Release Notes (General Release)

October 2019 Hotfix

Software 19.3.217 / Database Schema 72 (no change from October 2019)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from October 2019)

Release Date: December 10, 2019

Full Release Notes

Ascend RMS Client

  • (new) Use Reports > Inventory > Inventory Event Details to view details on every product which was reconciled from Inventory Events which were reconciled in the selected date range; this report includes quantity scanned, inventory quantity before reconciling, adjusted inventory quantity after reconciling, and value change.
  • (fixed) (multi-store retailers) When another location’s information changes, other locations receive the changes.
  • (fixed) Serialized sale items cannot have a quantity greater than one on ANY transaction, including Quotes. If a serialized item was previously added to a Quote with a quantity greater than one, the item is split onto multiple items with quantity of one each when it is converted to a Sale. Inventory adjusts accordingly.
    Sherpa tip: If you believe a product was affected by this issue, contact the Ascend Support Team for assistance.
  • (fixed) Reports > Inventory > Inventory Event displays correct reconciliation values.
  • (fixed) When a Case Quantity item is special ordered, the sale item quantity remains unchanged when the item is added to a Vendor Order. For other special order items, changing the order item quantity also adjusts the sale item quantity. Inventory adjusts accordingly if quantity changes and when the item is received.
    Sherpa tip: To determine whether your store was affected by this issue, download and run the October 2019 Hotfix update queries; contact the Ascend Support Team for assistance resolving discrepancies caused by this issue.
  • (fixed) Case Quantity items on a Vendor Order cannot be split. For other order items, the items cannot be split a second time in the current session (e.g. if the order item has a quantity of five and is split into order items with quantities of three and two, the Vendor Order must be saved before the new order items can be split to quantities of one).
  • (fixed) Performance on the Reconcile Inventory screen is improved. This screen can be accessed when a large number of in-store products exist in your system.

October 2019

Software 19.3.200 / Database Schema 72 (change from July 2019)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from July 2019)

Release Date: November 1, 2019

After updating your server computer, you may need to restart the Ascend Agent service.

If your computer is running Windows 8.1, restart your computer to complete the update.

WINDOWS 7 IS NO LONGER SUPPORTED.

This is the last version that can be installed on Windows 7 computers. If your server computer is running a current version of Windows, it will be able to update to January 2020, but any workstations on Windows 7 cannot update. Once updated, server PCs cannot be rolled back to previous versions of Ascend, and your Windows 7 workstations may be unusable.

Check our minimum hardware requirements to ensure your store continues running smoothly.


Highlights

Ascend HQ

  • The Sales Team Analysis report displays  Quote, Layaway, and Sales per Hour values.
  • The Sales By Category report can display inventory and (multi-store retailers) location-specific values.
  • Reports can be exported as XLSX files.

Ascend RMS Client

  • Scheduled tasks (backups, report delivery, QuickBooks exports, and multi-store sharing) process without Ascend running on the server computer.
  • Use the Sell button to easily convert Rental Items to sellable inventory.
  • New Receipts Options allow you to display additional tax calculation details on customer receipts.
  • (Trek retailers) APPLE pricing automatically updates when submitting orders.
  • Use the Rent All button to add bulk quantities of Rental Items to a Reservation.
  • (multi-store retailers) Allow users to create/edit and/or assign user permissions only to users available at the current location.
  • Use the Quick Add button to automatically check out all Rental Items when creating a Reservation.
  • Use the Inventory Center to easily manage your section scan files for both full-store and cycle counts.

