# Setting Up Make Planning

Make Planning connects finished goods demand to work-in-process (WIP) production. It allows you to plan bulk wine production by vintage, and see the impact on vintage change of inventory and demand forecasts.

## What's Already Set Up

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

* **Calendars** — Default calendars have been created.
* **Varietals** — Some default varietals may exist. Review at Master Data > Varietals.
* **Vintages** — A set of vintages have been set up. Review at Master Data > Vintages.
* **Hierarchy Structures** — Default structures for Finished Goods and Work in Process hierarchies exist.

## Prerequisites

* Review [Global Settings](https://docs.claret.app/using-claret/getting-started/global-settings) to confirm calendars, varietals, and vintages are configured
* If you've set up any features in the Sell module, Finished Goods Items, Customer Groups, and Item @ Customer Groups are already done

## Setup Steps

Make Planning requires the following master data to be configured:

| Step | Data                 | Description                                | Instructions                                                                                  |
| ---- | -------------------- | ------------------------------------------ | --------------------------------------------------------------------------------------------- |
| 1    | Item Hierarchy (FG)  | Finished goods hierarchy                   | [Item Hierarchy](https://docs.claret.app/master-data/item-hierarchy)                          |
| 2    | Items (FG)           | Finished goods you sell                    | [Items](https://docs.claret.app/master-data/items)                                            |
| 3    | Item Hierarchy (WIP) | Work in process hierarchy (Parent/Child)   | [Item Hierarchy](https://docs.claret.app/master-data/item-hierarchy)                          |
| 4    | Items (WIP)          | Bulk wine items with vintages and routings | [Work in Process Items](https://docs.claret.app/master-data/items/work-in-process-aged-items) |
| 5    | Routings             | Aging processes and timeframes             | [Routings](https://docs.claret.app/master-data/routings)                                      |
| 6    | Recipes              | Connect WIP items to finished goods        | [Recipes](https://docs.claret.app/master-data/recipes)                                        |
| 7    | Locations            | Where you make and store wine              | [Location Maintenance](https://docs.claret.app/master-data/location-maintenance)              |
| 8    | Item @ Locations     | Which items are at which locations         | [Item @ Locations](https://docs.claret.app/master-data/item-locations)                        |
| 9    | Supply Types         | For supply/production plans                | [Supply Types](https://docs.claret.app/master-data/supply-types)                              |

{% hint style="info" %}
WIP Items have a two-level hierarchy (Parent WIP and Child WIP by vintage). Each Child WIP has a Routing, Age Start, and Vintage defined.
{% endhint %}

For detailed setup with screenshots, see [Make Planning Setup](https://docs.claret.app/make/make-planning/make-planning-setup).

## Loading Data

1. **Sales Data** — Sales history and forecasts drive finished goods demand. Import at Settings > Transactional Data > [Sales](https://docs.claret.app/transactional-data/sales)
2. **Inventory** — WIP and finished goods inventory. Import at Settings > Transactional Data > [Inventory](https://docs.claret.app/transactional-data/inventory)
3. **Supply Plans** — Production plans if you have existing schedules. Import at Settings > Transactional Data > [Supply Plans](https://docs.claret.app/transactional-data/supply-plans)

## What's Next

* [Make Planning](https://docs.claret.app/make/make-planning) — detailed usage documentation
* [Setting Up Crop Supply Planning](https://docs.claret.app/using-claret/getting-started/setting-up-modules/setting-up-crop-supply-planning) — if you need to plan raw material supply

## Verification

To verify Make Planning is set up correctly:

1. Navigate to Make > Make Planning
2. You should see your WIP items listed
3. Select a Parent WIP item — you should see its child vintages
4. The grid should show sales demand, inventory, supply plans, and position

**If the page is empty:**

* Verify WIP Items have been added to the Work in Process hierarchy
* Verify Recipes link WIP items to finished goods
* Verify Item @ Locations exist for WIP items

## Common Questions

### How does demand flow from finished goods to WIP?

Sales demand for finished goods is converted to WIP demand using Recipes. The recipe ratios determine how much of each WIP item is needed for each finished good.

### How are vintages assigned to forecast demand?

Forecast sales at the non-vintage level are apportioned across vintages based on the sell-date. A forecast sale is attributed to a vintage if it falls between the Ideal Release Date of that vintage and the next.