Release Notes (General Release)

22.2


Software 22.2.221 / Database Schema 105.00

Release Date: June 22, 2022

Highlights

  • Ascend production release versions are no longer named by the month. They are now numbered by the release year and number of that year
  • Price Update Tool – new!
  • Automatic Updates – new!
  • Cloud Product Catalog cost levels and performance enhancements
  • Turnaround Time report – new!

Ascend RMS


New


Automatic Updates

  • Ascend will now take a more active update approach, a shift from the previously optional update. Retailers will have the ability to set the time of day and number of days from the Ascend Product Update release date from 0 (day of release) to 15 days from the date of the release.
  • Client machines will be updated automatically when the server is updated so that you will no longer need to manually update each individual client machine.

Ecommerce/Locally

  • New functionality regarding errors and resolution process have been added for Product and Customer matching. Additionally you can now the Cloud Catalog as part of the product matching process.
  • Shipping Tax is now clearly visible on receipts and reflected in Database Explorer > Sales > Layaways.
  • The eCommerce Sale form will refresh on entry to the eCommerce Sales screen every 5 minutes and on Save. We have made the Auto-Refresh option an option that can be toggled. You will be prompted to complete the Locally sale when closing an eCommerce transaction if you have permission and the web sale is not yet completed.
  • Global users will see Ascend RMS Sale > Extras > Print Locally Receipt menu item localized. Global users will see Pickup in Store notation localized.

Klarna

  • You will be able to complete a return to Klarna properly via the Desktop tile or Sale form button, even if there are offsetting products on the Sale.

Cloud Product Catalog

  • We have added an option to have a clickable link for those suppliers that are giving us a link to the individual product. This will display with a ‘blue’ part number.
  • Performance improvements in adding products from the Cloud Catalog to your database.
  • Added a horizontal scrollbar in the Cloud Catalog form.

Special Orders Management Tool

  • Transfer Item details will now show all appropriate transfer item history based off fulfillments selected.
  • The Transaction Type column will display the appropriate type for the Sale Item for all statuses associated when a special order has been assigned to a fulfillment.

Other

  • Customer shipping address will not be updated if the billing name and shipping name do not match. You will see the shipping address displayed in the Sale Comments if it is not being shipped to the consumer (in the case of buy online, pick up in store).
  • You will see tax properly displayed on receipts; accounting exports; and reports for buy online, pick up in store sales.
  • Product fields that are uneditable can no longer be temporarily edited.
  • A script will be run to cleanup bad Transfer Id data that was generated for sales items that have a transfer associated to it.
  • Price Updates Tile for the Label Printing Form will be available.
  • A skip button will remove a product from the list in the Print Label form and mark it as printed.

Fixed


Ecommerce/Locally

  • You may change the Status filter on the View > eCommerce Sales screens without crashing Ascend.
  • Consumer comments will appear below the Locally comments on the Sale form.
  • Local time will appear in the Order Details.

Transfers

  • Serial numbers, the builder associated with the serial number, and associated information are no longer lost when a serial number is transferred.

Other

  • Large sales receipts will print only the number of pages expected.
  • Page breaks due to footer settings will not cause reports to print an extra blank page of paper.
  • When a special order is assigned to a purchase order fulfillment, the customer will now appropriately display on the purchase order in the purchase order form.
  • Quickly clicking card payment when opening a layaway now correctly follows the expected card flow.
  • The bill-to country (consumer's billing country) will appear in the Sales Comments.
  • A warning will appear if there is no printer configured.

Ascend HQ


New


Special Orders Management Tool

  • You will be able to select Special Order lines, then hit the auto fulfill button and it will automatically select the first option in the fulfillment option dropdown list and assign it to the Special Order. Options for sorting the dropdown can be found in Report Options.
  • You will now see the shipment tracking number and URL associated to a Trek purchase order that the special order is on. You will also be able to click the URL and be taken to the shipping carriers page, where you can get additional delivery information.
  • You will now be able to see which supplier is associated to a specific purchase order.
  • The following new columns will appear in the column chooser: Sale Created Date, Category, Sale Payment Total, Transfer Comments (not editable), and Sales Item Comments (not editable).
  • The dropdown for lines near the bottom of the grid will appropriately display, it will no longer be necessary to scroll down to see the full dropdown.
  • The "Remove show completed items from past 30 days option" will no longer appear under the Report Options because no completed special orders currently appear in the tool.
  • Any failed fulfillment (error that occurred when attempting to update at the client) will appear on the Not Yet Ordered tab, so you can see that the Special Order needs attention. Also, the previously selected fulfillment that failed will be included in the error message when you hover over the special order line.
  • Any sorting or columns that were changed on a tab will be saved and restored when you reopen a tab/grid.
  • When using this tool, you will see your selected lines turn a dark blue and see lines that you hover over in a light blue to help keep track of the lines you are reviewing.
  • EAD, the abbreviation for Estimated Arrival Date, will now appear in the Estimated Arrival Date column header and next to the Estimated Arrival Date listed for a fulfillment option in the fulfillment dropdown.
  • The Transfer or Assign Order column will no longer appear in the column chooser for the Assigned tab or when you don't have the Vendor Order Permission.

