Release Notes (General Release)

June 2021 Hotfix

Software 21.3.145 / Database Schema 93.1 (change from June 2021)

Ingenico iSC Touch 250 Device Configuration: 20.1.1 / Firmware: 23.2.46.1 (no change from June 2021)

Ingenico Lane 7000 Device Configuration: 20.3.3 / Firmware: 6.81.9 (no change from June 2021)

Release Date: July 14, 2021

Ensure all computers are running the current version of Ascend before processing any transactions.

Ascend RMS Client

  • (fixed) Customers’ In-Store Credit and Gift Certificate balances calculate correctly when the customer is set up to Purchase on Account. On the Purchase on Account screen, applying a single In-Store Credit or Gift Certificate payment to multiple transactions does not create a positive In-Store Credit/Gift Certificate balance (customer owes the store money).
  • (fixed) (Trek dealers) On the Receiving Wizard:
    a. Inventory values are not duplicated if multiple order items for a product exist on a Vendor Order and the order items are received at different times.
    b. Serial numbers are correctly applied to associated to special orders.
    c. When a Vendor Order contains an item which does not match the B2B record, clicking Generate Order Items continues to check for items in the selected shipment.

June 2021

Software 21.3.140 / Database Schema 93 (change from April 2021)

Ingenico iSC Touch 250 Device Configuration: 20.1.1 / Firmware: 23.2.46.1 (no change from April 2021)

Ingenico Lane 7000 Device Configuration: 20.3.3 / Firmware: 6.81.9 (no change from April 2021)

Release Date: June 30, 2021

Highlights

Ascend HQ

  • Enter Safety Stock values on the Reorder Analysis tool to account for “backup stock” when calculating suggested reorder (min/max) values, view your current quantity on order for products, and reset reorder values to 0.

Ascend RMS Client

  • (Trek dealers) Use the Receiving Wizard to automatically retrieve order items included in a packing slip/shipment across multiple Vendor Orders.
  • (Trek dealers) Automatically create missing replacement products in the Product Replacement Wizard.
  • eCommerce Sales attempt to “intelligently” match any duplicate products in your system.
  • (Trek dealers) Display estimated Delivery Dates in app for special orders and order items.
Sherpa tip: The new in-app delivery date feature will help you stay on top of Trek shipping times, but there's no historical view for previously communicated dates. Provide best-in-class hospitality by keeping notes in the Comments section of the transaction with details about estimated dates until the customer gets the product.

Full Release Notes

Ascend HQ

  • (new) On the Orders > Reorder Analysis tool:
    a. In the Safety Stock column, enter the number of items you wish to keep in your “back stock” in addition to the number of items kept on your floor. For example: Your floor display has two hooks which can hold a total of six water bottle cages, but you want to ensure the hooks are always fully stocked. Enter a Safety Stock value of six so you have extra items to replenish the floor display while awaiting order items from the vendor/supplier. If your calculated sales and lead times indicate a minimum stock of four items and a maximum of six items, the Sugg Min column displays 10 and the Sugg Max column displays 12.
    b. The QOO column displays the total quantity of unreceived order items in Ascend.
    Sherpa tip: For items ordered in bulk (case quantity), the number of cases displays.
    c. Click the Set to 0 button to clear reorder (min/max) values for all selected products.
    Sherpa tip: Previously selected products remain selected until changes are applied – be sure to apply all changes before clicking Set to 0.

