24.14

Software: / EA 24.14.57 / GA: 24.14.57 / Database Schema: 134.1

Release date: November 12th, 2024

Ascend RMS

New

• (GAS Only) The Cloud Catalog will import products from Veloconnect API suppliers who provide multiple lines as a single line to maintain the existing user experience in the client.

Fixed

• (GAS Only) The Receiving Wizard can be opened as expected even when there are multiple Veloconnect API suppliers.
• In an edge-case scenario, when split line items of the same serialized product on an order are received across multiple sessions, duplicate serial numbers no longer have the potential to be created.
  

Ascend HQ

New 

• For customers using Ascend Pay, a new reporting page has been added to Ascend HQ. This can be found at Payments > Ascend Pay > Reports Overview
  • The Reports Overview will allow users to view their Adyn generated account balance reports.
• A user will now be able to send emails from the Customer Transaction History report to customers regardless of their present location within the dealership.

24.13

Software: GA 24.13.47/ EA: 24.12.72  GA / Database Schema: 134

Release date: Oct 15^th 2024

Ascend RMS

New

• The non-functional “Change System Password…” option in the ‘Tools’ dropdown has been removed to prevent user confusion.
• The Cloud Catalog default limit for adding products to the client has been increased from 15 to 100.
• Invoice number generation and assignment to a transaction will now only occur when a payment has been made OR a transaction has been finished; Layaways with no payment will NOT receive an Invoice Number until a Payment is made.

Fixed

• Italy only) The inventory adjustment type will now be properly set to "Riconciliazione inventario" when performing an inventory reconciliation.
• Customer notes created at all locations, now properly show up in Database Explorer > Customer > Notes
• Ascend will no longer send empty Listen360 files
• The total tax paid on a transaction now shows correctly in Database Explorer > Customers > History.
• When re-downloading an active promotion using the Promotion Wizard, any products removed from the promotion will also be removed from the client.
• Creating or updating a customer record email address now runs a uniqueness check which will prompt the user and automatically remove duplicate email addresses from all other existing customer records; the email address will only be retained on the record being updated. This change is a modification to the Options > Sales & Returns > Customer > Require Unique Email Address setting.

Ascend HQ

New 

• (GAS) The supplier API vendor association list is now displayed in alphabetical order.
• The Scheduled Reports section has been updated to display the newest reports at the top by default, allowing the most recent reports to be quickly accessed without manual sorting.
• (DOTS) Initial release of Ordering Central page. This page will act as the base page for orders in Ascend HQ. Current functionality is read-only and the buttons are non-functional.

Fixed

• Flickering due to product loading will no longer occur in the Order Grids table.
• A User’s column preferences saving issue has been resolved for the Special Orders management tool. A user’s column changes now carry over between logins.

24.12

Software: 24.12.65/ EA: 24.11.24  GA / Database Schema: 133.1

Release date: Oct 15th, 2024

Ascend RMS

New

• Increased the Cloud Catalog default limit for adding products to the client from 15 to 100.

Fixed

• (Italy) Inventory adjustment type now correctly set to “Riconciliazione inventario” during inventory reconciliation.
• Invoice numbers are now generated and assigned only when a payment is made or a transaction is completed. Layaways without payment will not receive an invoice number until payment is made.
• Customer notes created at any location now appear correctly under Database Explorer > Customer > Notes.
• Ascend no longer sends empty Listen360 files.
• Total tax paid on a transaction is now accurately displayed in Database Explorer > Customers > History.
• Re-downloading an active promotion using the Promotion Wizard now removes any products that were removed from the promotion from the client.
• Creating or updating a customer record email address now runs a uniqueness check, prompting the user and automatically removing duplicate email addresses from other existing customer records. The email address will only be retained on the updated record. This change modifies the Options > Sales & Returns > Customer > Require Unique Email Address setting.

Ascend HQ

New 

• Added an optional FTP/SFTP cart submission type to order submission options.

Fixed

• When importing a cart, a message now indicates whether the process was successful.

Quickbooks Online

New

• Added support for location short names exceeding 12 characters.

24.11

Software 24.11.23 / Database Schema 132.1

Release date: Aug 27th, 2024

Ascend RMS

New

• Users can access the Customer History report through the link in Ascend RMS if they have the ‘Reports-Customer Transaction History’ permission.

New merging restrictions are now live:  

• In-Store Layaways and Work Orders Only: Merging is now restricted to in-store layaway and work order transactions only. Completed sales continue to be ineligible for merging.
• Non-Domestic Tax Transactions: Transactions that include non-domestic tax will no longer be allowed to merge.
• Multiple Associated Payments: Layaway and work order transactions that have more than one associated payment cannot be merged. 
• Integrated Online Sales: Transactions created through an integrated eCommerce sale cannot be merged.

Fixed

• Purchase orders in Ascend RMS will no longer allow the PO Number and Vendor Order Number fields to be edited after all products have been received.
  

Ascend HQ

New 
 

Fixed

•  To enhance the user experience; error and warning messages related to orders have been relocated to the lower right corner. This adjustment ensures that they do not obstruct any content. Additionally, many of these messages are now displayed for 5 seconds before automatically disappearing, eliminating the need for manual closure.
• The carts page will no longer crash when the location drop-down is changed while a cart is open.
   

Ascend Pay

New

24.10

Software 24.10 / Database Schema 132

Release date: Aug 6th, 2024

Ascend RMS

New

Fixed

• This fix addresses a bug with missing Invoice PDFs on eCommerce Sale Transactions that were cancelled within Ascend RMS using the eCommerce feature.
• Trek Order Grids have been migrated to Ascend HQ.

