Setup

In order to be able to use the subsidiary administration you will first need a CARAT installation in your head office, that serves as a maintenance installation. Therewith you can edit all catalogue data and system settings and send these edited data to your subsidiaries. If you also sell kitchens in your head office, you need there additionally Addition (in Latin: addere) is one of four basic operations in arithmetic. In primary school and in common language it is the expression used for the adding of two or more numbers. a branch installation. The following illustration should clarify this.

Preparations

The following steps can also be executed in advance since the modules of the subsidiary administration (4A, 4B) are not necessary yet.

In order to use the Subsidiary administration via the CARAT cloud reasonably you first of all need a particular CARAT installation for your data administrator in your head office. The different data packages will be distributed to the affiliated subsidiaries from this maintenance installation at a later point. To do so, you need a CARAT installation in every subsidiary for the sales staff.

Please be careful that the maintenance installation should only be used for the data- and system maintenance. It is essential to ensure that your sales personnel do not have access to the maintenance installation.

In case your branches already have working CARAT installations, you can assume with the next step of preparing of the individual branch installations.

In case your subsidiaries do not work with CARAT yet, our sales department will provide with a download link for each subsidiary with corresponding subsidiary license. Perform Performance, in the context of computing and software, is a term meaning the effectiveness at usage of resources and the quality of output from programs. the program installation for each subsidiary first. The final set-up for the catalogue and system data can be performed via the subsidiary administration of the maintenance installation after setting up the recipients.

In order to assure a smooth processing of the commission data created in the subsidiaries with additional modules (order transfer, SQL export...) or external applications (ERP...) even later on, you should enter a unique Subsidiary number in the system options The word option (from Latin: optio = free will) used in computing means a choice. In CARAT it is normally used with a list box. for each maintenance installation as well as each subsidiary installation.

In case you already dispose of your own numbering (provided by your ERP), you should use this numbers. Otherwise, you can also use the respective CARAT license number. In any case you have to assure that in the field Subsidiary number only unique identifiers are entered as the subsidiary number will be used to identify the respective subsidiary and the commissions that have been created there.

The subsidiary number will be entered in the User data area in the system options. To open the system options click Typically the LEFT mouse button is pressed once quickly, if not specified differently. Clicking will either mark an object, or when clicking on a button, the execution of the desired activity (e.g. OK, Cancel, Close). on the System tab of the menu bar and select the entry System options.

In order to assure a smooth integration of additional modules or external applications later on you should enter the subsidiary number for each CARAT installation. To do so you can use the alphanumeric An alphanumeric character is in the narrow sense either a letter or a number. The term is used in telecommunications and computer technology. entry field Subsidiary number with a maximum of 20 characters.

Preparing the subsidiary administration

After all the single CARAT installation have been executed as described before, you can now perform the set-up for the subsidiary administration. The precondition is that modules needed for the subsidiary administration (modules 5 W, 4 A, 4 B) have already been provided and activated by our sales department.

To keep you maintenance installation up to date it is sufficient to start the installation on a daily basis. By starting CARAT, a connection to the CARAT cloud will be established all data will be downloaded automatically.

After re-starting CARAT the updates such as importing master data Head data in CARAT is the generic term for all details that are needed for the design and ordering of a kitchen. This is for example, the selected program or variations in carcase versions, or worktop edge. or executing a program update will be offered.

With module 5 W your maintenance license does not require a local setup anymore as it will be set-up and maintained centrally in the CARAT cloud portal.

After the first data packets have been dispatched to the subsidiaries and read in there, you should check the responses of your subsidiaries in your head office. Thus you can find out if the data have been imported into all subsidiaries accordingly.