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Explore our free guide to Sales & Operations Planning
Discover the benefits, best practices, and a free checklist to improve your S&OP
Explore the guide
Try the only complete BevAlc supply chain planning platform that unifies your sales and operations teams to sell more and lower costs.
Transform your sales forecasting with a single, collaborative platform. Drive sales efficiency, reduce errors, and meet your targets faster than ever before.
As you map out your business growth plans, it starts with a strong demand plan. Build out a long term demand plan in a snap with Claret’s Long Term Plan feature. Enter in the annual plan at any level in your hierarchy and it will reconcile down to the lowest level.
In the BevAlc industry, you need forecast shipments to your distributor or wholesaler. Claret provides an easy way to build an accurate shipment forecast that considers inventory at the distributor warehouse and the forecasted depletions.
No need to try and approximate your shipment forecasts solely on your depletion forecasts.
Quickly scan through your items to identify which ones may have a potentail overstock or stockout situation at your distributor.
Let Claret help with the heavy lifting of generating forecasts. With the Forecast Workbench you can really turn up the automation. With the simple press of a button, Claret can provide you the best forecasting model by evaluating the seasonality, level and trend of your sales history.
Along with the automation, you can step in and override the output or choose what forecast models should be used. It's up to you!
Transform your sales forecasting with a single, collaborative platform. Drive sales efficiency, reduce errors, and meet your targets faster than ever before.
Managing vintage supply and demand is hard. It’s a problem many other industries don’t face. Claret has a whole module designed to help you plan how much to make of a certain vintage, or how much you’ll need to make to meet your ideal releases across your vintages.
Plus we show you everything in a nice Gantt chart so you can easily explain the flow-on effects through vintages.
With the entire supply chain plan integrated in Claret, you no longer need to guess how much grapes to buy, contract or plant.
Be more informed on what your grape needs are with confidence going well out into the future.
Items represent the essential products and resources in your operation, such as finished goods, bulk wine blends, and crops. Utilize these planning items to plan and forecast each item accurately.
Learn more in our Documentation ›
Customer Groups enable you to tailor your sales forecasting by defining distinct customer segments. This feature facilitates targeted planning and forecasting, allowing you to optimize your approach based on the specific needs and behaviors of different customer levels
Recipes streamline your supply chain by detailing the transformation from grape to bulk wine and then to finished goods. Define the composition of your bulk wine, including specific grape varieties and appellations, and link each bulk wine directly to its corresponding finished product.
Routings detail the timelines within your manufacturing process, which is crucial for managing the aging of bulk wine or spirits. Specify aging durations, such as time in oak barrels or bottles, to ensure you're considering the right timings across your plans.
Locations are a critical data structure essential for effective supply planning, allowing you to organize inventory across various areas, bins and lots. Locations support the Inventory Workbench, facilitating the mapping and coordination of both your inventory and your distributor partners' inventory.
Crop Locations allow you to designate the origins of essential items like grapes, facilitating strategic planning of your crop supply. This feature simplifies the organization of agricultural inputs based on their geographic origins, helping you efficiently align supply with demand.
Differentiate your different sales data. From shipment and depletion sales history to budgets, long-term plans and different views of your forecasts.
Differentiate your different supply data. From bulk wine supply and grape supply, to any other types of supply you plan need to plan.
Quantity Factors enhance your forecasting by allowing you to apply user-defined multipliers like Margin, COGS, and 'Points' to your sales plan. This feature helps emphasize the items and customer groups that impact your business most, providing a clearer view of how your volume plan affects other key metrics.
You have the ability to define your planning calendars. You have a fiscal year that starts in August? No problem. Just set it up your calendars once and use them across Claret to group your planning data by the proper calendar.
Across Claret's various planning features, you can create custom views that can be shared across your workspace or visible to you. This allows you to stay organized and easily plan in different contexts and scenarios.
Claret features a customizable item hierarchy designed to adapt seamlessly to your unique supply chain planning needs. This flexibility allows you to construct a structured hierarchy that mirrors your specific item categorizations, facilitating more efficient management and precise forecasting.
Depending on how you organize your Customer hierarchy, Claret can support your business structure. You also have the ability to build more than just one hierarchy, if that is what you need.
Streamline your processes with Claret’s customizable workflows. Define and automate your planning steps, ensuring consistency across your team.
Claret’s Custom Tables allow you to organize and analyze unique datasets that don’t fit into standard templates. Whether tracking additional metrics or storing supplementary information, Custom Tables provide the flexibility you need for deeper insights and planning precision.
Tasks enable you to execute Claret processes or handle bespoke data operations tailored to your needs. Combine Tasks with Custom Tables in Workflows for a powerful, integrated approach to custom data processing, automation, and reporting.
Crop Location Hierarchies allow you to structure and categorize the geographic origins of your crops into a multi-level hierarchy. This feature simplifies the management of crop origins by enabling a detailed, organized view of where each variety is grown, aiding in more strategic supply chain planning and sourcing decisions.
Single Sign-On simplifies your workflow by allowing users to access multiple services with one set of credentials, enhancing both convenience and security.
Activity Logs capture detailed records of all user transactions in Claret, complete with timestamps, facilitating efficient troubleshooting and oversight of all plan-related activities
User Privileges allow you to control access and permissions within Claret, enabling you to customize the level of system access for different users based on their roles and responsibilities.
Our robust application programming interfaces (APIs) facilitate seamless integration with your existing business software, allowing for the efficient import and export of critical data such as sales, inventory, supply, and master data. Access and leverage Claret-generated planning data effortlessly to enhance your operational workflows and decision-making processes
While our APIs facilitate seamless data imports with your existing business platforms, the in-application data import option allows for ad hoc uploads directly within the interface.
While our APIs facilitate seamless data exports to your existing business platforms, the in-application data export option allows on-demand downloads directly from the interface. This feature enables you to share and analyze your planning data effortlessly.
Our comprehensive documentation will guide you through setting up and using Claret. We have step-by-step onboarding instructions and guides for every module.
Our team is on hand to answer your queries and troubleshoot any issues you have.
Our team are available to meet with you and plan through your implementation as well as train you to ensure you get the most out of using Claret.