Ascend RMS Client

  • (new) (Trek dealers) In Database Explorer > Orders, click the Rec. Wizard button (on the upper toolbar) to scan or enter a Packing Slip Number to automatically retrieve order items included in the shipment.
    a. If a Vendor Order was not entered in your system, click the Generate Missing Orders button.
    b. Check the Order Items in the shipment and click Receive to check the selected items into inventory.
    Sherpa tip: If product Costs have permanently changed, check Update Vendor Costs before receiving. Check Split Shipping On Items if shipping costs should be applied to order item Cost.
    c. Click the Print Labels button to print labels for all received Order Items.
    d. Special ordered items on the orders included in the shipment are received in the order of oldest sale to newest (as quantity allows). If additional order items remain after all special orders are allocated, they are also received in the order of oldest sale to newest.
    Sherpa tip: If a special order should not be received yet, uncheck the order item before clicking the Receive button.
    e. Click the Print SO Receipts button to print standard (small) receipts for all received special order items.
    f. Users must have the Vendor Orders user permission to access this feature.
  • (new) On non-serialized special ordered sale items, Quantity can be edited. The Special Order dialog box re-displays.
    Sherpa tip: Serialized items (e.g. Bikes) cannot have a Quantity greater than one.
  • (new) The text on serial number labels displays in a larger font.
  • (new) (Trek dealers) On a Vendor Order, availability displays for Build To Order (BTO) products.
  • (new) On the Product Replacement Wizard:
    a. (Trek dealers) New products missing from your system are automatically created.
    Sherpa tip: Cost and MSRP values are based on Trek B2B order information. New products are created when there is not an exact match between the Trek SKU and Ascend VPN (vendor part number).
    b. For special orders, Discount History details from the original sale item are recorded with the replacement. In Reports > Discounts, Discount History Detail and Discount History Summary display values accordingly.
  • (new) On the eCommerce Sales screen, products which have a removed (hidden) duplicate do not cause a Product Match Failed status. Orders which contain active duplicate products in Ascend automatically match if:
    a. One product has a greater inventory value.
    b. One product is assigned to a category, but the other is uncategorized.
    Sherpa tip: Be sure to run Desktop > Tools > Advanced Database Functions > Remove Duplicate In store Products regularly to ensure no duplicate products exist in your system. If both duplicate items are assigned to a category and/or have equal inventory quantities, the order displays in Product Match Failed status.
  • (new) (Trek dealers) Estimated Delivery Dates from Trek (Shipped, Estimated, or Promise) displays for items on a submitted Vendor Order.
    Sherpa tip: Vendor Order # in Ascend must match the B2B Order number exactly – including spaces and other characters.
    See the Best practices for ordering & receiving article to ensure your store is  using the most efficient processes for ordering.
    a. On the Transaction screen, the Delivery Date column displays for special order items associated with a Vendor Order.
    b. On a Vendor Order, the Delivery Date column displays for all unreceived order items.
  • (fixed) On a Promotion, additional Promotional Items can be added after a product with a $0.00 MSRP is added.
  • (fixed) On a Work Order, the Special Order dialog box displays when appropriate.
  • (fixed) When the Customer Panel is collapsed on a transaction, minimizing and maximizing the screen does not cause Ascend to “freeze”/become unresponsive.
  • (fixed) On the Work Order Details screen, using in-cell editing and the Quickie buttons does not re-add previously removed sale items.
  • There’s a lot of text here. Need a break? Are you a dog person, a cat person, or maybe you prefer something else?
  • (fixed) When a sale item is associated to an order item in the Special Order dialog box, the association is removed if the sale item Quantity is changed to exceed the order item Quantity.
  • (fixed) When a special ordered sale item which was associated to an order item is removed, the association is removed.
  • (fixed) On the Send SMS Message dialog box, previously sent messages display without error.
  • (fixed) On a transaction, no errors display when:
    a. The transaction balance is $0.00.
    b. (Chase users) An Ingenico payment terminal is installed but disconnected.
    c. The user clicks a button on the toolbar while the transaction is saving.
  • (fixed) On a Vendor Order, Packing Slip and Invoice values can be entered in the Receiving History dialog box.
  • (fixed) On the Product Replacement Wizard, no error displays when searching for products.
    Sherpa tip: Ensure all computers (server AND workstations) meet Ascend’s minimum hardware requirements.
  • (fixed) (Chase users) When an Ingenico payment terminal is installed:
    a. Ascend does not “freeze”/become unresponsive when the transaction is paid in full.
    b. If the payment terminal is disconnected while processing an NFC (contactless) payment, it is not duplicated when attempting to process again.
    c. If the payment terminal is disconnected while processing a payment, the payment displays on the transaction screen.
  • (fixed) When full payment is taken to convert a Quote transaction to a Sale, the Special Order dialog box displays when appropriate.
  • (fixed) On a Vendor Order:
    a. The Items Received This Session and Amount Received This Session values update when an order item which was split is received.
    b. On the Order Summary pane, Cost and MSRP values display two decimals.
    c. (multi-store retailers) On the Order Summary pane, locations are not duplicated.
  • (fixed) On the Special Order dialog box, very long product descriptions do not cause the Comments field to shrink and become inaccessible.
  • (fixed) (Chase users) Credit/debit charges are not duplicated when the payment was successfully processed and a USB device (including but not limited to the Ingenico payment terminal) is disconnected from the computer.
  • (fixed) When a transaction is still saving, no error displays and users cannot click on toolbar or menu items.
    Sherpa tip: Ensure all computers (server AND workstations) meet Ascend’s minimum hardware requirements.
  • (fixed) (Trek dealers) Trek bike registrations record Purchase Date as either the Finished (closed) date for the transaction, or the date entered in the Trek Registration dialog box > This item is a gift field.
  • (fixed) Unnecessary log files for the Ascend.Rms.Agent service are not created on workstations.
  • (fixed) (multi-store retailers) On the Check-In Transfers screen, remaining transfers continue to display when one item is received.
  • (fixed) When a transaction is closed using the X button (in the upper right corner):
    Sherpa tip: Exit transactions using the Back button (on the toolbar).
    a. Ascend does not “freeze”/become unresponsive.
    b. Any payments taken are recorded accordingly.
  • (fixed) (multi-store retailers) On the Customer Panel on a transaction, the correct value displays for In-Store Credit > All Locations.
    Sherpa tip: Customer In-Store Credit and Gift Certificate balances display for all locations, but can only be used at the location which issued it.
  • (fixed) (multi-store retailers) When a transfer item is Picked or Sent at another location, it cannot be Removed (Abandoned).

