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.

eCommerce Transaction Statuses

New

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

Statuses That Require Additional Actions

When one of these statuses appears, no transaction has been created, and products remain in your inventory.

Customer ID Needed

The Customer could not be matched with a customer in your local Ascend database. We always recommend doing one more search before adding a new customer to your database.

1. Select the Shopify order.
2. Click Identify in the top toolbar.
3. In the Customer Search, search results that match the customer's First and Last Name automatically display.
4. Select the correct customer from your database and click Select.
   1. If the correct customer is not in your database, click Create to create a new customer.
5. Continue with processing the order.

How are customer's automatically matched?

Customer's are automatically matched based on:

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

Product Match Failed

An eCommerce item matches multiple Ascend product or the item cannot be automatically recognized by Ascend.

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

1. Log into Shopify to obtain additional information on the product record that is failing.
2. From Database Explorer > Products search for the product.
3. If the product is found, open the product record to determine why it does not match Shopify. 
   1. For reminders on Product Requirements for Ascend and Shopify, check out our article, Shopify - Product Creation and Verification between Ascend and Shopify.
4. If the product is not found, you will need to manually add it.
   1. Article: Products - Add or Edit
   2. For reminders on Product Requirements for Ascend and Shopify, check out our article, Shopify - Product Creation and Verification between Ascend and Shopify.
5. Return to the eCommerce orders screen.
6. Select Process Sale from the Status dropdown.
7. Click Save in the bottom righthand corner. 
8. Once the Product Match Failed status is cleared, the transaction is created for the order.

How do I avoid the product match fail error?

• Ensure the Shopify SKU is an EXACT match to the Ascend product's in-store SKU field. 
• Be sure you are setting up products correctly between Ascend and Shopify, Shopify - Product Creation and Verification between Ascend and Shopify.
• Stay up-to-date on your Ascend vendor/supplier updates through the Cloud Catalog and Imports.
• Clean up Duplicate Products.
  • Tools > Advanced Database Functions > Remove Duplicate In-Store Products

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.

Additional 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.
   1. 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. In the Comments field, enter any additional information (e.g. Shopify approval number).
8. Click Save.

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. 
    1. 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. In the Comments field, enter any additional information (e.g. Shopify approval number).
8. Click Save.

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.
    1. When the order is changed to a Completed status, the status in Shopify updates and Notifies the Customer.  

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