Release Notes (Early Access)

Written By Ascend knowledge base (Administrator)

Updated at April 10th, 2024

Table of Contents

24.5 Ascend RMS New Fixed Ascend HQ New Fixed 24.4 Ascend RMS New Fixed Ascend HQ New Fixed 24.3 Ascend RMS New Ascend HQ New 24.2 Ascend RMS New Fixed Ascend HQ New Fixed 24.1 Ascend HQ Fixed 23.15 Ascend RMS New Ascend HQ New Fixed 23.14 Ascend RMS New Fixed Ascend HQ New 23.13 Ascend RMS New Fixed Ascend HQ New 23.12 Ascend RMS New Fixed Ascend HQ New 23.11 Ascend RMS Fixed 23.10 Ascend RMS New Ascend HQ New 23.9 Ascend RMS New Fixed 23.8 Ascend RMS New Fixed 23.7 Ascend RMS New Fixed Ascend HQ New 23.6 Ascend RMS New Fixed Ascend HQ Fixed 23.5 Ascend RMS New Fixed Locally Fixed 23.4 Ascend RMS New 23.3 Ascend RMS New Fixed Ascend HQ New 23.2 Ascend RMS New Ascend HQ New Fixed 23.1 Ascend RMS New Fixed Ascend HQ New Fixed 22.3.250 Ascend RMS New Locally Performance Other Fixed Locally Other Ascend HQ New Integrations Menu Fixed Integrations Menu Special Orders Management Tool 22.3.177 Ascend RMS New Fixed Ascend HQ Fixed 22.3.140 Ascend RMS New Inventory Adjustment Type Fixed Ascend HQ New Fixed 22.3.108 Ascend RMS New Fixed Ascend HQ New Fixed 22.3.91 Ascend RMS New Fixed Update Ascend Other Ascend HQ New Price Update Tool Other Fixed Special Orders Other 22.3.76 Ascend RMS New Fixed Ascend HQ New Locally Scheduled Reports Special Orders Management Tool Other 22.3.34 Ascend RMS New Automatic Updates Other Ascend HQ New Price Update Tool Turnaround Time Report Special Orders Management Tool Other Fixed Special Orders Management Tool 22.2 RC Hotfix June 2022 RC June 2022 Early Access 5 Ascend RMS New Ascend Auto-Updater Locally Other Fixed Ascend HQ New Locally Price Update Wizard Other Fixed Special Orders Management Tool Other June 2022 Early Access 4 Ascend RMS New Klarna Other Fixed Ascend HQ New Fixed Special Orders Management Tool Other June 2022 Early Access 3 Ascend RMS New Locally Other Fixed Ascend HQ New Special Orders Management Tool Locally Fixed Special Orders Management Tool June 2022 Early Access 2 Ascend RMS New Cloud Product Catalog Ecommerce/Locally Fixed Ecommerce/Locally Other Ascend HQ New Special Orders Management Tool Fixed Special Orders Management Tool Other June 2022 Early Access 1 Ascend RMS New Klarna Locally Other items Fixed Ascend HQ New Special Orders Management Tool Fixed March 2022 Early Access 5 Fast Path Items Ascend RMS Client New Fixed March 2022 Early Access 5 (Final) Ascend RMS Client New Fixed Ascend HQ New March 2022 Early Access 4 Ascend RMS Client New Fixed Klarna New March 2022 Early Access 1 Ascend RMS Client Ascend HQ October 2021 Early Access 1 Ascend RMS Client

24.5

Software 24.5 / Database Schema 130.00

Release date: April 30th , 2024

Ascend RMS

New

Fixed

Ascend HQ

New

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 Detailsreport and the report will be sorted alphabetically.
  • If you have the “Products/Vendor Products - Viewpermission, 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

Software 22.3.250 / 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: 9th November, 2022

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

Integrations Menu

  • If you are on Ascend version 22.3 or higher, you will see the ‘API Integrators’ section in Ascend HQ. This section will not be functional for you, unless you are a retailer that is part of the eCommerce API Pilot program. When functional, this new section will allow you to enter the ID of your eCommerce provider and grant/remove access to your data by Location.