April 2021

Software 21.2.116 / Database Schema 91.1 (change from February 2021)

Ingenico iSC Touch 250 Device Configuration: 20.1.1 / Firmware: 23.2.46.1 (no change from February 2021)

Ingenico Lane 7000 Device Configuration: 20.3.3 / Firmware: 6.81.9 (change from February 2021)

Release Date: April 28, 2021

Highlights

Ascend HQ

  • The Service Team Analysis report allows you to analyze the work being done in your service center.
  • The Reorder Analysis tool allows you to plan products which will need to be ordered soon and allows you to set reorder levels (min/maxes) according to your sales so you never run out of popular products.

Ascend RMS Client

  • (US/Canada only) Process customer orders using the Locally eCommerce platform.
  • Use the Product Replacement Wizard to easily replace discontinued products with their new model year replacements.

Full Release Notes

Ascend HQ

  • (new) The Analytics > Retail Profit Machine (RPM) metric displays correctly when the browser window is not maximized.
  • (new) On the Time Clock report, records longer than 24 hours do not display.
  • (new) Use the Service Team Analysis report to assess your mechanics’ and service center’s performance.
  • (new) Use the Orders > Reorder Analysis tool to calculate recommended reorder (min/max) quantities for products based on sales data and lead time from specific vendors – then automatically apply the new values directly from the report.
    Sherpa tip: A maximum of 99 days Lead Time can be entered. New values can be set for all items, in-season (Min 1) or out-of-season (Min 2) values only, selected products only, or only items with value changes. Reorder values can be cleared for ALL products. Check Include Inventory with No Sales to include products in stock which have not sold during the selected date range and/or Show Only New to display only products which were added during the selected date range. Search the list for specific products, categories, and/or errors in data entry. Enter any notes buyers should know in the Reorder Comments field.
  • (fixed) Column and report names display correctly when a new version is released.

