No more missed approvals OR manually adding documents to workflows!

With our new configurations, you can -

Automatically add new documents (Invoices, Quotations, Proforma, Purchases/Expenditures, POs) into approval workflows as soon as they are created.

For each document type, you can select:

As soon as a new document gets added to a workflow, the assignee will get both email and in-app notifications, ensuring nothing falls through the cracks!

Monitoring inventory health across all your warehouses is now super quick with the new "Warehouse Details" column in the inventory dashboard.

Simply expand any product row to see a detailed breakdown of stock in hand and real-time status (such as Overstock, Well Stock, or Critical) for every warehouse location! 👇

Learn more about multi-location stock management on Refrens from here>

You can now decide exactly who on your team can access Freya AI by using .

This ensures only authorized team members can use Freya, keeping your sensitive business data secure.

Learn more about User Roles & Permissions>

Every business is unique, and so are the terms you use to track your work.

With our new update, you can now customize the status labels in your approval workflows to match your business language and processes:

Keeping track of all your inventory transactions across different warehouses is now super easy with our ! ⚡

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Now get more control over how duplicate leads are identified in your Sales Pipelines - with configurable lead detection parameters!

Just go to Lead Duplication settings to customise the parameters (Name, Email, Phone, etc.) by which you want your leads to be identified as duplicates.

Set this up to ensure that you that matter the most -

Now, when you record a payment or create a payment/payout receipt, you can also attach payment slips, receipts, and other supporting documents.

This ensures your records are not only well-organized but also easily accessible and fully auditable for future reference:

Now create custom approval workflows for Proforma Invoices as well! (just like you already do for Invoices, Quotations, Expenditures, and Purchase Orders!)

Assign specific team members to review and approve proforma invoices at each stage.

You control exactly what actions can be taken () based on the current approval status.

Every proforma goes through a thorough review before it’s finalized.

This means that when you convert a proforma to a final invoice, all the data is already validated - significantly reducing the risk of tax filing errors or compliance issues.

By routing every proforma invoice through an approval workflow, only verified and authorized proformas are converted into final invoices and recorded in your accounting system.

This process ensures your financial records reflect only approved transactions, resulting in cleaner, more reliable books and eliminating unnecessary noise.

Now, whenever an item’s stock status is Low or Critical, you’ll see a “” shortcut right in the item’s menu:

As you see above, the system automatically pre-fills all the necessary details, such as -

(Quantity is calculated as -

= reorderPoint + 0.3 × (overstockPoint - reorderPoint)

= wellstockthreshold - stockInHand)

That's it! All you have to do is click "Save" and share it with your Vendor!

Now add your business logo or custom text as a watermark to your invoices and other documents - ensuring your brand stands out while keeping your files protected: