Setting Up Inventory Workbench - Partner

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

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 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
2	Customer Group Hierarchy & Customer Groups	Your distribution partners	Customer Groups
3	Item @ Customer Groups	Which items are sold to which customers	Item @ Customer Groups
4	Partner Locations	Where partners hold inventory	Location Maintenance
5	Item @ Locations	Which items are stocked at each partner location	Item @ Locations
6	Supply and Demand Map	Connects Item @ Customer Groups to Item @ Locations ti indicate how supply fulfils demand	Supply and Demand Map
7	Sale Types	For depletion and shipment tracking	Sale 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 - Partner Setup.

Loading Data

1. Partner Depletion Data — Import depletion forecasts/history at Settings > Transactional Data > Sales

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

What's Next

• 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.