Fixed

Integrations Menu

  • The Integrations menu tab in Ascend HQ will only be available to you if you have the appropriate permissions, instead of being dependent on a specific VPN.

Special Orders Management Tool

  • Your warehouse fulfilment options will now appear in the dropdown as soon as a warehouse is selected in the ‘Report Options’ tab, instead of having to wait 24 hours, due to caching.
  • Your special orders will no longer get stuck in an inactive state, saying they are updating to the Client, when there is a failure to find a warehouse or different failure. Instead, the special order line will display as a failure and you can reselect a fulfilment and submit it again.

22.3.177

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

Ascend RMS

New

  • Desktop Icons for Ascend HQ and Listen 360 in Ascend Client.
  • The Sales Screen will now have a background colour that associates with a quote or a finished transaction. On the login screen, clicking ‘Show Servers’ while the ALT key is held down will not search for any new databases or servers.

Fixed

  • If a card is swiped and Card Type is selected prior to a cashier clicking on the Take Payment button, then the amount shown on a Lane 7000 card reader will correctly show the current transaction.
  • When a new Purchase Order is created and Comments link is clicked you can now click Cancel without an exception.
  • The payment type ‘Trade-In’ will no longer incorrectly add quantity on hand.

Ascend HQ

Fixed

  • 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.

22.3.140

Software 22.3.140 / Database Schema 109.00
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: 26th September, 2022

Ascend RMS

New

  • 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).

Fixed

  • 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.

Ascend HQ

New

  • 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.

Fixed

  • 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.

22.3.108

Software 22.3.108 / 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 30, 2022

Ascend RMS

New

  • 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).

Fixed

  • 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.

Ascend HQ

New

  • 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.

Fixed

  • Fulfilment in the Special Orders Management Tool (SOMT) dropdown will appear appropriately based off the fulfilment priority selected in Report Options. Fulfilments with no Estimated Arrival date will no longer be considered "faster" than fulfilments with an Estimated Arrival date.

22.3.91

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

Ascend RMS

New

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

Fixed

Update Ascend

  • Ingenico updates will not error out when Calibration is selected or an update is forced through the Update Ascend window.
  • Using the Refresh button in the Update Ascend window will not cause an error.

Other

  • Report delivery updated to ensure columns are not merged due to empty datasets.
  • Remote Product Lookup correctly displays products in the child categories of the selected category.
  • Saving a transaction no longer incorrectly unchecks Warranty when selected on a sales item.

Ascend HQ

New

Price Update Tool

  • 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.

Other

  • In Service Team Analysis, Work Order Turnaround and Productivity reports no longer overlap when they are populated with a lot of data.

22.3.34

Software 22.3.34 / Database Schema 106.00
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: June 22, 2022

Ascend RMS

New

Automatic Updates

  • We patched a behaviour issue where a condition of perpetually skipping the new version auto update window could result from scheduling updates to occur at a time when computers are routinely turned off (generally overnight). If a Hotfix installation time-of-day window is missed, the automatic update will occur at the soonest available time, likely upon bootup. If a non-Hotfix feature release misses the configured day(s)/time window for two consecutive weeks, Ascend will force the update after the two week buffer at day 15.
  • Client machines will be updated automatically when the server is updated so that the user will no longer need to manually update each individual client machine. The only requirement is that the file naming convention and directory matches between where it is stored on the server machine and the clients.
  • Ascend will be taking a more active forced update approach. Retailers will have the ability to set the Time of Day and number of days from the Ascend Product Update release date from 0 (day of release) to 15 days from the date of the release.

Other

  • SKU and UPC labels can now be printed without a price. 
  • SmartEtailing sales are correctly updated in both the case of direct fulfilment and without direct fulfilment.

Ascend HQ

New

Price Update Tool

  • The new Price Column will not round off the value, instead it will display the entire value.

Turnaround Time Report

  • A new reporting table has been added to the bottom of the Service Team Analysis Report showing Turnaround Time metrics for Work Order processing.

Special Orders Management Tool

  • Supplier column will now appear in the Special Orders Management Tool to provide details regarding what Supplier you can order a Special Order item from.

