Your organization is now registered with Treflo. You can now add staff, customer, and products for your firm.
Once you log in, you will get a screen same as below.
In the left side menu, you will get options such as:
Whereas in remaining part of the screen you will see details of your business such as:
Once you login to Treflo.com, you will get various options in left hand side menu. First option is to create invoice.
Voila! Your invoice is ready. Now you can download the invoice and/or share it with your client directly on WhatsApp, SMS, Email and via link.
To get list of all your invoices, click on “List invoices” button in left side menu.
In the left side menu, you will see an option for stock. It includes two sections. One is to get details of your existing stock and other one is to add new stock.
If you click on ‘’My Products”, you will be able to see all your inventory data.
If you want to add new product then click on “Add Product” & you will get screen same as below.
To add any product, fill up details and click on Save.
Details required to add product in inventory are –
Once you click on Save button your product will be added and inventory will be updated. You can always check your current inventory in “My Products” tab.
The next tab is left side menu is for customers. In this section you can see your existing customers and add new ones.
First option in customer section is “My Customer”. When you click on this tab you will be able to see data of all your existing customers along with their pending balance and total business received from them.
Next option is “Add New Customer”. When you click on Add New Customer, you will get a form as shown below to add customer details.
To add new customer, you can either enter their GST number and ask system to fetch all their details or add details manually.
When you add details manually, below are some data you will be asked to fill.
Once these details are added click on Add New Customer and your customer details will be saved.
You can add your staff members and give them rights to access data as per their role. There are three roles in Treflo staff assignment.
What are different roles and what does they mean?
Role 1 – Partner: Any user who has been given partner roll will have full access to all data.
Role 2 – Sales Manager: Any user marked as Sales Manager will have access to create invoice but no access to inventory.
Role 3 – Stock Manager – User with Stock Manager role will have access to data of inventory. This user will not have access to invoices
Once employees are added by owner, they will get registration email/text. Employees can now login with their mobile number and OTP.
Now generate GST invoice online in less than a minute