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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Naffo ERP Software & Sunday AI | AI-Powered ERP for Modern Businesses
A quick look at what Naffo ERP and Sunday AI do for a growing business.
Create Your Naffo Account in Naffo ERP | Signup, Email Verification & Setup | Part 29
Sign up, verify your email and get your Naffo workspace ready to use.
Naffo ERP | Complete Business Setup (Onboarding Wizard) | Part 01
Walk through the onboarding wizard to configure your company from scratch.
Organization Settings in Naffo ERP | Complete ERP Configuration Tutorial | Part 02
Configure company details, GST, branches and the preferences behind every module.
People & Access Setup in Naffo ERP | Users, Roles & Permissions | Part 03
Invite users, assign roles and control who can see or change what.
Dashboard Overview & AI Brief in Naffo ERP | Business Dashboard Tutorial | Part 04
Read your dashboard widgets and the daily AI brief on business health.
Top Bar Navigation in Naffo ERP | Navigate Your ERP Easily | Part 05
Find any module fast using the top bar, global search and quick create.
Quick Sale POS Billing in Naffo ERP | Fast Retail Counter Billing & GST Invoice | Part 09
Ring up a counter sale in seconds with GST applied automatically.
Sales Invoice Creation in Naffo ERP | GST Invoice, Credit Limit & Auto Stock Update | Part 10
Raise a GST sales invoice with credit-limit checks and automatic stock movement.
Retail POS in Naffo ERP | Counter Billing, Payment Recording & Cash Sessions | Part 30
Run a full retail counter: billing, split payments and cash session close-out.
B2B & Manual Orders in Naffo ERP | Customer Pricing, Invoices & Delivery | Part 31
Handle distributor orders with customer-specific pricing through to delivery.
Professional Document Creation in Naffo ERP | Quotation & Offer letters | Part 19
Build branded quotations and offer letters you can send straight to a client.
Credit & Debit Notes in Naffo ERP | GST Sales & Purchase Returns | Part 12
Process sales and purchase returns correctly for GST reporting.
Receipts & Payments Management in Naffo ERP | Cash, Bank & Invoice Settlement | Part 13
Record money in and out, then settle it against open invoices.
Journal Entries & Vouchers in Naffo ERP | Double Entry Accounting & Tally | Part 14
Post manual journals with proper double-entry treatment.
Income & Expenses Management in Naffo ERP | Daily Cash & Bank Entries | Part 15
Capture day-to-day income and expense entries against cash or bank.
Capital Accounts & Fixed Assets in Naffo ERP | Equity & Depreciation | Part 16
Track owner capital and fixed assets, including depreciation.
Cash, Bank & Fund Transfer in Naffo ERP | Contra Voucher & Reconciliation | Part 17
Move funds between cash and bank accounts and reconcile the result.
Secured & Unsecured Loans in Naffo ERP | EMI, Interest & Loan Repayment | Part 18
Set up loans and let EMI, interest and repayment postings follow.
Compliance & Audit Trail in Naffo ERP | GST Lock, E-Invoice & E-Way Bill | Part 23
Use period locks, e-invoicing, e-way bills and the audit trail to stay compliant.
Create Parties & Distributors in Naffo ERP | Customers, Vendors & Distributors | Part 06
Set up customers, vendors and distributors with GST and credit details.
Create Products & Services in Naffo ERP | Product & Service Setup | Part 07
Define products and services with units, HSN codes, pricing and tax rates.
Purchase Management Complete Tutorial in Naffo ERP | Purchase Invoice, PO & GRN | Part 11
Run the purchase cycle from purchase order through GRN to purchase invoice.
Procurement Workflow in Naffo ERP | Material Request, RFQ, PO, GRN & QC | Part 33
The full procurement chain: material request, RFQ, PO, GRN and quality check.
Production Workflow in Naffo ERP | BOM, Batches, QC & Finished Goods | Part 34
Take a BOM through production batches and QC to finished goods in stock.
Dairy Procurement in Naffo ERP | Farmer Collection, Fat-SNF Rates & BMC Settlement | Part 32
Milk collection with Fat-SNF rate charts and BMC settlement for farmers.
GPS & Live Tracking in Naffo ERP | Field Staff, Delivery Assignments & POD | Part 25
Track field staff, assign deliveries and capture proof of delivery.
CRM Leads & Inquiries Management in Naffo ERP | Sales Pipeline & Follow-Ups | Part 20
Capture leads, move them along the pipeline and never miss a follow-up.
CRM Marketing & Customer Support in Naffo ERP | Campaigns, Tickets & SLA | Part 22
Run campaigns and handle support tickets with SLA tracking.
Employee Management & Salary Setup in Naffo ERP | Payroll & Employee Management | Part 08
Create employee records and configure salary structures.
Employee & HR Management in Naffo ERP | Attendance, Leave & Payroll | Part 21
Manage attendance, leave requests and the monthly payroll run.
Reports & Analytics in Naffo ERP | MIS Dashboard, P&L & Business Insights | Part 24
Pull P&L, MIS and other standard reports whenever you need them.
Insight and Analytics in Naffo ERP | Live MIS Alerts & Business Insights | Part 26
Set up live MIS alerts so the numbers come to you instead of the reverse.
Projections, Sales Performance & Inventory Reports in Naffo ERP | Part 27
Review projections alongside sales performance and inventory movement.
How to Connect Naffo ERP with Tally | Tally Connector Setup & Sync | Part 38
Install the Tally Connector and keep Naffo and Tally in sync.
Excel to Tally & PDF to Tally in Naffo ERP | Mapping, Review & Connector Push | Part 35
Map Excel and PDF data, review what was read, then push vouchers into Tally.
