# Setting Up Inventory Workbench - Partner

Inventory Workbench - Partner helps you manage partner/distributor inventory levels and shipment forecasts. You can track Days on Hand at partner locations and plan replenishment shipments.

## 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](https://docs.claret.app/using-claret/getting-started/global-settings) to confirm calendars and hierarchies are configured
* If you've already set up Sales Collaboration, then Items, Customer Groups, and Item @ Customer Groups are already done

## Setup Steps

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

| Step | Data                                       | Description                                                                               | Instructions                                                                       |
| ---- | ------------------------------------------ | ----------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------- |
| 1    | Item Hierarchy & Items                     | The products you ship to partners                                                         | [Items](https://docs.claret.app/master-data/items)                                 |
| 2    | Customer Group Hierarchy & Customer Groups | Your distribution partners                                                                | [Customer Groups](https://docs.claret.app/master-data/customer-groups)             |
| 3    | Item @ Customer Groups                     | Which items are sold to which customers                                                   | [Item @ Customer Groups](https://docs.claret.app/master-data/item-customer-groups) |
| 4    | Partner Locations                          | Where partners hold inventory                                                             | [Location Maintenance](https://docs.claret.app/master-data/location-maintenance)   |
| 5    | Item @ Locations                           | Which items are stocked at each partner location                                          | [Item @ Locations](https://docs.claret.app/master-data/item-locations)             |
| 6    | Supply and Demand Map                      | Connects Item @ Customer Groups to Item @ Locations ti indicate how supply fulfils demand | [Supply and Demand Map](https://docs.claret.app/master-data/supply-and-demand-map) |
| 7    | Sale Types                                 | For depletion and shipment tracking                                                       | [Sale Types](https://docs.claret.app/master-data/sale-types)                       |

{% hint style="warning" %}
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.
{% endhint %}

For detailed step-by-step instructions, see [Inventory Workbench - Partner Setup](https://docs.claret.app/sell/inventory-workbench-partner/inventory-workbench-partner-setup).

## Loading Data

1. **Partner Depletion Data** — Import depletion forecasts/history at Settings > Transactional Data > [Sales](https://docs.claret.app/transactional-data/sales)
2. **Partner Inventory** — Import current inventory levels at Settings > Transactional Data > [Inventory](https://docs.claret.app/transactional-data/inventory)

## What's Next

* [Inventory Workbench - Partner](https://docs.claret.app/sell/inventory-workbench-partner) — detailed usage documentation

## Verification

To verify Inventory Workbench - Partner is set up correctly:

1. Navigate to Sell > Inventory Workbench - Partner
2. Create a new View and select your Item Hierarchy Type and UOM
3. Select a partner location from the dropdown
4. You should see items appear in the grid

**If no items appear:**

* Verify Item @ Location links exist at the selected partner location
* Verify Item @ Customer Group links exist
* Verify the Supply and Demand Map connects Item @ Customer Groups to Item @ Locations

## Common Questions

### What's the difference between Internal and Partner workbenches?

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

### How is Days on Hand calculated?

DOH = Current Inventory ÷ Average Daily Depletion. The depletion data comes from the Sale Types configured in your view.