Ascend HQ

New 

• Trek authentication has been removed from HQ. Authentication is completed through the Trek vendor in the client.
• A generic error pop-up will no longer occur when a user does not have authentication set up for a given supplier. A more informative toast message will now show persistently that informs a user of the specific selected locations that do not have authentication for the given supplier.
• The import button is now disabled for Trek cart locations if a Trek Account Number has not been entered into the corresponding client.
   

Fixed

Ascend Pay

New

• We’ve removed “Credit Card” and “Debit Card” options from the payment menu when the location has chosen to use Ascend Pay, while introducing a dedicated “Ascend Pay” menu item accessible via F6. These changes apply to both the Sale Form and POA.

24.9

Software 24.9 / Database Schema 131.1

Release date: July 16th, 2024

Ascend RMS

New

• Trek Order Grids has been migrated to Ascend HQ.

Fixed

• This fix addresses a bug with missing Invoice PDFs on eCommerce Sale Transactions that were cancelled within Ascend RMS using the eCommerce feature. Only applies to GAS, NL, and BE Markets
• Addresses an issue with the PDF Invoice exported to cloud storage not being updated to the correct header label of “Invoice” vs. “Work Order”, upon finishing a Work Order Transaction. Only applies to GAS, NL, and BE Markets
• Right Sales Invoice/Workorder sent to customers from Ascend HQ from Customer Transaction History Report
  

Ascend HQ

New

• A user’s column visibility and column order is now saved for orders related tabs.
• An import option has been added to Carts.

Fixed

• The slider for an empty cart no longer displays a phantom right-hand border that scrolls along with it.

Ascend Pay

New

• We’ve removed “Credit Card” and “Debit Card” options from the payment menu when the location has chosen to use Ascend Pay, while introducing a dedicated “Ascend Pay” menu item accessible via F6. These changes apply to both the Sale Form and POA.

24.8

Software 24.8 / Database Schema 131.1

Release date: June 18th, 2024

Ascend RMS

New

Fixed

• Product Min/Max Values in Ascend HQ will match those of the client.
• Shared product attributes will now default to the dealership value if the respective field is unselected in the client and has not been set to a different value. If a location is set to Override Reorder Maximum or Override Reorder Minimum, the Master Product Information for Reorder Maximum and Reorder Minimum will not be used and will default to 0. This applies to the following fields. Price (will always fall back to parent product if the price is zero), Commission, Commission Type, Reorder Maximum, Reorder Minimum, Reorder Minimum Alt, Reorder Maximum Alt are the will be zero (false for Commission) if the respective field override for the location is enabled.
• The correct Sales Invoice/Workorder is now sent to customers from the Customer Transaction History Report.
• Order items will no longer be duplicated due to partial picking in the supplier warehouse.
  

Ascend HQ

New

• The Order Grids supplier category view has been updated to hide categories with 0 products
• Two new columns have been added to Order Grids. The ‘Year’ and ‘Model Number’ columns will help buyers filter for products they are interested in ordering.
• A user's last search state is saved in a cookie for ordering related tabs. The search parameters update upon pressing the Submit/Analyze button on the relevant page.

Fixed

• Order Grids will now show a product description in all locales.
• Appropriate error messages are displayed to a user when they are auto logged out due to inactivity.
• The cart quantity column in Order Grids will now update when a product's order quantity is updated in the Carts tab.

Ascend Pay

Fixed

• Resolves an issue where cancelled payments could be taking 90-100 seconds

Fiskaly

• (DE Only) Changes the rolling 2-year restriction on the DSFinV-K Export request option within Scheduled Reports & Exports to be able to schedule as far back as 04/2021 when this data became available.
• Corrects a Date Range bug and outlines the Total Row for Sales By Category, Category Analysis, and Sales Team Analysis from AscendHQ.

24.7

Software 24.7 / Database Schema 131.00

Release date: June 18th, 2024

Ascend RMS

New

• Once a transaction is finished in European markets it can no longer be modified.

Fixed

Ascend HQ

New

• The authentication method will be updated. An information message at the top of the login page will provide details to existing B2B and HQ users regarding their login IDs and passwords.
• The performance of the Categories dropdown in ordering related tabs has been improved.
• To reduce confusion when ordering, a user will no longer be prompted to retain items in the cart.
• Tooltips have been added to headers in Orders tabs.

Fixed

• Order items in Carts will no longer appear to refresh when the quantity on order is updated.
• A cart quantity column has been added to Order Grids and Add Item. In addition, a user will have a visual indication with a tooltip if a product is already in their cart.
• Order Grids, Items to Order, and Carts now show more rows in the initial view.

Fiskaly

• (DE Only) Changes the rolling 2-year restriction on the DSFinV-K Export request option within Scheduled Reports & Exports to be able to scheduled as far back as 04/2021 when this data became available.
• (QOB)These changes have corrected issues within the new Scheduled Reports & Exports Status History to more accurately display both the Status to properly reflect successful vs. failed delivery, as well as correcting Last Run timestamps, generally as they pertain to QuickBooks.
• (DE Only) Fixes a fringe case situation related to Sale Transactions not being accounted for on the EOD Transaction table if they were finished on a day where a Payment was not taken. While this was a fringe case, upon occurring it would cause all subsequent transaction ID numberings to be incorrect which would result in Fiskaly DSFinV-K audit concerns.  