Other

  • When you have the Vendor Orders permission, you may edit order quantity and submit an order via Reorder Items. In addition, the product list may be exported.

Fixed

Special Orders Management Tool

  • The tool will not time out or display an error when you select or deselect the Only Show Failures checkbox.

22.2 RC Hotfix

Software 22.2.217 / Database Schema 105.00
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: June 16, 2022

Smart Etailing sales are correctly updated in both the case of direct fulfilment and without direct fulfilment.

June 2022 RC

Software 22.2.208 / Database Schema 105.00
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: May 31, 2022

This has been a test conducted for the Automatic Update feature. Thank you for your participation in our Early Access program.

June 2022 Early Access 5

Software 22.2.200 / Database Schema 105.00
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: May 25, 2022

Ascend RMS

New

Ascend Auto-Updater

  • The automatic update feature within the Ascend RMS client enables automation and scheduling of Ascend updates to occur without manual effort after a release on a schedule that works for you. You have the option to schedule the time of day when the update will occur or schedule the update to be instantaneous. All while also having the option to postpone the update for up to 14 days. In summary, after this update there will be no more need to arrive early to walk around updating Ascend on all your computers. This will save you time, hassle, and money! Updater settings can be found in Tool > Update Ascend > Update Settings.

Locally

  • Global users will see Ascend RMS Sale > Extras > Print Locally Receipt menu item localized. Global users will see PICK UP IN STORE notation localized.

Other

  • The VPN column in Cloud Catalogue allows a hyperlink to product details if that product contains a weblink in the product spreadsheet. When you click on the link, it will take you to the website with product details.
  • Cloud Catalogue performance improvements have been made when searching for or adding products.
  • Ascend production release versions are no longer named by the month they are released and are now numbered by the year and the release number of that year.
  • If a warehouse location attempts to sell an in-stock item from their location when the item is already assigned to transfer to a different location to fulfil a special order, a pop-up will appear in Ascend RMS notifying the user and asking how they would like to proceed.
  • The Transaction Type column in Ascend RMS will display the appropriate type for the Sale item for all statuses associated when a Special Order has been assigned to a fulfilment via the Special Orders Management Tool.

Fixed

  • Purchase orders will not fail to open due to duplicate Supplier Order Numbers across multi-store locations.
  • In a purchase order when selecting order items with Show History selected the All Locations tab will show sales data for all locations as expected.
  • Quickly clicking card payment when opening a layaway now correctly follows the expected card flow.
  • The builder associated with the serial number is no longer lost when the serial number is transferred.

Ascend HQ

New

Locally

  • You can now schedule Locally Inventory and Pricing Feed in Ascend HQ > Settings > Scheduled Reports and Exports

Price Update Wizard

  • This new tool allows you to check your current prices against the published prices that you would download via spreadsheet. It allows you to update prices across at your store/multi-store from one centralized location. Additionally, price changes made here will populate in each location's Ascend client under the Print Labels form for 24 hours which will allow stores to easily print label changes for the current quantity on hand of updated products. The Price update Wizard can be found in Ascend HQ > Products > Price Update Wizard.
  • Cost level selection is possible now when you map the supplier with catalogue in Ascend HQ.

Other

  • Any Transfer data with mismatched Transfer IDs has been cleaned up.

Fixed

Special Orders Management Tool

  • Inactive special orders in SOMT will no longer be selectable, which means their fulfilments cannot be changed when clicking the Auto Fulfil button 

Other

  • HQ Sales Team Analysis will no longer include hidden layaways as expected.

June 2022 Early Access 4

Software 22.2.131 / Database Schema 104.00
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: May 4, 2022

Ascend RMS

New

Klarna

  • You will be able to complete a return to Klarna properly via the desktop tile or Sale form button, even if there are offsetting products on the sale.

Other

  • Transfer Item details in Ascend RMS will now show all appropriate transfer item history based off of fulfillments selected in the Special Orders Management Tool.

Fixed

  • When a special order is assigned to a purchase order fulfillment, the customer will now appropriately display on the purchase order in the purchase order form in Ascend RMS.
  • Ascend will now process communication faster between Ascend and Stratus.