Turnaround Time

  • A new reporting table has been added to the bottom of the Service Team Analysis Report showing Turnaround Time metrics for Work Order processing.

Price Update Tool

  • You can check the prices of a product that's updated in Ascend HQ and get that updated information in your database. Cost Level selection is enabled in Supplier catalog mapping.
  • There is a new column for Price Difference, it shows the price difference in dollars from the new price to the old price.
  • Cost Level will be defaulted to cost 1 if additional cost levels have not been provided from the supplier.

Orders

  • Purchase orders will not fail to open due to duplicate Supplier Order Numbers across multi-store locations.
  • In a purchase order when clicking between order items with Show History, selecting the All Locations tab will show multi-store locations as expected.

Cloud Product Catalog

  • A supplier cannot be mapped more than once, and catalog cannot be mapped to more than one supplier. Supplier and catalog have a 1:1 relationship.

Other

  • Scheduled report formatting now matches manual export formatting.
  • You will see Klarna integration enabled in Canada on Ascend HQ as of 27 June 2022.

Fixed


Special Orders Management Tool

  • Special Order comments and delivery date now display in the correct columns in the Special Ordered Items window.
  • When updating the fulfillment option for a special order with a quantity greater than one with a quantity less than the special order, the special order will now split appropriately and appear on the correct tabs.
  • The tool will no longer create duplicate rows for a sale item when changing fulfillment options and submitting them. If you think this may have occurred in your tool, please reach out to support so they can run a query to remove any previously created duplicate lines.
  • You will now be able to reattempt submitting a special order that has a previously failed Warehouse fulfillment attached to it.
  • Special orders will no longer appear on the Assigned tab when the associated purchase order fulfillment has been deleted.
  • You will no longer get an error if you try to click the --Select-- option in the fulfillment dropdown when it's already selected.
  • When trying to reload the tool multiple times while it's already loading, you will no longer get an unexpected error message.
  • Inactive Special Orders will no longer be selectable, which means their fulfillments cannot be changed when clicking the Auto Fulfill button.

Other

  • Scheduled reports for My Queries will correctly export as CSV or XLSX when that delivery option is selected.
  • When you have duplicate Vendor Product Details in the client for a Special Order Warehouse Request and an error occurs, the system will now display the same message as it would for a standard special order with a duplicate vendor product and still allow you to proceed.
  • HQ reports will now populate correctly based on their Ascend RMS permissions.
  • HQ Sales Team Analysis will no longer include hidden layaways.
  • When in HQ, the Reorder Items will no longer display items with a quantity needed of 0.

AscendScan v4.1.2 Maintenance Release

  • Improved lease management
  • Improved internal file maintenance
  • Security-related updates
  • Now supports the Italian language
  • Compatible with both the Unitech EA500+ and the Unitech EA520 scanners
  • Compatible with Ascend RMS release v22.2 or later

March 2022


Software 22.1.270 / Database Schema 101.00

Ingenico iSC Touch 250 Device Configuration: 21.4.1 / Firmware: 23.2.46.1

Ingenico Lane 7000 Device Configuration: 21.4.0 / Firmware: 6.81.9

Release Date: March 1, 2022

Ascend RMS


New


Cloud Product Catalog


• Cloud Product Catalog is available as part of Database Explorer. The Cloud Catalog Form is the same as in the PO Screen, except that from here you can add the cloud products to only your local database.
• As part of Cloud Product Catalog Integration in the PO Screen the additional click with check box is now a function of the Add and Order Button.
• Cloud Catalog Form has the Filters added to each of the fields.
• Cloud Catalog improvements with making sure the right items were added to DB and PO.
• Cloud Catalog Form will be accessible from Sales Screen, where you can search and add the products to the sales.