Full Release Notes

Ascend HQ

  • (new) On Reports > Sales Team Analysis:
    a. Statistics on Quotes and Layaways display.
    Sherpa tip: Quote and Layaway values are today’s values. Values are not historic.
    b. UPT values round to two decimal places.
  • (new) On Reports > Sales By Category > Show SKUs:
    a. The QOH column displays your current stock for the product.
    Sherpa tip: Inventory values are today’s values. Values are not historic.
    b. Check Include Inventory with No Sales to display products you have in stock but have not sold in the selected date range.
    c. (multi-store retailers) Check Separate Location Details to display each location’s values on a separate line.
    d. Below the results list, click the arrow buttons to navigate through the results. Choose whether each page should display 20, 50, or 100 results each.
  • (fixed) On Reports > Sales Team Analysis:
    a. Columns automatically fit to the width of their contents.
    b. Values display correctly when there is an Add-on value, but not Total values (e.g. when the original sale item was returned).
    c. When refreshing the web page, values display for the date range selected.
  • (fixed) On the Sales Team Analysis report, the Add-on $ metric displays total sales dollars (excluding target categories, serialized items, and labor items) divided by the number of sales, includes uncategorized products, and does not include hidden transactions.
  • (new) On Reports > Sales Team Analysis, Sales/Hour displays the total sales dollars divided by the total number of hours worked (as recorded in Ascend’s Time Clock utility).
    Sherpa tip: This metric will not display values until Ascend is updated to this version.
  • (new) On Reports, click the Export button to save the displayed results as an XLSX file. On Reports > Sales by Category, export category and product (SKU) values separately.
    Sherpa tip: Exports save to the Downloads folder specified in your browser settings. Percentage values do not display the percentage sign. Categories are not nested – parent and child categories display at the same level.

