October 2019 Early Release 1
Software 19.3.172 / Database Schema 72 (change from July 2019 Early Release 3)
Ingenico Device Configuration: 17.3.1 / Firmware: 18.104.22.168 (no change from July 2019 Early Release 3)
Release Date: October 2, 2019
- The Sales Team Analysis report displays Quote and Layaway values.
- The Sales By Category report can display inventory and (multi-store retailers) location-specific values.
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.
Full Release Notes
- (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.
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.
- (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.
- 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) (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.
- (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
Sherpa tip: This option is checked by default.
- (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) (multi-store retailers) Country information for customers and users is shared between locations.
- (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.