Accounting for bikes bought on (Click & Collect)

The Trek Connect E-Commerce ("click and collect") service allows customers to order online and have their order shipped either directly to them (for non-bike orders) or to their local dealer (bikes will not be direct-shipped). Trek handles all taxes and payment processing. This service is provided at no charge to Trek dealers.

When a customer purchases a bike through the Trek Connect E-Commerce service, your store receives an email containing the customer and bike details. Record a work order to track the build and delivery.

Sherpa tip: This process applies ONLY to bike purchases. Do not enter parts and accessories orders into Ascend, and do not add the bike as a sale item on a transaction - this will skew your reporting for sales taxes, and you may be liable for paying sales tax you did not collect from customers.

For details on the Trek Connect e-commerce platform, see the B2B article.

System Setup

Product Setup

  1. Download and import the Trek Bicycle Corporation Trek Connect E-Commerce spreadsheet (log into to access this file) under vendor Trek Bicycle Corporation.
  2. For each SKU, configure the following attributes:
    a. Check Do not upload label information.
    b. In-Store SKU:


  3. Click Save.
    Sherpa Tip: Assigning these SKUs to the Labor category affects Labor metrics in Ascend Analytics.
  4. When the MSRP Is Not Greater Than Cost prompt displays, click Yes.
  5. (optional) Print labels to keep at all registers for employees to scan easily.

Dexter Setup

Multi-store retailers: Fill out your store profile for every location.

  1. Log into the B2B site.
  2. Select the store icon (on the top toolbar) and select Edit Store Profile.
  3. Enter all address information.
  4. Click Continue.
  5. Click Use This Pin Placement next to your desired option.
  6. In the Dealer Information section, click Edit (pencil icon).
    a. Dealer Name: Enter the name you wish to be displayed to customers.
    b. Telephone: Enter your store's primary phone number.
    c. E-Mail: Enter the email address for customers to contact the store.
    d. Web Address: Enter your website address.
    e. Delivery Radius (Miles): Enter the maximum distance your store is willing to travel to deliver assembled bikes to customers.
    Sherpa Tip: If your store does not wish to provide this service, enter 0.
  7. Click Accept (check icon).
  8. Select the Hours of Operation tab.
  9. From the Timezone for this location drop-down menu, select the appropriate time zone.
  10. From the Time Format field, select your desired display option.
    a. 12 Hour: Display times in standard US format (e.g. 10:00 AM, 1:00 PM).
    b. 24 Hour: Display times in "military" format (e.g. 10:00, 13:00).
  11. Enter your store hours.
  12. Click Update.
  13. (QuickBooks® Users) If you use the Trek invoice download service, notify of the account assignments you wish to use for service commission credits.

Bike Builds & Delivery

Build Bike

  1. Create a bike build work order for the customer; see How do I assemble a product for a customer? for details.
  2. Scan or enter the Trek Connect E-Commerce Bike Build Tracking SKU.
  3. Complete the work order as normal; see How do I process a customer’s repair? for details.

Deliver Bike

  1. Open the work order.
  2. Scan or enter the Trek Connect E-Commerce Bike Delivery Tracking SKU.
    Sherpa Tip: Do not close (finish) the work order until the bike is delivered.
  3. When the bike is delivered, process a $0 cash payment.

Additional Resources

Video: Procedure for Click and Collect

Article: Display my product availability on

Article: Return an item bought on

Video: How to Handle Returns

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