Ascend Support
Phone: 877-875-8663
Email: [email protected]
Web: www.ascendrms.com
Trek Connect E-Commerce: Introduction
The Trek Connect E-Commerce service allows customers to order online and have their order shipped either directly to them or to their local dealer. Trek handles all taxes and payment processing. This service is provided at no charge to dealers.
For quick answers to frequently asked questions about Ascend's eCommerce integration, see
Frequently Asked Questions (on page 7) . For general details on the Trek Connect e-commerce
platform, see the Dexter article .
Process Overview
1.
System Setup (on the next page)
a.
Product Setup (on the next page)
b.
Dexter Setup (on the next page)
2.
Bike Builds (on page 4)
a.
Build Bike (on page 4)
b.
Deliver Bike (on page 4)
3.
Reporting (on page 5)
a.
Customers (on page 5)
b.
Products (on page 5)
4.
Returns (on page 6)
a.
Return a Product (on page 6)
b.
Enter Product in Inventory (on page 6)
Revision: 12/18/2015
System Setup
Specific configurations must be completed before recording Trek Connect E-Commerce bikes in
Ascend.
Topic Contents
Product Setup (below)
Dexter Setup (below)
Product Setup
1. Download and import the Trek Bicycle Corporation Trek Connect E-Commerce spreadsheet
(available on www.ascendrms.com
) under vendor Trek Bicycle Corporation; click for details on this process .
2. For each SKU, configure the following attributes: n
(optional) Category: o o
Part#TCECDELIV = Services or Labor 1
Part#TCECBUILD = Labor 2 or Services n n n n
MSRP: o
Part#TCECDELIV = 0.00 o
Part#TCECBUILD = 0.00
In-Store SKU: o o
Part#TCECDELIV = TCECDELIV
Part#TCECBUILD = TCECBUILD
Non Inventory Item = Checked
eCommerce = Not checked n
Do not upload label information = Checked
3. Click [Save].
4. When the MSRP Is Not Greater Than Cost prompt displays, click [Yes].
5.
(optional) Print labels to keep at all registers for employees to scan easily.
Dexter Setup
Fill out your store profile for every location.
1. Log in to Dexter .
2. Select the [Services] tab.
3. In the Trek Services section, click the Edit Store Profile link.
4. Enter all address information.
5. Click [Continue].
6. Click [Use This Pin Placement] next to your desired option.
7. In the Dealer Information section, click the [Edit] (pencil) icon.
n
Dealer Name: Enter the name you wish to be displayed to customers.
n n
Telephone: Enter your store's primary phone number.
E-Mail: Enter the email address for customers to contact the store.
1
Assigning this SKU to the Labor category affects Labor metrics in Ascend Analytics.
2
Assigning this SKU to the Labor category affects Labor metrics in Ascend Analytics.
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n n
Web Address: Enter your website address.
Delivery Radius (Miles): Enter the maximum distance your store is willing to travel to deliver assembled bikes to customers.
1
8. Click the [Accept] (check) icon.
9. Select the [Hours of Operation] tab.
10. From the Timezone for this location drop-down menu, select the appropriate time zone.
11. From the Time Format field, select your desired display option.
n
12 Hour: Display times in standard US format (e.g. 10:00 AM, 1:00 PM).
n
24 Hour: Display times in "military" format (e.g. 10:00, 13:00).
12. Enter your store hours.
13. Select the [Products & Services] tab.
14. Check all categories you offer for sale.
15. Click [Update].
16.
(QuickBooks® Users) If you use the Trek invoice download service, notify [email protected] of the account assignments you wish to use for service commission credits.
1
If your store does not wish to provide this service, enter 0.
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Bike Builds
Before beginning, see
System Setup (on page 2)
to verify your system is properly set up.
When a customer purchases a bike through the Trek Connect E-Commerce service, your store receives an email containing the customer and bike details. Record a work order to track the build and delivery.
Topic Contents
Build Bike (below)
Deliver Bike (below)
Build Bike
1. Create a bike build work order for the customer; click for details on this process .
2. Scan or enter the Trek Connect E-Commerce Bike Build Tracking SKU.
3. Complete the work order as normal; click for details on this process .
Deliver Bike
1. Open the work order.
2. Scan or enter the Trek Connect E-Commerce Bike Delivery Tracking SKU.
Do not close (finish) the work order until the bike is delivered.
3. When the bike is delivered, process a $0 cash payment.
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Reporting
Use Ascend's custom reporting tools to report on bikes built and delivered for Trek Connect E-
Commerce
Topic Contents
Customers (below)
Products (below)
Customers
1. Run the Customer Query utility; click here for details .
2. From the Search Field drop-down menu, select Products.[Store UPC].
3. In the Search Criteria field, enter or scan the desired Trek Connect E-Commerce Tracking
SKU.
4. Select additional parameters as desired.
5. From the toolbar, click [Execute].
Products
1. Run the Product Query utility; click here for details .
2. From the Search Field drop-down menu, select Products.[Store UPC].
3. In the Search Criteria field, enter or scan the desired Trek Connect E-Commerce Tracking
SKU.
4. Select additional parameters as desired.
5. From the toolbar, click [Execute].
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Returns
Customers may choose to return products purchased on the Trek Bikes website to a local retailer.
Submit the refund request to Trek and enter the product into your stock.
Process all refunds on Dexter - do not refund customer payments through Ascend. If a customer wishes to exchange a product, process a return and a sale separately.
Topic Contents
Return a Product (below)
Enter Product in Inventory (below)
Return a Product
Do not process refunds through Ascend.
1. Log into Dexter .
2. Select the [Order] tab.
3. In the Trekbikes.com section, click the Consumer Returns link.
4. Complete and submit the Trekbikes.com Consumer Returns form.
5. Print the confirmation page for the customer. Inform them that the refund will be issued to their original credit card.
6. If the customer wishes to exchange the product, complete a new sale as normal.
Exchanges require a new payment.
Enter Product in Inventory
1. Add the product to a Vendor Order for Trek Bicycle Corporation; click here for details .
2. In the Order Header, enter the appropriate information.
n
In the Vendor Order # field, enter the Customer PO from the Trekbikes.com n n
Consumer Returns form.
From the Order Status drop-down menu, select Submitted (Website).
In the Date Submitted field, enter or choose the date on which the Trekbikes.com n
Consumer Returns form was submitted.
(optional) Enter Comments for the order.
a. Click the Comments link. The Comments dialog box displays.
b. Enter a meaningful description (e.g. Trekbikes.com consumer return.).
c. Click [OK].
3. Receive and complete the order; click here for details .
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Frequently Asked Questions
For full details on the Trek Connect E-Commerce program, see Dexter .
Q:
How do I account for Trek Connect E-Commerce sales?
A: Record only bike builds in Ascend (see
Bike Builds (on page 4) ). Since Trek processes all
payments and taxes and the customer's order is shipped to your store (does not come from your inventory), recording these sales in Ascend inaccurately reflects your margins and/or sales amounts for tax reporting.
Q:
How do I handle Trek Connect E-Commerce returns or exchanges?
A: Process all refunds through Dexter. If the customer wishes to exchange the item for a product in your stock, process the in-stock item as a normal sale with a separate payment from the customer. See
Returns (on the previous page) .
Q:
How do I account for service commission payments?
A: Do not account for service commissions in Ascend.
Record these payments in your accounting software.
1
Q:
Are customer bikes automatically registered for Trek Care?
A: No. Register the customer's bike on Dexter , or provide the dealer with the link to register it themselves.
1
(QuickBooks® Users) If you use the Trek invoice download service, notify [email protected] of the account assignments you wish to use for service commission credits.
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