24.6

Software 24.6 / Database Schema 130.00

Release date: May 21st, 2024

Ascend RMS

New

Fixed

• Inventory Center: An error will no longer occur when cloning an inventory event.
• Adyen – Ascend HQ Integrations
• Adjustments all fell under the Integrations > Payment > Ascend Pay region for onboarding dealers.
• Added new fields related to Sole Proprietorship.  See details on what is different for Sole Proprietorship here: https://trekbikes.atlassian.net/wiki/spaces/AscendRMS/pages/4004216834/Sole+Proprietorship
  • Added "Owner Legal First Name" and "Owner Legal Last Name" fields.
  • Added "Sole Proprietorship" field.
  • These all only appear if the dealer is marked as a Sole Proprietorship on the feature flags.
• Adjusted the onboarding fields under Legal Entity Details to disappear (instead of just disable) after the legal entity is created.
  • There was some confusion when updates within Adyen were not reflected dealers were confused because they changed information in Adyen (hosted onboarding) and that different information was not reflected here.
  • After initially onboarding into Adyen, these details are not kept up-to-date and really are not used again, so they do not provide any benefit to the dealer, aside from potentially confusion.
  • ...so, to simplify matters, these fields no longer appear once they are not necessary.
  • The exception is that the following fields will always show:
    • Contract Signer
    • Contract Link 
  • This is so the dealer can always view the contract they signed, and see which user signed the contract.

Ascend HQ

New

• Duplicate PO Number verification and the option to generate the next sequential PO number have been added to the Order Review form.
• The inactive Shopify channel type has been removed from the Customer Transaction History report.
• A user will no longer be restricted from ordering products when there are zero in-stock in warehouses, when back ordering is allowed, and a future date can be seen in Ascend HQ.
• The Column Chooser sort order buttons will now be ordered with the greatest change in view at either end.
• The button navigating to the Items to Order page has been removed from the Carts page. Items to Order can still be accessed from the navigation panel on the left.
• The visual flicker between rows has been eliminated.
• The Order Grids category dropdown will now reflect the supplier categories.
• Order Grids will now load products then inventory availability and prices sequentially for a faster user experience.

Fixed

• When filtering items in the 'Add Item' page the filter will now stack to the top and surrounding visuals will not darken to obscurity.
• (DE Only) Addresses a bug where Hidden Payments were included in the totals when settling Advanced and POA Payments within the DATEV Sales Transaction Entry Batch Export file.
• (DE Only) Fixes a bug with the timestamp formatting issue where single digit hours of the day (1am - 9am) were missing the leading zero within the DATEV PDF Invoice Export XML Index file.
• (DE Only) Addresses an issue where the "TSS Timeout" Comment added to Transaction Comments overwrites any existing comment instead of being added to the end of existing Comments.
• (DE Only) Corrects a problem with the Scheduled Reports & Exports - DSFinV-K Reports option only displaying for German (DE) Retailers with DATEV enabled and configured. This will now be displayed for ALL DE retailers based on Locale Policy and not be driven by DATEV configuration.

When copying QuickBooks settings from a previously configured location to any other location(s), the user will be required to designate a new unique Class name for each location being copied to.

24.5

Software 24.5 / Database Schema 130.00

Release date: April 30th , 2024

Ascend RMS

New

Fixed

Ascend HQ

New

• Adyen only supports a single time zone in some countries. In this case the time zone dropdown will not be visible in the 'legal entity details' screen under Settings>Integrations>AscendPay.

Fixed

• Report column filters will no longer prevent a user from selecting 1 as the minimum value.

24.4

Software 24.4 / Database Schema 129.00

Release date: April 9th , 2024

Ascend RMS

New

• Availability checks from the sales form will no longer cause errors when part numbers are missing. – Ascend RMS SalesForm
• Customer notes will now successfully download to their customer profile at all multistore locations as expected. – Ascend RMS – Customers
• AscendPay expects Credit, Debit and AscendPay payment types in the Client.  It was possible to disable these PaymentTypes when AscendPay was enabled. This fix ensures that those options are mandatory and will not be allowed to be hidden when AscendPay is enabled. – Adyen – Ascend RMS

Orders

• For Trek orders, you will now see color coding for all the line items on your orders after retrieving product availability. For more information on integrated Trek ordering, check out this article: Trek integration in Vendor Orders 
  • Black: The product can be backordered, regardless of current quantity available
  • Green: The product cannot be backordered and the order quantity is equal to or less than what is available. 
  • Yellow: The product cannot be backordered and the order quantity is higher than available product. To fix, adjust the quantity on order to equal to or less than 
  • Purple: The product can't be found in B2B

Fixed

• The General Ledger Summary now matches the Activity Summary figures in EU locales and Australia. – Ascend RMS – Orders
• A bug preventing fulfillments submitted from HQ to show up in the client has been resolved. Customers associated to the Special Order or with the created transfer should now be displayed.
• This was implemented to resolve an issue where if a payment was cancelled IMMEDITATELY after accepting payment, it could cause Adyen and the local DB to have payment information be out of sync. It happened once to one dealer and we wanted to ensure that this was mitigated going forward.  -Adyen -Client

Ascend HQ

New

Ascend HQ Scheduled Reports & Exports History

• A new feature was added to Ascend HQ under the Scheduled Reports & Exports that allows you to view history of previously scheduled reports and exports, along with type of report/export, recipient, last date the export ran, and indication of delivery status (Success vs. Failure).

Fixed

• Sequentially generated PO numbers will generate automatically.

24.3

Software 24.3 / Database Schema 128.00

Release Date: February 21st, 2024

Ascend RMS

New

Ecommerce API

• When rejecting an unmodified Ecommerce sale that originated through the Ecommerce API, the product(s) will now be removed from the sale and the transaction will be closed out automatically instead of requiring manual clean-up.

