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:

Navigating Claret — understand the app layout and key concepts
Global Settings — review the calendars, hierarchies, and base data that have been set up for you
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

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:

Your First Day in Claret — what to expect when you first log in, how to navigate, and your first tasks
Key Concepts — understand hierarchies, views, calendars, data flow, and other core ideas
Navigating Claret — understand the app layout and navigation menu
Managing Views — learn how to configure views to see the data you need