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Follow up on the latest improvements and updates.
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With our new advanced conversion options, managing documents for partial deliveries, split billing, or bulk processing is now super easy!
Partial Document Conversion
: Partially convert any document into another document.
Example:
- Need to handle split deliveries? Convert an Invoice into a Delivery Challan for just the items you’re shipping.
- Billing in batches? Convert a Sales Order into multiple Invoices as you fulfill each part of the order.
Bulk Document Conversion
:Combine multiple documents of the same type into a single document of another type in one go.
For example, merge several Sales Orders into a single Invoice for streamlined billing.
What's more?
Track all related documents easily in the Linked Documents section - see what was converted, when, and by whom.
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Note: These features are currently available only on request. Please reach out to your account manager to get them enabled for your business.
)By default, the system automatically generates leads every time you create a new Quotation.
With the new Lead Configuration options, you can now have greater control:
- Disableauto-lead generation entirely
- Customizewhichpipeline and lead stageyour auto-generated leads are placed in
We have made multiple enhancements to the GSTR-1 report according to the latest GST guidelines to make the filing as easy as possible for you and your CA!
Here's what's new:
1. Download JSON:
Download the GSTR-1 report in JSON format in 1-click and upload it to the GST portal to quickly finish your filing!
2. HSN Bifurcation (B2B/B2C) (Table 12):
The HSN summary sheet is now segregated into B2B and B2C as per the latest GST guidelines:
3. Summary of Document Issued (Table 13):
Get a detailed list of documents issued during the tax period, along with the total number of documents in a particular series as per the latest GST guidelines:
Now you can create, customize, send, and manage RFQ (Request for Quotation) links with Refrens!
If you are sourcing products or services from multiple vendors and want to simplify your procurement process, RFQ links are your perfect solution.
RFQ links enable you to request detailed price quotations in a standardized format from your vendors, helping you compare offers easily, reduce miscommunication, and speed up decision-making.
Go to Business Settings > Accounting Options > Customised RFI/RFQ to get started!
Upload your Bank Statements on Refrens to automatically reconcile transactions against your ledger records! ⚡
Once uploaded, the system will automatically attempt to match transactions and categorise them according to their reconciliation status (Matched, Missing in Ledger, Missing in Bank Book, etc.).
Try it today to save time, reduce manual errors, and streamline your reconciliation process!
Now get a complete, salesperson-wise breakdown of your team's performance with the new Team Sales Report!
Understand how your team is handling leads, closing deals, and responding to prospects - all from a single dashboard! 👇
The report makes it super easy for you to view, analyse, compare, and visualise each team member's performance against key metrics such as -
Total Leads, Open/Closed/Lost/Not Serviceable Leads, Conversion Rate, Average Closure Time, Total Revenue, Average Deal Value, and detailed First Response Time metrics (Median, 75th, 90th, 95th percentiles).
Now get detailed insights into how each client is contributing to your business with the Client Performance Report.⚡
For every client, track total revenue generated, lead conversion rates, closed deals, average deal size, and last interaction - all from a single dashboard. 📊
With the new
Lead Source Report
, you can instantly see and compare how each sales channel is performing - helping you optimize your sales and marketing strategies!⚡
Key features:
- Automatic Calculation of Key Metrics:For each lead source, the report tracks Total Revenue, Lead Conversion Rate, Average Deal Value, Average Lead Closure Time, and the number of leads at every stage (Open, Closed, Lost, Not Serviceable).
- Flexible Filtering:Easily filter your data by time period and sales pipeline to focus on the insights that matter most to you.
- Customizable View:Show or hide columns to tailor the report to your needs.
- Easy Export:Download your report as a CSV for deeper analysis or sharing with your team.
Key Benefits:
- Optimize Marketing Spend:Quickly identify which lead sources deliver the best ROI, so you can allocate your marketing budget more effectively.
- Improve Sales Strategies:Understand which channels produce high-quality leads and which need improvement, helping your sales team focus their efforts where they matter most.
- Track Performance Over Time:Monitor trends and changes in lead source effectiveness by adjusting the time period filter.
Now set Re-Order and Overstock thresholds for all products to automatically track inventory health with four key statuses:
- Critical: Stock is dangerously low and needs immediate attention
- Low-Stock: Inventory is running low; time to plan a reorder
- Well-Stocked: Stock levels are healthy and balanced
- Overstocked: Inventory exceeds your ideal levels, avoid excess stock
(⚡Coming soon: Get alerts whenever stock level is low🚨. Upvote here to get notified>)
Need to record Batch information beyond the deafult fields? Now you can do that with Custom Batch Fields.
Whether it’s supplier details, special instructions, warranties, inspection details, or any other batch info - you have the flexibility to track what matters most to your business.
Just click on “Add Custom Field” while creating a batch and start customizing!
Learn more about Batch-wise Tracking on Refrens>
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