Download eCommerce sales to Ascend

1. When a new eCommerce order is available for import:
   1. The eCommerce tile on the Desktop displays the total number of orders which require action.
2. To access new orders:
   1. Click the eCommerce tile.
3. All open eCommerce orders will be displayed.

New

If the Customer and all Product information match, a transaction is automatically created and all products are removed from inventory.

The barcode displays in the Ascend Barcode column and the Status column displays New.

Customer Match

Ascend automatically matches the eCommerce customer if:

1. The email address the customer entered on your website matches an email address entered in your Ascend database.
2. The customer has previously been matched on an eCommerce sale. 
   1. If a customer’s information requires an update, their record must be manually edited.

How do I manually update the customer record from the eCommerce screen?

1. Highlight the customer you would like to edit.
2. Click Edit in the top toolbar.

Customer ID Needed

1. From the toolbar, click the Identify Customers button.
2. In the Customer Search section, search results which match the customer's First Name and Last Name automatically display. If necessary, other search options can be used.
3. Select the correct Ascend customer and click the Select Customer button.
4. If the correct Ascend customer is not found, click the Create New button to create a customer record using the information entered on the eCommerce order. 
   1. Note: Always search for variations of the customer's name, including misspellings, before adding them. 

Product Match

Ascend automatically matches the eCommerce product if:

• The Shopify SKU is an EXACT match to the Ascend product's in-store SKU field.

Product Match Failed

If an eCommerce item matches multiple Ascend products, the item cannot be automatically recognized by Ascend. 

Use Tools > Advanced Database Functions > Remove Duplicate In-Store Products to clean up your product list.

Statuses

Process In-Store Pickup Orders

1. Verify payment on your Shopify Admin dashboard.
2. Click the eCommerce tile on the Ascend desktop.
3. From the eCommerce sales screen, double-click the order to open the transaction.
4. On the transaction toolbar, click the Keep Open button. 

4. Note: Do not finish (close) the transaction until the customer picks up their order.
5. In the Payments toolbar, click the eCommerce button.
   1. Note: If you have a large number of payment types, you may need to click the >> button to view more types. If you accept other payment types online, select the custom payment type you created for this type.
      1. Article: Payment Type - Create a Custom Payment
6. In the Payment prompt, select the Card Type from the dropdown (e.g. VISA, MC, AMEX).
   1. Article: eCommerce - Process an eCommerce Payment.
7. (Optional) In the Comments field, enter any additional information (e.g. approval number).
8. Click Save to the payment.

9. Print a receipt and attach to the order items and move them to your designated special order/layaway area.
10. Click Save in the transaction screen.
11. On the eCommerce Sales screen, select Ready for Pickup from the Status dropdown. Updating the Status to Ready for Pickup will trigger customer notification that the item is ready for pickup.

12. Click Save (bottom right corner of eCommerce Sales screen).

Close In-Store Pickup Orders

1. From the eCommerce Sales screen, double-click the order to open the transaction.
2. (Optional) In the Transaction Comments fiend, enter a note with the date the customer picked up their order.
3. In the transaction toolbar, click Save.
4. On the Paid in Full Transaction prompt, click Finish as a Sale button. The transaction is finished (closed) as a sale.
5. In the eCommerce Sales screen update the order Status to Completed. 

Process Ship to Customer Orders

1. Verify payment on your Shopify Admin dashboard.
2. Click the eCommerce tile on the Ascend desktop.
3. From the eCommerce sales screen, double-click the order to open the transaction.
4. Any shipping charges configured on your Shopify website display in the Shipping field of the Ascend transaction screen.

5. In the Payments toolbar, click the eCommerce button.
   1. Note: If you have a large number of payment types, you may need to click the >> button to view more types. If you accept other payment types online, select the custom payment type you created for this type.
      1. Article: Payment Type - Create a Custom Payment
6. In the Payment prompt, select the Card Type from the dropdown (e.g. VISA, MC, AMEX).
   1. Article: eCommerce - Process an eCommerce Payment.
7. (Optional) In the Comments field, enter any additional information (e.g. approval number).
8. Click Save to the Payment.

9. Click Save in the transaction screen.
10. Update the order status to Ready for Shipment in the eCommerce Sales screen.

11. Once the item has been shipped, update the order Status to Completed in the eCommerce Sales screen.