Ascend HQ

New

  • In the Price Update Wizard, cost level will be defaulted to Cost 1 if cost level is null or 0

Fixed

Special Orders Management Tool

  • Now faster than ever due to some performance improvements.
  • Special orders will no longer appear on the Assigned tab when the associated purchase order fulfillment has been deleted.

Other

  • HQ reports will populate as expected based on their Ascend RMS permissions.

June 2022 Early Access 3

Software 22.2.100 / Database Schema 103.00
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: April 14, 2022

Ascend RMS

New

Locally

  • Internal Ascend DRIs will be able to test in-market using their Locally test stores.
  • In the European markets, you will see the eCommerce system payment type in Database Explorer and Sales.

Other

  • Edit Product fields that are uneditable can no longer be temporarily edited.
  • Performance enhancements have been completed for areas relating to Transfers.

Fixed

  • All serial number information transfers to a receiving location as expected.
  • You will be warned if there is no printer configured.

Ascend HQ

New

Special Orders Management Tool

  • The Transfer or Assign Order column will no longer appear in the column chooser for the Assigned tab or when you don't have the Vendor Order Permission.
  • You will now be able to see which Supplier is associated to a specific purchase order fulfillment option.
  • The dropdown will now display appropriately, so you don’t have to scroll down to see the options when you are reviewing Special Order lines near the bottom of the grid.
  • Any sorting or columns that were changed on a tab will be saved and restored when you reopen a tab/grid.
  • Line highlighting will work appropriately when using the checkbox in the grid header to select all lines or deselect all lines and when selecting a line that has failed.
  • "EAD", the abbreviation for "Estimated Arrival Date", will now appear in the Estimated Arrival Date column header and next to the Estimated Arrival Date listed for a fulfillment option in the fulfillment dropdown, to help you identify what the date signifies.

Locally

  • You will be able to schedule Locally Inventory & Pricing Feed in Ascend HQ.
  • Scheduled report formatting now matches manual export formatting.

Fixed

Special Orders Management Tool

  • You will no longer get an error if you try to click the "--Select--" option in the fulfillment dropdown when it is already selected.
  • When trying to reload the SOMT multiple times while it's already loading, you will no longer get an "unexpected error" message.
  • When updating the fulfillment option for a special order with a quantity greater than one with a fulfillment with a quantity less than the special order, the special order will now split appropriately and appear on the correct tabs.
  • Columns that are updated in the column chooser a second time will now appropriately display in the grid.
  • You will now be able to reattempt to submit a special order that has a previously failed Warehouse fulfillment attached to the special order.
  • SOMT users with multiple dealerships will now see an active Warehouse dropdown or the appropriately selected Warehouse when a Warehouse has already been selected.

June 2022 Early Access 2

Software 22.2.60 / Database Schema 103.00
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: March 23, 2022

Ascend RMS

New

Cloud Product Catalog

  • Added a horizontal scrollbar in the Cloud Catalog Form.
  • Performance improvements in adding products from the Cloud Catalog to your store.

Ecommerce/Locally

  • eCommerce Sale form will refresh on entry to the eCommerce Sales screen, every 5 minutes, and on Save. Refresh will be a toggle button that will allow you to choose whether or not to auto-refresh the form.
  • You will be prompted to complete the Locally sale when closing an eCommerce transaction if they have permission and the web sale is not yet completed.
  • Time has been added to the Order Date field to assist in sorting.

Fixed

Ecommerce/Locally

  • You will again see the bill-to country (consumer's billing country) in the Sales Comments.
  • You will see consumer comments appear below the Locally comments on the Sale form.
  • You will see local time in the Order Details.

Other

  • Large receipts will print only the number of pages expected, no longer an extra/blank page.

