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.
- Download and import the Trek
Bicycle Corporation Trek Connect E-Commerce spreadsheet (log into www.ascendrms.com
to access this file) under vendor Trek Bicycle Corporation.
- For each SKU, configure the following attributes:
a. Check Do not upload label information.
b. In-Store SKU:
i. Part#TCECDELIV = TCECDELIV
ii. Part#TCECBUILD = TCECBUILD
- Click Save.
Sherpa Tip: Assigning these SKUs to the Labor category affects Labor metrics in Ascend Analytics.
- When the MSRP Is Not
Greater Than Cost prompt displays, click Yes.
- (optional) Print labels to keep at all registers for
employees to scan easily.
Multi-store retailers: Fill out your store profile for every location.
- Log into the B2B site.
- Select the store icon (on the top toolbar) and select Edit Store Profile.
- Enter all address information.
- Click Continue.
- Click Use This Pin
Placement next to your desired option.
- In the Dealer
Information section, click Edit
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.
- Click Accept
- Select the Hours of
- From the Timezone for
this location drop-down menu, select the appropriate time zone.
- 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).
- Enter your store hours.
- Click Update.
- (QuickBooks® Users) If you use the Trek invoice download
service, notify email@example.com
of the account assignments you wish to use for service commission credits.
Bike Builds & Delivery
- Create a bike build work order for the customer; see How
do I assemble a product for a customer? for details.
- Scan or enter the Trek
Connect E-Commerce Bike Build Tracking SKU.
- Complete the work order as normal; see How
do I process a customer’s repair? for details.
- Open the work order.
- 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.
- When the bike is delivered, process a $0 cash payment.