Ascend RMS Client

  • (US/Canada only) (new) eCommerce integration using Locally is available.
    a. In Options > eCommerce Import, select Locally from the provider dropdown and enter your Locally Store ID.
    b. Accept, cancel, and process customer orders (buy or reserve online and store pick up) in the eCommerce Sales screen.
    Sherpa tip: Locally collects and pays local sales tax(es) on your behalf. Sales tax is not included in Ascend transactions paid online.
    c. Sync inventory and pricing via scheduled report.
    d. (Trek dealers) Display your availability for products on the Trek website and allow customers to purchase directly from the product listing.
    Sherpa tip: Locally integration replaces all previous Trek inventory sync processes.
  • (new) On the Ascend Desktop, click the Replacement Wizard tile to adjust product information when a manufacturer/supplier carries over a model into a new model year but changes their product information (new Part Number, UPC, etc.).
    Sherpa tip: Update vendor/supplier products with the new model year information prior to using this feature.
    a. Update order items on open Vendor Orders which are being replaced by the new model.
    b. Update special ordered sale items which are being replaced by the new model. Keep the originally promised price, or update with the new product’s MSRP.
    c. Email, Export (in CSV format), or Print a copy of the replacement summary.
    d. Users must have the Vendor Orders user permission to access this feature.
  • (fixed) On the eCommerce Sales screen, right-click a column header and select Column Chooser to display hidden fields.
  • There’s a lot of text here. Need a break? Are you a dog person, a cat person, or maybe you prefer something else?
  • (fixed) On a Vendor Order:
    a. Select the Tools menu > Remove Customer Association to clear the special order or manual customer association assigned to an order item.
    b. The Location in Store column (available in the Column Chooser) displays a value when the corresponding field is entered on the product record.
  • (fixed) The log files for the Ascend.Rms.Agent service are not unnecessarily duplicated and do not use excessive amounts of hard drive space.
  • (fixed) When the SMS message for special orders is customized (in Options > Services > SMS Setup button > Special Order tab), all placeholder Tags are replaced with the appropriate values.
  • (fixed) In Database Explorer > Inventory Adjustments, Inventory Adjustment records display the correct Type.
  • (fixed) On the Items to Order dialog box, the Special Order Items pane does not “hide” the Export button. Files can be exported in either PDF or CSV format.

February 2021

Software 21.1.175 / Database Schema 88 (no change from February 2021 Early Release 1)

Ingenico iSC Touch 250 Device Configuration: 20.1.1 / Firmware: 23.2.46.1 (no change from November 2020)

Ingenico Lane 7000 Device Configuration: 20.3.3 / Firmware: 6.81.5 (change from November 2020)

Release Date: February 18, 2021

Overview video

Highlights

Ascend HQ

  • The Time Clock report allows you to review and export employees’ hours worked.
  • Collapse the navigation panel to better view reports with a large amount of data.
  • (Coming soon!) Adjust your Goals for the Analytics Retail Profit Machine (RPM) metric.

Ascend RMS Client

  • (Trek dealers) APPLE information for on order items automatically updates once per week.
  • Assign pending order items to customer special orders to avoid duplicate orders and accurately reflect availability.
  • (multi-store retailers) Enter additional notes for transfers assigned to customers.
  • Mark Work Orders as Warranty to filter your mechanics’ work appropriately.
  • Enter additional notes and display additional information for eCommerce Sales.

Full Release Notes

Ascend HQ

  • (new) Use the Time Clock report to review employees’ hours worked and export them as a spreadsheet for easy import into payroll software.
  • (new) Click the double arrow icons (<< / >>) to shrink or expand the navigation panel. When collapsed, click an icon to move to the desired area.
  • (new) On the RPM Accuracy report:
    a. The goal for the % of Products Sold w/Category metric is 99%.
    b. The goal for the % of Sales w/Time Clock Records metric is 95%.
    c. The date range for the report displays below the report title.
    d. Click the question mark icon to access the knowledge base for additional information on calculations for each metric.
    e. Values cannot be greater than 100%.
  • (Coming soon!) (new) In Settings > Goals, configure target values for the Analytics > Retail Profit Machine (RPM) metric.
  • (fixed) The Date Range field is consistently active or disabled based on the report or page selected.

