Setting Up Sales Collaboration

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

Sales Collaboration allows people across your organization to participate in creating a sales plan at any level in the Item and Customer Group hierarchies. Through reconciliation, quantities entered at higher levels flow down to the lowest-level Item @ Customer Group in the Sales data.

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. Review at Master Data > Calendars.

• Hierarchy Structures — Default Finished Goods Item Hierarchy and Customer Group Hierarchy structures exist. Review at Master Data > Item Hierarchy and Master Data > Customer Group Hierarchy.

Prerequisites

• Review Global Settings to confirm calendars align with your fiscal year definitions

Setup Steps

Sales Collaboration requires the following master data to be configured:

Step	Data	Description	Instructions
1	Item Hierarchy	Define how your finished goods are organized	Item Hierarchy
2	Items	The finished goods products you sell	Items
3	Customer Group Hierarchy	Define how your customers are organized	Customer Group Hierarchy
4	Customer Groups	Who you sell to	Customer Groups
5	Item @ Customer Groups	Which items are sold to which customers	Item @ Customer Groups
6	Sale Types	Categories of sales data (Budget, Forecast, History)	Sale Types

Quick Win: After completing steps 1-5, you can begin entering sales plans. Step 6 (Sale Types) determines what you're planning against, but you can start with the default types.

For detailed setup instructions, see the Sales Collaboration documentation.

Loading Data (Optional)

If you have historical and/or existing forecast sales data to import:

1. Go to Settings > Transactional Data > Sales

2. Import sales data against your Item @ Customer Groups and Sale Types

Historical data isn't required to start planning but provides useful context.

What's Next

• Using Sales Collaboration — day-to-day usage

• Collaborating on Sales Data — how reconciliation works

Verification

To verify Sales Collaboration is set up correctly:

1. Navigate to Sell > Sales Collaboration

2. Configure a view by selecting a Sale Type and Calendar

3. Select your item or customer group level in the top picker

4. Your alternative hierarchy data should appear in a grid

5. You should be able to see, enter and save sales plan data

If the page is empty:

• Verify Items have been added to the Finished Goods hierarchy

• Verify Customer Groups have been added

• Verify Item @ Customer Group links exist for those items and customers

Common Questions

What sale types do I need?

At minimum, one sale type for the data you want to plan (e.g., "Budget" or "Forecast"). Many organizations also set up a "History" sale type for actual sales data.

Can I plan at different hierarchy levels?

Yes. Data entered at a higher level reconciles down to the lowest Item @ Customer Group level automatically.