Ascend HQ

New

Special Orders Management Tool

  • Any failed fulfillment (error that occurred when attempting to update at the client) will appear on the Not Yet Ordered tab, so you can see that the Special Order needs attention. Also the previously selected fulfillment that failed will be included in the error message when you hover over the special order line.
  • You will be able to select Special Order lines, then hit the auto fulfill button and it will automatically select the first option in the fulfillment option drop-down list and assign it to the Special Order. You can pick how the dropdown is sorted in Report Options.
  • You will now see the shipment tracking number and URL associated to a Trek purchase order that the special order is on. You will also be able to click the URL and be taken to the shipping carriers page, where you can get additional delivery information.
  • The following new columns will appear in the column chooser: Sale Created Date, Category, Sale Payment Total, Transfer Comments (not editable), and Sales Item Comments (not editable).
  • Translations for additional locales will appropriately be displayed in Ascend HQ.
  • Initial loading will occur much faster so users can start using the tool while lower priority areas are still loading. The Status column will now display "Unassigned" on the Not Yet Ordered tab until available fulfillments are loaded asynchronously. The Fast Track tab may display a lower tab count until all Special Orders have fully loaded fulfillment options. Bouncing dots will now appear instead of the loading spinner to indicate that the grid is loading.

Fixed

Special Orders Management Tool

  • The tool will no longer create duplicate rows for a sale item when changing fulfillment options and submitting them. If you think this may have occurred in your tool, please reach out to support so they can run a query to remove any previously created duplicate lines.

Other

  • Scheduled reports for "My Queries" will correctly export as CSV or XLSX as expected. If you are currently using Excel as your format option, you should check to see that your file is still being received correctly by the intended recipient (e.g. Locally).

June 2022 Early Access 1

Software 22.2.25 / Database Schema 102.00
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: March 2, 2022

Ascend RMS

New

Klarna

  • Users will be able to refund a Klarna transaction without issue.

Locally

  • Internal Ascend DRIs will be able to test in-market using their Locally test stores.

Other items

  • Horizontal scrollbar added to Cloud Catalog Form.
  • The Special Orders Management Tool user will now be able to unassign a purchase order item from a remote special order warehouse request so that it can be assigned to something else, by removing the transfer-to location in the Purchase Order Presenter View in Ascend RMS.
  • New Transfer status will start appearing in the Special Order status areas (sale item details, receipts). Special orders fulfillments completed by transfers will not show under Items to OrderNote, when removing items from Items to Order they also get removed from the Special Orders report/SOMT in HQ. We have added to the message in the message box to notify the user of this.
  • A new transfer status of Waiting on Dependency will now appear the transfers out screen, to notify the user that the transfer cannot be picked yet, since it is waiting on something. The main use of this status is when a Warehouse has an item on a purchase order and it has not been received yet, so the item cannot be picked/sent, until it has been received.
  • The Transfer To Location column will no longer appear in non-warehouse locations nor when the warehouse doesn't have a special order warehouse request for a different location.
  • Ascend will no longer time out when attempting to access transfers for retailers with large transfer data sets.
  • Users will see tax properly displayed on receipts, accounting exports, and reports for BOPIS sales.
  • Users will be able to see the eCommerce tile, Options & eCommerce, and View & eCommerce Sales.

Fixed

  • Large receipts and emailed PDFs updated to print on the expected number of sheets of paper.
  • Special Order comments and delivery date now display in the correct columns in the Special Ordered Items window.

