Importing your eCommerce sales from your website into Ascend provides the following benefits:

• Monitor your online inventory and sales from Ascend.
• Eliminate the need to manually enter eCommerce transactions into Ascend.
• Be alerted when new eCommerce sales are available for download.
• Ensure that online sales are fulfilled promptly.
• Optimize business efficiency.

Important: If you use Workstand and your dealership is eligible for the Supplier Fulfillment program, suppliers fulfill eCommerce sales based on the dealership's preferences. Contact Workstand for details.

eCommerce Order Screen Display

On the eCommerce Sales screen:

• An Ascend PO Number is populated
• Shipping Type displays the customer’s selected shipping method (e.g. Ground)
• Shipping Address displays the address the customer entered for delivery.

Note: The order is highlighted in yellow if the customer entered a different Shipping Address from their Billing Address.

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 Workstand 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. Article: Customers - Create a 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.

Note: To ensure all products on your website match Ascend, use the eCommerce export feature and do not manually create product listings on your website. Article: Workstand - Set up Ascend to Display Inventory. 

The Workstand GTIN and MPN (Manufacturer’s Part Number) MUST be an EXACT match to the Ascend product's GTIN/UPC and MPN.

1. Log into Workstand to obtain additional information on the product record that is failing (use the information from the eCommerce Order ID column).
2. From Ascend > Database Explorer > Products search for the product.
3. If the product is found, open the product record to determine why it does not match Workstand. 
4. If the product is not found, you will need to manually add it.
   1. Article: Products - Add or Edit
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.

Note: Order information cannot be re-sent to Ascend – if the product information is incorrect with your eCommerce provider, this message cannot be resolved for the initial order. Update the product on your website to prevent the issue on future orders – create the transaction manually, select Archived in the Status column, and click the Save button.

How are Products automatically matched?

Ascend automatically matches the eCommerce product if the Locally UPC and Part Number match exactly to the product's UPC and VPN in Ascend.

How do I avoid the product match fail error?

• Ensure the Workstand GTIN is an EXACT match to the Ascend product's GTIN/UPC and MPN (Manufacturer’s Part Number).
• Be sure you are setting up products correctly between Ascend and Workstand,
• 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

Process Sale Failed

This message occurs if:

• A Workstand order includes both Supplier-Fulfilled and Retailer-Fulfilled products, the order is split into separate transactions in Ascend. 
  • If one transaction has the Product Match Failed status, the other transaction receives the Process Sale Failed message. 
  • When Product Match Failed is resolved, Process Sale Failed is resolved.
• In your Workstand Order Export settings, ensure Select API Version > API Version 2 is selected. 
  • Note: Order information cannot be re-sent to Ascend – if this option is incorrect, this message cannot be resolved for the initial order. 
    • Update the product on your website to prevent the issue on future orders – create the transaction manually, select Archived in the Status column, and click the Save button.
• The order information may have gotten corrupted when it was sent from your eCommerce provider to Ascend. Contact the Ascend Support Team with the eCommerce Order ID for assistance.

Process a Workstand Order

Fulfill the Workstand sale

Workstand allows you to provide your customers multiple options for receiving their order. Ascend’s eCommerce Sales screen allows you to determine the order’s fulfillment method at a glance.

(multi-store retailers) Orders shipped to customers are only available to import at the location marked as your Primary eCommerce Location.

Additional Workstand Notes

• The eCommerce Sales screen can be filtered and further customized for easier use. 
• Orders are automatically removed from this screen when their Status has been Completed for more than 30 days. 
• A separate eCommerce sale is created in Ascend for each fulfillment method used – a single eCommerce Order Number may have multiple associated eCommerce sales in Ascend. 
  • For example, two separate sales display if both a supplier and the retailer are fulfilling parts of the sale. 
• Do not modify the price of eCommerce sales items without contacting the customer. If the sale price is modified in Ascend, the customer's payment must be updated on the eCommerce website. 
• If an issue exists with fulfilling the customer's sale, call the customer or utilize the Email button on the toolbar.

Supplier Fulfilled: Direct Ship to Customer

For Direct Ship to Customer eCommerce orders, the sale item(s) is automatically marked as special order in Ascend.

• Note: The status of all outstanding special orders for customers can be viewed from the Ascend Desktop > View menu > Special Ordered Items. 
• The purchase order for the special order item(s) is automatically created and received.
• Trek-fulfilled orders process overnight – the status can be viewed on their B2B site at any time after processing. 
  • Orders are not available for import into Ascend until processing is complete.

Process Supplier Fulfilled: Direct Ship to Customer Order

1. Verify or process payment on your eCommerce website.
2. Click the eCommerce tile on the Ascend desktop.

3. From the eCommerce sales screen, double-click the order to open the transaction.

1. Add any shipping charges configured on your eCommerce website display in the Shipping field.

5. In the Payments toolbar, click the eCommerce payment.
   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. Workstand approval number).
8. Click Save.

