SnapTracker Terminology
Before we begin adding products in SnapTracker, it is important to first understand some key SnapTracker terms.
This post defines some of the key terms you need to understand before proceeding.
Standard Class
Standard Classes sort products into groups of similar items. Think of it as product type or product category.
Below is a list of commonly used Standard Classes and each of their suggested descriptions.
| Standard Class | Standard Class Description |
| ACCESSORIES | Paper-flows, center drawers, keyboards etc. |
| APPLIANCES | Refrigerators, microwaves, photocopiers, mail/sorter machines, fax machines etc. |
| ART | Paintings, sculptures, prints, reproductions etc. |
| BOOKCASES | Freestanding bookcases. |
| BOOKCASE PARTS | Individual shelving, support pins, glides, doors (glass, wood, metal). |
| CHAIRS | Chairs include task/desk, stool, stacker, executive etc. |
| CHAIR PARTS | Casters, arms, arm caps, foot ring, glides, outer back, outer seat, knobs, etc. |
| CORES | Context core units. |
| CREDENZAS | Free standing storage units at worksurface height. |
| DESKS | Freestanding desks. |
| ELECTRICAL | Receptacles, trunks, branches, power poles, panel to panel connectors, base-power in, pass-through etc. |
| FILING | Freestanding lateral and vertical file cabinets, fire files, data files and card files. |
| FLOORING | Raised platform designed to accommodate routing wiring and cabling. |
| FRAMES | Panel type frame that requires tiles to complete installation. (Ethospace, Montage etc.) |
| FRAME-PARTS | Square L, Radius L, Chamfered L, T, X, Y, V and I junctions, wall attachments, vertical end trims, base covers etc. |
| LIGHTING | Tasklights and freestanding light fixtures. |
| MOUNTABLE STORAGE | Storage that mounts on panel or frame. Includes shelving, support ends, flipper door units, service modules, and binder bins. |
| PANELS | Acoustical and non-acoustical, tackable and non-tackable, with power identification. |
| PANEL PARTS | Side rails, top caps, base covers, hinges, post connectors. |
| PEDESTALS | Free standing, suspended or mobile pedestal. |
| RETURNS | Returns that will mount as an extension from another surface. |
| SCREENS | Context screens and columns. |
| SEATING | Seating incorporates “soft seating” such as guest, club chairs lounge sofas and benches. |
| SHELVING | Freestanding shelving, not panel mounted, with open front. |
| SHELVING PARTS | Glides, individual shelving, locks, cylinders, support pins, doors (wood, glass, metal), etc. |
| SKINS | Skins that attach to Segment frames. |
| STORAGE | Storage cabinets with doors. Include cabinets with shelving or rod for wardrobe storage. Locker units and safes included. |
| TABLES | Tables include freestanding or adjustable height with various tabletop types such as; rectangular, round, oval, square, boat-shaped etc. |
| TILES | Tiles which attach to frames. (Ethospace, Montage etc.) |
| WORKSURFACES | Surface that requires support, either cantilevers, end panels or pedestals, and freestanding. |
| WORKSURFACE PARTS | Cantilevers, end panels, filler pieces, back-panels, grommets, etc. |
| VISUAL BOARDS | Whiteboards, tackboards, blackboards, marker boards, easel with stands etc. |
Standard Classes need to be created and assigned to Standards.
Standards
A Standard is the unique identifier for a specific product in SnapTracker. A Standard is defined as the name or license plate of a partially or completely specified item. When setting up a Customer, each Standard is unique.
Note: Standards are created under each Customer Number. You can reuse the Standard name within another Customer number, but in the item record they are treated as two separate Standards. What makes each Standard unique is the link to the Company Code and the Customer Number.
Products are assigned the same Standard when they are identical in:
- Manufacturer
- Catalog ID/Product Line
- Catalog Number/Part Number
- Options and Finishes
The image below is an example of a Standard. For this particular Customer, Standard BIN0004 represents an overhead bin manufactured by Allsteel from the Concensys line with a Catalog No. (Part Number) of OH1536FD.
Furthermore, all products classified as BIN0004 will have the Options and Finishes listed below. Any products with the same manufacturer, catalog ID, catalog number and options and finishes will be assigned the same Standard for the selected Customer.
Standards can be created either manually via SIF import or by uploading an Excel Spreadsheet.
Standard Tier
There are four tiers of Standards in SnapTracker. A Standard partially or completely specified may identify a product or a product’s option/finish description, a buildup of components or it could identify a workstation.
For every new Customer, SnapTracker automatically creates the following four tiers:
- Option/Finish Tier
- Standard Tier
- Buildup Tier
- Workstation Tier
Option/Finish Tier
The Option/Finish tier is where SnapTracker stores all the individual manufacturer codes and corresponding descriptions for all the different options and finishes related to a Customer.
Options/Finishes are created automatically for a Standard when imported via SIF or they may be manually attached to a Standard on one of the other tiers.
Some examples are:
| Standard | Description |
| 0835 | Black |
| Basic | Basic: Group01 Paint |
| Plas Lam | *Top Surf: Plastic Laminate |
| ,TR- | Surface 1 |
| Door | *Opt: Door Options |
Standard Tier
The Standard Tier is where SnapTracker stores all of the Standard information. Option/Finishes are attached to Standards to create a fully specified Standard.
As mentioned earlier, products are assigned the same Standard when they are identical in:
- Manufacturer
- Catalog ID
- Catalog Number
- Options and Finishes
Standards can be created either manually or via SIF import.
Buildup Tier
The Buildup Tier enables you to group Standards together to create a single product that a customer would order, for example a table (top and base combined) or a Panel (frame and skins combined).
The image below is an example of a Buildup Tier Standard. For this particular Customer, Standard PNL0036 represents a Panel that consists of all the Standards (components) highlighted, including brackets, tiles, top caps and end trim.
Click here to learn more about setting up Buildups in SnapTracker.
Workstation Tier
The Workstation Tier enables the grouping of many Standards and Buildups to form a typical Workstation.
Click here to learn more about how to set up WorkStations in SnapTracker.
Standard Type:
SnapTracker defines two types of Standards: Asset and Like. When creating Standards, it is important to distinguish the two, especially when it comes to receiving and managing your inventory. Each Standard created is assigned a Standard Type.
The key difference between Asset items and Like items is that Asset items are tracked by serial number, and Like items are tracked by quantity-count only. It is important to know what type of information your customer expects you to be able to collect and report on when deciding if Standards are Like or Asset types.
Asset – An asset item is an item that has a unique serial number attached to it. This enables unique item information to be attached to the item such as cost center, item pricing, old asset numbers, etc. When you create asset item Standards, you have the ability to collect detailed information for each piece you receive.
An item is often considered to be an Asset item when it meets the following requirements:
- Expensive and/or with value.
- It is a complete unit (e.g. a chair).
- Worth tracking usage and deployment.
Like item – Like-items are typically the same model number with the same option and finishes, or they may have no options or finishes assigned (i.e. brackets, power components). When you create like item Standards, you are not able to collect as much detailed information as you can for an asset item.
Like items must have the same Standard, Building, Location, and Condition to be entered at the same time.