Ascend RMS Client

  • (new) Automatic backups, scheduled report and QuickBooks General Ledger Summary (IIF) file deliveries, multi-store functions, and all uploads to Stratus are controlled by the Ascend.Rms.Agent Windows Service. An Ascend login on the server computer is no longer required.
  • (new) Search performance is improved in transactions and Database Explorer > Products, Vendor Products, Orders, and Sales.
  • (new) In Database Explorer > Reservations > Rental Products > Rental Items (lower pane), click the Sell button to create an inventory (stock) adjustment to return the selected item(s) to your store’s stock so it can be sold to customers.
  • (new) In Database Explorer > Customers, users can customize and filter their grid view. On the toolbar, click the Export button > Export Customers Spreadsheet to save the customer list currently displayed as an XLSX file, which can be re-imported (from the Ascend Desktop > File > Import > Customers) to edit them.
    Sherpa tip:Do NOT modify the ID column. Importing customer spreadsheets without ID creates a new customer record.
  • (new) Retailer availability on Trek’s website updates continuously. Stock quantities no longer use limited daily snapshots.
  • (new) (multi-store retailers) On the Remote Product Lookup dialog box:
    a. When accessed from a Quote, click Request Product and Add to Sale to convert to a Sale and add the product.
    b. Click a column title to sort its values.
    c. When accessed by right-clicking a sale item, the product is automatically selected.
    d. Transfers requested from a transaction cannot exceed the selected sale item’s quantity.
    e. Serialized items requested from a transaction cannot have a quantity greater than one.
    f. Right-click a sale item in the Work Order Details dialog box to access.
    g. Sale Item Comments are copied to the Transfer Item, and vice versa.
  • (new) Check Options > Receipts > Extra Receipt Options > Print Tax Details to display a breakdown of all tax rates and amounts applied to the transaction. Uncheck Options > Receipts > Extra Receipt Options > Print Tax if you do not wish to display any tax totals on receipts.
  • (new) (Trek retailers) Updates to APPLE pricing automatically send when a Vendor Order is submitted. Manual updates are no longer available. In Options > Trek > APPLE > Barcode Type dropdown, select None to disable APPLE label updates.
  • (new) On a Reservation:
    a. Click the Rent All button to add all displayed Rental Items or (multi-store retailers) the Rent All Local button to add all displayed Rental Items which are available at the current location. The Reservation is automatically saved.
    Sherpa tip: Up to 999 Rental Items may be added to a Reservation. A customer must be assigned to the Reservation when using Rent All. Rent All cannot be used when Ascend is in Offline mode.
    b. When a Rental Item has been checked in, click the Sell icon (green shopping cart) to create an inventory (stock) adjustment to return the selected item(s) to your store’s stock so it can be sold to customers.
    Sherpa tip: Converting a Rental Item to inventory cannot be undone. (multi-store retailers) Rental Items cannot be sold on remote Reservations.
  • (new) (multi-store users) In a user record:
    a. The Users - Edit Local Users permission is renamed Users - Edit Local User Permissions and allows the employee to edit permissions for users active at the current location only.
    Sherpa tip: This permission is included in the Administrator List permission template.
    b. Check Users - Create Local Users to allow the employee to create new users or edit existing users who are active at the current location only.
    Sherpa tip: Users with the Users - Edit Local Users permission automatically receive this permission on upgrade. This permission is included in the Manager List and Administrator List permission templates.
  • (new) (QuickBooks users) General Ledger Summary exports (IIF files) can be imported into the Canadian and 2019 version of QuickBooks.
  • (new) If the Ascend.Rms.Agent Windows Service is not running on the server computer, users receive a Services Down notification and may restart the Service in the Ascend Service Status dialog box.
  • 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 Reconcile Inventory screen, the Analyze function does not automatically run when a product is viewed or edited.
  • (new) On the Reservations Center screen, click the Quick Add button (on the toolbar) to automatically check out all Reservation Items when saving the Reservation. Check Options > Reservations > Enable automatic checkout to use Quick Add for all Reservations (regardless of how the Reservation is created).
  • (new) When special order items are split on a Vendor Order, the sale items on the associated transaction are also split. On the Service Center screen, the correct Special Order icons display based on the status of each sale item.
  • (new) (multi-store retailers) Uncheck Options > Ordering > Automatically Pick Transfer Items to require employees to manually mark transfers from a Vendor Order as Picked (reserved) before they’re sent to another location.
    Sherpa tip: This option is checked by default.
  • (new) Use the Inventory Center to manage inventory count Events (e.g. full-store physical inventories, cycle count schedules), track section completion status, and automatically detect differences in scan and piece count values. Connect a Unitech EA500Plus scanner with AscendScan 4.0 to:
    a. Wirelessly sync product information and automatically import completed section scan files.
    b. Scan serial numbers, UPCs, or in-store SKUs to record a product’s quantity.
    c. Enter piece (physical item) counts for completed sections while on the sales floor.
    d. Receive immediate notification when a scanned barcode is not recognized.
    e. Prevent employees from scanning duplicate sections.
    f. View, edit, and remove items previously scanned in a session.
    g. Confirm product information and pricing while on the sales floor.
    h. Keep track of your inventory’s status while on the sales floor.
    i. In the Inventory Center, keep track of scanners in use.
    Sherpa tip: Older inventory scanners (e.g. MC2180) can be used with the Inventory Center, but cannot have AscendScan 4.0 installed. Features such as wireless syncing, serial number scans, scan session editing, and Event Dashboard are not available. Scan files can be imported and piece counts can be entered manually.
    j. Use Reports > Inventory > Inventory Event to view your Inventory Event history, including status on incomplete Events; this report includes the date the Reconcile was completed, number of products Reconciled (regardless of whether quantity was changed), beginning and end quantity and total cost, and total quantity and cost change.
  • (new) Use Reports > Work Orders > TCS Technician Efficiency to compare your technicians’ productivity; this report includes Total Labor Dollars, Percentage of Total (labor dollars), and Labor $/Hrs. Worked.
  • (fixed) When creating users:
    a. Removed (hidden) users are excluded when checking for duplicate users.
    Sherpa tip: Users cannot be restored if their name, initials, or password is a duplicate of another user.
    b. The correct warning message displays when a user’s name, initials, or email address are in use (e.g. Initials already in use does not display when the email address entered is the duplicate value).
  • (fixed) On the Edit Serial Number dialog box, type in the Space field to select a value.
  • (fixed) When Case Qty is modified from a Vendor Order, the changes reflect on the Order Item regardless of how the change was made.
  • (fixed) (multi-store retailers) On the Check-In Transfers screen, transfer items can be split when they are received.
  • (fixed) On Vendor Orders, Session information (in the Receiving History dialog box) always records when items are received.
  • (fixed) Canadian retailers can configure QBP order integration.
  • (fixed) When Options > Sales and Returns > Work Order > Scheduling > By Time is selected, new Work Order Details automatically select the next Due Date which has sufficient time available.
  • (fixed) (multi-store retailers) Performance is improved when transfer items are automatically marked Picked (e.g. when an order item to be transferred to another location is received on a Vendor Order).
  • (fixed) On the Select Customer dialog box (when assigning a customer to a transaction or reservation), removed (hidden) customers do not display.
  • (fixed) When a serialized product (e.g. a bike) is added to a Work Order transaction or Work Order Detail, it is automatically selected as the Repair Item, regardless of vendor/brand.

