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  • Forecast Workbench

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  1. Application Maintenance

Application Settings

Claret App offers extensive application settings to make your business run as efficiently as possible. Discover how to configure the 'Current Fiscal Year', 'Sale Type' and other settings.

PreviousSupply TypesNextUser Admin

Last updated 9 months ago

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There are a number of settings that are required to be set in order for Claret modules to function.

To access the Application Settings, select Application Maintenance and then Application Settings from the main menu.

General

To enable all modules to function, set the 'Current Fiscal Year'.

Forecast Workbench

The Forecast Workbench needs the following settings to be configured in order to properly forecast sales.

Forecast Workbench History Sale Type

Forecast Workbench Forecast Sale Type

This setting indicates the that Forecast Workbench uses as history data to then project the forecast.

This setting indicates the that Forecast Workbench uses to store the forecast it creates.

You may wish to specifically for the forecasts generated by Forecast Workbench so as to not complicated any other forecasts you are working with.

sale type
sale type
set up a Sale Type