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.
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.
To enable all modules to function, set the 'Current Fiscal Year'.
The Forecast Workbench needs the following settings to be configured in order to properly forecast sales.
Forecast Workbench History Sale Type
This setting indicates the sale type that Forecast Workbench uses as history data to then project the forecast.
Forecast Workbench Forecast Sale Type
You may wish to set up a Sale Type specifically for the forecasts generated by Forecast Workbench so as to not complicated any other forecasts you are working with.
Last modified 1mo ago