July 2019

Software 19.2.361 / Database Schema 69 (change from March 2019)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from March 2019)

Release Date: July 23, 2019

We’ve recently increased our minimum hardware requirements. See the Minimum hardware requirements for Ascend article to verify your computers still meet the requirements.


Highlights

Ascend HQ

  • Show SKUs on the Sales By Category report displays all products sold in the category.
  • The Sales Team Analysis report displays employees’ sales performance.

Ascend RMS Client

  • Mark items in Vendor Orders as Rentals.
  • Create custom Inventory Adjustment Types.
  • Super Search is available when searching for customers in transactions.
  • Select a registrant for Trek bikes that is different from the purchaser.
  • Security is improved when using the Force Login feature.
  • Enter Custom Messaging for full-page Reservation receipts.
  • Enter Serial Number records for Rental Items.
  • Users are notified when connection to Ascend Online Services is lost, and can choose to enter Offline mode.

Full Release Notes

Ascend HQ

  • (new) Users can be given access to multiple stores.
    Sherpa tip: If you wish to give your vendors’ sales representatives access to Ascend HQ for your store, they must be set up as a user in your system.
  • (new) On Reports > Sales By Category, click the Show SKUs button to display the products sold in that category. In the Filter field, search for products by description, UPC, or SKU.
  • (new) Use the Sales Team Analysis report to assess employees’ sales performance.
    Sherpa tip: Data on Quotes and Layaways is only included when all of your locations have updated to July 2019.
  • (fixed) When metrics are loading, an indicator displays until the results are fully retrieved.
  • (fixed) When viewing on a mobile device, the menu is not displayed until the user selects it. It is closed when the user clicks elsewhere on the page.

