# Getting Started

Welcome to Claret!

The Claret documentation is structured in the same way as the app itself. The menu on the left mirrors the menu within Claret so that you can easily find instructions and documentation for a section of the app as you use it.

## For Admin Users Setting Up Claret

If you're responsible for setting up Claret for your organization, we recommend stepping through the following:

1. [Navigating Claret](/using-claret/getting-started/navigating-claret.md) — understand the app layout and key concepts
2. [Global Settings](/using-claret/getting-started/global-settings.md) — review the calendars, hierarchies, and base data that have been set up for you
3. Set up your modules — step through the setup guide for each module you've purchased:

| Module                         | Setup Guide                                                                                                                              |
| ------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------- |
| Sales Collaboration            | [Setting Up Sales Collaboration](/using-claret/getting-started/setting-up-modules/setting-up-sales-collaboration.md)                     |
| Long Term Planning             | [Setting Up Long Term Planning](/using-claret/getting-started/setting-up-modules/setting-up-long-term-planning.md)                       |
| Forecast Workbench             | [Setting Up Forecast Workbench](/using-claret/getting-started/setting-up-modules/setting-up-forecast-workbench.md)                       |
| Inventory Workbench - Partner  | [Setting Up Inventory Workbench - Partner](/using-claret/getting-started/setting-up-modules/setting-up-inventory-workbench-partner.md)   |
| Inventory Workbench - Internal | [Setting Up Inventory Workbench - Internal](/using-claret/getting-started/setting-up-modules/setting-up-inventory-workbench-internal.md) |
| Make Planning                  | [Setting Up Make Planning](/using-claret/getting-started/setting-up-modules/setting-up-make-planning.md)                                 |
| Crop Supply Planning           | [Setting Up Crop Supply Planning](/using-claret/getting-started/setting-up-modules/setting-up-crop-supply-planning.md)                   |

4. [Transactional Data](/using-claret/getting-started/transactional-data.md) — load your sales, inventory, and supply plan data

{% hint style="info" %}
Many modules share common data (Items, Customer Groups, Calendars). If you're setting up multiple modules, the setup guides will indicate what may already be done from previous module setups.
{% endhint %}

For a quick reference of all the master data required for each module, see [Setting up Modules](/using-claret/getting-started/setting-up-modules.md).

## For Users Getting Started with Claret

If your admin has already set up Claret and you're ready to start using it:

* [Navigating Claret](/using-claret/getting-started/navigating-claret.md) — understand the app layout and navigation menu
* [Managing Views](/using-claret/getting-started/managing-views.md) — learn how to configure views to see the data you need

Each module section also contains detailed documentation on how to use that module day-to-day.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.claret.app/using-claret/getting-started.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.