2. Under the Your Account dropdown, select Vendor or Supplier Files for your country.
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.
Sherpa Tip: You will use this product for tracking purposes only. Trek does not pay for labor on Warranty claims.
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 Type
- Trek 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
. 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:
Submit the claim to Dexter
Claims need to be submitted through Dexter within 60 days of completing the Work Order! Before submitting the claim, please verify that the customer is the original owner of the product and proof of purchase can be provided
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.
ReimbursementsAfter 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
Sherpa tip: Credits will be issued to your Trek account. Use the Check
payment type to account for this - Trek will not send reimbursements as a check.
6. Select Save
Article: Warranty a product