Data Module Integration in Naffo ERP | AI-Assisted Excel, CSV, PDF & Image Import | Part 28
Import from Excel, CSV, PDF or even photos with AI doing the field mapping.
MCP Agent in Naffo ERP | Connect Claude, ChatGPT & AI Agents Securely | Part 36
Connect Claude, ChatGPT or any MCP client to your Naffo data securely.
Naffo Offline Desktop App | WhatsApp Passkey, Download & Activation | Part 37
Install the offline desktop app and activate it with a WhatsApp passkey.
Naffo Technologies overview
A short introduction to Naffo Technologies and the platform.
Naffo ERP | Create Your Naffo Account | Complete Tutorial | Part 02
Signup, email verification and first-time workspace setup.
Naffo ERP | Complete Business Setup (Onboarding Wizard) | Part 03
Configure your company end to end with the onboarding wizard.
Naffo ERP | Organization Settings Explained | Part 04
Company details, GST, branches and module preferences.
Naffo ERP | People & Access Setup | Part 05
Add users, assign roles and set permissions.
Naffo ERP | Top Bar Navigation Explained | Part 06
Move around the app quickly using the top bar and search.
Naffo ERP | Dashboard Overview & AI Brief | Part 07
Understand your dashboard and the daily AI brief.
Navratri Special Offer | Naffo ERP free for 9 days
Festive announcement from the Naffo team.
Naffo ERP | Quick Sale (POS) | Complete Tutorial | Part 11
Fast counter billing with GST handled for you.
Naffo ERP | Sales Invoice Creation | Complete Tutorial | Part 13
Create GST sales invoices with credit limits and stock updates.
Naffo ERP | Retail POS (Part 1) | Complete Tutorial | Part 12.1
Counter billing, payment recording and cash sessions.
Naffo ERP | B2B & Manual Orders (Part 2) | Complete Tutorial | Part 12.2
Distributor orders with customer pricing and delivery.
Naffo ERP | Professional Document Creation | Complete Tutorial | Part 17
Produce polished quotations and offer letters.
Naffo ERP | Receipts & Payments Management | Complete Tutorial | Part 15
Record receipts and payments, then settle open invoices.
Naffo ERP | Credit & Debit Notes Management (Part 1) | Complete Tutorial | Part 16.1
Sales and purchase returns the GST-compliant way.
Naffo ERP | Income & Expenses Management (Part 2) | Complete Tutorial | Part 16.2
Daily income and expense entries against cash or bank.
Naffo ERP | Journal Entries & Vouchers (Part 3) | Complete Tutorial | Part 16.3
Manual journal vouchers with double-entry discipline.
Naffo ERP | Cash, Bank & Fund Transfer | Complete Tutorial | Part 18
Contra vouchers for cash-bank transfers and reconciliation.
Naffo ERP | Capital Accounts & Fixed Assets | Complete Tutorial | Part 20
Owner capital, fixed assets and depreciation.
Naffo ERP | Secured & Unsecured Loans | Complete Tutorial | Part 21
Loan setup with EMI, interest and repayment tracking.
Naffo ERP | Compliance & Audit Trail Management | Complete Tutorial | Part 33
GST locks, e-invoice, e-way bill and the audit trail.
Naffo ERP | Create Parties & Distributors | Part 08
Add customers, vendors and distributors with GST details.
Naffo ERP | Create Products & Services | Part 09
Products and services with units, HSN, pricing and tax.
Naffo ERP | Purchase Management | Complete Tutorial | Part 14
Purchase orders, GRN and purchase invoices end to end.
Naffo ERP | Naffo Procurement Workflow | Complete Tutorial | PART 26
Material request, RFQ, PO, GRN and quality inspection.
Naffo ERP | Naffo Production Workflow | Complete Tutorial | PART 27
BOM to production batches, QC and finished goods.
Naffo ERP | Naffo Dairy Procurement | Farmer Collection to Settlement | Complete Tutorial | PART 25
Farmer milk collection, Fat-SNF rates and BMC settlement.
Naffo ERP | GPS & Live Track Management | Complete Tutorial | Part 31,32
Field staff tracking, delivery assignment and proof of delivery.
Naffo ERP | CRM Leads & Inquiries Management | Complete Tutorial | Part 22
Lead capture, pipeline stages and follow-up reminders.
Naffo ERP | CRM Marketing & Customer Support | Complete Tutorial | Part 23
Campaigns, support tickets and SLA tracking.
Naffo ERP | Employee Management Setup | Complete Tutorial | Part 10
Employee records and salary structure setup.
Naffo ERP | Employee & HR Management | Complete Tutorial | Part 24
Attendance, leave and payroll processing.
Naffo ERP | Reports & Analytics | Complete Tutorial | Part 35
MIS dashboard, P&L and the standard report pack.
Naffo ERP | Insight Module Management | Complete Tutorial | Part 36
Live MIS alerts and business insights.
Naffo ERP | Projections, Sales Performance & Inventory Reports | Complete Tutorial | Part 37
Projections next to sales performance and inventory reports.
Naffo Tally Connector Application
Set up the Tally Connector and sync data with Naffo.
excel to tally and pdf to tally
Full walkthrough of mapping Excel and PDF data into Tally.
Excel and pdf to Tally
Short version of the Excel and PDF to Tally push.
Naffo ERP | Data Module Integration (Part 2) | Complete Tutorial | Part 39.2
AI-assisted import from Excel, CSV, PDF and images.
Naffo ERP | Introduction to MCP Agent (Part 1) | Complete Tutorial | Part 39.1
Connect Claude, ChatGPT and other AI agents over MCP.
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.