Release Notes (Early Release)

December 2018 Early Release 3

Software 18.4.202 / Database Schema 61 (no change from December 2018 Early Release 2)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from December 2018 Early Release 2)

Release Date: December 18, 2018

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 History tab on customer records, transactions display in reverse chronological order (i.e. the most recent transactions display at the top of lists).
  • (fixed) In Database Explorer, the cursor automatically defaults to the Search field when changing topics.

December 2018 Early Release 2

Software 18.4.198 / Database Schema 61 (no change from December 2018 Early Release 1)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from December 2018 Early Release 1)

Release Date: December 4, 2018

Ascend RMS Client

  • (fixed) Completed Work Order Details and transactions cannot be edited or reopened after the date the transaction was finished (closed).
  • (fixed) New work orders can be added from the Service Center screen.

December 2018 Early Release 1

Software 18.4.195 / Database Schema 61 (change from September 2018 Early Release 3)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from September 2018 Early Release 3)

Release Date: November 27, 2018

Highlights

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 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 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 (download the new template file). 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.
  • (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 (when released).
  • (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.

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