Setting up Modules
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 | ||||
2 | Customer Groups | Set up the customers you sell to | ||||
3 | Connecting Items and Customer Groups | Connect which items are sold to which customers | ||||
4 | Finished Goods Sale Types | Set up the types of sale data you wish to capture | ||||
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 | ||||
8 | Bulk Wine | Set up the different work in process or bulk wine items you use in your finished goods | ||||
9 | Recipes | Connect your bulk items to the finished goods they go in to | ||||
10 | Supply Types | Set up the different supply plans you wish to plan against | ||||
11 | Locations | Set up the locations you make and store wine | ||||
12 | Connecting Items and Locations | Connect any items where you wish to plan at a specific location | ||||
13 | Crop Locations | Set up your Crop Hierarchy and the locations where you track your crop supply and demand | ||||
14 | Crop Items | Set up the crop/raw material items you use as inputs (for example grape items) | ||||
15 | Connecting Crop Items and Crop Locations | Connect the items you grow with the locations you grow or source them from | ||||
16 | Application Settings | Set the final settings required to get a module up and running |
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 |
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