Quick-Release Lever Recall Instructions for

Transcription

Quick-Release Lever Recall Instructions for
Ascend Support
Phone: 877-875-8663
Email: [email protected]
Web: www.ascendrms.com
Quick Release Skewer Recall
Ascend queries allow you to quickly determine:
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Whether any bikes which may be affected are currently in your inventory.
Customers who bought a bike which may be affected.
If a customer's bike is affected, provide them with a coupon for use on Bontrager accessories. Send your Customer Service
Representative details on affected bikes which require a skewer replacement, and coupon redemption statistics for
reimbursement - no manual warranty claims required.
Reimbursements and replacements will not be issued if serial number is missing.
For full details on this recall, see the Dexter article.
Topic Contents
System Setup (below)
Customer Notification (on page 4)
Affected Inventory (on page 4)
Affected Customers (on page 4)
Coupon Redemption (on page 5)
Submit for Reimbursement (on page 5)
System Setup
1. Download and import the Trek Bicycle Corporation QR Recall 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:1
o Part#QRRECALL = Accessories or Clothing
o Part#QR = Parts or Labor2
o Part#QR-WASHER = Parts or Labor3
n MSRP:
o Part#QRRECALL : -20.00 4
o Part#QR: 0.00
o Part#QR-WASHER: 0.00
1Best Practice: Since these SKUs affect your margin, assign them to categories receiving the most benefit from the sale.
2Assigning this SKU to the Labor category affects Labor metrics in Ascend Analytics.
3Assigning this SKU to the Labor category affects Labor metrics in Ascend Analytics.
4After entry, the amount is displayed in parentheses.
Revision: 4/27/2015
n
n
n
n
n
In-Store SKU:
o Part#QRRECALL : QRRECALL
o Part#QR: QR
o Part#QR-WASHER: QR-WASHER
Non Inventory Item = Checked
eCommerce = Not checked
Do not upload label information = Checked
If allowed by your state, Product Tax = 0.0 1
Always check your local and state tax laws before overriding tax rates.
You may be liable for paying sales tax for the sale(s), even if you did not collect tax from
the customer(s).
3. Click [Save].
4. When the MSRP Is Not Greater Than Cost prompt is displayed, click [Yes].
5. (optional) For the Quick-Release Skewer Recall Replacement SKUs, print labels to keep at all registers for
employees to scan easily.
6. (QuickBooks® Users) If you use the Trek invoice download service, notify [email protected] of the
account assignments you wish to use for the reimbursement credits.
1Per the coupon agreement, the customer is liable for paying sales tax, except where prohibited
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Recommended SKU Setup
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Customer Notification
1. Save the QR Recall Trek Affected Items query (available on www.ascendrms.com) to your computer (e.g. the
Windows® Desktop).
2. Run and (optional) export the query; click for details on this process.1 2 Do not send this list to your Customer
Service Representative for reimbursement.
3. Contact customers to bring in their bike for inspection. If a customer's bike is affected, see Affected Customers
(below).
Affected Inventory
Send this report to your Customer Service Representative only once. Make any serial number or quantity
changes before sending these results.
Replacement skewers will not be issued for missing serial numbers.
Use the Serial Numbers Not Matching Quantity on Hand report to determine products for which serial
numbers are not entered; click for details on this process.
1. Save the QR Recall Inventory Affected Trek Items queries (available on www.ascendrms.com) to your
computer (e.g. the Windows® Desktop).
2. Run and export the query; click for details on this process.3 4
3. Email the file to your Customer Service Representative.5
Affected Customers
To properly report your replacements for reimbursement, specific configuration is required; see System
Setup (on page 1).
1. Create a work order for the customer; click for details on this process.
2. Scan or enter the appropriate Quick-Release Skewer Recall Replacement SKU on the work order.
3. In the Transaction Comments field, enter the serial number and (optional) Trek part number for the affected
bike. Replacement skewers will not be issued if serial number is missing from this field.
4. Provide the customer with a recall coupon. Record their serial number in the space provided on the coupon.
5. Periodically submit the Submit for Reimbursement (on the next page) to your Customer Service Representative.
1Best Practice: Enter file name QR Recall Customers to Contact.
2Multi-Store Dealers: These reports must be run separately for each location.
3Best Practice: Enter file names QR Recall Replacement Skewers - <Shop Name> - <Account Number> (e.g. QR Recall Replacement
Skewers - Bikes N Bytes - 123456).
4Multi-Store Dealers: These reports must be run separately for each location.
5Be sure to include both your shop name and Trek account number so that your claim can be processed as quickly as possible.
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Coupon Redemption
To properly report your sales for reimbursement, specific configuration is required; see System Setup (on
page 1).
1. On the current transaction, scan the barcode on the card.
2. When the Selling Item Below Cost prompt is displayed, click [Yes]. The appropriate negative value is
automatically entered.
3. In the Transaction Comments field, enter the serial number and (optional) Trek part number for the affected
bike. Reimbursement will not be issued if serial number is missing from this field.
Cards can only be used once, and have no cash value. Encourage the customer to redeem the full
amount. If the customer is not redeeming the full amount, do not return change.
a.
b.
c.
d.
e.
Right-click the recall coupon.
From the displayed menu, select Edit.
In the Qty field, enter -1.
In the Price field, enter the amount to redeem as a positive quantity.1 2
Click [Save] (keyboard F8).
Partial Use Example
4. Finish the transaction as normal.
Submit for Reimbursement
1. Save the QR Recall Reimbursements query (available on www.ascendrms.com) to your computer (e.g. the
Windows® Desktop).
2. Periodically3 run and export the query; click for details on this process.4 5
3. Email the file to your Customer Service Representative.6
1Always check your local and state tax laws before overriding tax rates. You may be liable for paying sales tax for the sale(s), even if you
did not collect tax from the customer(s).
2Per the coupon agreement, the customer is liable for paying sales tax, except where prohibited.
3Best Practice: At the beginning of every month, run the report for the previous month.
4Best Practice: Enter file names QR Recall Reimbursements - <Shop Name> - <Account Number> (e.g. QR Recall Reimbursements -
Bikes N Bytes - 123456).
5Multi-Store Dealers: These reports must be run separately for each location.
6Be sure to include both your shop name and Trek account number so that your claim can be processed as quickly as possible.
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