Ascend RMS Client

  • (new) In Database Explorer > Inventory Adjustment Types, create custom reasons for manual inventory adjustments.
    Sherpa tip: A maximum of 255 characters (including spaces) can be entered for Inventory Adjustment Type. Inventory Adjustment Types cannot use the same name as another Type, even if it is removed (hidden). The Inventory Adjustment Types Other and Rental cannot be renamed or removed. (multi-store retailers) Custom Inventory Adjustment Types are unique to each location and must be created separately at each location.
  • (new) In the Category Mapper screen, click the Undo button to revert the last category assignment you made, click the plus icon to add a new category, and/or click the pencil icon to edit the selected category.
  • (new) On the Select Customer dialog box, select Super Search to search multiple customer fields when assigning a customer to a transaction.
  • (new) When a customer is purchasing a Trek bike for someone else, click the Select Customer (magnifying glass) icon on the Trek Registration dialog box to choose a different Owner.
    Sherpa tip: If no customer has been chosen for the transaction, the selected Owner is automatically assigned to the transaction.
  • (new) When accessing a Vendor Order which was previously received in full, the Update Vendor Order dialog box does not display if the user clicks Save, and shipping cannot be entered after the order is complete.
  • (new) (multi-store retailers) When an order item is transferred to another location from the Vendor Order screen, it is automatically marked Picked when it is received.
  • (new) On a Vendor Order, check Rental to immediately adjust the order item out as a Rental Item when received – if the product does not match an existing Rental Product, the Rental Product Mapper displays (multi-store retailers) Select a location in the Transfer To column to send the Rental Item to that location.
    Sherpa tip: All items must be mapped before closing the Rental Product Mapper. (multi-store retailers) When an order item is marked as both a Rental and Transfer, the History section for the product displays values for Qty. Received, Inventory Adjustment (as Rental), and (Pending) Transfers Out – however, the Transfers value does not affect the in-stock Quantity, so it may appear to cause a discrepancy in your inventory. This is not the case – to investigate differences in your inventory values versus what is actually on your floor, review the adjustment history in Database Explorer > Inventory Adjustments.
  • (new) Serial Number records cannot be manually created with a Serial Number of Not Assigned.
    Sherpa tip: These records are automatically created when a serialized item is received on a Vendor Order, but no serial number is entered.
  • (new) On the Remote Product Lookup dialog box in a transaction:
    a. Search text entered on the transaction screen remains in the Search field.
    b. By default, Remote Inventory Only is checked.
    c. Closed locations do not display.
    d. Click the Request Product and Add to Sale button to request a transfer from another location, associate the customer with the transfer item, and add the product to the transaction.
    e. Double-click a product to edit it.
    f. When a category is selected, products in child categories are included in results.
    g. Locations display in descending order by Qty (locations with the most items in stock display at the top).
    h. Additional product information displays.
  • (new) Serial Number records can be created for Rental Products. These records display in Database Explorer > Serialization and Database Explorer > Reservations > Rental Products > Serial Numbers tab, but do not display in the Select Serial Number dialog box in transactions or on the Serial Numbers tab on a product record. In Database Explorer > Serialization, click the Rental button (on the toolbar) to toggle whether or not serial numbers for rental items are displayed in search results.
    Sherpa tip: This button is toggled off by default (serial numbers for rental items do not display).Serial numbers cannot be entered for Non-Itemized Rental Products.
  • (new) On the Sales Item dialog box, click the pencil icon next to the Serial Number field to edit the selected serial number.
    Sherpa tip: Any user with the Sales – Edit permission can edit a serial number using this method – no Serialization permissions are required.
  • (new) (multi-store retailers) Performance on the transaction screen is improved.
    a. Purchase on Account information is not updated unless the customer makes a purchase against their account.
    b. Users can add to/edit the transaction if the Customer Panel has not fully loaded.
  • (new) On the Edit Product dialog box, the Create New In-Store SKU for Product prompt is clarified.
  • (new) In Options > Reports, uncheck Auto-run Activity Summary to prevent the End of Day > Activity Summary report from running automatically.
    Sherpa tip: This setting applies to all workstations.
  • (new) System performance is improved when there is no connection to the internet and/or Ascend Online Services.
    a. If connection to Ascend Online Services cannot be established (either due to an internet, network, or Ascend Online Services outage), the bottom status bar displays in orange. Click the Services Down text to display the services which cannot be reached and to access Offline mode. Ascend attempts to reconnect every 5 minutes, or users can click the Offline text to attempt to reconnect.
    Sherpa tip: Offline status displays in the lower right corner of every screen.
    b. Transactions (sales, work orders, quotes, returns, layaways, and rentals) can be created, edited, and/or completed. (multi-store retailers) Remote inventory quantities update when connection is restored.
    c. Local reservations can be viewed, but not created, edited, and/or completed. (multi-store retailers) Reservations created at another location cannot be viewed or edited.
    d. Reservation Collections, Rate Programs, and/or Rental Products (including Rental Items) cannot be created, imported, and/or edited.
    e. Trek Card applications and/or payments cannot be processed.