Ascend RMS Client

  • (new) Progress “spinner” dialog boxes cannot be closed. These automatically close when Ascend finishes processing information.
  • (new) Performance for displaying reservations is improved when there are a large number of reservations and/or rental products.
    a. Ascend Desktop > Reservations tile
    b. Database Explorer > Reservations
    c. Reservation screen
    d. Reservations Center screen
  • (new) The Sales - Associate Special Orders user permission allows employees to associate special orders to an existing order item.
    Sherpa tip: This permission is NOT checked for existing users on upgrade. This permission is included in the Administrator List permission template.
  • (new) (Trek dealers) Pricing information for items on order automatically uploads to APPLE once per week (in addition to at Vendor Order submission).
  • (new) On a previously created Vendor Order, click the dropdown arrow in the Transaction column to assign an outstanding special order to that order item, or to assign the order item to a different special order. If a special order was previously assigned to the order item, select the blank row to move the special order back to outstanding.
    Sherpa tip: If outstanding special orders exist for the product, this column is highlighted in yellow. Disassociating a special order from an order item does NOT remove the special order status.
  • (new) When the Ascend.Rms.Agent Windows service stops unexpectedly, it automatically restarts.
  • (new) On the eCommerce Sales screen:
    a. Enter additional information about the order in the Notes column.
    b. The eCommerce provider displays in the Channel column.
    c. The payment type displays in the Provider Payment column.
  • (new) On the Work Order Details screen, check Warranty to indicate the repair is due to an issue which requires a replacement from the manufacturer. On the Service Center screen, check Warranty to display these repairs.
  • (new) (multi-store retailers) On a special order requested for transfer from another location, enter any additional notes in the Transfer Comments column.
  • (new) When a product is out of stock but has already been ordered from a vendor/supplier (i.e. an unreceived and unassigned order item exists on an open Vendor Order), select an order from the Associate to Purchase Order dropdown in the Special Order dialog box.
    Sherpa tip: Users must have the Sales - Associate Special Orders permission. Orders only display if the order item’s quantity is sufficient to fulfill the special order. The displayed date is the date the order was created, not the date it was submitted.
  • 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) On the Items to Order dialog box, click the dropdown arrow in the Available Order column to assign an outstanding special order to an existing order item. Click the Map Special Orders button to save the assignment.
    Sherpa tip: Users must have the Sales - Associate Special Orders permission. If unreceived order items with a quantity sufficient to fulfill the special order exist, this column is highlighted in yellow.
  • (new) When a duplicate password is entered for multiple users, users are informed the password is invalid.
  • (new) The Reports – Advanced SQL Query user permission allows employees to run queries which edit data (queries which do not begin with SELECT). The Allow Commands in SQL Query Window permission is renamed Reports – SQL Query.
    Sherpa tip: This permission is NOT checked for any users (including newly-created users using the Administrator List permission template). Do not run advanced queries unless you are proficient in the SQL programming language – improperly written SQL commands can cause serious damage your system.
  • (new) On a Vendor Order, order items associated with a special order can be split.
    Sherpa tip: When an order item is split, the corresponding sale item is also split.
  • (new) (Chase users) The Ingenico Lane 7000 payment terminal automatically reboots at 2:00 am daily.
  • (fixed) (Trek dealers) When a serial number was assigned to a sales item which was removed (hidden), registration information is sent to Trek when it is later sold.
  • (fixed) (multi-store retailers) In Options > Multi-Store, performance for customizing Shared Product Attributes is improved.
  • (fixed) (Chase-integrated retailers) Firmware/configuration updates for the Ingenico payment processing device can be completed.
  • (fixed) Performance is improved when managing or searching for customers when there are large gaps in customer Account Numbers.
  • (fixed) (multi-store retailers) Performance for processing transfers is improved when there are a large number of transfer items.
  • (fixed) In the Discount Calculator dialog box, sale items are discounted correctly when multiple VAT rates are active.
  • (fixed) (multi-store retailers) Performance for inventory quantity updates in large stores is improved.
  • (fixed) (Chase-integrated retailers) When an Ingenico payment terminal is installed but disconnects during a payment, Ascend does not “freeze”/become unresponsive.
    Sherpa tip: When the payment terminal is reconnected, return to the Ascend Desktop to reestablish the device connection.
  • (fixed) When adding or editing a user, copying an existing user’s permissions (Permissions tab > Copy User > select a user instead of a template list) includes the Maximum Discount value.
  • (fixed) When opening a work order from the Service Center screen, Ascend does not “freeze”/become unresponsive when opening a work order as a different user.
  • (fixed) (multi-store retailers) In-store credit balances are not cleared (set to $0.00) when customers are updated using:
    a. A spreadsheet import.
    b. The Update Customer Data to Upper Case function.
    c. Manually edited or merged zip/postal codes.
  • (fixed) (multi-store retailers) When a customer doesn’t have a modified date (e.g. were added via spreadsheet import), any future changes successfully share to other locations.
  • (fixed) (multi-store retailers) On the Check-In/Check-Out Transfers screens:
    a. Serial numbers share to the receiving location.
    b. Inventory does not adjust and transfer status does not change when the Agent service experiences connection issues.
  • (fixed) Workstation-specific settings are not unexpectedly reset.
  • (fixed) (Chase-integrated retailers) When an error occurs during payment processing:
    a. The Payment dialog box remains open.
    b. Ascend does not “freeze”/become unresponsive.
    c. Payments are not duplicated when attempting to process them again.
    d. Near-field communication (“contactless”/NFC) payments are removed/voided.
  • (fixed) Users are unable to switch from one screen (e.g. Trek Order Grids, Select Customer dialog box) to the Ascend Desktop without exiting to the previous screen. This prevents users from having orders, transactions, and/or other records “mixed up” and saved incorrectly.
  • (fixed) When Options > Sales and Returns > Allow In-Cell Editing is unchecked, users can only edit information using the Sales Items dialog box.
  • (fixed) Performance loading the Vendor Order screen is improved.
  • (fixed) On the Send SMS Message dialog box, previously sent messages display without error.
  • (fixed) On the Work Orders > Details with Customer Name and Phone report, removed (hidden) sale items do not display.
  • (fixed) Serial numbers with more than 12 characters can be scanned.
    Sherpa tip: Up to 20 alphanumeric characters (including spaces) can be entered for serial numbers.

