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.

DataDescriptionClaret PageInstructions

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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