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
      • Crop Supply Plans
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  1. Using Claret
  2. Getting Started

Navigating Claret

Learn how to navigate Claret and understand key features

PreviousGetting StartedNextGlobal Settings

Last updated 8 months ago

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The Claret application is split into 3 key modules - Farm, Make and Sell. Within the app, there are some key concepts that it helps to know as you set up and use each module.

  • Navigation Menu - the navigation menu on the left is how you navigate around Claret. You'll see multiple sections depending on the modules you have access to and whether or not you have permissions to manage Master Data. Use the arrows on the left of menu items to expand and see options beneath.

  • Views - Module pages within Claret are driven by Views. Views are ways to present, analyse and manage your data. View configurations are always accessed on the top right hand area of a module. For more information on Views see .

  • Help - At any stage you can request support by expanding the 'Help' menu item and selecting 'Request Support'.

Managing Views