Claret Docs
  • Claret
  • Navigating these Docs
  • Using Claret
    • Getting Started
      • Navigating Claret
      • Global Settings
      • Setting up Modules
      • Transactional Data
      • Managing Views
  • Make
    • Make Planning
      • Make Planning Setup
  • Sell
    • Forecast Workbench
      • Forecasting Models
    • Long Term Planning
    • Sales Collaboration
      • Using Sales Collaboration
      • Collaborating on Sales Data
  • Transactional Data
    • Sales
      • Sales Data Import
      • Bulk Copying Sales Data
    • Supply Plans
      • Supply Plan Data Import
      • Bulk Copying Supply Plan Data
    • Inventory
      • Inventory Import
    • Exporting Data
  • Master Data
    • Calendars
    • Crop Locations
    • Crop Location Hierarchy
    • Customer Groups
    • Customer Group Hierarchy
    • Items
      • Finished Goods Items
      • Work in Process - aged Items
      • Crop Items
    • Item Hierarchy
    • Item @ Customer Groups
    • Item @ Locations
    • Location Maintenance
    • Recipes
    • Routings
    • Sale Types
    • Supply Types
  • Application Maintenance
    • Application Settings
    • User Admin
      • Managing User Privileges
      • Password Reset
      • SSO Integration
        • SAML 2.0 with Okta
  • Integrations
    • Overview
    • Data Interface Requirements
  • APIs
    • Authentication
    • Pagination
    • Public APIs
      • Sales Data
      • Supply Plans Data
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  1. Using Claret

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.

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Last updated 7 months ago

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Welcome to Claret!

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

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.

We encourage you to begin by reading through this Getting Started documentation, starting with . This will provide you with an overview to ensure a successful onboarding experience and make sure you have an understanding of how best to set up Claret for success. The documentation provides details of each piece of Master Data you will require to set up each module and get up and running.

Navigating Claret
Setting up Modules