Selling Trek Project One (P1) bikes

Trek’s Project One program allows customers to customize their bike with the components and paint scheme that’s unique to their needs and personality.

System setup

  1. Download and import the Trek Bicycle Corporation Trek Project One spreadsheet (available on www.ascendrms.com) under vendor Trek Bicycle Corporation.
  2. In Ascend, navigate to Database Explorer > Products.
  3. Find and open the product record (Part Number is TREKPROJONE).
  4. Change the SKU to TREKPROJONE.
  5. Check Do not upload label info.
  6. Verify the Category is Bikes and NonInventory is checked.
  7. Click the Save button.
  8. When the MSRP Is Not Greater Than Cost prompt displays, click the Yes button.
  9. (optional) Print labels to keep at all registers for employees to scan easily.

Project One orders

  1. At the time of sale:
    a. Add the Project One Placeholder product. Adjust the Price to the full price of the customized bike.
    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.
  2. Place the order for the customer’s customized bike on Trek’s B2B site.
    a. From the Order Detail screen, download and import 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.
    a. Remove the placeholder item from the customer’s transaction and add the product information from the B2B order.
    b. 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, apply payments, and finish the sale like any other Special Order.

Integration

  1. Submit an idea for an improvement to the software
  2. Create an Ascend University account
  3. Process Trek warranties
  4. Display my product availability on TrekBikes.com
  5. Accounting for bikes bought on TrekBikes.com (Click & Collect)
  6. Return an item bought on TrekBikes.com
  7. Use the SmartEtailing Direct Mail Customer Export with Ascend
  8. Sign up for text alerts when there's an Ascend service issue
  9. Set up Gift Cards in my shop
  10. Send inventory & pricing information to Locally
  11. Set up a Quickbooks file
  12. Import a chart of accounts into Ascend
  13. Assign your Quickbooks accounts in Ascend
  14. Move files from Ascend into Quickbooks
  15. Ascend recommended practices for QuickBooks®
  16. Join the Ascend Customer Network (ACN) on Yammer
  17. Accessing Dexter from Ascend
  18. Set up Ascend to export (upload) products to an ecommerce (SmartEtailing) website
  19. Set up Ascend to import (download) ecommerce (SmartEtailing) sales
  20. Export (upload) product information to an eCommerce (SmartEtailing) website
  21. Process eCommerce (SmartEtailing) sales
  22. Set up email integration
  23. Help a customer apply for a Trek Card in your store
  24. View availability for Trek products using Order Grids
  25. Get started with Listen360 integration
  26. Listen360 Overview with Ascend
  27. Send purchase and registration information to Bike Index
  28. Register Bikes with Trek during transactions
  29. Selling Trek Project One (P1) bikes
  30. Use the Ascend Retailer Portal on ShareFile
  31. Quality Bicycle Products (QBP) integration
  32. Send bike sale information to Project 529 Garage
  33. Send inventory & pricing information to Bike Exchange

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