November 2020

Software 20.4.94 / Database Schema 85 (change from September 2020)

Ingenico iSC Touch 250 Device Configuration: 20.1.1 / Firmware: 23.2.46.1 (no change from September 2020)

Ingenico Lane 7000 Device Configuration: 20.3.2 / Firmware: 6.81.5 (no change from September 2020)

Release Date: November 11, 2020

Overview video

Highlights

Ascend HQ

  • Schedule daily, weekly, or monthly email delivery of the Category Analysis report.
  • The RPM Accuracy report compares how well your store follows Ascend’s best practices.

Ascend RMS Client

  • (Chase users) We’ve made multiple stability improvements for payment processing with Ingenico payment terminals (iSC Touch 250 or Lane 7000).
  • Access all SMS (text) messages sent to a customer (up to the previous 13 months) any time a message is sent.
  • Use the MPIs tabs in various areas to view all Multi-Point Inspections previously entered for a customer/bike.
  • Use the Email tab from the customer record or Customer Panel in a transaction to view key information for previous email messages sent to a customer.
  • Use the Customers - Import/Export user permission to limit which employees can manage customer information via spreadsheet.

Full Release Notes

Ascend HQ

  • (new) In Settings > Scheduled Reports, configure automatic email delivery (in XLSX format) for the Category Analysis report.
    Sherpa tip: Only one address can be entered in the Email To field – enter additional email addresses in the CC To field. Separate email addresses in the CC To field with a comma (,) or semicolon (;). In the Subject field, a maximum of 512 characters can be entered.
  • (COMING SOON!)  Use the RPM Accuracy report to review how well your store adheres to key Ascend retail best practices. Click the toggle button (double square icon) to display the point value for the metric and further insight into the calculation.