Ascend HQ

New

Trek Ordering

• Sub-totals will now be displayed in the supplier cart totals section for Bikes and Parts & Accessories. Please note that items that were previously in the cart prior to the update will need to have the availability checked or the cart should be cleared to start fresh, otherwise the sub-totals will not populate appropriately.
• An icon will appear in the cart totals section that allows the user to remove unavailable products from your cart at the click of a button.
• The supplier will now be auto filled into the search criteria when navigating to the Items to Order form from a supplier cart.
• Users will no longer be able to submit a cart unless they have auto-syncing purchase orders turned on in the Ascend desktop application.

24.2

Software 24.2 / Database Schema 127.00

Release Date: January 31st, 2024

Ascend RMS

New

Trek Ordering

• When submitting an order, the cost displayed in the purchase order will now reflect the correct cost including when the product is on sale.

Add Payouts

• Users will no longer be able to edit 'Add Payouts' previously saved using Ascend RMS > DB Explorer to avoid compliance concerns from Tax Authorities in certain markets.  The recommended best practice is to only record Payouts when the final amount impacting your Cash Drawer is known or record two separate positive/negative Payouts to reflect the amounts taken and returned to the Cash Drawer when payouts occur.

Fixed

Ecommerce

• For Delivery and Shipping type sales originating from the Ecommerce API; both the explicit Type and Shipping Type string will be included in the Shipping Type column in the Ecommerce Sales screen.

Work Orders

• When saving Technician Availability with two separate instances of Ascend are open will no longer cause a duplicate key error.

Ascend HQ

New

Trek Ordering

• Order from anywhere with the new and improved ordering feature for Trek. Easily build a cart based on inventory levels, special orders, or manual selections for all locations within a dealership at once.

Trek Order

• Order Grids are moving from the Ascend desktop app to Ascend HQ. Easily review Trek’s offerings, cost, and product availability alongside your sales data to determine ordering needs.

Fixed

Ascend Pay

• The 'Complete Onboarding' button will correctly link a user to the Adyen website, even when the Dealer is in the 'Fully Registered' state.

24.1

Software 24.1 / Database Schema 126.00

Release Date: January 9th, 2024

Ascend HQ

Fixed

Ascend Pay

• The Complete Onboarding button will correctly link a user to the Adyen website, even when the Dealer is in the Fully Registered state.

23.15

Software 23.15 / Database Schema 125.00 

Release Date: December 12th, 2023

Ascend RMS

New

Trek Ordering

• When submitting an order to Trek, warehouse totals for quantity and dollar amount will now be displayed on the Trek Order Review form.
• Order grids for bikes are again available in Ascend. Please note that P&A are still disabled and will not display any products in the grid.

Other

• When users open a hidden sale, they will now be able to preview and print the sale invoice from within the transaction.

Ascend HQ

New

Customer Transaction History Report

• Buttons on the report are now in sync with the Ascend HQ color scheme.

Fixed

Customer Transaction History Report

• Emails will successfully be sent for customers with special characters in their name.
• The email button will no longer be visible for transactions that were completed at a hidden location.

Bookkeeping

• The scheduled time for a scheduled report will now be based on the Ascend HQ User's time zone rather than the cloud server time zone.

23.14

Software 23.14.51 / Database Schema 125.00 

Release Date: November 14th, 2023

Ascend RMS

New

Ecommerce Sales

• A new Websale ID column has been added to assist in referencing a sale made by a customer through a retailer's website.

Fixed

Other

• An Ecommerce API user will now see the shipping address populated in the sales form comments for both shipping and delivery web sales.
• When Stratus is down and a user is trying to submit a Trek Order, an error message will appear instead of lingering on a loading bar.

Ascend HQ

New

API Integrators

• Tooltips have been added to the API Integrators section describing each permission and the function of the available options.

Bookkeeping

• Secure FTP credentials can now be set up and stored, and SFTP can now be chosen as a delivery method to export the QuickBooks General Ledger Summary IIF File to your destination SFTP server.
• QuickBooks Configuration > Options > AP - Freight Expense no longer requires a Ledger Account and can now be left undefined.
• Exports will now include clearer information in the error notification messages sent. They will now better outline locations with no accounting data for day(s) within the reporting period exported.

Other

• A new filtering option that gives the user the option to enter an exact value, has replaced the previous slider filter.

23.13

Software 23.13.72 / Database Schema 125.00 

Release Date: October 24th, 2023

Ascend RMS

New

Dexter Decommission

• Trek supplier orders will now use new, more secure endpoints. You will notice a more simplistic workflow when submitting orders and some functionality, such as Order Grids, have been removed from Ascend.

Trek Ordering

• Your Trek Account Number under vendors, options, and on the purchase order form will no longer be editable. Please contact support if your Trek account number needs to be updated.

Cloud Catalog

• When you are searching the Cloud Catalog and results exceed 500 products, you will now see the unadded new products listed first.

Other

• When you are searching for products in the Database Explorer, you will now see a message information you that only 10,000 products are being displayed when your results exceed 10,000.

Fixed

Trek Ordering

• You will no longer experience an issue with the Trek Account not populating in your Purchase Order form when the Account Number is properly input into the Edit Vendor form.

Ascend HQ

New

QuickBooks

• You will now be able to generate a cloud-based QuickBooks General Ledger Summary IIF export from Ascend HQ. This new feature allows users to combine/separate IIF export files over a particular date range or across multi-store locations.
• You will now be able to configure QuickBooks Accounting in Ascend HQ for all locations.
• You will now be able to import the QuickBooks Chart of Accounts (COA) setup file, as well as manage the COA entries directly in Ascend HQ.
• You will now be able to copy the QuickBooks Accounting configurations from an existing location to a newly added location.
• You will now be able to configure ledger accounts for individual ecommerce payments types.
• The new Ascend HQ - Bookkeeping permission is required to have access to this feature.

