Shopify is currently in Beta testing. If you are interested in more information about Ascend and Shopify Integration, please contact the Ascend Business Development Team, sales@ascendrms.com .   Shopify simplifies the process of starting, running, and growing an e-commerce business. Enjoy customizable stores, secure payments, and marketing tools wit...

Shopify is currently in Beta testing. If you are interested in more information about Ascend and Shopify Integration, please contact the Ascend Business Development Team, sales@ascendrms.com .   After you have set up your Ascend and Shopify Integration and you have verified your products between Ascend and Shopify match, your inventory and pricing i...

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...

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...

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...

If you’re a multi-store retailer, you might wonder how product and tax information syncs between your locations. Here's a quick overview of how shared data works in Ascend. Options > Multi-Store Within Ascend, you can choose which product and tax attributes are shared across your stores. This gives you control over what updates are pushed system-...

User Management is managed exclusively in Ascend HQ beginning 5/30/25. To add a user, you need the right permissions. Managers and Administrators typically can help out if you aren't able to add a new User. Users are shared between multistore locations. For a list of User Permissions needed, check out our article, Users - User Permissions (they are ...

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...

User Management is managed exclusively in Ascend HQ beginning 5/30/25. Using the User Management tool, you can design roles tailored to your business needs and manage the permissions assigned to each role. Log into Ascend HQ with proper User Admin Credentials. Navigating Roles Once logged into Ascend HQ, Select Management > Users > Roles. View...

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...

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.   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.   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...

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 ...

Internet Options Google Chrome Open Google Chrome and navigate to Settings Select the Customize and control Google Chrome (dots icon) menu > Settings. Click Advanced Allow cookies from the Ascend website In the Privacy and security section, click Content Settings Click Cookies. In the Allow section, click Add. In the Site field, enter [*.]ascendr...

Currently, same-day voids are the only card-not-present refunds you can process directly in Ascend. For step-by-step instructions, see our article: Ascend Pay - Process a Refund (Same Day Void).   If you need to refund a payment from a previous day or a closed transaction and the card isn't present, contact the Ascend Support team. They’ll help you ...

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...

Shopify is currently in Beta testing. If you are interested in more information about Ascend and Shopify Integration, please contact the Ascend Business Development Team, sales@ascendrms.com .   At this time, the logic is not built into Ascend to process Shopify Returns automatically. You will have to process the return through Ascend and through yo...

Shopify is currently in Beta testing. If you are interested in more information about Ascend and Shopify Integration, please contact the Ascend Business Development Team, sales@ascendrms.com .   Once Shopify Store is created you will need to contact Ascend Support to begin integration. Ascend Support will assist you in setup of the Ascend custom Sho...

Shopify is currently in Beta testing. If you are interested in more information about Ascend and Shopify Integration, please contact the Ascend Business Development Team, sales@ascendrms.com .   Check out our article, eCommerce - Get Started with Shopify Integration for an overview and first steps. Product Requirements The Following is Required for ...

User Management is managed exclusively in Ascend HQ beginning 5/30/25. The User Management tool in Ascend HQ lets admins and authorized users easily manage who can access what. You can update user roles and permissions directly from Ascend HQ, without needing to use the Ascend client app. Accessing User Management Log into Ascend HQ with proper User...

Multi-store retailers: If you share tax rates between locations, category flat taxes must be checked under Shared Tax Data in Options. Please note that Category Flat Taxes cannot be edited by line item within a sale transaction. To exclude individual customers, edit their Customer Record by applying a Tax Exception.  Unhide the tax rate Navigate to ...

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 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...

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...

Shopify is currently in Beta testing. If you are interested in more information about Ascend and Shopify Integration, please contact the Ascend Business Development Team, sales@ascendrms.com .   Download eCommerce sales to Ascend When a new eCommerce order is available for import: The eCommerce tile on the Desktop displays the total number of orders...

Create a Batch Transfer Batch Transfer can be used to expedite the transfer of a large amount of products to another location using your inventory scanner. Use Smaller Batches for Increased Data Integrity  We recommend limiting batch transfers to less than 500 products at a time to reduce the chance of any communication disruption resulting in a par...

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'...

Contact Ascend Business Development Team You cannot update your banking information on your own. Doing so will disrupt your payouts. Please contact the Ascend Business Development team for further assistance. Email: sales@ascendrms.com or call 877-875-8663, Press 3 for sales.   Documentation Needed Bank account details (account and routing numbers) ...

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...

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 ...

Available for US Only at this time. Once a location has updated to General Release version 25.6.29 or Early Release version 25.7.11, US retailers automatically be activated for line item display on their payment terminal.   When will the terminal display line items? As soon as the transaction screen opens. What is displayed on the terminal? Header: ...