Discover SnapTracker’s New Look – FAQs
1. Why is the site being updated?
SnapTracker is being redesigned to deliver a modernized and intuitive platform with the site’s core features and functionalities. The new SnapTracker site enhances the overall user experience with simplified navigation, an enhanced user interface, and improved workflows.
The update also includes upgraded accessibility and enhanced responsiveness across devices, all while maintaining the flexibility to customize and style SnapTracker to fit your needs.
2. Is my URL changing?
Yes, with the transition to the new platform interface, your team will receive a new URL for both internal use and client access to the site.
3. Do I have to pay for this update, or is it included in my maintenance fee?
The migration of your SnapTracker platform is included as part of your regular SnapTracker maintenance fee.
However, if you request additional support from our E-Services team, with tasks such as image updates, client training, or custom HTML and styling changes, those services will incur an extra cost and be billed separately as billable hours.
4. Do I need to replace my Scanner equipment or make any other changes?
The new SnapTracker interface will not have any impact on your use of scanners and related modules, such as Batch Processing. As such, you will not need to make any changes to your devices or the scanner URL setup.
[need to verify]
5. Is there a browser version requirement to access?
No specific version is required, but for the best experience, we recommend using modern browsers such as Microsoft Edge or Google Chrome, with a minimum screen resolution of 1024 x 768 pixels.
[to smallest as Tablet size – find size]
6. What will happen to my open or reserved carts?
All open and currently reserved carts will remain open and exist on your SnapTracker platform after migration.
7. What will happen with my reservations?
All existing reservations will remain open and can be found on your SnapTracker platform after migration.
8. What will happen with my work orders?
All existing work orders will remain open and can be found on your SnapTracker platform after migration.
9. What will happen to my catalogs?
All standard catalogs will remain configured and can be found on your SnapTracker platform after migration.
10. What will happen to my open shop carts?
All open shop carts will remain configured and can be found on your SnapTracker platform after migration.
11. What will happen to my service forms?
All service requests will be available in your SnapTracker platform with an updated visual design.
12. Will my custom setups, like custom HTML, be migrated?
Platform customizations may need to be reviewed and updated during the migration process. The migrated site will need to be approved by your team, and customizations may need to be addressed before launch.
13. Do I need a new user login to access SnapTracker?
No, your existing SnapTracker user login credentials will remain active after the migration.
14. What happens to my user access permissions, such as menu access, customer access?
All existing user access permissions, such as menu access or customer access, will remain unchanged.
For any new features introduced in this release, access will initially be granted to system administrators, who can then assign permissions to other users as needed.
15. What happens to my reports?
Your reports will remain unchanged.
16. Will I still be able to write custom reports?
Yes, your team will still be able to write custom, Crystal Reports.
17. Does the new site still host my reports?
Yes, the new SnapTracker site will still host all of your reports.
18. Can I create my own visual Dashboard Reports?
The reports in My Dashboard are generic reports created for use by all customers.
If there are specific reports desired which are not available in My Dashboard, please reach out to the SnapTracker team as various reports are being developed in our development pipeline.
19. What happens to my custom menu links?
Custom menu links within SnapTracker may need to be reviewed and updated during the migration process.
Please refer to the “How to Set Up Custom Menu Links” guide to update any necessary links.
20. Will there be any downtime?
No, as your current SnapTracker site will be up and running until the final approval has been received to switch over to the new validated site.
21. Will all my data be secure and transferred during migration?
Yes, all data will be pulling from the same database to display in the new platform. No changes to the database will be made.
22. What will happen to my procurement integration (hookups, e.g. Coupa, Jaggaer, Ariba)?
All procurement punch-out implementations will be included during the migration process. All setups will be tested on the new site before your procurement customers can move to the new site. During testing, the existing procurement punch-out integration will be active.
23. What happens if I convert to the new SnapTracker and my client uses procurement punchouts? Will they still get orders?
While the new procurement implementations are being set up, your team will still have access to the existing SnapTracker site and its current procurement setups so no orders will be lost.
24. What will NOT be transferred over during migration?
All data and user accounts will be maintained and available after migration. However, certain areas—such as custom links or other styling customizations and HTML—may require review and updates to ensure full functionality.
