Transactional Data

Easily manage sales, inventory and supply plans data to keep processes efficient and timely. Get started now and discover how easy it is to stay on top of transactional information.

Which Data Does Each Module Need?

Module	Sales Data	Inventory	Supply Plans
Sales Collaboration	✓
Long Term Planning	✓
Forecast Workbench	✓
Inventory Workbench - Partner	✓	✓
Inventory Workbench - Internal	✓	✓	✓
Make Planning	✓ History/Forecast	✓	✓
Crop Supply Planning			✓

Sales Data

Sales data is stored against Item @ Customer Group combinations and categorized by Sale Type (e.g., History, Budget, Forecast).

Where to import: Settings > Transactional Data > Sales

Import methods:

• Manual entry — Add individual records via the UI

• Bulk import — Upload CSV/Excel files using the claret-sales-import-example.csv template

• API — Use the Sales API for automated integrations

Used by:

• Sales Collaboration — Enter and manage sales plans

• Long Term Planning — Reference history when building annual plans (Growth % feature)

• Forecast Workbench — Historical data is required to generate statistical forecasts

• Make Planning — Sales demand drives WIP production requirements

• Inventory Workbenches — Demand/depletion data drives DOH calculations

Inventory

Inventory data is stored against Item @ Location combinations and tracks current stock levels.

Where to import: Settings > Transactional Data > Inventory

Import methods:

• Manual entry — Add individual records via the UI

• Bulk import — Upload CSV files using the claret-inventory-import-example.csv template

• API — Use the Inventory API for automated integrations

Used by:

• Make Planning — Starting inventory for WIP and finished goods

• Inventory Workbench - Internal — Current stock at your locations

• Inventory Workbench - Partner — Current stock at partner locations

Supply Plans

Supply plans represent planned production, shipments, or sourcing volumes. They're stored against items (and optionally locations) and categorized by Supply Type.

Where to import: Settings > Transactional Data > Supply Plans

Import methods:

• Manual entry — Add individual records via the UI

• Bulk import — Upload files using the template

• API — Use the Supply Plans API for automated integrations

• Generated by Claret — Inventory Workbench can generate supply plans automatically

Used by:

• Make Planning — WIP production plans

• Crop Supply Planning — WIP plans drive dependent demand; crop supply plans track harvest volumes

• Inventory Workbench - Internal — Production planning and supply plan generation

Data Freshness

How often should you update transactional data?

Data Type	Recommended Frequency	Notes
Sales History	Weekly or Monthly	Depends on your data availability
Sales Forecasts	Monthly or Quarterly	Update as plans change
Inventory	Daily or Weekly	More frequent = more accurate DOH
Supply Plans	As needed	Update when production plans change

Transactional data can be updated manually, via bulk import, or automated through the API. Many organizations set up scheduled API imports to keep data current.