Getting Started

Make supply chain planning easier and more organized with Claret. Get up and running quickly with advanced modules, settings, bulk data importing, and comprehensive documentation to help you succeed.

Welcome to Claret!

We’re thrilled you’ve decided to take your planning to the next level with us.

To get you started, a few things will need to be set up no matter which module you are using, and then we’ll go through some module-specific onboarding steps as well.

The following sections of this documentation should be stepped through in order (you can use the navigation buttons at the bottom of the page or the menu on the left). The sections you will need to complete depend on the module(s) you are using. All sections will need the Settings to be set, and then the table below indicates the steps you will need to complete before you can use a given module.

StepsSELLMAKEFARM

  1. Finished Goods Items

  1. Customer Groups

  1. Connecting Items and Customer Groups

  1. Finished Goods Sale Types

  1. Bulk Wine and Aging Profiles

  1. Recipes

  1. Supply Types

  1. Locations

  1. Connecting Items and Locations

  1. Crop Locations

  1. Crop Items

If you wish for data to be imported in bulk there are example files you can use as templates within the relevant documentation steps. A summary of the files that you will need is also included in this table.

ModuleFiles for loading data

SELL

FG_item_import_example.xlsx

CustomerGroup_import_example.xlsx

MAKE

FG_item_import_example.xlsx

CustomerGroup_import_example.xlsx

WIP_item_import_example.xlsx

Recipe_import_example.xlsx

Location_import_example.xlsx

FARM

Crop_location_import_example.xlsx

Crop_item_import_example.xlsx

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