25. Will there be training on the new platform?
Yes, during the initial kick-off meeting, the KiSP team will provide an overview of the new platform and its navigation. In addition, training resources such as step-by-step guides and videos will be made available to support you and your end-users throughout the migration process.
26. Where can I access additional resources?
Additional resources, including step-by-step guides, videos, and quick reference materials, will be available on the Knowledge Centre site, accessible here.
27. How can I update and resize my product images on my own?
You’ll need to source your own images and ensure they meet the new specifications of 512×512 pixels for improved visual design.
The updated images should be applied in both for Standard Classes and the Catalog Navigation thumbnails.
[confirm file extensions that is recommended, usable on crystal]
28. Is there a test site I can use to test and learn on before starting the migration?
Not exactly. We create a dedicated site for each team to learn and test in to simulate a realistic environment. The site you test on will eventually become your live site, so please be mindful of any changes you make during the initial setup.
29. When is old site going to stop being accessed?
Your existing SnapTracker site will be available for access until all SnapTracker screens are redesigned and using the new interface.
When that time comes, our team will provide ample notice to when the previous Site will be discontinued – there is no specific timeline at this moment.
30. How long can I have two sites going?
The length of time that your team will be using both sites is based on your individual requirements, depending on your migration needs, number of features you use, third party integrations, etc. As well, this will depend on how long it may take to migrate all our clients over to the new site.
31. What is the timeline to get all the remaining screens updated?
We are currently working through scoping and review of the remaining screens, so the exact timeline is undetermined.
If there are specific menus you’d like us to prioritize for redesign, please reach out to us about your preferences so we can focus on what matters most.
32. What is the order of completing the remaining screens?
We are redesigning the remaining screens one complete module at a time, depending on the usage level of the screens. This is to minimize effects from switching too frequently between different interface designs.
33. I only have a three user license, do I still get this new site?
Yes, the new SnapTracker interface experience is not tied to any specific license type. The New SnapTracker will be provided site-wide to all customers.
34. Do you have a marketing brochure for the new site?
Yes, we will share with your team a marketing brochure to send to end clients for introducing them to the New SnapTracker look during the migration process.
The marketing brochure will contain generic content and images, using the general SnapTracker styling.[TO DO: create brochure using current colors and styling, attach QR code of a recorded video walkthrough of changes, possibly for each user type (warehouse, admin team, end clients]
35. What happens to dealer hosted sites?
Dealer hosted sites will also be migrated to the New SnapTracker look, with some additional steps. When we begin the migration process, we will need to review specific site requirements with your IT Team, set up a sandox environment, conduct testing, etc., prior to being scheduled in the migration pipeline.
Please indicate this requirement in the pre-migration checklist for review.
36. Will the Resource area be available in the new SnapTracker?
We are currently investigating better, simpler alternatives to replace the Resource Area. Once determined, the replacement feature will be available to you in the new SnapTracker.
37. Do I have to migrate all my clients at once?
No, you will have full control on making sure your clients feel comfortable with the new site before migrating them over. When you are ready to migrate them over, you may grant them access to the new URL to begin their new experience.
38. What are the impacts of having a customer in the old and new with the updated Template Customization?
There is no change as SnapTracker will automatically resize and readjust the styling fields based on the interface you are accessing SnapTracker from.
39. What happens if users are accessing the old and new interface at once?
You may get errors due to cross browser cookies/usage, while attempting to create changes in the interface. The latest updates you make, whether it be in the old or new interface, will take precedence.
40. How long will the migration process take?
The migration timeline will depend on the custom requirements per site, given the difference in clients, requirements, and customizations. You may have a shorter migration timeline if there are less modifications required, or longer if more review is required.
We recommend that the migration process takes about 4 weeks so that there is a faser user adoption and less switching required. This process will include the kick-off meeting, new site setup, review and validation, resulting in a finalized new site ready for launch.
41. How long do you support us for?
The SnapTracker team will provide support for you before, during, and after the migration process.
——————————————————————————————————————–
For additional questions or concerns regarding your migration process, please SnapTrackerMigration@kisp.com.