All articles

  1. All about the employee Time Clock

  2. Ascend best practices for Quickbooks (daily and weekly tasks)

  3. Ascend Quick Links

  4. Assign your Quickbooks accounts in Ascend

  5. How can I see sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)?

  6. How can I set up Gift Cards in my shop?

  7. How do I account for bikes bought on

  8. How do I add a country?

  9. How do I add a customer?

  10. How do I add a new user?

  11. How do I add a Tax Exception Reason?

  12. How do I analyze inventory scan results?

  13. How do I assemble a product for a customer?

  14. How do I change a Tax Rate during a sale?

  15. How do I complete a return?

  16. How do I configure my default work order preferences?

  17. How do I configure my Windows® settings for Ascend?

  18. How do I connect to my Ascend database when I'm getting an error?

  19. How do I create an Ascend University account?

  20. How do I create and use coupons?

  21. How do I create custom payment types?

  22. How do I deliver reports automatically?

  23. How do I download coupons using the Coupon Wizard?

  24. How do I get a Support Tech connected to my computer?

  25. How do I get text alerts when there's an Ascend service issue?

  26. How do I import COA into Ascend?

  27. How do I import scan files from my inventory scanner?

  28. How do I install a label printer?

  29. How do I install a new workstation?

  30. How do I install an Ascend update?

  31. How do I install my payment terminal?

  32. How do I install my receipt printer?

  33. How do I issue In-Store Credit?

  34. How do I keep my system secure & protected?

  35. How do I manage my service center’s workload?

  36. How do I manage my store’s Spaces?

  37. How do I manage my store’s work order Quickies buttons?

  38. How do I manage my store’s work order Statuses?

  39. How do I move files from Ascend into Quickbooks?

  40. How do I process a customer’s repair?

  41. How do I process Trek warranties?

  42. How do I reconcile my inventory?

  43. How do I record a payout?

  44. How do I resolve discrepancies in my inventory counts?

  45. How do I run a custom query?

  46. How do I run a sales transaction?

  47. How do I sell a Gift Card?

  48. How do I sell a Gift Certificate?

  49. How do I send my inventory & pricing information to Locally?

  50. How do I set up Ascend on a new workstation?

  51. How do I set up my Quickbooks account?

  52. How do I set up my service center’s availability for scheduling?

  53. How do I set workstation names?

  54. How do I submit an idea for an improvement to the software?

  55. How do I use the Cash Drawer Counter?

  56. How do I use the Category Mapper?

  57. How do I use the SmartEtailing Direct Mail Customer Export with Ascend?

  58. How do I use Trek Connect Retail Marketing with Ascend?

  59. How do warranties work?

  60. How do you create a quote?

  61. How does a label audit work?

  62. How does the full-store inventory scanning process work?

  63. How should I do a return for an item bought on

  64. How should I handle seasonal employees (who may come back next year)?

  65. How to I prepare for a full-store, physical inventory?

  66. I forgot my password for Ascend

  67. I forgot my user name or password for Ascend Online Reports

  68. I forgot my username or password for Ascend Analytics

  69. I got a pop-up saying Ascend can't connect to my payment processing device

  70. I messed up a sale/payment. How do I fix it?

  71. In-Store Products vs. Vendor Products

  72. Ingenico payment processing

  73. My barcode scanner isn't working

  74. My inventory scanner isn't working

  75. My label printer isn't working

  76. My nightly database backups are failing

  77. Release Notes (Beta)

  78. Release Notes (Early Release)

  79. Release Notes (General Release)

  80. The touch screen isn't working on my payment terminal

  81. Trek Connect E-Commerce Frequently Asked Questions

  82. What are the minimum hardware requirements for Ascend?

  83. What do all of the Ascend Analytics metrics mean?

  84. What do each of the Ascend client permissions do?

  85. What information does each of the Work Order reports display?

  86. What is Emergency Support? How do I access it?

  87. What permissions do my staff need to do a cycle count or full-store inventory?

  88. Where can I find my "top" customers?

  89. Why does my client PC(s) prompt me to update even after my server PC has been updated?

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