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Trek eCommerce Integration (non-Locally)

The Trek E-Commerce service allows customers to order online and have their order shipped either directly to them or to their local dealer. Trek handles all taxes and payment processing. This service is provided at no charge to dealers. For quick answers to frequently asked questions about handling Trek E-Commerce, see FAQs at the bottom of this article.

System Setup


Specific configurations must be completed before recording Trek E-Commerce bikes in Ascend.

Product Setup


Follow either of these steps to add the Trek Delivery and Build SKU’s to your Database.
a. Download and Import the Supplier Products file “Trekbikes.com E-Commerce Supplier Products Setup.xlsx” from Ascend Sharefile.

b. Manually create Products for both Delivery (TCECDELIV) and Build (TCECBUILD) in Ascend under supplier Trek Bicycle Corporation.

If manually adding, configure the following attributes for each of the 2 items as below:

Category:
o Part# TCECDELIV = Services or Labour1
o Part# TCECBUILD = Labour2 or Services

RRP:
o Part#TCECDELIV = 0.00
o Part#TCECBUILD = 0.00

In-Store SKU:
o Part#TCECDELIV = TCECDELIV
o Part#TCECBUILD = TCECBUILD
Non-Inventory Item = Checked

eCommerce = Not checked

Do not upload label information = Checked

3. Click Save.

4. When the RRP Is Not Greater Than Cost prompt displays, click Yes.

5. (optional) Print labels for reference to keep at all registers so employees to scan with ease.

1Assigning this SKU to the Labour category affects Labour metrics in Ascend HQ.
2Assigning this SKU to the Labour category affects Labour metrics in Ascend HQ.

Bike Builds


Before beginning, see System Setup above to verify your system is properly set up. When a customer purchases a bike through the Trek E-Commerce service, your store receives an email containing the customer and bike details. Record a work order to track the build and delivery.

Build Bike


1. Create a bike build work order for the customer.
2. Scan or enter the Trek E-Commerce Bike Build Tracking SKU (TCECBUILD).
3. Complete the work order as normal.

Deliver Bike


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

Reporting


Use Ascend's custom reporting tools to report on bikes built and delivered for Trek E-Commerce

Customers


1. Run the Customer Query utility via the Reports tile.
2. From the Search Field drop-down menu, select Products. [Store UPC].
3. In the Search Criteria field, enter or scan the desired Trek E-Commerce Tracking SKU.
4. Select additional parameters as desired.
5. From the toolbar, click Execute.

Products


1. Run the Product Query utility via the Reports tile.
2. From the Search Field drop-down menu, select Products. [Store UPC].
3. In the Search Criteria field, enter or scan the desired Trek E-Commerce Tracking SKU.
4. Select additional parameters as desired.
5. From the toolbar, click Execute.

Returns

  • Customers may choose to return products purchased on the Trek Bikes website to a local retailer.
  • Submit the refund request to Trek and enter the product into your stock.
  • Process all refunds on tb.com - do not refund customer payments through Ascend. If a customer wishes to exchange a product, process a return and a sale separately.

Return a Product


Do not process refunds through Ascend.

1. Log into trekbikes.com
2. Select the Retailer Services tab.
3. Click the Consumer returns link.
4. Complete and submit the Trekbikes.com Consumer Returns form.
5. Print the confirmation page for the customer. Inform them that the refund will be issued to their original credit card.
6. If the customer wishes to exchange the product, complete a new sale as normal. Exchanges require a new payment.

Add the Product to your Inventory


1. Add the product to a new Supplier Order for Trek Bicycle Corporation.
2. Enter the appropriate information as below:
  • In the Vendor Order # field, enter the Customer PO from the Trekbikes.com Consumer Returns form.
  • From the Order Status drop-down menu, select Submitted (Website).
  • In the Date Submitted field, enter or choose the date on which the Trekbikes.com Consumer Returns form was submitted.
  • (optional) Enter Comments for the order.
  • a. Click the Comments link. The Comments dialog box displays.
  • b. Enter a meaningful description (e.g. trekbikes.com consumer return.).
  • c. Click OK.
3. Receive and complete the order.

Frequently Asked Questions


Q: How do I account for Trek E-Commerce sales?
A: Record only bike builds in Ascend (see Bike Builds). Since Trek processes all payments and taxes and the customer's order is shipped to your store (does not come from your inventory), recording these sales in Ascend inaccurately reflects your margins and/or sales amounts for tax reporting.

Q: How do I handle Trek E-Commerce returns or exchanges?
A: Process all refunds through trekbikes.com. If the customer wishes to exchange the item for a product in your stock, process the in-stock item as a normal sale with a separate payment from the customer. See Returns.

Q: How do I account for service commission payments?
A: Do not account for service commissions in Ascend. Record these payments in your accounting software.1

Q: Are customer bikes automatically registered for Trek Care?
A: No. Register the customer's bike on trekbikes.com.

1(QuickBooks® Users) If you use the Trek invoice download service, notify accounting@ascendrms.com of the account assignments you wish to use for service commission credits.

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