    Sherpa tip: Other integrated credit, debit, and gift cards can be processed if only Ascend Online Services are unavailable. If you wish to process payments during a local internet outage, see the Process payments during an internet outage article.
    f. Customers and products cannot be created, imported, and/or edited.
    Sherpa tip: Prior to an outage, create a “placeholder” customer for your store (e.g. using your store’s information). If a new customer is required for a transaction, assign it to the placeholder customer and enter the correct customer information in the Comments field. Be sure to select the Keep Open button (on the toolbar) in case the outage lasts multiple days.
    g. (multi-store retailers) Transfer and/or remote inventory lookup functionality (including special order and order transfers) is disabled.
    h. Integrated ordering functionality (checking vendor availability, order grids, viewing product specs, and submitting orders) is disabled. Orders can be created, edited, and/or received. (multi-store retailers) Order items which are to be transferred to another location cannot be received. Remote inventory quantities update when connection is restored.
    i. Purchase on Account purchases and payments can be processed. (multi-store retailers) Shared POA balances update when connection is restored.
    j. SMS and email messages are disabled.
    k. Trek bike registration information can be entered, but is deferred until connection is restored.
  • 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) When scheduling reports for automatic delivery, select PDF or Excel (CSV) format for the report format.
    Sherpa tip: Reports which were scheduled prior to upgrade continue to deliver in Excel (CSV) format.
  • (new) On the Service Center screen, the Advisor field can be displayed.
  • (new) In Options > Reservations, click the Custom Messaging button to enter additional text (e.g. rental contract information) on large receipts for Reservations. Customer ID and birthdate information can be entered on large receipts for Reservations. Click the Receipt Defaults button to select default delivery formats and number of copies.
    Sherpa tip: Theses settings apply only to a single workstation. Users may override the Receipt Defaults settings at any time.
  • (new) On a Vendor Order, the Style Number, Style Name, Year, Gender, and Season fields can be displayed.
  • (new) (multi-store retailers) Performance when creating or modifying users is improved. All users (including users who are removed/hidden or inactive at the current location) must have a unique Name, Initials, Password, and Email.
  • (new) When Options > General > Force Login is checked, User name is not displayed when the entered password matches an existing user. When a user enters an incorrect password and clicks the Login button, the Password field displays in red.
    Sherpa tip: This improves login security by preventing users from guessing others’ passwords.
  • (fixed) (multi-store retailers) When a customer is edited at another location, their In-Store Credit and/or Gift Certificate balances are not reset.
  • (fixed) When a customer previously had a Gender selected, select Select One to clear the value.
  • (fixed) In the Select Customer dialog box, a new customer can be added after searching by Company.
  • (fixed) (multi-store retailers) On a User record, checking or unchecking a location on the Locations tab activates or deactivates the user at that location.
  • (fixed) When a customer exists in your system without a last name, users can search Database Explorer > Reservations by Last Name.
  • (fixed) When a Trek serialized item is added to a quote, the Trek Registration dialog box does not display.
    Sherpa tip: Users are prompted to register products when a quote is converted to a sale.
  • (fixed) In Database Explorer > Users, Gender can be added to the displayed columns.
  • (fixed) (multi-store retailers) On the eCommerce Sales screen, new customers added from an order are shared with other locations.
  • (fixed) In a Vendor Order, all items received by the case (products with Case Quantity configured) can be received by scanning their UPC after splitting multiple items.
  • (fixed) When using in-cell editing in transactions (Options > Sales and Returns > Allow In-Cell Editing is checked), quantity changes always prompt for special order if the current stock is insufficient.
  • (fixed) In a Vendor Order, no error displays when the user chooses whether or not to notify the customer about a special order received.
  • (fixed) The Quickie buttons cannot be used to add additional items Work Order Detail when the transaction was finished (closed) on a prior day.
  • (fixed) In Options > Sales and Returns, Prompt for Transfer does not display for single-store retailers.
  • (fixed) On the Payments > Credit and Debit Card Detail by Date report, dates display in MM/DD/YYYY format.
  • (fixed) When accessing Database Explorer > Orders, older vendor order do not cause a timeout (preventing results from displaying).
  • (fixed) (multi-store retailers) Transfer Item statuses match their Inventory Adjustment records, and users do not get a “transfer has already been initiated on another workstation” message when other workstations have not accessed it.
  • (fixed) (multi-store retailers) When adding a Transfer Item from the Check-In Transfers or Check-Out Transfers screen, users are not incorrectly notified the product has an insufficient quantity.
  • (fixed) Return items cannot be added to a sale which was finished (closed) on a prior day.
  • (fixed) (multi-store retailers) On the Customer Panel in transactions, Notes display regardless of which location created them.
  • (fixed) In transactions, editing the customer assigned to it does not affect sale item prices.
  • (fixed) When using in-cell editing in a Work Order Detail (Options > Sales and Returns > Allow In-Cell Editing is checked), quantity changes always prompt for special order if the current stock is insufficient.
  • (fixed) In transactions and Work Order Details, serialized sale items cannot have a quantity greater than one.

