# Setting up Modules

This page provides a quick reference of the master data required for each module. For guided setup instructions, use the module-specific setup guides below.

## Module Setup Guides

We recommend using these guides to set up each module — they include prerequisites, verification steps, and common questions:

| Module                         | Setup Guide                                                                                                                                                  |
| ------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Sales Collaboration            | [Setting Up Sales Collaboration](https://docs.claret.app/using-claret/getting-started/setting-up-modules/setting-up-sales-collaboration)                     |
| Long Term Planning             | [Setting Up Long Term Planning](https://docs.claret.app/using-claret/getting-started/setting-up-modules/setting-up-long-term-planning)                       |
| Forecast Workbench             | [Setting Up Forecast Workbench](https://docs.claret.app/using-claret/getting-started/setting-up-modules/setting-up-forecast-workbench)                       |
| Inventory Workbench - Partner  | [Setting Up Inventory Workbench - Partner](https://docs.claret.app/using-claret/getting-started/setting-up-modules/setting-up-inventory-workbench-partner)   |
| Inventory Workbench - Internal | [Setting Up Inventory Workbench - Internal](https://docs.claret.app/using-claret/getting-started/setting-up-modules/setting-up-inventory-workbench-internal) |
| Make Planning                  | [Setting Up Make Planning](https://docs.claret.app/using-claret/getting-started/setting-up-modules/setting-up-make-planning)                                 |
| Crop Supply Planning           | [Setting Up Crop Supply Planning](https://docs.claret.app/using-claret/getting-started/setting-up-modules/setting-up-crop-supply-planning)                   |

## Master Data Quick Reference

The following table shows which master data is required for each module category. Use this as a checklist when setting up multiple modules.

<table><thead><tr><th width="73" data-type="number"></th><th width="180">Data</th><th width="280">Description</th><th width="70">Sell</th><th width="70">Pack</th><th width="70">Make</th><th width="70">Farm</th><th data-type="content-ref"></th></tr></thead><tbody><tr><td>1</td><td>Finished Goods Items</td><td>Set up the items you sell</td><td>✓</td><td>✓</td><td>✓</td><td></td><td><a href="../../master-data/items">items</a></td></tr><tr><td>2</td><td>Customer Groups</td><td>Set up the customers you sell to</td><td>✓</td><td>✓</td><td>✓</td><td></td><td><a href="../../master-data/customer-groups">customer-groups</a></td></tr><tr><td>3</td><td>Item @ Customer Groups</td><td>Connect which items are sold to which customers</td><td>✓</td><td>✓</td><td>✓</td><td></td><td><a href="../../master-data/item-customer-groups">item-customer-groups</a></td></tr><tr><td>4</td><td>Sale Types</td><td>Set up the types of sale data you wish to capture</td><td>✓</td><td>✓</td><td>✓</td><td></td><td><a href="../../master-data/sale-types">sale-types</a></td></tr><tr><td>5</td><td>Locations</td><td>Set up the locations you make and store products</td><td>IW only</td><td>✓</td><td>✓</td><td>✓</td><td><a href="../../master-data/location-maintenance">location-maintenance</a></td></tr><tr><td>6</td><td>Item @ Locations</td><td>Connect items to locations</td><td>IW only</td><td>✓</td><td>✓</td><td>✓</td><td><a href="../../master-data/item-locations">item-locations</a></td></tr><tr><td>7</td><td>Supply and Demand Map</td><td>Connect Item @ Customer Groups to Item @ Locations</td><td>IW only</td><td>✓</td><td></td><td></td><td><a href="../../master-data/supply-and-demand-map">supply-and-demand-map</a></td></tr><tr><td>8</td><td>Supply Types</td><td>Set up the different supply plans you wish to plan against</td><td></td><td>✓</td><td>✓</td><td>✓</td><td><a href="../../master-data/supply-types">supply-types</a></td></tr><tr><td>9</td><td>Varietals</td><td>Add the varietals of beverages that you make</td><td></td><td></td><td>✓</td><td>✓</td><td><a href="../../master-data/varietals">varietals</a></td></tr><tr><td>10</td><td>Vintages</td><td>Add the vintages you are planning for</td><td></td><td></td><td>✓</td><td>✓</td><td><a href="../../master-data/vintages">vintages</a></td></tr><tr><td>11</td><td>Routings</td><td>Set up aging processes and timeframes for WIP items</td><td></td><td></td><td>✓</td><td></td><td><a href="../../master-data/routings">routings</a></td></tr><tr><td>12</td><td>WIP Items</td><td>Set up work in process / bulk wine items</td><td></td><td></td><td>✓</td><td>✓</td><td><a href="../../master-data/items/work-in-process-aged-items">work-in-process-aged-items</a></td></tr><tr><td>13</td><td>Recipes</td><td>Connect WIP items to finished goods (and WIP to crop items)</td><td></td><td></td><td>✓</td><td>✓</td><td><a href="../../master-data/recipes">recipes</a></td></tr><tr><td>14</td><td>Crop Locations</td><td>Set up crop/vineyard locations</td><td></td><td></td><td></td><td>✓</td><td><a href="../../master-data/crop-locations">crop-locations</a></td></tr><tr><td>15</td><td>Crop Items</td><td>Set up raw material items (e.g., grape varieties)</td><td></td><td></td><td></td><td>✓</td><td><a href="../../master-data/items/crop-items">crop-items</a></td></tr><tr><td>16</td><td>Application Settings</td><td>Module-specific settings</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td><a href="../../application-maintenance/application-settings">application-settings</a></td></tr></tbody></table>

**Legend:**

* **Sell** = Sales Collaboration, Long Term Planning, Forecast Workbench, Inventory Workbench - Partner
* **Pack** = Inventory Workbench - Internal
* **Make** = Make Planning
* **Farm** = Crop Supply Planning
* **IW** = Inventory Workbenches only (not Sales Collaboration, LTP, or Forecast Workbench)
* **FW** = Forecast Workbench only

## Combined Setup Paths

If you're setting up multiple modules, here's what to expect:

### Sell Modules Only (Sales Collaboration + Long Term Planning + Forecast Workbench)

All three Sell modules share the same core data (Items, Customer Groups, Item @ Customer Groups, Sale Types). Set up one and the others require minimal additional configuration.

### Sell + Inventory Workbenches

If adding Inventory Workbenches to an existing Sell setup, you'll need to add:

* Locations
* Item @ Locations
* Supply and Demand Map
* Supply Types (for IW-Internal)

### Make + Farm

Make Planning and Crop Supply Planning work together. Make Planning should be set up first — Crop Supply Planning derives its demand from WIP production plans via Recipes.

### All Modules

If setting up all modules, start with Sell modules (easiest), then add Make Planning, then Crop Supply Planning, then Inventory Workbenches.

## Adding a Module Later

If you've already been using Claret and are adding a new module:

* **Most master data is shared** — Items, Customer Groups, and Item @ Customer Groups are used across multiple modules
* **Check what's already done** — The module setup guides indicate which data you may have already configured
* **New data is usually module-specific** — For example, adding Make requires WIP Items, Routings, and Recipes that aren't used by Sell modules

## Bulk Import Files

As you work through the setup, there are template files you can use to load data in bulk. These templates are available on the relevant master data pages in Claret.