Klarna


• User should be able to change the quantity of a sale item to a negative number so the sale amount comes off the balance. Klarna payment should then process correctly.
• Klarna will no longer pre-populate the consumer application with the Location address. It should now appear blank for the consumer to enter their personal information.
• Consumers will see a Continue button on the Klarna application instead of Buy.
• The dropdown selection for the eCommerce Payment Type now has Klarna and WePay as an option.
• User will be able to refund a Klarna transaction without issue
• Klarna users will see Country is now required in the Customer record to process a Klarna payment. 

Special Orders Management Tool


• A new transfer status of Waiting on Dependency will now appear in the transfers out screen, to notify the user that the transfer cannot be picked yet, since it is waiting on something. The main use of this status is when a Warehouse has an item on a purchase order and it has not been received yet, so the item cannot be picked/sent, until it has been received.
• New Transfer status will start appearing in the Special Order status areas (sale item details, receipts). Special orders fulfillments completed by transfers will not show under Items to Order. Note: when removing items from Items to Order, they also get removed from the Special Orders report/SOMT in HQ. A message in the message box notifies the user of this.
• The Transfer To Location column will no longer appear in non-warehouse locations nor when the warehouse doesn't have a special order warehouse request for a different location.
• The user will now be able to unassign a purchase order item from a remote special order warehouse request so that it can be assigned to something else, by removing the transfer-to location in the Purchase Order Presenter View in Ascend RMS.

Other items


• The user will experience faster load times on the Purchase Order Screen since the page will be loaded differently and based off the user's preference. If the user toggles the new Load Remote button, the information in the bottom of the screen will load when it's ready. If it is toggled off, the information will not be loaded unless the refresh button is pressed, which will reload the entire page's data.
• AscendScan is now compatible with the new Unitech Scanner Service for EA520 Scanners.
• Local inventory levels will display by default in the purchase order window regardless of the state of the Load History button.
• An Employee ID is auto generated when creating a new user. Sherpa Tip: the auto generated ID can be overwritten if you have a specific ID you would like the employee to use.
• Within the Transfers screen, the location information now sorts alphabetically.
• When viewing Users in Database Explorer, the Employee ID for each user will be displayed to the right of the Last Name.
• Added customer-friendly messages confirming the adding of products to PO or to their Local database.
• Ascend will no longer time out when attempting to access transfers for retailers with large transfer data sets.
• Delivery Dates in the AscendRMS client will be updated as expected. 

Fixed


Klarna


• User is not able to proceed with Klarna transaction without Customer or Phone/Email. However, they may also cancel out of forms if necessary and still be able to use the Klarna payment type after several attempts.

Locally


• Multi-stores will properly share the eCommerce taxes and Locally sales will proceed normally.
• User will be able to execute a return through the Locally process. This is found in the Return (Sale) & Locally return (Yes).

Special Orders Management Tool


• While in the Items to Order form, the user will no longer be able to edit anything in the Transfer To Location column located under the Special Order Items.

Other items


• Commission now displays properly within the Multistore commission table of Edit Product.
• Only users with the Users - Edit Local User permission can Copy User permissions.
• The Receiving Wizard will now correctly pull the invoice number from the Packing Slip.
• If the eCommerce sale customer country code is missing, then matching to a local customer will proceed without an error.
• Duplicate change due no longer occurs in cases where card reader disconnects in the middle of some payment processes.
• When using the Replacement Wizard to replace a product with another, the alert box no longer includes a confusing dash (-) in front of the second product's cost.
• Changing eCommerce setting in Options saves as expected.
• Only users with the Time Clock Permission can edit Time Clock Entries.
• When a user is reviewing the Sales History in the Purchase Order screen, they will be able to click between the current location and All Locations tab and the information will appear.
• DBEX Serialization items that are correctly transferred out will now correctly display yes under Transferred Out column.
• Advanced SQL Permission is now able to do everything that SQL Query can do.