Ascend RMS Client

  • (new) (Chase users) When an Ingenico payment terminal is installed but disconnected during a payment, the payment is cancelled (or voided) and a warning message displays.
    Sherpa tip: When the device is reconnected, return to the Ascend Desktop to reestablish the connection.
  • (new) When sending a customer an SMS message, all messages sent to the customer from this location in the last 30 days display. Click the Load More Messages button to display messages from the previous six months, up to a maximum of 13 months. Click the Send New Message button to create a message.
    Sherpa tip: A maximum of 314 characters (including spaces) can be entered.
  • (new) In Database Explorer, select the MPIs tab to display all multi-point Inspections entered for bikes in the following areas:
    a. Customers
    b. Sales
    c. Serialization
  • (new) On a customer record or the Customer Panel on a transaction:
    Sherpa tip: These functions replace the Miscellaneous > Email Usage and SMS Usage reports in Ascend Online Reports (AOR).
    a. Select the MPIs tab to display all multi-point Inspections entered for the customer's bike(s).
    b. Select the Email tab to view the date sent, message subject, email address the message was sent from, and email address the message was sent to.
    Sherpa tip: Emails sent prior to upgrade are NOT stored.
    Ascend does not store the body of emails sent. If you need to verify full messages sent to customers, configure an email address to receive a blind carbon copy (BCC).
    Hover over the mouse over the Date value to view the time the message was sent.
  • (new) When a computer’s Region settings do not match Ascend’s, a warning message displays.
  • (new) The Customers - Import/Export user permission allows employees to manage customers via spreadsheet.
    Sherpa tip: This permission is NOT checked for existing users on upgrade. This permission is included in the Administrator List permission template.
  • (new) In Reports > Customers, Customers on Mail List and Top Customers by Visits are removed.
  • (fixed) The Work Order Details screen does not resize when very long comments are entered in the Internal Notes field.
  • (fixed) (multi-store retailers) On a product record, the Last Sold Date for the current location on the Location/General and Multi-Store tabs match.
  • (fixed) (multi-store retailers) Inventory value changes share when workstation dates/times do not match the server computer.
    Sherpa tip: Date/time differences between computers can cause many other issues, including errors in payment processing and out-of-balance sales. Configure all computers to set the date/time automatically.
  • (fixed) (Trek dealers) When multiple instances of the same order item (separate line items) exist on a Vendor Order, APPLE price updates do not fail when the order is submitted.
  • (fixed) (Chase users) When taking another Credit or Debit payment after a previous payment failed, Ascend does not “freeze”/become unresponsive.
  • (fixed) (Chase users) When an Ingenico payment terminal is installed but disconnected, Gift Card balances can be checked manually.
    Sherpa tip: When the payment terminal is reconnected, return to the Ascend Desktop to reestablish the device connection.
  • There’s a lot of text here. Need a break? Are you a dog person, a cat person, or maybe you prefer something else?
  • (fixed) When a customer has unfinished (open/incomplete) transactions, their record cannot be removed (hidden).
  • (fixed) Work Order transactions require a customer association.
  • (fixed) On the Work Order Details screen:
    a. Typing in the Space dropdown automatically scrolls to values beginning with the letter typed. The arrow keys on the keyboard can also be used to navigate values.
    b. The next available Due Date is selected regardless of whether the work is assigned to a specific technician or if the Default Work Order Due Time is set later in the day.
  • (fixed) (Chase users) (Trek dealers) When a Trek Card payment is processed manually and/or when other credit or debit card payments were made on the transaction, charges are not duplicated.
  • (fixed) (Chase users) On the Payment on Account screen, transactions associated with a charge can be opened when the computer has an Ingenico payment terminal connected.
  • (fixed) (Chase users) When the computer has an Ingenico payment terminal connected and a new transaction is created after quickly canceling the previous transaction, Ascend does not “freeze”/become unresponsive.
  • (fixed) (Chase users) When an NFC payment exceeds $1,499.99 and/or the transaction total exceeds $999,996.99, Ascend does not “freeze”/become unresponsive.
  • (fixed) In the Discount Calculator dialog box:
    a. Discounts are calculated correctly when the product can be ordered in bulk (Case Qty).
    b. Manually applied discounts (price is changed or an amount is entered in the Discount field on the Sales Item dialog box) are not overridden unless the user resets them.

September 2020

Software 20.3.197 (US/Canada)/20.3.195 / Database Schema 84 (change from May 2020)

Ingenico iSC Touch 250 Device Configuration: 20.1.1 / Firmware: 23.2.46.1 (no change from May 2020 - See below for important notes for device updates for retailers updating from January 2020)

Ingenico Lane 7000 Device Configuration: 20.3.2 / Firmware: 6.81.5

Release Date: September 16, 2020

Ensure Windows® is up-to-date before updating Ascend. Windows® updates may not be cumulative – additional updates may be required after another is installed.

(US only) For best performance, we recommend updating the driver for your Ingenico payment terminal to the latest version. This update is not automatic – see the Update the Ingenico payment terminal driver article to learn how to run this update.

(US only) The Ingenico firmware update may take up to an hour to complete on each device. Do not unplug your payment terminal until the Firmware Update Complete prompt displays.Be sure to restart Ascend after updating the Ingenico payment terminal.

Overview video

Highlights

Ascend RMS Client

  • eCommerce exports (product uploads) to update inventory quantities on SmartEtailing websites occur every two hours.
  • Customer Shipping Addresses update to match the address entered on an eCommerce sale import.
  • Record PayPal and Stripe payments using the eCommerce payment type.
  • Complete the multi-point inspection checklist to ensure your customers know exactly what maintenance or repairs your technicians recommend for their bike. View inspection history to see what work was previously recommended for the customer.
  • Verify the Ingenico payment terminal model connected to a workstation or reboot the device from within Ascend.

Full Release Notes

Ascend HQ

  • (fixed) On Reports > Sales by Category, products which are in stock but were not sold during the selected dates only display when Include Inventory with No Sales is checked.