March 2019

Software 19.1.160 / Database Schema 65 (change from December 2018)

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

Release Date: March 19, 2019

This update may require the computer to restart during the installation – no warning or prompt displays.

Close all other programs before beginning this update.

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

While this update can be installed on Windows 7, performance may be degraded. This operating system is no longer supported. Ensure all your hardware meets our minimum hardware requirements.


Highlights

Ascend HQ

  • The Sales By Category report displays sales information for all of your categories.
  • View values for a custom date range.
  • Users can reset their password via email if it is forgotten

Ascend RMS Client

  • Trek registration prompts continue to display until a user chooses to either register the product upon sale completion or decline registration. If the product is a gift, customers can also choose to delay registration until after a specific date.
  • Additional transaction details are displayed on special order notification prompts. The user who requested the item and/or the technician assigned to the customer’s work order can also be notified when the item arrives.
  • Other can be selected for the Gender of customers or employees who do not identify as Male or Female.
  • Users can “force” a check-in for reservation items, or change them from Out of Service to Available from within a Reservation.
  • (multi-store retailers) Serial numbers can be included in Batch Transfers.
  • (multi-store retailers) Special order receipts can be printed from the Check-in Transfers screen.

Full Release Notes

Ascend HQ

  • (new) In the Reports section, use the Sales By Category report to view your sales information for all of your categories. View your totals by parent category only, or expand them to view any child category.
  • (new) Select a custom date range for your reports and metrics.'
  • (new) On the login screen, click the Forgot Password? link to reset your account via email.
  • (fixed) (multi-store retailers) When a user does not have access to another location(s) (the location is unchecked on the user record > Locations tab), All Locations values only include the location(s) to which the user has access.