Ascend HQ


New


Special Orders Management Tool


• The user will be able to see all special orders from the locations that they have access to, sorted into 4 different tabs; Not Yet Ordered, Fast Track, Assigned, and All Special Orders.
• The user will be able to see and select a fulfillment option from a drop-down list that includes the fulfillment availability (such as assigning an order or transfer) for the special order request.
• The user can select a warehouse location, that will then be an additional fulfillment option available to fulfill a special order. WARNING: Once you select a warehouse location, you will not be able to change this location. If you determine it needs to be changed, please contact support.
• When the user hits the submit button, it will submit all special order lines that were changed in the current session. As the lines are being passed to Ascend RMS and being updated there, the special order lines will become inactive (gray), so they cannot be changed again, until the submission process has been completed. If there is an error for one of the special order lines, it will be displayed in red.
• The user will be able to see multiple report options and they will be saved to the user or dealership appropriately; Include Committed Transfers, Fulfillment Priority, and Select Warehouse.
• The user will now see a session progress bar, located under the Report Options bar, that shows each session's progress for updating the client with the information that was submitted.
• What the user can see in the Special Orders Management Tool will now be based off whether the user has the Vendor Order user permission or not. If they have the permission, they will have full access to the tool and can update the fulfillment option for a special order. If they do not, they will have "read only" access of the tool.
• When a transfer has been picked, sent, or received, or the order has been received, the fulfillment option will be disabled for a SO in the SO Management Tool. This way a user cannot change the fulfillment assignment to something else when it is already in progress.
• When using the SO Management Tool, users will see their selected lines turn a dark blue, active lines that they hover over in a light blue, and inactive lines that they hover over in a dark gray, to help keep track of the lines that they are reviewing.
• The user will now be able to see the correctly calculated estimated arrival time for transfers and Trek purchase orders. The field will also include the estimated arrival type to let the user know what the date is based off. Note: This calculation will not appear for non-Trek supplier purchase orders.
• The user will now have the ability to filter the special order lines to only show those that failed to be updated on the client when its session was submitted.
• In the SO Management Tool, the submit button will now become inactive when the following occurs:
o There is no current session (meaning no fulfillment options have been selected or changed or the session has already been submitted)
o As soon as the submit button has been clicked, to inform the user that they do not have to click it again.
o When a fulfillment option is being selected and has not fully saved to the session.
• The user will now see special order lines appear on the Not Yet Ordered tab again, when the transfer request has been denied, so they can assign a new fulfillment option.
• When using the SO Management Tool, the user will now see a yellow outline on the fulfillment dropdown box when they have changed a fulfillment and have not submitted the session yet.
• The user will no longer have the ability to add the shipped and promise date columns via the column chooser. Instead, they will see one column for the estimated arrival date.
• Translations for most locales will appropriately be displayed in Ascend HQ for the Special Orders Management Tool.

Cloud Product Catalog


• Navigate to Products & Supplier Catalog Mapping to Associate a Supplier to Trek Catalog.
• There is a new menu item Product under which you have Supplier Catalog Mapping, where you should associate a catalog to the supplier. With the March release we have only Trek Bicycle Corp supplier integrated with the Cloud Catalog.
• Up to 15 products may be selected to Add to Order or Local Database.
• A user can see the products in results which are existing in Local Database but are not selectable and greyed out and that be toggled to be hidden or shown.
• Date Created Field is added to the Results Table.

Fixed

Other items


• Bikes will no longer incorrectly be included in the Average Work Order stat in the Retail Profit Machine widget on the Analytics tab in Ascend HQ.

October 2021

Software 21.5.127 / Database Schema 95.1 (no change from September 2021)

Ingenico iSC Touch 250 Device Configuration: 21.4.1 / Firmware: 23.2.46.1 (no change from September 2021)

Ingenico Lane 7000 Device Configuration: 21.4.0 / Firmware: 6.81.9 (no change from September 2021)

Release Date: October 20th, 2021

Ascend RMS Client

  • (new) Inventory Adjustment Types are now shared across the multistore. This means that existing IAs, which were unique to each store, would be shared and duplicated if they were to be saved. Multistore locations - do not to edit any existing IA Types without contacting Ascend Support first. 
  • (new) (US and UK only) Offer financing for customer through the Klarna platform starting on October 21st, 2021.
  • (new) (International) Process customer orders using the Locally eCommerce platform.
  • (new) In Database Explorer > Customers, there is a Show All button prompt when loading a large amount of records.
  • (new) For Vendor Orders, performance is improved in Database Explorer > Orders
  • (new) For Vendor Orders, Order Items’ margin data displays calculating until available while the rest of the screen loads.
  • (fixed) In a transaction, Serialized items that are returned by editing the quantity to negative (from 1 to -1) with in-cell editing remove the customer association with that serial number and does not continue to associate that item with the customer’s record.

