Release Notes (General Release)

December 2018

Software 18.4.202 / Database Schema 61 (change from September 2018)

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

Release Date: December 18, 2018


Highlights

Ascend HQ

  • View your sales overviews and other key metrics. Control employee access via their Ascend user record.

Ascend RMS Client

  • (multi-store retailers) Share Rental Items across all locations.
  • (multi-store retailers) Choose how scanned transfer items are handled when processing transfers to other locations.
  • (multi-store retailers) Choose whether a Rate Program is shared across all locations, or if a location will use their own local rates.
  • Keep track of your customers’ contact preferences.
  • Manage your preferences for rentals and reservations in Options.

Full Release Notes

Ascend HQ

  • (new) Ascend HQ provides you with a cloud-based portal to manage your store from anywhere, whether it’s on your laptop, smartphone, or tablet. View your current sales overviews and other key metrics at any time of the day.
    Sherpa tip: In order to send data to Ascend HQ, the Ascend program must be running on your server computer, and at least one user must have logged in (using the Logout Inactive Desktop option is acceptable).
    To get set up after updating:
    1. (multi-store retailers) ALL of your locations (including any Events, Warehouse, or Online locations) must be updated to this version of Ascend before you can start using Ascend HQ.
    2. For all users you wish to have access, give the user the Reporting - Ascend HQ permission and enter the email address they will use to log in.
    3. Email help@ascendrms.com with your shop name to request access.
    4. Our team will get your data migrated and let you know when we’re done. At that point, we’ll also send you instructions on setting up accounts for your team.
    Sherpa tip: Migration may take up to five business days (Monday – Thursday, excluding US holidays).

