Understanding the SnapTracker Setup Hierarchy (Asset Management)

Before you begin to collect inventory information, you need to plan and setup the framework within SnapTracker to collect customer asset information. This post is designed to help you understand how data is structured in SnapTracker.

We can think of the setup structure in SnapTracker as a two-tiered pyramid (see image below).

The first tier of the pyramid is tables that hold information that is related to the company. In most cases, this would be the dealer.  All the tables (such as Building and Location) are linked to a particular Company Code, and various customers may use these tables.  For example, a dealer may choose to store multiple customers’ inventory in one Building owned by the dealership.

The second tier of the pyramid is tables that hold information specifically related to a customer. These tables (e.g. Standard, Conditions, and Cost Center) are customer-specific and linked a specific Customer Number, meaning that depending on each customer’s specific needs, you will need to set up these tables accordingly.

For example, several customers may require that you capture cost center numbers whenever an asset is inventoried.  Since it is most likely that no two customers have the same numbering system for cost centers, you are required to setup different Cost Centers for each Customer.

Now that you have a good understanding of how data is structure in SnapTracker, let’s proceed to learn about how to set up each table in SnapTracker.