September 2021

Software 21.4.167 / Database Schema 95.1 (change from June 2021 Hotfix 2)

Ingenico iSC Touch 250 Device Configuration: 21.4.1 / Firmware: 23.2.46.1 (change from June 2021 Hotfix 2)

Ingenico Lane 7000 Device Configuration: 21.4.0 / Firmware: 6.81.9 (change from June 2021 Hotfix 2)

Release Date: September 21, 2021

Ascend HQ

  • (new) On the RPM Accuracy report, % of Bikes w/Accurate SNs calculation performance is improved. (multi-store retailers) When individual locations are selected, values display for only the selected locations.
  • (fixed) On the Service Analysis report, Labor/Hour includes Time Clock records whose total Duration is the same (e.g. if a user works 8.0 hours every day) and excludes records whose total Duration is 0.0 hours.

Ascend RMS Client

  • (new) In Database Explorer > Products and Database Explorer > Vendors > Vendor Products, any additional filters applied are retained when exporting results.
  • (new) On the Check-In/Check-Out Transfers screens, Print/Print Preview includes all information displayed.
  • (new) When importing customers from a spreadsheet (Ascend Desktop > File menu > Import > Customers) and no ID is entered:
    a. The user is notified if the import fails and at which spreadsheet row the import completed successfully.
    b. If a customer with FirstName, LastName, and Phone values (including spaces and other characters) which exactly match an existing customer, it is not imported.
    Sherpa tip: To update existing customers, records must be exported with their ID values.
  • (new) (multi-store retailers) Products cannot be removed (hidden) or merged when they exist on an incomplete Vendor Order at another location.
  • (new) (Trek dealers) Estimated Delivery Dates from Trek (Shipped, Estimated, or Promise) displays for items in the Special Orders screen (Desktop > View > Special Ordered Items).
    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.
  • (new) For eCommerce Sales placed via Locally:
    a. Messages entered by customers display in the Comments field on the transaction.
    b. When a customer enters a different Billing Address than entered in Ascend, the customer’s record updates accordingly.
  • (new) (Chase users) EMV (chip) card payments (credit or debit) under $100.00 ($99.99 and below) do not require a signature or PIN entry.
  • (new) Performance is improved for:
    a. Product and vendor product searches
    b. Database Explorer > Users
  • (new) Performance is improved when:
    a. Searching for customers using the Phone option in Database Explorer > Customers or on a transaction.
    b. Using the Super Search option in Database Explorer > Products.
  • (new) (multi-store retailers) When a Customer Tax Exception Reason (e.g. Non-Profit, School, Government Agency) is removed at any location, Customer Tax values are removed (tax rate is reset to the default rate) from any customer with this exception selected across all locations.
  • (new) On a transaction:
    a. Serialized sale items’ (e.g. Bikes) Quantity can have a value of 1 or -1.
    b. When the transaction is finished (closed) on a previous date or was already sent to a government reporting service, it cannot be saved.
  • (new) (Chase users) When a non-Ingenico payment terminal device is disconnected, users are not notified that the payment terminal is disconnected.
  • (new) On a finished (closed) transaction, reprint a standard (small) receipt from the File menu > Print Current Transaction Receipt.
  • (fixed) (multi-store retailers) When a transfer item is Picked or Sent at another location, it cannot be Removed (Abandoned).
  • (fixed) Performance is improved in the Work Order Details screen and Options > Sales and Returns > Work Order > Status List when editing or choosing a different Status.
  • (fixed) (multi-store retailers) On a Vendor Order, the Transfer To column displays all locations.
  • 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 switching to another program from the Product Replacement Wizard, Ascend does not “freeze”/become unresponsive.
  • (fixed) On the Work Order Details screen > View Availability, Due Time can be edited.
  • (fixed) When multiple VAT rates are active, results are not duplicated in the Customer/Product Query tools or in SQL queries.
  • (fixed) On a transaction, multiple Gift Certificate and/or In-Store Credit payments cannot be taken to exceed the customer’s available balance.
  • (fixed) (Trek dealers) On the Receiving Wizard:
    a. Non-alphanumeric special characters cannot be entered in the Packing Slip Number field.
    b. Order items with Rental checked are assigned to the appropriate Rental Product when received. (multi-store retailers) Order items assigned to transfer to another location create and automatically mark the Transfer Item as Picked.
  • (fixed) On a Vendor Order:
    a. Select a serial number for an order item with a negative quantity (i.e. -1) to remove (hide) it from your system.
    b. (multi-store retailers) The Sales History and Locations panes display all information and are not cut off.
    c. Negative values cannot be entered for Cost or MSRP.
    Sherpa tip: To reverse (“undo”) a received order item, enter a negative Order Qty.
  • (fixed) When Ascend is selected as your "Point Of Sale" System Used on Locally but Ascend Options > eCommerce Import is not configured, sale imports are not delayed after Ascend setup is complete.
  • (fixed) On the transaction Special Order dialog box, the Associate to Purchase Order dropdown displays all order information regardless of the length of the vendor name.
  • (fixed) When a Customer Tax Exception Reason (e.g. Non-Profit, School, Government Agency) is removed, Customer Tax values are removed (tax rate is reset to the default rate) from any customer with this exception selected.
  • (fixed) Hidden (removed) but incomplete Work Order Details do not prevent finishing (closing) the transaction.
    Sherpa tip: Transactions cannot be finished (closed) as a sale or unmarked as a Work Order until all Work Order Details are completed or hidden.
  • (fixed) In Options > eCommerce Import, sale imports function regardless of the order providers are configured.
  • (fixed) When Options > QuickBooks > Export Settings > Separate Cash and Checks is checked/Separate Check Payments is unchecked and Purchase on Account purchases and payments are processed, no error displays when exporting General Ledger Summary (IIF) files.
  • (fixed) (Chase users) Gift Card payments can be processed using the Ingenico payment terminal.
  • (fixed) In Reports > Work Orders, reports return results when using a top-level parent category of Labour.
  • (fixed) When the Ascend.Rms.Agent service is not running or experiences connection issues, no error displays when creating an Inventory Adjustment.
  • (fixed) (Trek dealers) On the Receiving Wizard, order items which were cancelled are not added to the system.
  • (fixed) On the Select Customer dialog box, users are warned when a large number of records will display when:
    a. Selecting the Show All button.
    b. Checking Purchase on Account Status.
  • (fixed) (Trek dealers) On the Product Replacement Wizard, inventory is not erroneously increased when a removed (hidden) sale item exists for the swapped product.
  • (fixed) Existing transactions (layaways/rentals/work orders) cannot be converted to a Quote transaction.
  • (fixed) The same order item cannot be received when the Receiving Wizard and the associated Vendor Order are open on multiple computers.
  • (fixed) When reprinting signature receipts for credit and Trek cards, no error displays.
    a. In a transaction, select the payment and select the File menu > Print Signature Receipt.
    b. In Database Explorer > Sales > Payments tab, right-click the payment and select Print Signature Receipt.
  • (fixed) (Chase users) When a payment on a Quote transaction is processed using the Ingenico iSC Touch 250 payment terminal:
    a. Ascend does not “freeze”/become unresponsive.
    b. The appropriate inventory quantities for sale items are adjusted.
  • (fixed) When searching for customers by Phone using non-numeric values, no error displays.

