Ascend Cloud is only available in North America at this time.  Interested in joining Beta? Contact us as help@ascendrms.com to learn more.   Meet Ascend Cloud  Now, with Ascend Cloud, you can create and manage Quotes from anywhere. Whether you're on the sales floor or at an event, all you need is an internet connection. Create quotes in your shop, a...

Ascend Cloud is only available in North America at this time.  Interested in joining Beta? Contact us as help@ascendrms.com to learn more.   Customer Transactions View If a Customer has any open transactions, you'll be taken to the Customer Transactions screen to view or create a new transaction. If you don't need to access an open transaction, simp...

If you are new to the Service Department, let's take a moment to walk you through the Work Order Details screen in detail. If you are just simply looking for the steps on how to create a Work Order, check out our article, Service - Create, Update and Completed a Work Order / Repair . Work Order Details Screen Associate or Add Serialized Item / Custo...

You can now process Ascend Pay same day voids/refunds through the Ascend client app. Starting with version 25.4, you can easily void/refund same day Ascend Pay payments right from the Ascend client app.   User Permission Required: Voids Check out our article, Users - User Permissions for more details.   Process a Void/Refund The transaction must be ...

Ascend Cloud is only available in North America at this time.  Interested in joining Beta? Contact us as help@ascendrms.com to learn more.   Search Customers From the Create or Search Transactions screen, click With Customer.  The Customer Search will launch where you can search by Phone or Email, or searching by Name. Phone / Email Enter a Phone or...

The HQ User Management Tool is available beginning March 4, 2025. Effective May 5, 2025, User Management will no longer be available in the Ascend client. After this date, it will be managed exclusively through Ascend HQ.   To add a user, you need the right permissions. Managers and Administrators typically can help out if you aren't able to add a n...

If you are looking for the original Ascend Pay reports and definitions you're in the right spot. If you'd like to check out the new Ascend Pay reports, click here . If you're ready to reconcile your account with this information, click here.   Ascend HQ Reports To access all available Ascend Pay reports: Navigate to Ascend HQ (hq.ascendrms.com) . Se...

Before You Begin Ascend makes it easy for you to manage recalls and contact customers who may be impacted. For full details on this recall, visit the B2B article on TrekBikes.com. Note: All reimbursement requests require a B2B warranty claim. Do not submit Ascend reports to Trek Customer Care.   System setup Download the EFR24CONCRD coupon for the c...

The HQ User Management Tool is available beginning March 4, 2025. Effective May 5, 2025, User Management will no longer be available in the Ascend client. After this date, it will be managed exclusively through Ascend HQ.   The User Management tool in Ascend HQ lets admins and authorized users easily manage who can access what. You can update user r...

Let's take a walk through the Ascend purchase order screen. Top Toolbar File Save: Save the Order Import from Excel: This function gives you the ability to import a purchase order from Excel. There is specific formatting required.  Export to Excel: Export the current order to Excel. Print: Print the order Print Preview: Preview how the order will be...

California legislation (SB 1271) goes into effect Jan 1, 2025, which redefines class 3 e-bikes. In essence, a speed pedal-assist electric bike cannot have a throttle. It must rely solely on pedal-assist support if it can exceed 20 mph. This impacts Electra's Ponto Go! sold in California before January 1, 2025. Click here to check out the Trek B2B ar...

Ascend Cloud is only available in North America at this time.  Interested in joining Beta? Contact us as help@ascendrms.com to learn more.   With Ascend Cloud you have the ability to search for products using your mobile device's camera, or by scanning/searching for the product manually. From the Transactions screen, click the Products tab to displa...

Selling a Serialized Product Selling a serialized item in Ascend follows a similar process to a basic sale, with just a few additional steps to ensure everything remains clean and accurate. In order for Ascend to allow for scanning a serial number or prompting for a serial number, the product MUST be in a serialized category. Scanning the Serial Num...

Ascend Cloud is only available in North America at this time.  Interested in joining Beta? Contact us as help@ascendrms.com to learn more.   Create a Quote From the Home Dashboard click Transactions.  In the Search or Create Transaction screen, select With Customer or Without Customer.  Ascend Cloud lets you start and save a quote without associatin...

Ascend Cloud is only available in North America at this time.  Interested in joining Beta? Contact us as help@ascendrms.com to learn more.   User Preferences The User Preferences menu offers more than just user-specific preferences; it also includes tools like Help and Feedback. To access the User Preferences Menu, click on the User icon / name in t...

Ascend Cloud is only available in North America at this time.  Interested in joining Beta? Contact us as help@ascendrms.com to learn more.   Edit a Customer Record To Edit a Customer record from within Ascend Cloud, you will need to access the Customer record from the transaction screen. Click the Customer name just above Search Products. When you o...

The HQ User Management Tool is available beginning March 4, 2025. Effective May 5, 2025, User Management will no longer be available in the Ascend client. After this date, it will be managed exclusively through Ascend HQ.   Using the User Management tool, you can design roles tailored to your business needs and manage the permissions assigned to eac...

Ascend Cloud is only available in North America at this time.  Interested in joining Beta? Contact us as help@ascendrms.com to learn more.   Accessing Ascend Cloud Currently, you can access Ascend Cloud through Ascend HQ. In the future, Ascend Cloud will be directly accessible.  To access Ascend Cloud, you need the following user permission: Ascend ...

Curious about how to search for products in your database without being in the transaction screen? Let's walk through using the Products folder in Database Explorer to help with exactly that. From the Ascend desktop Click the Database Explorer or Products icon. When using the Database Explorer icon Ascend opens to the Products folder by default. We'...

The Customer Panel is visible in the transaction screen. It's not only a great way to verify customer information, but you can also use it as a tool to create connection with your customers.  Customer Panel Once a customer is selected and you enter the transaction screen, you will see the Customer Panel displayed on the right-hand side. If you'd lik...