What do each of the Ascend client permissions do?

A

Advanced Payments


Ability to use a payment which was classified as “advanced.”


Allow Commands in SQL Query Window


Ability to run custom SQL queries (custom reports AND built-in reports with an orange icon).

Do not run queries which were not provided by Ascend Support. Always run a backup before running any SQL query. Poorly executed SQL commands could damage your system.


B

Backup Database


Ability to manually back up the database.


C

Cash to Deposit


Ability to manually Enter Cash to Deposit or perform Cash Reconciliation for a workstation.


Categories


Ability to manage categories, or to assign a product to a category.


Commissions


Ability to assign a commission rate or spiff value to a product record.


Cost View - DBExplorer


Ability to view cost information in the Database Explorer screen.


Cost View - Sales Discount Window


Ability to view cost information in a transaction's Discount Calculator dialog box (keyboard F9).


Cost View - Trek Order Grids


Ability to view cost information in the Order Grids screen. Sherpa tip: To restrict the viewing of cost in the Sale and Work Order screens, disable the Products / Vendor Products- Edit permission.


Customer Groups - Add/Edit


Ability to fully manage Customer Groups and their memberships.


Customer Groups - Add/Remove Members From Customer Record


Ability to manage (from the Customer Editor) Customer Groups in which a customer is a member.


Customer Groups - View


Ability to view Customer Groups and their memberships.


Customers


Ability to manage customer information and records.


D

Database Explorer


Ability to access the Database Explorer screen (keyboard F4).


Deposits, Layaways, Quotes and Work Orders


Ability to view, add, and edit the following transaction types:

  • Deposits
  • Layaways
  • Quotes
  • Work Orders


Desktop Cash Drawer


Ability to open the cash drawer outside of a transaction (keyboard F9).


E

eCommerce Import


Ability to manage eCommerce sales.


Employee Time Clock - Punch Out


Ability to punch out any user who is currently punched in. Sherpa tip: All employees are able to punch themselves out.


I

Import/Export Data


Sherpa tip: This permission is not included in the Manager permission level preset.

Ability to import/export data records, including:

  • Vendor product records (a product's ordering information)
  • In-store product records (a product's inventory information)
  • Customer records (contact information)
  • QuickBooks® General Ledger Summary files (accounting information for a specified date range)
  • Product file for the inventory scanner
  • Scan files for inventory reconciliation


Integration - Trek Bike / Parts Grids


Ability to access Trek Order Grids.


Inventory Adjustment Types - Edit


Ability to edit the QuickBooks® account assigned to an inventory adjustment type (e.g. Donation, Shop-Use, Warranty Resolution, etc.). Sherpa tip: Use manual inventory adjustments to record when a product is removed from or added to inventory outside the standard practices of ordering, receiving, and selling product. Examples of inventory adjustments include product donations and designating products for internal store use.


Inventory Adjustment Types - View


Ability to view all inventory adjustments types currently in your system. Sherpa tip: Use manual inventory adjustments to record when a product is removed from or added to inventory outside the standard practices of ordering, receiving, and selling product. Examples of inventory adjustments include product donations and designating products for internal store use.


Inventory Adjustments - Add


Ability to Manually Create an Inventory Adjustment. Sherpa tip: Use manual inventory adjustments to record when a product is removed from or added to inventory outside the standard practices of ordering, receiving, and selling product. Examples of inventory adjustments include product donations and designating products for internal store use.


Inventory Adjustments - View


Ability to view inventory adjustments which were previously entered into the system. Sherpa tip: Use manual inventory adjustments to record when a product is removed from or added to inventory outside the standard practices of ordering, receiving, and selling product. Examples of inventory adjustments include product donations and designating products for internal store use.


K

Kits


Ability to view, add, and Edit kits. Sherpa tip: Kits are used to sell multiple products under a single on sale price, e.g. an” x for the price of y “sale (two pairs of socks for the price of one).


L

Linking and Merging


Ability to manually merge one database record into another record (e.g. duplicate records for a single product exist; one record must be manually merged into the other record), and to re-categorize products en masse.


Locations


Ability to manage store contact information. Sherpa tip: This information is printed at the top of receipts. This information is automatically shared between locations.


M

Maximum Discount


Highest percentage an employee is allowed to manually discount a transaction. Sherpa tip: By default, a discount percentage of 0% is assigned when a new user is added; the employee cannot apply any amount of discount to a transaction. Promotional discounts (e.g. sales promotions, Customer Group pricing) are automatically applied, regardless of an employee's Maximum Discount.

At 0%, an employee cannot discount a transaction at all.

At 100%, an employee can apply any discount amount to the transaction.


Messages


Ability to manage items in the Messages pane When activated, this pane displays at the bottom of the Ascend Desktop. Sherpa tip: To activate the Messages pane: From the Ascend Desktop, select the View menu > Messages.


Multi-Store


Ability to access all functions which deal with integrating multiple locations.


Multi-Store - Remote Product Lookup Only


Ability to only view product quantities at another store location. Restricts access to all other multi-store functions.