Ascend RMS Client

  • (new) eCommerce exports (uploads) happen overnight and every two hours during the day. SmartEtailing processes inventory changes between 8:00 am and 6:00 pm US Pacific time, and processes all other product changes and/or additions at 2:00 am US Pacific time.
    Sherpa tip: Manual exports are no longer available.
  • (new) When an eCommerce sale is imported (downloaded) and the customer’s Shipping Address entered on the order does not match their record in Ascend, their record in your system updates to match the eCommerce order.
  • (new) In eCommerce transactions (created via Ascend Desktop > View menu > eCommerce Sales), the payment method selected on the order displays in the transaction Comments field.
  • (new) When adding ad images to the Ingenico payment terminal, the progress of the process displays.
  • (new) On an eCommerce payment, PayPal and Stripe are included in the Card Type dropdown. (QuickBooks users) These payment types are included in General Ledger Summary (IIF) file export.
  • (new) On the Work Order Details screen:
    a. The dialog box can be resized.
    b. Select the Inspection tab to record assessments and recommendations service technicians made on the customer’s bike. Click the Customer (avatar icon)/Mechanic (wrench icon) button to toggle field order. Click the Email button to send a copy of the form (as a PDF file) to the customer and/or click the Print button to print a full-page copy of the form.
    Sherpa tip: Email and print versions of this form do not use receipt options. This form can also be accessed outside a transaction from the Service Center screen > Inspection button (on the toolbar). When Completed is checked, the Inspection tab cannot be selected – to view an inspection for completed work, select the History tab. A Serial Number must be entered for the Repair Item.
    c. Select the History tab to view past Multi-Point Inspections completed for the customer’s repair item.
    d. When Quantity is changed for a sale item with an Estimated Time value, Est. Time updates accordingly.
  • (new) If a customer does not enter a phone number, is missing shipping address information, or pays via PayPal Express on an eCommerce order, the sale download (import) does not fail.
  • (new) If a customer does not enter a phone number, is missing shipping address information, or pays via PayPal Express on an eCommerce order, the sale download (import) does not fail.
  • (new) (Chase users) When voiding an EMV (chip) credit card payment, the customer is prompted to insert the original card if they use a different card than was used for the payment.
  • (new) (Chase users) Ascend cannot be used while the Ingenico payment terminal is connecting to the computer.
  • (new) (Chase users) In Options > Payment Processing > Pinpad Setup:
    a. The Device field displays the Ingenico payment terminal model which is connected to the computer.
    b. Click the Reboot button to restart the connected Ingenico payment terminal.
  • (new) (Chase users) The Ingenico Lane 7000 payment processing terminal is supported.
    Sherpa tip: Terminals must be purchased from Ascend to have the proper setup for integrated payment processing.
  • There’s a lot of text here. Need a break? Are you a dog person, a cat person, or maybe you prefer something else?
  • (fixed) When making a Credit or Debit card payment from the Payment on Account screen, the Ingencio payment terminal displays the appropriate payment prompts.
  • (fixed) When creating an Inventory Adjustment for a product that does not have an Average Cost value (or $0.00), the product’s Last Cost is automatically entered in the Unit Cost field. If Last Cost is not available (or $0.00), Estimated Cost is used.
  • (fixed) When a sale item is removed from a Layaway or unfinished Work Order, its COGS is calculated into the product’s Average Cost value.
  • (fixed) On the Inventory > Inventory Event Details report, products display when they were scanned in multiple Events during the selected date range.
  • (fixed) In Work Order Details, the selected Space becomes available when the repair is removed (Hidden is checked).
    Sherpa tip: Spaces on repairs removed prior to update may remain unavailable.
  • (fixed) (multi-store retailers) Performance for product sharing is improved.
  • (fixed) (multi-store retailers) Performance for customer sharing is improved.
  • (fixed) (multi-store retailers) When Options > General > Import Only New Products for Vendors is checked, only products which were added (not all products) are uploaded for sharing.
  • (fixed) (Chase users) Performance for the Sale Summary display on the Ingenico payment terminal is improved.
  • (fixed) When a transaction is marked to Keep Open (either using the transaction toolbar button or checking Keep Transaction Open on the Change Due screen), no errors occur.
  • (fixed) (Chase Users) When opening an incomplete transaction (Layaway or Work Order) with a Debit payment, Ascend does not “freeze”/become unresponsive.

Feedback and Knowledge Base