Ascend RMS Client

  • (new) On the Service Center screen:
    a. Each special order status (Not Ordered, Ordered, and Received) displays as a column. If a transaction contains items with multiple special order statuses, each applicable status is marked. Hold the mouse cursor over the status icon to display the sale items in that status.
    Sherpa Tip: User grid customizations share across all workstations in your store. Current customizations reset upon upgrade, but all future customizations are retained.
    b. The work order state selection (All/Due/Ready) is more visibly highlighted.
    c. The customer Phone and Phone 2 columns can be added.
  • (new) When searching for customers by phone or fax number, punctuation (dashes, parentheses, etc.) is not required. When searching by phone number, results from both Phone and Phone 2 display.
  • (new) (multi-store retailers) On the Check-In Transfers screens, click the Print Receipts button to print receipts for special order transfers.
    a. Print Receipts – All: Print a receipt for each transfer item which is associated with a special order.
    b. Print Receipts – Selected: Print a receipt only for transfer items which are currently selected (highlighted).
    c. Print Receipts – When Received: Automatically print a receipt as soon as a transfer item which is associated with a special order is checked in.
  • (new) (multi-store retailers) In the Batch Transfers screen, serial numbers can be included in scan files. Check Assign Serial Numbers to existing Transfer Items to assign serial numbers in a file to transfer items which already exist; uncheck this option to create a new transfer item for each serial number.
  • (new) When a reservation item is still checked out on another Reservation, users can choose to “force” a check-in of the previous item and check the item out on a new Reservation. If a rental item is currently marked as Out of Service, users can choose to mark the item Available and check it out on a new Reservation.
  • (new) Trek Care items are renamed Trek Registration. On the Trek Registration dialog box, check This item is a gift and choose the date on which the registration should be sent. On the transaction screen, the Register? column displays the registration status. In the Transaction screen and Database Explorer > Sales > Sale Items, the Register Date column displays the date the Trek product registration will take effect.
    Sherpa tip: The Trek Registration dialog box displays for any product which is in a serialized category and has Trek Bicycle Corporation as a vendor – however, only bikes are automatically registered.
    a. Yes: The customer’s registration information will be sent to Trek immediately when the transaction is finished (closed).
    b. Declined: The customer declined to have their bike automatically registered. Registration information will NOT be sent to Trek.
    c. Skipped: The employee clicked the Cancel button on the Trek Registration dialog box and did not indicate the customer’s registration preference. Registration information will NOT be sent to Trek; however, users are prompted to register every time the transaction is accessed until a registration option is chosen.
    d. Deferred: The bike was marked as a gift. The customer’s registration information will be sent to Trek on the date selected in the Trek Registration dialog box (as long as the transaction is finished/closed).
  • (new) In the Customer Editor, select Other from the Gender dropdown if a customer does not identify as Male or Female. This option is also an available filter in the Customer Query utility.
  • (new) In the User record, select Other from the Gender dropdown if an employee does not identify as Male or Female.
  • (new) When a special order is received on a Vendor Order and your system is configured to notify customers on arrival:
    a. Additional transaction information displays.
    b. The customer’s preferred contact method (Email or SMS) is automatically selected for notification when the special order is not associated with a Work Order.
    c. The user who requested the item can be notified. If the special order is associated with a work order, the technician can also be notified.
  • (new) When a special order is received as a transfer, customers and employees can be notified of its arrival:
    a. Transaction information displays.
    b. The customer’s preferred contact method (Email or SMS) is automatically selected for notification when the special order is not associated with a Work Order.
    c. The user who requested the item can be notified. If the special order is associated with a work order, the technician can also be notified.
  • (new) In a User record, the Phone field is renamed Mobile Phone.
  • (new) In Reports, schedule the RetailNext queries to view your sales information in conjunction with traffic information from the Aurora retail sensor by RetailNext.
  • (fixed) In Database Explorer, the cursor automatically defaults to the Search field when changing topics.
  • (fixed) In a user record, users cannot type in the Gender field.
  • (fixed) Layaways cannot be merged with Quotes.
  • (fixed) When the computer has a large monitor, extra text does not display on the screen.
  • (fixed) (multi-store retailers) When a serialized order item is transferred from the Vendor Order screen, the serial number remains associated with the transfer item.
  • 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) The Activity Summary report does not time out when there are a large number of categories in your system.
  • (fixed) When the Credit Memo payment type is hidden, refunds applied to it are included in General Ledger Summary exports for QuickBooks® (IIF files).
  • (fixed) The Rental Charges product for reservations cannot be removed (hidden) or merged with another product.
  • (fixed) When exiting the Reservation Center screen, tiles on the Ascend Desktop do not resize.
  • (fixed) When the Gender field is blank on a customer spreadsheet import, a value is not entered in the Customer Editor.
  • (fixed) When a transaction is created after completing a Reservation, Rental Charges are not transposed onto the new transaction.
  • (fixed) When a Trek Registration option is initially chosen but is later changed, the new choice is retained.
  • (fixed) When a Timer is stopped and started from the Service Center screen, the correct time is displayed.
  • (fixed) On the Transfer Item for a special order, the correct Barcode is displayed for the associated transaction when it has been merged with another transaction.
  • (fixed) (multi-store retailers) On the Sales by Sales Person and Sales by User reports, users who are inactive at the current location are not displayed when they do not have transactions in the selected date range.
    Sherpa tip: Users who are hidden (removed) or inactive display in red text when they have transactions in the selected date range.
  • (fixed) (multi-store retailers) In the Remote Product Lookup dialog box, serialized items can be requested with a Quantity greater than one.
    Sherpa tip: Serial numbers cannot be added to Transfer Items when the Quantity is greater than one – always separate serialized transfers.
  • (fixed) (multi-store retailers) When a customer is edited at another location, their In-Store Credit and/or Gift Certificate balances are not reset.

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.

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