June 2021 Hotfix 2

Software 21.3.146 / Database Schema 93.1 (no change from June 2021 Hotfix 1)

Ingenico iSC Touch 250 Device Configuration: 20.1.1 / Firmware: 23.2.46.1 (no change from June 2021 Hotfix 1)

Ingenico Lane 7000 Device Configuration: 20.3.3 / Firmware: 6.81.9 (no change from June 2021 Hotfix 1)

Release Date: August 11, 2021

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

Ascend HQ

  • (new) On the Sales by Category report, 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.
  • (new) Use the Orders > Special Orders tool to view special order items, their status, and (Trek dealers) estimated Delivery Dates. In the Report Options section, choose whether or not to display completed special orders or (multi-store retailers) transfers requested from another location. Enter any additional information buyers should know in the Notes field.
  • (new) On the Orders > Reorder Analysis tool, click the Import button to update products from values in a spreadsheet (template available on the Ascend Retailer Portal – log into www.ascendrms.com).
    Sherpa tip: If no values are entered for a product included in the spreadsheet, fields are set to 0. If the VPN entered does not match a vendor Part Number for the selected vendor/supplier, the product is not updated. If multiple VPNs are entered for the same product, only the first value listed is used.

Ascend RMS Client

  • (fixed) (Trek dealers) When an order item with a Case Qty configured is received using the Receiving Wizard, inventory is updated accordingly.

June 2021 Hotfix 1

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

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.

Feedback and Knowledge Base