Learn Naffo ERP — Step by Step
Watch step-by-step tutorials covering every part of Naffo — from your first login to advanced AI integrations. Filter by topic, search by keyword, and master the platform at your own pace.
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Showing 44 videos
Naffo Technologies Overview
A complete walkthrough of what Naffo ERP can do for your business — from sales to GST to AI.
naffo.tech — ALL BUSINESS Problem, One Solution
See how Naffo solves invoicing, inventory, accounting, and compliance challenges in a single platform.
Naffo Technologies
Short introduction to the Naffo platform and its core mission.
Naffo Technologies (Channel Trailer)
Channel intro — what to expect from Naffo tutorials.
Naffo Launch
The official launch announcement for Naffo.tech.
The Ultimate Business Management Software
60-second showcase of Naffo as an all-in-one business tool.
Create Your Naffo Account | Part 02
Step-by-step guide to signing up and activating your Naffo account.
Complete Business Setup (Onboarding Wizard) | Part 03
Run through the full onboarding wizard — business name, financial year, GST details.
Organization Settings Explained | Part 04
Understand and configure every setting in your organization profile.
People & Access Setup | Part 05
Add team members, assign roles, and control who can see and do what.
Top Bar Navigation Explained | Part 06
A guided tour of the top navigation bar, shortcuts, and quick-access menus.
Dashboard Overview & AI Brief | Part 07
Understand the main dashboard widgets and the AI-generated daily business brief.
Create Parties & Distributors | Part 08
Add customers, vendors, distributors, and transport parties to master data.
Create Products & Services | Part 09
Set up your product catalog — units, categories, HSN codes, pricing.
Employee Management Setup | Part 10
Configure employee records, designations, and initial payroll parameters.
Quick Sale (POS) | Part 11
Process fast walk-in cash sales using the streamlined POS interface.
Retail POS (Part 1) | Part 12.1
Full walkthrough of the Retail POS module — barcode scanning, cart, and receipts.
B2B & Manual Orders (Part 2) | Part 12.2
Handle bulk B2B orders, custom pricing, and manual order entry from the field.
Sales Invoice Creation | Part 13
Create GST-ready sales invoices with line items, tax, discounts, and dispatch details.
Purchase Management | Part 14
Record vendor purchase bills that auto-update stock and the vendor ledger.
Receipts & Payments Management | Part 15
Record customer receipts and vendor payments against open invoices.
Credit & Debit Notes Management | Part 16.1
Issue credit and debit notes to adjust invoices or returns.
Income & Expenses Management | Part 16.2
Log operating income and expenses with categories and payment modes.
Journal Entries & Vouchers | Part 16.3
Post manual journal entries and accounting vouchers for any transaction type.
Professional Document Creation | Part 17
Design and send professional PDF invoices, quotations, challans, and POs.
Cash, Bank & Fund Transfer | Part 18
Manage petty cash, bank accounts, and transfer funds between accounts.
Capital Accounts & Fixed Assets | Part 20
Track capital accounts and fixed assets with SLM/WDV depreciation schedules.
Secured & Unsecured Loans | Part 21
Record business loans, interest schedules, and track EMI repayments.
Dairy Procurement — Farmer Collection to Settlement | Part 25
End-to-end dairy workflow: center → collection → gate pass → QC → weighbridge → farmer settlement.
Procurement Workflow | Part 26
Full procurement cycle: material request → RFQ → supplier quotation → PO → GRN → QC.
Production Workflow | Part 27
Run production batches using BOM-driven material consumption and output tracking.
CRM Leads & Inquiries Management | Part 22
Create pipelines, track leads through stages, log activities, and set follow-ups.
CRM Marketing & Customer Support | Part 23
Run marketing campaigns, manage customer support tickets, and track outcomes.
Employee & HR Management | Part 24
Manage employee profiles, attendance, leaves, and HR documents.
GPS & Live Track Management | Parts 31-32
Track field staff and delivery vehicles with live GPS and geo-fencing alerts.
Compliance & Audit Trail Management | Part 33
Maintain a tamper-proof audit trail and stay compliant with every transaction.
Reports & Analytics | Part 35
Navigate all key business reports — sales, purchase, stock, P&L, balance sheet.
Insight Module Management | Part 36
Use the Insight module for deep analytics, custom metrics, and trend detection.
Projections, Sales Performance & Inventory Reports | Part 37
View sales projections, team performance rankings, and inventory trend graphs.
Introduction to MCP Agent (Part 1) | Part 39.1
Connect Naffo to Claude via MCP and control your ERP by conversation.
Data Module Integration (Part 2) | Part 39.2
Integrate external data modules and configure advanced AI agent data flows.
Connect Your Tally with Intelligence
Sync Tally vouchers, masters, and ledgers seamlessly with Naffo ERP.
Excel and PDF to Tally
Import structured data from Excel or PDF files directly into Tally via Naffo.
Excel to Tally and PDF to Tally — Full Tutorial
Deep-dive tutorial on bulk data migration: Excel sheets and PDF invoices → Tally.
Go further
More ways to master Naffo
Run Naffo from Claude
Install the Naffo plugin in Claude Code or connect the MCP server on claude.ai. Create invoices, check stock, and run GST reports just by asking.
Written docs & API reference
Detailed written guides for every module — settings, formulas, permissions, and the full MCP tool reference for developers.