Vintages

Manage Vintages in Claret to track production years and associate items with specific vintage periods.

Vintages represent specific production years in Claret. They are primarily used in wine and agricultural operations to track when products were produced, enabling vintage-specific planning and inventory management.

When a new tenant is created in Claret, a set of default vintages is automatically set up. These include the current year plus five years before and after (11 vintages total). For example, if your tenant was created in 2024, vintages from 2019 to 2029 would be pre-configured.

Managing Vintages

Navigate to the Vintages page

1. Go to the navigation sidebar.

2. Click on "Settings" menu item.

3. Click on "Master Data" menu item.

4. Click on "Vintages".

Add a Vintage

If you need to add vintages beyond those pre-configured:

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

2. Click on "Add".

3. A tray will slide in from the right. Fill in the following fields:

   • Name - The vintage year (e.g., "2030")

   • Description - An optional description for this vintage

4. Click on the "Save" button.

Vintage names must be unique. Typically, the name is simply the year (e.g., "2024").

Edit a Vintage

1. Click on the Edit icon beside the vintage you wish to edit.

2. A tray will slide in from the right.

3. Modify the name or description as needed.

4. Click on the "Save" button.

Delete a Vintage

Deleting a vintage may affect items and other data that reference it. Ensure the vintage is not in use before deleting.

1. Click on the Edit icon beside the vintage you wish to delete.

2. A tray will slide in from the right.

3. Click on the "Delete Vintage" button.

4. You will be prompted to confirm the deletion.

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