Subcategories

• Sales - Process an Exchange

  If a customer is returning an item and not getting a new product, follow the instructions for a Return in Ascend: Complete...

  November 10th, 2022 7172 views 0 likes
• Quick start guide for cashiers

  Along with inventory control, sales are the backbone of your business. This guide walks your cashiers through the common processes...

  November 10th, 2022 6163 views 0 likes
• Sales - Selling and Ordering Trek Project One (P1) Bikes

  Trek’s Project One program allows customers to customize their bike with the components and paint scheme that’s unique to their...

  November 12th, 2022 6643 views 0 likes
• Sales - Adding an End Of Bike SKU

  An End Of Bike SKU is used to organize sales receipts. Create the SKU in Ascend 1. Navigate to Database...

  November 22nd, 2022 1081 views 0 likes
• Customers - Create a Customer

  Note: Always search for variations of the customer's name, including misspellings, before adding them. Getting started Add from a transaction:...

  November 10th, 2022 9420 views 0 likes
• Change the customer in a transaction

  If you accidentally select the wrong customer in a Sale, Layaway, Work Order, or Quote, you can easily find the...

  November 10th, 2022 7229 views 0 likes
• Charge a purchase to Purchase on Account (accounts receivable)

  Start a sale for the customer as normal. On the Payments toolbar, click Account. If necessary, click the magnifying glass icon...

  November 11th, 2022 5384 views 0 likes
• Close Purchase on Account for a customer (accounts receivable)

  Temporarily suspend a customer’s Purchase on Account privileges Suspending a customer’s account allows payments to be applied against their balance,...

  November 11th, 2022 3859 views 0 likes
• Change a Tax Rate during a sale

  There are a couple ways a tax rate can be changed in a sale, depending on how/why the rate is...

  November 11th, 2022 6834 views 1 likes
• World Bicycle Relief (WBR) campaign

  Help your customers support  World Bicycle Relief  by offering the opportunity to add a donation toward a  Buffalo Bicycle  alongside...

  November 11th, 2022 1529 views 0 likes
• TrekFest Sale 2025

  Dates Thursday, April 3 – Sunday, April 13 Details Check out the full details for TrekFest 2025 on TrekBikes.Com.  ...

  February 3rd, 2023 3147 views 1 likes
• Red Barn Refresh

  Red Barn Refresh is Trek’s all-new certified pre-owned bike program exclusively for Trek branded bikes in the United States. Use...

  July 7th, 2023 1810 views 0 likes
• Service - Create, Update and Complete a Work Order / Repair

  If you are looking for a more in-depth walk through the Work Order Details screen, please check out our article,...

  November 10th, 2022 10708 views 3 likes
• Sales - Create a transaction

  Create a sale in Ascend Select the Sale icon on the Ascend desktop. A prompt to Select Customer pops up. Use the search...

  November 10th, 2022 9503 views 9 likes
• Sales - Selling a Serialized Product

  Selling a Serialized Product Selling a serialized item in Ascend follows a similar process to a basic sale, with just...

  September 17th, 2024 436 views 0 likes
• Sales - Print a large receipt for a transaction

  Sometimes regular receipts don’t cut it. Whether you need the extra space, want to include more information, or simply prefer...

  November 11th, 2022 7392 views 0 likes
• Sales - Reprinting Receipts

  You can easily reprint a transaction receipt in Ascend. Here are the two easiest ways that we’d recommend using to...

  November 11th, 2022 7140 views 1 likes