23.12

Software 23.12.75 / Database Schema 123.00 

Release Date: October 3rd, 2023

Ascend RMS

New

Auto-Sync Trek Purchase Orders

• You now have the option to enable Auto-Syncing for Trek purchase orders! When the Auto-Sync Purchase Orders checkbox is enabled on the Trek Bicycle Corporation Edit Vendor screen, any new Trek B2B orders created or updated will automatically sync on Ascend. For more set up instructions and guidelines, review the article Auto-Sync Purchase Order options.

Other

• When you are requesting a transfer from a store for a special order, the State and Zip for each location will now be displayed, so you can easily identify the proximity to those locations.

Fixed

• Duplicate transfer requests will not be created when you edit a transfer request in the Sales Screen if you do not have sales item edit permissions or if you edit it in Work Order Details.
• You can no longer be auto logged out when using the price update tool.
• When you hide or remove an in-store product, the associated vendor products are also hidden, so you do not have orphaned vendor products.

Ascend HQ

New

QuickBooks

• You will now be able to generate a "cloud-based" QuickBooks General Ledger Summary IIF export from Ascend HQ. This new feature allows the user to combine/separate IIF export files over a particular date range or across one-to-many multi-store locations, as well as a one-time custom reporting range option.
• You will now be able to configure QuickBooks Accounting/Bookkeeping in Ascend HQ, in a centralized place for all your locations, with a streamlined experience.
• You will now be able to import the QuickBooks Chart of Accounts (COA) setup file, as well as manage the COA entries directly in Ascend HQ Bookkeeping Feature, eliminating the cumbersome process of updating QuickBooks COA > Exporting a new COA IIF > then reimporting the COA IIF into Ascend processes.
• You must have User Permissions setup for Ascend HQ - Bookkeeping to have access to this feature.

23.11

Software 23.11.51 / Database Schema 122.00

Release Date: September 5th, 2023

Ascend RMS

Fixed

• You will no longer run into any issues when updating pricing for an active promotion when a hidden promotion has the same name.
• You will no longer be able to accidentally modify a sales item that is hidden.

23.10

Software 23.10 / Database Schema 121.00

Release Date: August 15th, 2023

Ascend RMS

New

• You will now see a Sync to Ascend HQ option when you right click on a sale within the Sales Grid in Database Explorer > Sales. This new option will allow you to sync sales changes to Ascend HQ within 30 minutes rather than waiting for it to sync on its own.

Ascend HQ

New

• In HQ > Reports > RPM Accuracy, you will no longer see the metric % of Bikes W/Accurate Sns, and instead see % of Bikes Received with Serial#. This updated field will look at all your bikes that were serialized at the time of receiving within the last 30 days.

23.9

Software 23.9 / Database Schema 120.00

Release Date: July 25th, 2023

Ascend RMS

New

• We are on a mission to eliminate the issues that cause Ascend to crash or close unexpectedly. To help with this effort we are now logging this cases when this is happening to you. This helps us to further identify and research fixes for the remaining issues.
• When you are loading products in either the Products or Vendor Products screens in Database Explorer, you will no longer see a pop-up message letting you know that results are limited to 10,000, when there are fewer than 10,000 items in the results.
• You will no longer see hidden users  when running the “Commission Summary” or “Commission Details” report and the report will be sorted alphabetically.
• If you have the “Products/Vendor Products - View” permission, you will now be able to view in-store products when clicking the Edit Product option in the Purchase Order screen.

Fixed

• In a multistore setting you will no longer experience issues with sharing tax type information containing mixed capitalization and whitespace characters.
• If you are in the change due screen and the system crashes, or you leave the screen open and the PC reboots, then the change payment will now be recorded in the database. This will prevent the transaction from showing as out of balance on the General Ledger Summary, which would have prevented you from importing it into your accounting program.
• When you are in Reservations and click a single reservation multiple times, only one window will pop up instead of multiple.

23.8

Software 23.8 / Database Schema 119.00

Release Date: June 27th, 2023

Ascend RMS

New

eCommerce

• You will now see the eCommerce tile and the eCommerce tabs in Settings. The eCommerce feature is now active and visible in Ascend by default.

Fixed

Receiving Wizard

• When you receive your products, inventory will be synced properly, and the quantity will be updated in your local database and Stratus.
• You will now see a message when you are unable to generate order info for a packing slip that has products with an order type of Warranty or Employee Purchase.

Other

• When updating information for your user, you will now be notified if your password does not meet the minimum requirements, when you try to save the form.
• When you use the Show All button inside Database Explorer > Orders, you will now see the newest orders listed first.
• Now when you complete a product search and select Show All, 10,000 results will be displayed instead of 1,000.
• You will now see the correct products that are hidden when you select the Hidden button in Database Explorer > Vendor Products.
• Now when you adjust a zip code, you will only adjust the specific city/zip code combination.
• If you do not have the “Link/Merge” permission, you will no longer be able to merge products within the reconcile screen.
• If you do not have the “Products/Vendor Products - Add/Edit Master Data” permission, you will no longer be able to edit a vendor product or product from the PO screen.
• If you are in the change due screen and the system crashes or you leave the screen open and the PC reboots, the change payment will now be recorded in the database to prevent the transaction from showing out of balance.
• If your EMV (chip) configurations need to be updated for your Ingenico device, you may see a prompt with an option to update or it may update automatically, depending on if EMV configurations have never been set up or if the update has not been run for 14 days.

