Sale Types

Get started with Sale Types in Claret's Sell module. Learn how to add, and delete Sale Types, and understand the significance of 'Category Type' in this guide.

Within Claret's Sell functionality, the key transactional data is Sales. This is one table that stores historical sales, forecasted sales, open sales orders, etc. We differentiate these types of data with... well, Sale Types.

A Sale Type is a very simple data structure that unlocks a lot of power and flexibility in how you store and build your sales data. When you initially build out Claret, you'll want to start out with the Sale Types. Start with "History", "Forecast", "Long Term Plan" and maybe "Budget". You can create and name them how you'd like, but as you get into the different modules in Claret's Sell, starting with a simple set of Sale Types will help you and your team understand how Sale Types drive your planning. After you're comfortable with Claret, you can start to add more Sale Types and use them to further enhance your planning processes.

  1. Go to the navigation sidebar.

  2. Click on "Settings" menu item.

  3. Click on "Master Data" menu item.

  4. Click on "Sale Types".

Add a Sale Type

  1. Go to the "Options" button (the ellipses) in the top-right of the page and click on it.

  2. Click on "Add Sale Type".

  3. In the tray that shows on the right side of the page, type in the "Name" field the name you want to give the Sale Type.

  4. Then choose the "Category Type".

  5. Click on the "Save" button.

"Category Type" is used to let various modules in Claret know what category the Sale Type is in. For instance, the "historical" category type is treated a little differently in the app than say the "forecast" or "transactional". With a "historical" category type you won't be able to edit the sales data while in the Sales Collaboration tool, as an example.

Deleting a Sale Type

Because the Sale Type is a foundational piece of data, if you delete one, any sales data related to the Sale Type will also be removed.

  1. Click on a Sale Type row.

  2. A tray will show up on the right side of the page.

  3. Click on the "Delete Sale Type" button.

  4. You will be prompted to confirm the deletion.

  5. To remove the Sale Type, type the word "DELETE" into the input box and click the "Delete" button.

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