Your First Day in Claret

A guide for new Claret users — what to expect when you first log in, how to navigate the app, find your data, and get productive quickly.

Welcome to Claret! This page is designed for new users who have been given access to Claret by their organization's admin. Your admin has already set up the modules and data you'll be working with — this guide helps you find your way around and complete your first tasks.

What to Expect When You Log In

When you first log in to Claret, you'll see:

• The navigation menu on the left — this is how you move between different parts of the app. The sections you see depend on which modules your organization uses and what permissions you have.

• The main content area — where you'll view and work with your data.

• The header bar — shows the current view name and provides access to configuration options.

The Claret navigation menu on the left of the app

The navigation menu in Claret mirrors the structure of these docs. If you're looking at Sales Collaboration in the app, you'll find matching documentation under Sell > Sales Collaboration in the docs menu.

Understanding the Navigation Menu

The navigation menu is organized by module area:

Menu Section	What It Contains
Sell	Sales Collaboration, Forecast Workbench, Long Term Planning, Inventory Workbench - Partner
Make	Make Planning
Pack	Inventory Workbench - Internal
Farm	Crop Supply Planning
Master Data	Reference data your admin manages (Items, Customers, Calendars, etc.)
Settings	Transactional data imports, application settings, workspace settings

Use the arrows next to menu items to expand and see sub-options. Not all sections may be visible to you — your admin controls which modules and permissions you have access to.

For more detail on the navigation layout, see Navigating Claret.

Finding and Switching Views

Most module pages in Claret are driven by Views. A view controls what data you see, how it's organized, and what time periods are displayed.

• The current view name is always shown in the top-right of the header bar.

• Click on the view name to see a list of available views and switch between them.

• Workspace views (marked with a "w") are shared views set up by your admin for everyone to use. These are a great starting point.

• Personal views are views you create for yourself. Only you can see these.

If you're new, start with a workspace view that your admin has set up. Once you're comfortable, you can create your own personal views to customize how you see data.

The view selector in the top-right of each module page

For more on views, see Managing Views.

Understanding the Data You See

When you open a module page with an active view, you'll typically see a grid with:

• Rows representing items, customer groups, or other data categories

• Columns representing time periods (months, weeks, or fiscal years depending on the module)

• Values representing quantities — these could be sales figures, forecasts, inventory levels, or supply plans

The meaning of each column depends on the module and view configuration. Each module's documentation explains what the specific columns and values represent.

Example of a module grid — rows on the left, time periods across the top

New to concepts like hierarchies, sale types, or reconciliation? See Key Concepts for explanations of the terms and ideas you'll encounter across Claret.

Your First Task: Explore a View and Apply a Filter

Try this to get comfortable with the interface:

1. Navigate to a module — click on a module in the left menu (e.g., Sell > Sales Collaboration)

2. Select a view — if a workspace view is available, select it from the view dropdown in the top-right

3. Explore the grid — scroll through the data to see what's there. Expand hierarchy rows by clicking the arrows on the left

4. Apply a filter — most grids support filtering. Look for filter options in column headers or the toolbar to narrow down to specific items or customers

5. Try different hierarchy levels — if the module has a hierarchy picker at the top, try selecting different levels to see data rolled up or broken down

Where to Get Help

• In-app support — expand the Help section in the navigation menu and select "Request Support" to reach the Claret support team

• AI Assistant — if enabled for your workspace, the AI Assistant can answer questions about how Claret works and guide you through tasks

• These docs — use the search function or browse by module to find detailed instructions

Expand the Help section in the navigation menu to request support

Module Quick-Start Guides

Ready to dive into a specific module? These quick-start guides walk you through the essentials for each module as a regular user:

Module	Quick Start
Sales Collaboration	Quick Start: Sales Collaboration
Forecast Workbench	Quick Start: Forecast Workbench
Long Term Planning	Quick Start: Long Term Planning
Inventory Workbench - Partner	Quick Start: Inventory Workbench - Partner
Inventory Workbench - Internal	Quick Start: Inventory Workbench - Internal
Make Planning	Quick Start: Make Planning
Crop Supply Planning	Quick Start: Crop Supply Planning

Common Questions

I can't see any modules in the navigation menu

Your admin controls which modules you have access to. Contact your admin or workspace owner to check your permissions. See Team Member Privileges for how permissions work.

The page is empty when I open a module

Most modules require an active view before they display data. Check the view dropdown in the top-right — you may need to select a workspace view or create a personal view.

I see data but don't understand what the columns mean

Each module has its own documentation explaining the grid layout and columns. Navigate to the relevant module section in these docs, or check the module-specific quick-start guides linked above.