9. On the Complete Special Orders prompt, click Yes.
10. On the Paid in Full Transaction prompt, click Finish as a Sale. 
    1. The transaction is finished (closed) as a sale.
11. On the eCommerce Sales screen, select Completed from the Status dropdown.

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

Supplier Fulfilled: In-Store Pickup

 For Supplier Fulfilled: In-Store Pickup eCommerce orders, the sale item(s) is automatically marked as special order in Ascend.

• Note: The status of all outstanding special orders for customers can be viewed from the Ascend Desktop > View menu > Special Ordered Items. 
• The purchase order for the special order item(s) is automatically created and received.
• Trek-fulfilled orders process overnight – the status can be viewed on their B2B site at any time after processing. 
  • Orders are not available for import into Ascend until processing is complete.

Process Supplier Fulfilled: In-Store Pickup

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.

1. Any shipping charges configured on your eCommerce website display in the Shipping field.
2. On the transaction toolbar, click the Keep Open button.
   1. Note: Do not finish (close) the transaction until the customer picks up their order.

6. In the Payments toolbar, click the eCommerce payment.
   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
7. In the Payment prompt, select the Card Type from the dropdown (e.g. VISA, MC, AMEX).
   1. Article: eCommerce - Process an eCommerce Payment.
8. In the Comments field, enter any additional information (e.g. Shopify approval number).
9. Click Save.

10. On the eCommerce Sales screen, select Special Order from the Status dropdown.
11. Click the Save button (at the bottom of the screen).

When the vendor/supplier order comes in:

1. Receive it as normal, see Receiving - Vendor Orders (purchase orders). 
2. Send a notification using the customer’s preferred communication method.
3. Print a receipt from the Vendor (Purchase) Order screen
   1. File > Print Special Order Receipts > Print Special Order Receipts – All.
4. Attach receipt to the order items and move them to your designated special order/layaway area.

When the customer comes to pick up their order:

1. From the Ascend Desktop, select the View > eCommerce Sales or click eCommerce tile from the Ascend desktop.
2. Double-click the order to open the transaction.
3. In the Transaction Comments field, enter a note with the date the customer picked up their order.
4. Click the Save button (upper left-hand corner).
5. On the Complete Special Orders prompt, click Yes.
6. On the Paid in Full Transaction prompt, click Finish as a Sale. 
   1. The transaction is finished (closed) as a sale.
7. On the eCommerce Sales screen, select Completed from the Status dropdown.
8. Click the Save button (at the bottom of the screen).

Retailer Fulfilled: Ship to Customer

When the order is available for import:

1. Verify or process payment on your eCommerce website. 
   1. Note: Government regulations may prohibit processing payment before items are shipped. Ship items the same day payment is processed in order to avoid accounting issues.

2. Click the eCommerce tile on the Ascend desktop.

3. From the eCommerce sales screen, double-click the order to open the transaction.

1. Any shipping charges configured on your eCommerce website display in the Shipping field.
2. On the transaction toolbar, click the Keep Open button.
   1. Note: Do not finish (close) the transaction until the customer picks up their order.

6. 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
7. In the Payment prompt, select the Card Type from the dropdown (e.g. VISA, MC, AMEX).
   1. Article: eCommerce - Process an eCommerce Payment.
8. In the Comments field, enter any additional information (e.g. Shopify approval number).
9. 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.

1. On the eCommerce Sales screen, select Ready for Shipping from the Status dropdown.
2. Click Save (bottom right corner of eCommerce Sales screen).

When the order is shipped:

1. From the Ascend Desktop > View > eCommerce Sales.
2. Shipping Type displays the customer’s selected shipping method (e.g. Ground), and Shipping Address displays the address the customer entered for delivery.
   1. Note: The order is highlighted in yellow if the customer entered a different Shipping Address from their Billing Address.
3. Double-click the order to open the transaction.
4. In the Transaction Comments field, enter the tracking number from the shipping company used.
5. Click the Save button (upper left-hand corner).
6. On the Paid in Full Transaction prompt, click Finish as a Sale button. 
   1. The transaction is finished (closed) as a sale.
7. On the eCommerce Sales screen, select Completed from the Status dropdown.
8. Click Save (bottom right corner of eCommerce Sales screen).

Retailer fulfilled: In store pickup

When the order is available for import:

1. Verify or process payment on your eCommerce website.
2. Double-click the order to open the transaction.
3. Any shipping charges configured on your eCommerce website display in the Shipping field.
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.

1. On the eCommerce Sales screen, select Ready for Shipping from the Status dropdown.
2. Click Save (bottom right corner of eCommerce Sales screen).

When the customer comes to pick up their order:

1. From the Ascend Desktop > View > eCommerce Sales.
2. Double-click the order to open the transaction.
3. In the Comments field, enter a note with the date the customer picked up their order.
4. Click the Save button (upper left-hand corner).
5. On the Paid in Full Transaction prompt, click Finish as a Sale button. 
   1. The transaction is finished (closed) as a sale.
6. On the eCommerce Sales screen, select Completed from the Status dropdown.
7. Click Save (bottom right corner of eCommerce Sales screen).

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