Global Settings

Review the foundational data that's been set up for you in Claret — calendars, hierarchies, units of measure, varietals, and vintages. Understand which settings apply to your modules.

There are a number of initial data items that we have set up for you in order to get you started quickly. Before diving into module-specific setup, it's worth reviewing these global settings to understand what's already in place and make any adjustments needed for your organization.

Already set up for you: Claret seeds foundational data for new tenants, including Calendars, Varietals, Vintages, and default Hierarchy Structures. The sections below guide you through reviewing and customising this data rather than creating it from scratch.

Calendars

Calendars define the date periods used throughout Claret — financial years, quarters, and other time groupings. All modules use calendars to organize and aggregate data.

Check: Navigate to Master Data > Calendars to review the calendars that have been set up for you.

What to Review	Where to Find It
Calendar Definitions	Master Data > Calendars > Calendar Definitions tab — defines how time periods group (FY, H1, H2, Q1-Q4)
Calendars	Master Data > Calendars > Calendars tab — the specific calendars (e.g., FY25, FY26) with their date ranges

Ensure your calendars align with your financial/fiscal year definitions. For detailed instructions on creating and editing calendars, see Calendars.

Hierarchy Structures

Hierarchies define how you organize your data — items, customer groups, and locations. Different modules use different hierarchy structure types.

Check: Navigate to Master Data > Item Hierarchy and Master Data > Customer Group Hierarchy to review the default structures.

Item Hierarchy Structures

Structure Type	Description	Used By
Finished Goods	Items you sell (bottles, cases, SKUs)	Sales Collaboration, Long Term Planning, Forecast Workbench, Make Planning, Inventory Workbenches
Work in Process (WIP)	Intermediate items used in production (e.g., bulk wine)	Make Planning
Raw Materials	Input items (e.g., grapes, crop items)	Crop Supply Planning

Customer Group Hierarchy

Customer Groups represent who you sell to — distributors, retailers, regions, or market segments. The Customer Group Hierarchy allows you to organize these into a structure for planning at different levels.

Check: Navigate to Master Data > Customer Group Hierarchy to review the default structure.

Crop Location Hierarchy

The Crop Location Hierarchy defines how your crop/vineyard locations are organized — for example, by region, sub-region, and vineyard block. This is used by Crop Supply Planning.

Check: Navigate to Master Data > Crop Location Hierarchy to review the default structure that has been set up for you.

For detailed instructions on setting up hierarchies, see Item Hierarchy, Customer Group Hierarchy, and Crop Location Hierarchy.

Varietals and Vintages (Make Module)

If you're using the Make Planning module, you'll need Varietals and Vintages configured.

Data	Description	Claret Page
Varietals	Wine varietals you make (e.g., Chardonnay, Cabernet)	Master Data > Varietals
Vintages	The vintage years you're planning for	Master Data > Vintages

Check: Navigate to Master Data > Varietals and Master Data > Vintages to review the initial data set up for you. Add or modify as needed for your business.

For more details, see Varietals and Vintages.

Which Settings Do I Need?

The following table shows which global settings apply to each module:

Module	Calendars	Item Hierarchy	Customer Group Hierarchy	Crop Location Hierarchy	Varietals	Vintages
Sales Collaboration	✓	Finished Goods	✓
Long Term Planning	✓	Finished Goods	✓
Forecast Workbench	✓	Finished Goods	✓
Inventory Workbench - Partner	✓	Finished Goods	✓
Inventory Workbench - Internal	✓	Finished Goods	✓
Make Planning	✓	Finished Goods + WIP	✓		✓	✓
Crop Supply Planning	✓	WIP + Raw Materials		✓	✓	✓

Once you've reviewed your global settings, proceed to the setup guide for your specific module(s).