Ascend RMS Client

  • (new) In the Edit Location dialog box (Database Explorer > Locations), the Website field’s Go button is removed.
  • (new) When editing Check-In or Check-Out dates on a Reservation, check Apply to all items to modify the dates of all Rental Items.
    Sherpa tip: Users must have the Reservations – Override user permission in order to modify dates.
  • (new) The following items are removed from the Ascend Desktop > Multi-Store menu:
    a. Exchange Data
    b. Advanced Multi-Store Functions > Send All Data to Secondary Stores / Receive All Data from Primary Store
  • (new) In the customer record (including the Customer Panel on transactions), the History tab displays transactions in reverse chronological order (i.e. the most recent transactions display at the top of lists).
  • (new) (multi-store retailers) Rental Items can be shared between locations. On the Reservations > Collections > Availability tab, users with the Reservations - Edit Remote Data permission can check the location(s) which you wish to allow to reserve Rental Items from your location. If a Rental Item is modified so that it will affect an existing Reservation or will duplicate Item Number, the item displays in purple.
    Sherpa tip: By default, no users have the Reservations - Edit Remote Data permission.
  • (new) (multi-store retailers) Rental Item availability from other locations displays in Reservations. If an item is reserved which is not in stock at your location, the Physical Location displays. In Database Explorer > Reservations, Reservations which contain an item from another location display in purple.
  • (new) (multi-store retailers) In the Reservations Center, use the Remote Items Required filter to display Reservations which need to have Rental Items transferred from another location. On the Ascend Desktop > Reservations tile, the number of Reservations which require items from another location displays.
  • (new) When creating an Inventory Adjustment, Unit Cost can be entered when increasing a product’s Quantity.
  • (new) (multi-store retailers) On the Check-Out Transfers screen, choose how scanned transfers are handled. This selection is saved across all workstations at your location.
    a. Scan and Select/Add: If the scanned item displays in the list and is not already selected, the item is selected. If the scanned item does not display in the list or all instances are already selected, a new transfer item is created.
    b. Scan and Add Only: For every item scanned, a new transfer item is created.
    c. Scan and Select Only: Scanned items are selected until no more matching transfer items exist.
  • (new) On the Check-In and Check-Out Transfers screens, selections are cleared when an action is taken (e.g. marking items as Sent) or when selecting a different status to view and filters are not retained after exiting the screen.
  • (new) Use the Rental Item Location report to display the status of all rental items across your locations. If the item is required for a future reservation, the date and (multi-store retailers) location of the reservation displays.
  • (new) (multi-store retailers) On a Rate Program (Database Explorer > Reservations > Rates), check Use Local Rates if your location uses its own rates for rentals/reservations and should not share this Rate Program with other locations. If a Collection uses a local Rate Program, it is displayed as such in Database Explorer > Collections.
    Sherpa tip: If Use Local Rates is checked on a Rate Program but no local Rates have been created, an error displays when editing a Reservation using items in that Collection.
  • (new) Rental Products and Rental Items can be imported at the same time. If a Rental Product is not specified for a Rental Item, or if duplicate Rental Products exist, the Rental Product Mapper displays.
  • (new) Rental Products cannot have duplicate Rental SKUs.
  • 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) Mark your customers’ contact preferences in their record.
    a. From the Preferred Language dropdown, select the language the customer prefers to speak.
    b. Check Declined next to the Email Address field to indicate that an employee requested the customer’s address, but they declined to provide it.
    c. Click the star icon next to the customer’s email address or a telephone number to indicate the customer’s preferred contact method.
  • (new) In Options > Reservations, select your preferences for reservations and rental transactions.
    Sherpa tip: These options are shared across all workstations at your location.
    a. Check Prompt for Customer to display the Select Customer dialog box when creating a new Reservation.
    b. In the Default Start Time and Default End Time fields, enter the default times you wish to use in new Reservations.
    c. In the Default Turnaround Time field, enter the number of minutes required to prepare rental items for their next reservation (e.g. cleanup time). Rental items will remain unavailable (in Turnaround status) for this period of time after they are checked in.
    Sherpa tip: If no turnaround time is required and items should be available immediately upon check-in, enter 0.
  • (new) In Database Explorer, right-click a transaction or reservation and select Copy Reservation Number/Copy Sales Barcode to copy its barcode or reservation number.
  • (new) (multi-store retailers) The same transfer item cannot be processed (checked in or out) on multiple workstations.
  • (new) Check the Reporting - Ascend HQ permission to allow a user to access Ascend HQ.
  • (fixed) When all possible Rate Types have already been added to a Rate Program (Database Explorer > Rates), a new Rate cannot be added to it.
  • (fixed) The Reservations – Override user permission is included in the Manager List user template.
  • (fixed) When changing users within a transaction (File menu > Login or F12 on the keyboard), the Advanced Payments permission is applied immediately.
  • (fixed) On the General Ledger Summary report, the Sales section displays totals only for top-level categories.
  • (fixed) In the Reservations Center, the icon in the Timing column displays the correct icon and double-clicking a Reservation Number does not add an extra Rental Item.
  • (fixed) The Reservations – Override user permission is included in the Manager List template.
  • (fixed) When a full-size (report) printer is set as a receipt printer, Special Order Receipts can be printed from a Vendor Order when they are associated with a work order which does not have a Technician selected.
  • (fixed) In the Desktop > View > Special Ordered Items screen, items can be removed.
    Sherpa tip: Items removed from this screen do not cancel existing orders or transactions. Only remove special order status from sale items on transactions.
  • (fixed) (multi-store retailers) On the Check-Out Transfers screen, errors do not display when viewing items in Picked status.
  • (fixed) When returning to the Reservations Center screen from a transaction or reservation, errors do not display when opening the next item.
  • (fixed) (multi-store retailers) On the Reservations Center screen, checking an item in or out updates its Location.
  • (fixed) Automatic backups complete successfully when an older version of the Microsoft .NET framework is installed.
  • (fixed) On a Reservation, items’ Check-In time cannot be prior to the Check-Out time.
  • (fixed) Reservations created prior to upgrading to the June 2018 version of Ascend can be searched using their Reservation Number.
  • (fixed) In Database Explorer > Reservations, uncheck the box next to the date selection to display all Reservations in your system.
    Sherpa tip: Click the Hidden button (on the toolbar) to include Reservations which were removed (hidden). These Reservations display with red text.
  • (fixed) In Database Explorer > Reservations > Rental Products > Rental Items, the Next Reservation column displays an appropriate date even if the item currently has a Status of Checked Out.
  • (fixed) On the Activity Summary report:
    a. When a pre-tax Coupon or Trade-In payment is applied to a sale item, the item is included in the Taxed Sales column (unless the sale item’s Tax Rate was 0%).
    b. Removed (hidden) Categories display when they contain a value for the selected date range.
    c. Totals for No Category only display when products without a category assigned are sold in the selected date range.
  • (fixed) The Credit and Debit Card Detail by Date report includes payments made on customer accounts (Purchase on Account).
  • (fixed) (multi-store retailers) In the Reservation Center screen, remote Reservations (Reservations from other locations) display in purple text and display the current location.
  • (fixed) (multi-store retailers) Performance on the Reconcile Inventory screen is improved.
  • (fixed) In the Discount Calculator dialog box:
    a. Values greater than 9999.99 can be entered when using the Set sale price(s) to reflect the following total Discount Type.
    b. Keyboard shortcuts function regardless of whether or not a sale item is selected.
  • (fixed) When a computer has multiple monitors, all screens open on the same monitor as the Ascend program.
  • (fixed) When a sale item is removed from a Work Order Detail, its Estimated Time value is removed from the Est. Time value on the Work Order Detail and is not included in Technician Availability.
  • (fixed) Multiple users cannot have identical passwords. Each user must have a unique password.
  • (fixed) On a Vendor Order, the Enter Serial Number dialog box always displays when Scan Serial Number is checked and a product in a serialized category is received.
  • (fixed) When a rental item is checked in on a reservation, it does not remain in Checked Out status.
  • (fixed) Scheduled reports can be delivered to SFTP addresses.

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

https://ascendrms.wistia.com/medias/2vsduhkwh7

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) 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

https://ascendrms.wistia.com/medias/y8astxirx5

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

https://ascendrms.wistia.com/medias/y10f931dio

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


https://ascendrms.wistia.com/medias/nz2bdybslb

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!

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