Trek Connect Retail Marketing (TCRM) 2020 Project One promotion

Use the Trek Connect Retail Marketing Project One paint upgrade campaign to encourage your customers to customize their own Project One bike. From January 2-31, customers who purchase a Project One bike can receive $500 in the US/$650 in Canada off their custom bike – and you’ll receive a rebate of $300 in the US/$390 in Canada from Trek for each of these purchases.

See the B2B article for full details on this promotion.

System setup

  • Download the Trek Connect Project One Promotion coupon using the Coupon Wizard utility. Print labels to keep at your cash registers.
    Sherpa Tip: If you're a multi-store retailer, coupons automatically share between all locations, so you only need to download this coupon at one location.
  • Download and install the advertising image on your Ingenico payment terminal.

Project One sales

  1. At the time of sale:
    a. Add a Project One placeholder product. Adjust the Price to the full price of the customized bike (this will include the full value of the customer’s upgrades). Adjust the Color to P1-2020
    b. Mark the placeholder as a Special Order so your buyer knows to enter the order.
    Sherpa tip: You may wish to print two copies of the customer’s receipt.
    c. Take any deposit payments that your store requires. If full payment is taken, be sure to select Keep Open on the toolbar.
    Sherpa tip: Do not apply the upgrade coupon yet. Pre-tax coupons cannot be removed, and post-tax coupons can only be removed the same day they’re taken.
  2. Place the order for the customer’s customized bike on Dexter.
    a. From the Order Detail screen, download the product spreadsheet.
    Sherpa tip: The order spreadsheet is not required at this point.
    b. Make note of the Sales Order and Customer PO information.
    c. Edit the placeholder item to include the actual product information from Dexter and set the Color to P1-2020 within the Product Record.
    d. Mark the product as a Special Order.
  3. Record the order in Ascend.
    a. Create a vendor order for Trek Bicycle Corporation.
    b. On the toolbar, click the Reorder button and add the customer’s Special Order.
    c. Enter the Sales Order in the Vendor Order # field and the Customer PO in the PO Number field.
    d. Do not check availability or submit the order.
  4. When the customer’s bike is received, process the order and ensure that the product Color is set to P1-2020. Then, apply the upgrade coupon and finish the sale like any other Special Order.

End-of-sale reporting

Sherpa Tip: Rebate queries will be posted February 3. Rebate queries are due to Trek by Friday, February 14. Rebate amounts are based on Trek Advertised retail price.

  1. Download and run the TCRM Project One 2020 Consumer Bikes Sold query.
  2. Email the results of the query (in XLSX format) to Trek Customer Care at

FAQs & troubleshooting

Q: Why isn't a bike sold showing on the report?

A: This is generally due to one or more of the following reasons:

  • The product did not include P1-2020 as the Color in the Product Record.
  • The transaction was created and finished on a date outside of the sale dates (January 2-31).
  • The upgrade coupon was not applied to customer sale transactions.
  • The product does not have "Trek Bicycle Corporation" as a vendor

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