Ascend HQ

New

Special Orders Management Tool

  • When using the Special Orders Management Tool, users will see their selected lines turn a dark blue, and see lines that they hover over in a light blue to help keep track of the lines that they are reviewing.
  • Only special orders that have a potential "faster" fulfillment option, will appear on the Fast Track tab.
  • The Remove show completed items from past 30 days option will no longer appear under the Report Options in SOMT, because no completed SOs currently appear in the tool.
  • The user will be able to see all special orders from the locations that they have accessed to, sorted into 4 different tabs; Not Yet Ordered, Fast Track, Assigned, and All Special Orders.
  • The SO Management Tool user will be able to see and select a fulfillment option from a drop-down list that includes the fulfillment availability (such as assigning an order or transfer) for the special order request.
  • The SO Management Tool user will now have the ability to select a warehouse location, that will then be an additional fulfillment option available to fulfill a special order. WARNING: Once you select a warehouse location, you should never change this location or it may cause errors. If you experience issues, please contact support.
  • The SO Management Tool user will be able to click submit and all of their fulfillment updates included in their current session will be pushed and updated in Ascend RMS.
  • When the SO Management Tool user hits the submit button, it will submit all special order lines that were changed in the current session. As the lines are being passed to Ascend RMS and being updated there, the special order lines will become inactive, so they cannot be changed again, until the submission process has been completed. If there is an error for one of the special order lines, it will be displayed in red.
  • Once a fulfillment options has been selected in the SO Management Tool, it will be saved and reflected appropriately on the Special Order line in Ascend HQ.
  • The SO Management Tool user will be able to see multiple report options and they will be saved to the user or dealership appropriately; Include Committed Transfers, Email Preferences (email actually getting sent will come in a future story), Fulfillment Priority, Select Warehouse, Shipping Schedule (actual setup options will come in a later story). Any sorting or columns that were changed on a tab will also be saved and restored when the user reopens a tab/grid.
  • The SO Management Tool user will now be able to see the correctly calculated estimated arrival time for transfers and Trek purchase orders. The field will also include the estimated arrival type to let the user know what the date is based off of. Note: This calculation will not appear for non-Trek supplier purchase orders.
  • The SO Management Tool user will now see a session progress chart that shows each session's progress for updating the client with the information that was submitted.
  • What the user can see in the Special Order Management Tool, will now be based off whether the user has the Vendor Order user permission or not. If they have the permission, they will have full access to the tool and can update the fulfillment option for a special order. If they do not, they will have "read only" access of the tool.
  • The SO Management Tool user will no longer have the ability to add the shipped and promise date columns via the column chooser. Instead they will see one column for the estimated arrival date.
  • When selecting a Warehouse in the report options for the special order management tool, the SO Management Tool user will receive a warning message letting them know that they will not be able to change their Warehouse, once it has been selected. Once they select a Warehouse, the dropdown will become inactive.
  • The SO Management Tool user will now have the ability to filter the special order lines to only show those that failed to be updated on the client when its session was submitted.
  • The SO Management Tool user will now see special order lines appear on the Not Yet Ordered tab again, when the transfer request has been denied, so they can assign a new fulfillment option.
  • In the SO Management Tool, the warehouse fulfillment option in the fulfillment option drop-down for a special order that originated at a Warehouse location, will be removed.
  • In the SOMT, the submit button will now become inactive when the following occurs:
    • There is no current session (meaning no fulfillment options have been selected or changed or the session has already been submitted)
    • As soon as the submit button has been clicked, to inform the user that they do not have to click it again.
    • When a fulfillment option is being selected and has not fully saved to the session.
  • When a transfer has been picked, sent, or received, or the order has been received, the fulfillment option will be disabled for a SO in the SOMT. This way user cannot change the fulfillment assignment to something else, when it is already in progress.
  • When using the SOMT, the user will now see a yellow outline on the fulfillment dropdown box when they have changed a fulfillment and have not submitted the session yet.
  • When selecting a Warehouse in the report options for the special order management tool, the SO Management Tool user will receive a warning message letting them know that they will not be able to change their Warehouse, once it has been selected. Once they select a Warehouse, the dropdown will become inactive.
  • When using the SOMT, users will see their selected lines turn a dark blue, and see lines that they hover over in a light blue to help keep track of the lines that they are reviewing.
  • All SOMT HQ text will now appear in the appropriate languages.
  • Translations for most locales will appropriately be displayed in Ascend HQ for the Special Orders Management Tool.

Fixed

  • Supplier cannot be mapped more than once and catalog should not be mapped to more than one supplier.

