-ons, and labor items by technician in the selected date range.
    g. TCS Total Add-on Revenue displays total work order add-on dollars in the selected date range.
    h. TCS Work Order Time Variance displays the total time from work order creation to completion in the selected date range.
  • (new) QuickBooks® General Ledger Summary export (.iif) files can be exported regardless of date format.
  • (new) In Work Order Details, enter Est. Time and Actual Time in hours and minutes (format HH:MM). Enter a maximum time of 99:99.
    Sherpa Tip: Leading zeros must be entered for single-digit times (e.g. 06:07).
  • (fixed) eCommerce exports (uploads) do not return the message “Failed: Upload - UploadError, CatSync File Does Not Exist.”
  • (fixed) Date and time display in the Reservation dialog box.
  • (fixed) Special Order prompts correctly calculate Quantity Needed values based on current inventory levels. Special order items’ quantities can be changed in transactions.
  • (fixed) In Work Order Details, in-cell editing is only available when the corresponding setting checked in Options and quantities are not combined into a single line item when multiple products are scanned.
  • (fixed) If a user clicks Cancel on both the Enter Serial Number and Select Customer prompts when creating a work order, a blank, removed (hidden) transaction is not created.
  • (fixed) When installing the current version of Ascend, users are prompted to install additional Microsoft® software which the Ascend program requires to install successfully.
    Sherpa Tip: Before installing Ascend on a new computer, be sure to continue to check for and install Windows® updates (restarting the computer
    as prompted) until there are no more updates available. Windows® updates are not cumulative, and each update may trigger another required update.
  • (fixed) In the Scheduler utility, appointments can be added to the correct date.
  • (fixed) (multi-store retailers) In a vendor order, edits made using in-cell editing are shared across all locations. Reorder (min/max) values at the editing location do not reset.
  • (fixed) (multi-store retailers) Product sync performance is improved.
  • (fixed) While the Transaction screen is loading, toolbar buttons cannot be selected. This change also prevents the Finished date from changing on completed transactions and prevents completed transactions from reopening.
  • (fixed) In certain situations, no error occurs when installing a new version of Ascend.
  • (fixed) Coupon Codes and Descriptions match regardless of which drop-down menu is used for selection.
  • Feedback and Knowledge Base