How do I process Trek warranties?

To warranty a product from Trek, a specific setup is needed in Ascend. You will need to create and use:
  • A specific labor product to charge for repairs and replacements
  • A warranty customer account to track claims in Ascend

Prep your database to process Trek warranties

Set up the Warranty SKU:


You can download the spreadsheet for the product information either by navigating to our website or by clicking this link

1. Navigate to AscendRMS.com and log in.
2.  Under the Your Account dropdown, select Vendor or Supplier Files for your country.  
3. Find the Trek section and download the Trek warranty vendor product spreadsheet.
4. Open (and log into) Ascend.
5. Select File > Import > Vendor or Supplier Products.
6. Navigate to the location where you saved the file (generally the Downloads folder), and double-click the file.
7. Double-click Trek Bicycle Corporation.
8. Check all boxes for import.
9. Click OK.

The products will be added to Ascend.

10. Once the import is completed, navigate to Database Explorer > Products.
11. Find and open the product record (Part number is TREKWARRANTY).
12. Change the SKU to TREKWARRANTY.
13. Check the Do not upload label info box.
14. Verify that  the Category is Labor and the NonInventory box is checked.
15. Click Save.


Set up the Warranty customer: 

1. Select Create > Customer from the Ascend desktop.
2. Set these attributes:
     a. Account TypeCompany
     b. CompanyTrek Warranty
3. For the Address, fill in Trek's address.
4. Set up Purchase on Account.
     a. Select Active from the Status drop-down menu.
     b. Set the Credit Limit field to $100,000. You can always change this number (up to $99,999,999.99), if needed.



5. Click Save.

Once these are set up, you can process with any warranty claims for Trek products. Here's the major "milestones" in a Trek warranty claim process:

Contact Trek Warranty Support

Call or email Trek's Warranty support and confirm these items:
  • The customer's warranty plan is valid
  • Repairs are covered 
  • The intended work is approved

Submit the claim to Dexter

Claims need to be submitted through Dexter within 60 days of completing the Work Order!

1. Log into Dexter
2. Select the Services tab.
3. Click Claim Creator and Review.
4. Select Start Claim.
5. Complete the claim information and submit it. Make note of the Claim Number.

Record the claims details in Ascend


1. Create a new Work Order in Ascend.
2. In the serial number prompt, enter the serial number. This will automatically pull up the customer's information (if they have a customer record attached to this serial number). 
3. Add the Trek warranty labor SKU to the Work Order Detail.
4. If needed, add a Due Date or any other parts required for the repair.
5. Select Save or Save & Print

This sets up your Work Order Detail correctly, so that the bike stays connected to the correct customer. But the Work Order transaction itself needs to be connected to the Trek Warranty customer, so Trek can pay for the repairs. 

6. Select Customer > Select or hit F11 on your keyboard. 
7. Find and select the Trek Warranty customer account. 
8. If applicable, add any discounts to the Work Order.
9. In the Comments field, write down the claim number.

Charge the store's warranty customer account

Once the work is completed and the customer is leaving with their bike, you can charge the Work Order to Trek Warranty's POA.

1. Open the Work Order you created earlier (for customer Warranty, Trek).
2. Select the Account icon from the payment types.
3. Next to Purchaser, click the magnifying glass icon and search for the customer who owns the bike.
4. Enter the claim number in the Purchase Order # field.



5. Click Save

Reimbursements

After a claim has been reimbursed to your shop by Trek, you can enter that information into Ascend.

1. Select Tools > Purchase on Account > Manage from the Ascend desktop.
2. Double-click the customer: Trek Warranty.
3. Check the box next to the Work Order that was reimbursed by Trek.



4. Select the payment type Check.
5. Enter the check number.
6. Select Save

Additional Resources


Article: How do warranties work?



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