Global Settings
Get your data set up quickly and easily with Claret. We'll guide you through the process of setting up elementary pieces of information so that you can move on.
There are a number of initial data items that we have set up for you in order to get you started quickly. You may want to do a quick check of these so you understand the data and where you can change it if you would like to.
The following table lists the pages you can visit in Claret to review this base data and amend it if you wish.
Data | Description | Claret Page | Instructions |
---|---|---|---|
Calendars | Calendars define date periods which drive modules within Claret. You can define when your financial years start and end. | Master Data > Calendars Master Data > Calendar Definitions | |
Varietals | Varietal data is required for the Make and module and defines the different wine varietals you wish to plan | Master Data > Varietals | Visit the page and select the 'Add varietal' button to begin adding your varietals |
Vintages | Vintage data is required for the Make module and defines the vintages you are planning for | Master Data > Vintages | Visit the page and review the initial set of Vintages set up by our team. To add more, select the 'Add' button from the options (ellipses) menu in the top right. |
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