Setting Up Inventory Workbench - Internal

Step-by-step setup guide for Inventory Workbench - Internal in Claret. Covers prerequisites, required master data, and verification steps for admin users.

Inventory Workbench - Internal helps you manage production planning at your own locations. It calculates Days on Hand, generates supply plan recommendations, and allows you to plan production based on demand forecasts.

What's Already Set Up

Claret seeds some data for new tenants. Before starting, check what already exists:

• Calendars — Default calendars and calendar definitions have been created.

• Hierarchy Structures — Default Finished Goods Item Hierarchy and Customer Group Hierarchy structures exist.

Prerequisites

• Review Global Settings to confirm calendars and hierarchies are configured

• If you've set up Sales Collaboration, then Items, Customer Groups, and Item @ Customer Groups are already done

Setup Steps

Inventory Workbench - Internal requires the following master data to be configured:

Step	Data	Description	Instructions
1	Item Hierarchy & Items	The products you produce and store	Items
2	Locations	Your production and storage locations	Location Maintenance
3	Item @ Locations	Which items are stored at each location	Item @ Locations
4	Customer Group Hierarchy & Customer Groups	Who buys your products (drives demand)	Customer Groups
5	Item @ Customer Groups	Which items are sold to which customers	Item @ Customer Groups
6	Supply and Demand Map	Connects Item @ Customer Groups to Item @ Locations to define how to allocate suppy to demand	Supply and Demand Map
7	Sale Types	For demand forecasts	Sale Types
8	Supply Types	For production plans	Supply Types

The Supply and Demand Map is required for the workbench to function. Items only appear if they have mappings linking Item @ Customer Groups to Item @ Locations.

For detailed step-by-step instructions, see Inventory Workbench - Internal Setup.

Loading Data

1. Sales Forecasts — Import demand data at Settings > Transactional Data > Sales

2. Inventory — Import current inventory levels at Settings > Transactional Data > Inventory

3. Supply Plans (Optional) — Import existing production plans at Settings > Transactional Data > Supply Plans

What's Next

• Inventory Workbench - Internal — detailed usage documentation

Verification

To verify Inventory Workbench - Internal is set up correctly:

1. Navigate to Pack > Inventory Workbench - Internal

2. Create a new View and select your Item Hierarchy Type and UOM

3. Configure the Demand tab with your sales forecast Sale Type

4. Configure the Supply tab with your Supply Type

5. Select a location from the dropdown

6. You should see items appear in the grid

If no items appear:

• Verify Item @ Location links exist at the selected location

• Verify Item @ Customer Group links exist

• Verify the Supply and Demand Map connects Item @ Customer Groups to Item @ Locations

Common Questions

How does supply plan generation work?

The workbench calculates when production is needed based on demand forecasts, current inventory, and your DOH targets. You can run supply plan generation to automatically create production recommendations.

What's the difference between Internal and Partner workbenches?

Internal tracks inventory at your own locations (where you produce and store). Partner tracks inventory at distributor/partner locations (where you ship to).