23.7

Software 23.7 / Database Schema 118.00

Release Date: May 29th, 2023

Ascend RMS

New

Manage Accounts (POA)

• If you mistakenly overpay POA, you can now cancel out the payment flow in the Credit Memo screen under POA manage Accounts. Previously you were required to proceed with applying a Credit Memo. Your original invoice selection will be retained; however, you will need to re-input the correct payment amount as if it was your first payment attempt.

Login Screen

• The Ascend client login as been updated with a new user interface and now shows an integrated side panel that provides links to release notes, knowledge base articles, and announcements. 

Purchase Orders

• When saving your purchase orders, the system will automatically remove any leading or trailing spaces included in the Vendor Order Number. This will cut down on copy and paste errors and avoid any future PO Syncing issues because the numbers do not matched between Ascend and the supplier. 

Other

• When using Fast Login, you will still be logged in successfully even when the cache has expired.
• You will no longer be able to accidentally create a purchase order with a duplicate a Vendor Order Number.
• When assigning a special order to a Warehouse fulfillment via the Special Orders Management Tool, any comments that previously existed on the special order prior to the assignment, will now appear at the Warehouse location for that special order item.
• You can now use custom port numbers for FTP.

Fixed

Memory Leaks

• You will see a reduction in the number of out of memory crashes that you have seen, due to some memory leaks that were discovered and resolved. 

Other

• Your Work Order will now be marked as completed, instead of locked with an uncompleted status, if you overpay on a finished Work Order. 
• You will no longer be able to accidentally increase quantity for non-inventory items via creating a work order with a non-inventory along with an inventory item and then adjusting both the inventory and non-inventory items back into inventory.

Ascend HQ

New

Special Orders Management

• You will now be able to set a fulfillment priority to sort by most recently created PO, so you can easily find a purchase order that you just created for a specific special order.

Other

• The HQ Locally export will now only include products marked for eCommerce on their Ascend RMS product page.

23.6

Software 23.6.52 / Database Schema 117.00

Release Date: May 3rd, 2023

Ascend RMS

New

Receiving Wizard

• You will now be able to generate order information 50% faster, when clicking the Generate Order button.

Other

• You will now be able to see the Transaction Type within the Customer Record > Sales History and DB Explorer > Products > Customer menus. 
• Within the Work Order screen, you now have the option to specify the number of copies of the work order receipt you would like to print.
• You will no longer be able to accidentally create a purchase order with a duplicate a Vendor Order Number.
• When assigning a special order to a Warehouse fulfillment via the Special Orders Management Tool, any comments that previously existed on the special order prior to the assignment, will now appear at the Warehouse location for that special order item.
• You can now use custom port numbers for FTP.

Fixed

Special Orders Management

• Your transfers will no longer disappear when you serialize a bike for a special order warehouse request. 

Fast Login

• You will no longer receive an error message stating that your password is incorrect, when you Ascend Agent is down or not running. 
• When you log in using Fast Login, your tile visibility will now show based on the permissions you have set in Database Explorer.

Ascend HQ

Fixed

Special Orders Management

• You will no longer experience an error when applying a change to the Fulfillment Priority under Report Options.

Tax Remittance Report

• You will now see the taxable amount display the amount for each type/location/rate based on the completed sales' sales items prices multiplied by the quantity sold.

23.5

Software 23.5.48 / Database Schema 116.00

Release Date: April 11th, 2023

Ascend RMS

New

Receiving Wizard

• When you select the “Print SO Receipts” button, you will no longer print old receipts or receipts of products received on the PO screen. You will only print Special Order receipts received in that session.

Other

• The Import Export Data permission has been split into Import Export Data and Reports - Export. This will allow you to limit access to the full import and export of vendor, in-store, and customer records while still giving you the option to export reports.
• You will now be logged in 3x faster when logging in via Fast Login.
• In Reports, you will no longer see any references to Ascend Online Reports (AOR), since they are no longer available.

Fixed

Other

• Ascend will no longer crash due to a memory leak when you open and close a sale or workorder numerous times.
• When you are using Cashier Mode, you will no longer run into the issue of not being able to see payments, due to a screen refresh issue.
• You will no longer be able to accidentally create a customer with a NULL value in the country field.

Locally

Fixed

Locally Export

• The Locally product/price export has been updated to match the same calculations used by Ascend RMS for promotions related to cost. Those calculations are Margin Percentage = Cost / (1-Percentage/100) and Cost Plus Percentage = (Cost * Percentage/100) + Cost.

23.4

Software 23.4.52 / Database Schema 115.00

Release Date: March 23rd, 2023

Ascend RMS

New

Cloud Catalog

• You will now have the option to search the Cloud Catalog for only newly created products and search by the product’s created date.
• You will no longer see the Update Products tile on the Ascend Desktop. Instead, the Cloud Catalog functionality should be used in its place.

Receiving Wizard

• You are now allowed to receive the same packing slip multiple times in case there are items that have not been received for that packing slip yet. Items that have already been received will be disabled and you will not be able to receive them again.

User Permissions

• You will now see a new Reconcile Inventory permission that has been created to separate reconciling inventory from the Options Permission that it was originally associated to. This will allow inventory managers to do piece counts without also needing access to Options setup. 
• You will now see two different Promotions permissions. The original “Promotions” permission has been renamed to Promotions - Add/Edit and has all the same functionality of the original permission. The newly created permission is called Promotions – View. This will allow you to set up users to view current promotions and promotional items without allowing the user the ability to modify or create new ones.

Other

• If for some reason your Ascend Update failed to complete, a message prompt will appear 24 hours after your Auto-Updater is set to run, stating, "There is a new update available". 
• When you make changes to Min/Max values in Ascend RMS, they will now update the safety stock in HQ per the same logic followed in the Reorder Analysis on Ascend HQ. 
• You will now always see the search function in Reports, which was previously hidden behind a hotkey, to make it easier for you to search for a specific report.
• When you are importing vendor product sheets or updating UPCs; NULL will be treated as an empty value rather than a string/word to prevent issues with Excel conversion.