March 2022 Early Access 5 Fast Path Items

Software 22.1.268 / Database Schema 101.00
Ingenico iSC Touch 250 Device Configuration: 21.4.1 / Firmware: 23.2.46.1 (no change from March 2022 Early Access 1)
Ingenico Lane 7000 Device Configuration: 21.4.0 / Firmware: 6.81.9 (no change from March 2022 Early Access 1)
Release Date: February 15, 2022

Ascend RMS Client

New

Cloud Product Catalog

  • Fuzzy search logic for UPC and VPNs added
  • Case Quantity Column added to Cloud Catalog Form
  • Ctrl + Shift multi select functionality added
  • Missing translations added

Supplier Purchase Orders

  • When in receiving mode in the PO screen, focus will now remain in the scan UPC field search box

Fixed

Service Center

  • Sporadic crashing of Ascend when opening work orders has been fixed

March 2022 Early Access 5 (Final)

Software 22.1.259 / Database Schema 101.00
Ingenico iSC Touch 250 Device Configuration: 21.4.1 / Firmware: 23.2.46.1 (no change from March 2022 Early Access 1)
Ingenico Lane 7000 Device Configuration: 21.4.0 / Firmware: 6.81.9 (no change from March 2022 Early Access 1)
Release Date: February 3, 2022

Ascend RMS Client

New

New Central Product Catalog!

  • The release of the Cloud Catalog is the giant step in the direction simplifying vendor product imports and increasing database performance.
  • The Cloud catalog will be a long-term replacement for many vendor product imports. It allows you to download only the products you need and helps your sales team by having fewer products to manually filter through when helping a customer.
  • You can find the Cloud Catalog when searching for a product in a purchase order, a sale, or from Database Explorer in the Products section.
  • Note: A user will need to set up vendor association in the new Products section of Ascend HQ . Initially the catalog only works with Trek Bicycle Corporation products. In the future this will expand to many other vendors.
  • Cloud Catalog Form has filters added to each field.
  • The Add and Add & Order buttons have been added to the PO Screen, for the Cloud Catalog.
  • Cloud Catalog Available as part of DB Explorer. The Cloud Catalog Form is the same as in PO Screen, except that from here you can add the cloud products to only your Local DB.
  • Cloud Catalog Form will be accessible from Sales Screen, Adding Customer Friendly Messages confirming the adding of products to PO or to their Local database.

Klarna

  • The dropdown selection for the eCommerce Payment Type now has Klarna and WePay as an option.

Locally

  • Users will be able to see the eCommerce tile, Options > eCommerce, and View > eCommerce Sales.
  • When User enters the Product ID workflow, the following changes have been made: Remote Lookup button no longer appears on Select Product form, data is pre-filled when creating a new Product, User is warned if selected Product does not match web sale item UPC/SKU/MPN, default value for Select Product search is web sale item UPC/MPN/SKU.

New Employee ID Field

  • An Employee ID is auto-generated when creating a new user. Note - the auto-generated ID can be overwritten if you have a specific ID you would like the employee to use.

Additional Changes

  • We allow up to Max of 15 products to be selected to Add to Order or Local DB, and we can see the products in results which are existing in Local DB but are not selectable and greyed out and that be toggled to be hidden or shown, and Date Created Field is added to the Results Table.
  • Local inventory levels will display by default in purchase order window regardless of state of Load History button.
  • Within the Transfers screen, the location information now sorts alphabetically.

Fixed

Locally

  • Users will see proper characters on Locally sales and receipts.
  • Changing eCommerce setting in Options saves as expected.
  • If the eCommerce sale customer country code is missing, then matching to a local customer will proceed without an error.
  • User may change the Status filter on View > eCommerce Sales screen without crashing Ascend.

Additional Fixes

  • Only users with the Users - Edit Local User permission can Copy User permissions.
  • Duplicate change due no longer occurs in cases where card reader disconnects in the middle of some payment processes.

Ascend HQ

New

New Central Product Catalog!

  • Associate a Supplier to Trek Catalog in Ascend HQ. Navigate to Products > Supplier Catalog Mapping.

Trek B2B Integrations

  • Internal users will be able to see the Supplier authentication page in their HQ account for the B2B integration.

March 2022 Early Access 4

Software 22.1.165 / Database Schema 100.00
Ingenico iSC Touch 250 Device Configuration: 21.4.1 / Firmware: 23.2.46.1 (no change from March 2022 Early Access 1)
Ingenico Lane 7000 Device Configuration: 21.4.0 / Firmware: 6.81.9 (no change from March 2022 Early Access 1)
Release Date: January 12, 2022

Ascend RMS Client 

New

  • Web sales submitted via the Global API will use existing errors and resolution processes for Customer and Product matching. In addition, the user will be able to match product within the eCommerce Sales form, rather than having to exit and reload the form.
  • The Receiving Wizard will now correctly pull the invoice number from the Packing Slip.
  • AscendScan is now compatible with the new Unitech Scanner Service for EA520 Scanners.

