Setting up Modules

Understand the data needed when setting up each module of Claret

The following sections of this documentation should be stepped through in order. The sections you will need to complete depend on the module(s) you are using.

	Steps		SELL	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	Connecting Items and Customer Groups	Connect which items are sold to which customers				Item @ Customer Groups
4	Finished Goods Sale Types	Set up the types of sale data you wish to capture				Sale Types
5	Varietals	Add the varietals of beverages that you make
6	Vintages	Add the vintages you are planning for or the history you wish to take into account
7	Routings	Set up the different aging processes and timeframes you use when making your work in process (WIP) items				Routings
8	Bulk Wine	Set up the different work in process or bulk wine items you use in your finished goods				Items
9	Recipes	Connect your bulk items to the finished goods they go in to				Recipes
10	Supply Types	Set up the different supply plans you wish to plan against				Supply Types
11	Locations	Set up the locations you make and store wine				Location Maintenance
12	Connecting Items and Locations	Connect any items where you wish to plan at a specific location				Item @ Locations
13	Crop Locations	Set up your Crop Hierarchy and the locations where you track your crop supply and demand				Crop Locations
14	Crop Items	Set up the crop/raw material items you use as inputs (for example grape items)				Crop Items
15	Connecting Crop Items and Crop Locations	Connect the items you grow with the locations you grow or source them from				Item @ Locations
16	Application Settings	Set the final settings required to get a module up and running				Application Settings

As you work through each of the above steps, you will find sample files that you can complete to load in your data in bulk. The following table gives a summary of the files that you may wish to use for each module and a link to the documentation pages that contain the samples.

Module	Files for loading data
SELL	FG_item_import_example.xlsx CustomerGroup_import_example.xlsx
MAKE	FG_item_import_example.xlsx CustomerGroup_import_example.xlsx WIP_item_import_example.xlsx Recipe_import_example.xlsx Location_import_example.xlsx
FARM	Crop_location_import_example.xlsx
	Crop_item_import_example.xlsx