23.3

Software 23.3.45 / Database Schema 114.00

Release Date: 28th February, 2023

Ascend RMS

New

Receiving Wizard

• You will now see a new ‘Received From’ column on the ‘Orders Received by Session’ report that will indicate how an order was received.
• When Special Orders  are received via the Receiving Wizard, the customer will receive the same notification which is sent out when receiving an order into Ascend via any other method.

Other

• A new loading wheel will appear in the middle of the screen if there is a delay when you are logging into Ascend.

Fixed

Other

• Returns can no longer be inadvertently closed when they contain an open Special Order.
• When working on slower workstations, you no longer have the potential to see a duplicate change due payment.
• When entering the ‘Reconcile’ screen from within the Inventory Center, you will no longer see ‘Out-Of-Memory’ errors due to the number of products.

Ascend HQ

New

Other

• When signing into Ascend HQ, you will now see a News Feed and HQ release notes. This replaces the images of the Ascend team members.

23.2

Software 23.2.28 / Database Schema 113.00

Release Date: 1st February, 2023

Ascend RMS

New

Other

• Under Options, you now have the option to adjust Taxation on Shipping Fees, such as making shipping taxable, using customer tax rate, or overriding in-store tax rates.
• You will see performance improvements under Customers in the Database Explorer when loading data on the Serial Number tab at the bottom of your screen.
• You will now be able to complete In-Cell Editing on the Comments Column within the Purchase Order form and the row height will be adjusted to indicate more comments that are not currently visible to you. 

Ascend HQ

New

Accounting Reports

• A new Tax Remittance Report has been added to allow accountants to view and export taxes charged by locale and/or consumer location.

Fixed

Reorder Analysis

• You will now see changes to ‘Safety Stock’ levels appropriately reflected in the min/max values for a product accordingly and vice versa.

Other

• You can now download each of the 'Service Team Analysis' reports by selecting the ‘Export All’ button.

23.1

Software 23.1.32 / Database Schema 112.00

Release Date: January 10th, 2023

Ascend RMS

New

Price Update Tool

• When you print labels from the Price Update Tool, they will now print as you currently have them sorted.

Fixed

Receiving Wizard

• When receiving a product associated to a hidden vendor product you will no longer have issues with it failing to increase your quantity on hand.

Other

• When you are navigating in the Database Explorer, the up and down arrows will appropriately select the rows as if you had clicked on them and will load the item's details in the lower pane.
• The Agent will no longer process eCommerce sales if they are open in Ascend RMS. This will prevent the possibility of duplications of sales or orders.

Ascend HQ

New

Special Orders Management Tool

• A refresh button will now appear on all special order lines in Special Order Management Tool. This will allow you to refresh the special order data, shipping dates, and/or attempt to resubmit the fulfilment to update the client for each individual line selected. There will also be a new trash can icon that will appear on special order lines that are being submitted to the client. If you select this button, the fulfilment will cancelled and appear as a failed special order line.

Fixed

Service Team Analysis Report

• You will now see appropriately calculated turnaround metrics on the HQ ‘Service Team Analysis’ report.

Other

• Your preferred language for your user will now be saved and displayed after you logout and back into Ascend HQ.

22.3.250

Ascend RMS

New

Locally

• Your ecommerce orders will be marked completed after your Ascend transaction is closed. If your order was not previously confirmed, the charge will also be taken at this time. If the charge fails, you will be notified. You will also be notified upon entering the transaction if the related ecommerce order has not been confirmed.

Performance

• Performance improvements were made to the Sales Form.
• Performance improvements were made to the Purchase Order Screen.
• Performance improvements have been made to Database Explorer when you double click a sale item.

Other

• For Swiss dealers, transaction comments and the sale footer have moved above the QR code section on the POA receipts.

Fixed

Locally

• You can no longer confirm your cancelled ecommerce orders. You will be notified of the cancellation, instead.

Other

• You will no longer experience an Out of Memory Exception when you are fetching a large number of customer records in Database Explorer.

Ascend HQ

New

Software 22.3.177 / Database Schema 110.00
Ingenico iSC Touch 250 Device Configuration: 21.4.1 / Firmware: 23.2.46.1
Ingenico Lane 7000 Device Configuration: 21.4.0 / Firmware: 6.81.9
Release date: 19th October, 2022

• In HQ ‘Reorder Analysis’ Min/Max values will now be adjusted when a Safety Stock level is added.
• Prices round to 2 decimal places in Ascend HQ using Round Half Up Logic.
• The warehouse in Special Orders Management Tool will no longer be deselected, due to a dealer caching issue.

• You can update the Order Status properly from the eCommerce Sales screen.
• Swiss QR Code section has been added to the Purchase On Account Large Receipts (Invoices). This is not to be confused with Payment On Account Statements, or any other receipt. This will be based on a Locale Policy and the IBAN number being added to the table manually (there is NO dedicated Ascend RMS field for this).

