Setting up Modules

Overview of master data requirements for each Claret module. Links to module-specific setup guides and quick reference for data dependencies.

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
Long Term Planning	Setting Up Long Term Planning
Forecast Workbench	Setting Up Forecast Workbench
Inventory Workbench - Partner	Setting Up Inventory Workbench - Partner
Inventory Workbench - Internal	Setting Up Inventory Workbench - Internal
Make Planning	Setting Up Make Planning
Crop Supply Planning	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.

	Data	Description	Sell	Pack	Make	Farm
1	Finished Goods Items	Set up the items you sell	✓	✓	✓		Items
2	Customer Groups	Set up the customers you sell to	✓	✓	✓		Customer Groups
3	Item @ Customer Groups	Connect which items are sold to which customers	✓	✓	✓		Item @ Customer Groups
4	Sale Types	Set up the types of sale data you wish to capture	✓	✓	✓		Sale Types
5	Locations	Set up the locations you make and store products	IW only	✓	✓	✓	Location Maintenance
6	Item @ Locations	Connect items to locations	IW only	✓	✓	✓	Item @ Locations
7	Supply and Demand Map	Connect Item @ Customer Groups to Item @ Locations	IW only	✓			Supply and Demand Map
8	Supply Types	Set up the different supply plans you wish to plan against		✓	✓	✓	Supply Types
9	Varietals	Add the varietals of beverages that you make			✓	✓	Varietals
10	Vintages	Add the vintages you are planning for			✓	✓	Vintages
11	Routings	Set up aging processes and timeframes for WIP items			✓		Routings
12	WIP Items	Set up work in process / bulk wine items			✓	✓	Work in Process - aged Items
13	Recipes	Connect WIP items to finished goods (and WIP to crop items)			✓	✓	Recipes
14	Crop Locations	Set up crop/vineyard locations				✓	Crop Locations
15	Crop Items	Set up raw material items (e.g., grape varieties)				✓	Crop Items
16	Application Settings	Module-specific settings	✓	✓	✓	✓	Application Settings

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.