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
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.