Inventory Adjustment Type

• A restriction was removed which was previously blocking a user from assigning a QuickBooks Account to an active "duplicate" Inventory Adjustment Type (IAT) matching an existing 'Hidden' IAT. Moving forward, users will be able to map and save a QuickBooks Accounts to any Active (Unhidden) IAT even if there is an existing unmapped duplicate IAT ‘Hidden’ with an identical name.
• A change was made to eliminate users from being able to create new duplicate IATs. If a new IAT is created using an identical name to that of an existing ‘Hidden’ IAT, Ascend will activate the existing ‘Hidden’ IAT, instead of creating duplicate IAT entries with the same name; this will happen automatically unbeknownst to the user. The activated IAT will still need to be mapped the same as if it were newly created as in current state.
• IATs created by one location will automatically be set to ‘Hidden’ at all other locations within a dealership, by default. We understand that this will add an additional click to ‘Restore/Unhide’ when mapping newly created IATs across multistore locations, however, this change will mitigate a different problem causing IIF exports to fail as a result of unmapped ‘Hidden’ IATs. The only change to the process is the added click to ‘Restore/Unhide’ the IAT in question by either 1) Clicking ‘Add’ and keying in exactly the same IAT Type Name which will Unhide/Restore the existing one created by a different location, or the recommended way of 2) Clicking the 'Restore' button to unhide/active then ‘Editing’ to add the QuickBooks Account as was always the process.
• A fix was implemented addressing a notification service issue related to IAT updates. This fix, while completely transparent to end users, allows us to reenable our IAT sharing across locations at the time our next client update is released (or for Early Access Users).

• When a special order is associated to a purchase order at the warehouse, the customer's name will now appear appropriately on the order screen for the associated purchase order.
• Ascend RMS Service Centre technician scheduling tool will no longer throw an error when navigating forward many weeks into the future.

• The "Select All" Button will select all visible rows of products
• When deleting or splitting a special order fulfillment in the Special Orders Management Tool, the grid will now only reload the affected row, instead of the whole grid, improving loading times.

• Warehouse fulfillment options will now appear in the dropdown as soon as a Warehouse is selected in the Report options.
• Fulfillments in the Special Orders Management Tool (SOMT) dropdown will appear appropriately based off of the Fulfillment priority selected in Report Options. Fulfillments with no Estimated Arrival date will no longer be considered "faster" than fulfillments with an Estimated Arrival date.
• HQ Reorder Analysis will no longer error when analyzing for dealers with a large number of locations.
• In HQ Reorder Analysis Min/Max values will now be adjusted when a Safety Stock level is added.

• If the consumer's payment method is declined on a Locally sale after a web order is initially placed, the web sale will be updated to reflect that payment must be taken in-store. The transaction will essentially become ROPIS (Reserve online pickup in store), rather than BOPIS (buy online pickup in store).

• Company name is now displayed in the View > Special Order Items window, all Reports > Special Order reports, and in the 'Customer' column in DBX > Orders for associated special order items when a customer has no first or last name, but does have a company.

• You can now find price updates against the entire catalogue OR against the last updated date.
• When deleting or splitting a special order fulfilment in the Special Orders Management Tool (SOMT) the grid will now only reload the affected row instead of the whole grid, which improves loading times.
• Checkbox functionality in the Special Orders Management Tool (SOMT) grid has been updated to work as expected on disabled lines, inactive lines, and the select all checkbox. When using the auto-fulfil functionality, the process will only run for special orders with active fulfilment dropdowns.
• A selected unsubmitted purchase order fulfilment will now appear in italics as they currently do in the dropdown options.

Software 22.3.91/ Database Schema 108.00
Ingenico iSC Touch 250 Device Configuration: 21.4.1 / Firmware: 23.2.46.1
Ingenico Lane 7000 Device Configuration: 21.4.0 / Firmware: 6.81.9
Release date: August 10, 2022

• You will see a new label printing option for Transactions. The label will print with a transaction number and the customer's name.

• It will save the selections you made for the Price Update results table. When you return, you will see the columns you selected in your previous login.

Other

• Having many locations will not cause an error on login to Ascend HQ.

Fixed

Special Orders

• When the ‘Only Show Failures’ checkbox is checked, only the failed special order lines will be displayed, even after the grid reloads.
• User preferences are going to be reset back to the default settings for all users, not only Early Access users. User preferences include sorted columns, order of columns, which columns are visible, and all report option selections.

Other

• When there are multiple supplier part numbers associated to a single product, and you try to update the price from the Price Update Tool, it gives a message that there is a data issue and to fix the data.

22.3.76

Software 22.3.76 / Database Schema 107.00
Ingenico iSC Touch 250 Device Configuration: 21.4.1 / Firmware: 23.2.46.1
Ingenico Lane 7000 Device Configuration: 21.4.0 / Firmware: 6.81.9
Release date: July 19, 2022

Ascend RMS

New

• Trek credit card features have been removed.
• Tax types will save correctly across a multi-store.

Fixed

• The Klarna payment type is no longer hidden when partial payment has occurred.
• An order item can now be associated with a transfer or a special order, but not both.
• Previously the Estimated Arrival Date calculation was not refreshed when an order status was changed to submitted, but the Date Submitted was not input either. Now the dates will refresh appropriately and the Estimated Arrival Date will display, even when the Date Submitted is not selected.
• Price update notification failure to RMS Client due to duplicate part numbers in multiple orders is now resolved.
• The transaction barcode on a receipt is now properly set when exiting a transaction.
• A sales item will now only allow a single trade-in payment type.

Ascend HQ

New

Locally Scheduled Reports

• Hourly export frequency and pagination were added to Locally Scheduled Reports export.
• Updated to account for category promotions, exclude promotions not marked for E-Commerce, and have a single price column with the lowest active price.

Special Orders Management Tool

• Loading involving transfers and overall performance enhancements have been completed to make the tool more efficient and faster than ever!
• An additional Report Option has been added to allow the user to Only Load Actionable Fulfilments, such as fulfilments for special orders that are fast trackable, not yet assigned, or are currently visible to you will be loaded. When checked, the tool will load faster.