Getting Started

Get started with Claret — setup guides for admin users configuring Claret modules and orientation guides for new users.

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 — understand the app layout and key concepts

2. Global Settings — 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
Long Term Planning	Setting Up Long Term Planning
Forecast Workbench	Setting Up Forecast Workbench
Inventory Workbench - Partner	Setting Up Inventory Workbench - Partner
Inventory Workbench - Internal	Setting Up Inventory Workbench - Internal
Make Planning	Setting Up Make Planning
Crop Supply Planning	Setting Up Crop Supply Planning

1. Transactional Data — load your sales, inventory, and supply plan data

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.

For a quick reference of all the master data required for each module, see Setting up Modules.

For Users Getting Started with Claret

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

• Navigating Claret — understand the app layout and navigation menu

• Managing Views — 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.