Sales Collaboration

Empower your organization with Claret's Sales Collaboration tool. Participate in creating a sales plan at any level, reconcile quantities, and build a comprehensive supply chain plan.

Sales Collaboration is a planning tool that allows people across the organization to participate in creating a sales plan at any level in the Item hierarchy and/or Customer Group hierarchy. Through reconciliation, the quantities end up at the lowest level Item @ Customer Group in the Sales data. This allows the sales team or marketing team to enter a forecast at a higher level while allowing the supply team to get the details they need to build out the rest of the supply chain plan.

This video provides you with an overview of how the Sales Collaboration module works.

Before you can get started with Sales Collaboration, you will need to set up your items and customers, along with sales types, for example 'Budget' or 'Forecast' that you wish to track.

To do this you can step through:

1. Items
2. Customer Groups
3. Items @ Customer Groups
4. Sale Types
5. Calendars (some default calendars have already been set up for you but you will need to review the dates to ensure these are in line with your financial/fiscal year definitions).

Once you have set up your data, you are ready to start Using Sales Collaboration