Multi-Store - Transfers Check-in


Ability to check products which were received from another store location into inventory. Restricts access to all other multi-store functions.


Multi-Store - Transfers Check-Out


Ability to check products out of inventory for transfer to another store location. Restricts access to all other multi-store functions.


O

On Sale


Ability to manage sales promotions.


P

Payment Types


Ability to manage payment types which can be applied to transactions.


Payouts


Ability to manage payouts.


Products / Vendor Products - Add/Edit Master Data


Ability to manage information in the Master Data section of the Product Editor, which is shared between all store locations (e.g. Description, UPC, SKU, Category, Brand).

These permissions do not control the modification of product records by import of Microsoft® Excel spreadsheet. Use the Import/Export Data permission to manage user modification of product information using Microsoft® Excel spreadsheets.


Products / Vendor Products - Edit Local Data


Ability to manage information in the General or store tab of the Product Editor, which can be configured separately at each store location (e.g. MSRP, Commission, Min/Max).

These permissions do not control the modification of product records by import of Microsoft® Excel spreadsheet. Use the Import/Export Data permission to manage user modification of product information using Microsoft® Excel spreadsheets.


Products / Vendor Products - Edit Remote Data


Ability to manage store-specific information for other locations in the Multi-Store tab of the Product Editor (e.g. MSRP, Commission, Min/Max).


Products / Vendor Products - View Only


Ability to view (but not manage) an existing product record.


Purchase on Account - Manage Accounts


Ability to access and manage customer accounts (Purchase on Account).


Purchase on Account - Edit Customer Eligibility


Ability to update customer account (Purchase on Account) status.


Purchase on Account - View Accounts


Allows users to view, but not edit, customer account information such as account status, credit limit, credit remaining, outstanding transactions, etc. Sherpa tip: The Advanced Payments permission must be enabled in order for the user to access purchase on account functions.


R

Remove/Restore Data


Ability to remove or restore records stored in the database.

Users must have this permission in order to remove items from a sale.


Reporting - Customer/Product Query Tools


Ability to create custom reports based on customer sales history and the product information stored in your system. Excellent tool for analyzing customer purchases for targeted advertising.


Reports


Ability to access ALL built-in reports.


Reports - End of Day Only


Ability to access only built-in reports in the End of Day section.


Reports - Online Reports - All


Ability to access ALL Ascend online (web-based) reports (AOR).


Reports - Online Reports - Customer Transaction History


Ability to access only the Customer Transaction History online report (AOR).


Reprint Signature Receipt


Ability to reprint a customer’s signature receipt (Credit Card, Trek Card, Financing, etc.).


Reservations - Manage


Ability to add, edit, cancel, or remove customer reservations.


Reservations - Manage Collections


Ability to add, edit, or remove reservation collections.


Reservations - Manage Resources


Ability to add, edit, or remove Rental Units.


S

Sales - Add


Ability create new Sales transactions (keyboard F6).

The Deposits, Layaways, Quotes and Work Orders user permission is required to manage other transaction types.


Sales - Edit


Ability to manage Sales transactions.

The Deposits, Layaways, Quotes and Work Orders user permission is required to manage other transaction types.


Sales - View


Ability to view previously created Sales transactions.

The Deposits, Layaways, Quotes and Work Orders user permission is required to manage other transaction types.


Scheduler


Ability to access the Scheduler (Ascend’s basic calendar feature).


Serialization - Add


Ability to add product serial numbers.


Serialization - Edit


Ability to Edit product serial numbers. Sherpa tip: Assign this permission to all mechanics.


Serialization - View


Ability to view (but not manage) serial numbers previously entered in the system. Sherpa tip: Assign this permission to all mechanics.


System Tools


Ability to access advanced system functions:

  • Database uploads to Ascend support
  • Change System Password
  • Options
  • Reconcile Inventory


T

Tax - Edit Base Tax Rates


Allows users to activate a new Sales Tax Rate or edit an existing Sales Tax Rate.


Taxation - Edit Customer Tax Exceptions


Allows users to configure Customer Tax Exceptions. These reasons can then be selected when a customer is granted a tax exception.


Tax - Sales Item Tax Override


Ability to override the default tax rate on items at the time of purchase.


Time Clock


Ability to manage time clock entries for all employees.


Trek Credit Card Application


Ability to process Trek credit card quick applications (keyboard Ctrl+T).


U

Users - Add, Edit, Remove


Ability to manage system user accounts (employees).


Users - View


Ability to view system user accounts (employees) which already exist in your system.


Update Ascend


Ability to install a new version of Ascend.


V

Vendor Orders


Ability to manage vendor orders (purchase orders).


Vendor Updates


Ability to use the Update Vendor Products utility.


Vendors


Ability to manage contact records for vendors.


Voids


Ability to remove integrated credit or gift card payments from a transaction.


W

Warranty

This permission is currently inactive.


Work Order Scheduling Override


The ability override the maximum number of work orders scheduled for a single day.


Z

Zip Codes


Ability to manage the customer Zip Code list. Sherpa tip: When a ZIP/Postal Code is entered in the Customer Editor, City is automatically entered.

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