Fixed

  • Advanced SQL Permission should be able to do everything that SQL Query can do SQL Query permission should remain the same as it currently is

Klarna

New

  • Consumers will see a Continue button on the Klarna application, rather than Buy.

March 2022 Early Access 1

Software 22.1.133 / Database Schema 99
Ingenico iSC Touch 250 Device Configuration: 21.4.1 / Firmware: 23.2.46.1 (no change from March 2022 Early Access 1)
Ingenico Lane 7000 Device Configuration: 21.4.0 / Firmware: 6.81.9 (no change from March 2022 Early Access 1)
Release Date: December 8, 2021

Ascend RMS Client

  • (new) Klarna: User should be able to change the quantity of a sale item to a negative number so the sale amount comes off the balance. Klarna payment should then process correctly.
  • (new) Receipts/Reports: Shipping tax will appear in such a way as not to be confusing to the user. Previously, it was displaying above subtotal.
  • (new) Klarna: Klarna will no longer pre-populate the consumer application with the Location address. It should now appear blank for the consumer to enter their personal information.
  • (new) On a Vendor Order, click the Load Remote button to display values on the Sales History and Order Summary panes. Performance is improved when this button is not selected – click the Refresh button to display values.
  • (new) If a customer’s Billing and Shipping names do not match, Shipping Address does not update. Shipping Address displays in the Comments field on the transaction.
  • (fixed) Sales Form: User is not able to proceed with Klarna transaction without Customer or Phone/Email. However, they may also cancel out of forms if necessary and still be able to use the Klarna payment type after several attempts
  • (fixed) Replacement Wizard: When using the Replacement Wizard to replace a product with another, the alert box no longer includes a confusing dash, "-", in front of the second product's cost.
  • (fixed) Orders: While in the Items to Order form, the user will no longer be able to edit anything in the "Transfer To Location" column located under the Special Order Items.
  • (fixed) Ecommerce, Tax Rates: Multi-stores will properly share the eCommerce taxes and Locally sales will proceed normally.
  • (fixed) Database Explorer: When viewing Users in Database Explorer, the Employee ID for each user will be displayed to the right of the Last Name.
  • (fixed) (multi-store retailers) On a Vendor Order, the Sales History pane displays results on both the current location and All Locations tabs.
  • (fixed) (multi-store retailers) In Database Explorer > Serialization, the Transferred Out column displays whether or not the serial number was transferred to another location.
  • (fixed) Returns can be processed via Locally in Australia.
  • (fixed) When an issue occurs when processing a Klarna payment, an error message displays.
  • (fixed) In the Product Record, Commission now displays properly on the Multistore commission table.
  • (fixed) Only users with the user permission Time Clock - Edit can edit time clock entries.

Ascend HQ

  • (fixed) Ascend HQ Analytics: Bikes will no longer incorrectly be included in the Average Work Order stat in the Retail Profit Machine widget on the Analytics tab in Ascend HQ.

October 2021 Early Access 1

Software 21.5.127 / Database Schema 95.1 (no change)
Ingenico iSC Touch 250 Device Configuration: 21.4.1 / Firmware: 23.2.46.1 (no change)
Ingenico Lane 7000 Device Configuration: 21.4.0 / Firmware: 6.81.9 (no change)
Release Date: October 16, 2021

Ascend RMS Client

  • (new) In Database Explorer > Customers, there is a Show All button prompt when loading a large amount of records.
  • (new) For Vendor Orders, performance is improved in Database Explorer > Orders.
  • (new) For Vendor Orders, Order Items’ margin data displays calculating until available while the rest of the screen loads.
  • (fixed) In a transaction, Serialized items that are returned by editing the quantity to negative (from 1 to -1) with in-cell editing remove the customer association with that serial number and does not continue to associate that item with the customer’s record.

KB22-176