2021 Releases
Muhasib ERP v1.1.0
Muhasib ERP v1.1.0 Release Notes
Release Information
| Release Information | Details |
|---|---|
| Product | Muhasib ERP |
| Version | v1.1.0 |
| Build Number | 427 |
| Release Date | April 2021 |
| Release Type | Major Feature Update |
| Status | Published |
| Audience | All Users |
Summary
Muhasib ERP v1.1.0 is a major feature release introducing appointment management, FBR POS integration, cheque inquiry, customer transaction history, advanced item reporting, item bulk editing, item enable and disable controls, improved notifications, and enhanced database migration.
This release also introduces new reports, Excel exports, item analytics, centralized ledger controls, payment account permissions, aging notifications, improved sales workflows, and extensive enhancements across inventory, purchasing, customer and supplier payments, reporting, and Global Settings.
Build 427 includes extensive database additions and modifications. Create and verify a complete database backup before applying the update.
Release Highlights
| Category | Highlights |
|---|---|
| Appointments | Appointment creation, inquiry, details, dashboard, status management, reporting, and conversion to invoice. |
| FBR Integration | FBR POS integration, response handling, receipt formatting, and software-version validation. |
| Items and Inventory | Item Bulk Edit, Item Analytics, item enable and disable controls, stock filters, and multiple-item selection. |
| Reporting | New item reports, Excel exports, centralized ledger permissions, and improved stock and sales reporting. |
| Cheque Management | Cheque Inquiry, Single Cheque Inquiry, related permissions, transaction integration, and aging notifications. |
| Notifications | Combined aging notifications, cheque alerts, notification deletion options, and new configuration settings. |
| Database | Finalized database migration and additional structures required for new features and controls. |
New Features
Appointment Management
A complete appointment management workflow has been introduced.
The following forms and functions have been added:
- Appointment Status
- New Appointment
- Appointment Details
- Appointment Dashboard
- Appointment Inquiry
- Single Appointment Report
- Appointment transaction number generation
- Appointment status configuration
- Appointment and quotation transaction number settings
- Appointment permissions in System User Rights
- Appointment conversion to invoice
Appointments can be created, edited, reviewed, and converted to invoices when the service or transaction is completed.
Default appointment statuses are included in the initial database values and can be managed through Global Settings.
FBR POS Integration
FBR POS integration has been added to Muhasib ERP.
The release includes:
- FBR transaction integration.
- FBR response handling class.
- FBR-compatible sale receipt output.
- FBR-compatible receipt output in Single Sale Inquiry.
- Software-version validation before performing SRB integration.
- Related database and configuration support.
The integration requires the applicable registration, credentials, connectivity, and tax authority configuration before production use.
Cheque Inquiry
The following cheque management forms have been introduced:
- Cheque Inquiry
- Single Cheque Inquiry
Cheque Inquiry provides a centralized view of cheque transactions, while Single Cheque Inquiry displays detailed information for an individual cheque.
Sale Inquiry has also been updated to support cheque entry workflows.
Customer Old Transactions
A new customer old transactions window has been added.
Users can review a customer’s previous sale transactions directly from the sales workflow.
Transaction history can display discounts by percentage or value.
Item Bulk Edit
A new Item Bulk Edit feature has been introduced using Microsoft Excel files.
Authorized users can export, modify, and update multiple item records through the supported bulk-edit workflow.
A separate Item Bulk Edit permission has been added to System User Rights.
Item Analytics Report
A new Item Analytics Report has been added.
The report can be opened from the Items Report to review transaction and performance information for a selected item.
Item Wise Sales Report
A new Item Wise Sales Report has been added.
The report includes sorting by barcode and dedicated access permissions.
Toggle Flags
Toggle flags have been added to support configurable application behavior.
The applicable flags can be managed through Global Settings.
Application-Wide Improvements
Convert to Number System
Convert to Number System functionality has been extended across the application, except where it was not applicable.
Applicable reports, invoices, forms, dashboard values, and decimal amounts now use the improved number formatting.
Database Migration
The database migration process has been finalized and further improved to support the new forms, settings, permissions, appointment structures, item controls, notifications, reports, and integrations introduced in this release.
Logging Controls
A logging option has been added to Instance Settings.
Application logging behavior has been updated through a dedicated logging override class.
The system records applicable logs according to the configured logging permissions.
Sales Improvements
Sale Edit Stock Validation
A stock validation issue while editing sales has been corrected.
The Allow Over Selling setting is now respected correctly when an existing sale is edited.
Find Item Layout
Column placement in the Find Item window has been reorganized for improved usability.
Find Item Sorting and Filtering
The Find Item window now includes additional sorting and filtering options:
- Sort by item category.
- Sort by brand.
- Filter by item category.
- Filter by brand.
- Filter items with stock less than or equal to zero.
- Search enabled items by barcode.
Multiple Item Selection
Users can now select multiple items at the same time from the Find Item window.
View Previous Sale
Users can now open and review previous sale transactions.
Customer Sales History
Customer Sales History now displays transactions according to the active company.
Discount information has been added in both percentage and value formats.
Sales Tax Calculation Method
A tax calculation method setting has been added to Global Settings for applicable sales transactions.
Payment Record Linking
The customer payment ID has been added to the sale payment list to improve transaction linking and payment traceability.
Sales and Invoice Reports
Sales Inquiry Filters
Sales Inquiry now provides the following search options:
- Filter by invoice number.
- Filter by customer.
- Filter by customer contact number.
A customer contact column has also been added to the inquiry list.
Sale Returns in Receipts and Invoices
Sale return information is now displayed in the Single Sale Report receipt and invoice outputs.
The total return amount has been added to customized invoices.
Sale return headings and barcode sizing have also been refined in Single Sale Inquiry.
Single Quote Report
The Single Quote Report layout and invoice-related formatting have been updated to remain consistent with related sales outputs.
Customized Invoice Layout
The customized invoice layout used in the Single Sale Report has been revised.
The item note label has been corrected to use a capital N in applicable outputs.
Reporting Improvements
Sales Summary Excel Export
The Sales Summary Report can now be downloaded in Microsoft Excel format.
Stock Report Excel Export
The Stock Report can now be downloaded in Microsoft Excel format.
Stock Report Filtering
By default, items with stock below one are excluded from the Available Stock Report.
The following options have been added:
- Show zero-stock items.
- Show items with stock below zero.
- Show items with stock less than or equal to zero.
Transaction Wise Selling Report
The Item Wise Selling Report has been renamed to Transaction Wise Selling Report.
The report has also received calculation, filtering, and display improvements.
Item Sales Reports
A separate Item Wise Sales Report has been added with sorting by barcode.
Centralized Ledger Report
A dedicated Centralized Ledger Report permission has been added to System User Rights.
Customer Ledger now checks both the centralized ledger configuration and the assigned report permission.
Items Report
The Items Report has been improved and now provides direct access to Item Analytics for the selected record.
Inventory and Item Management
Enable or Disable Items
An enable and disable option has been added to Item Master.
The following forms and reports have been updated to respect the item’s enabled or disabled status:
- Stock Report
- Low Stock Report
- Transaction Wise Selling Report
- Item Wise Sales Report
- Items Report
- Item Batch Report
- Inventory Movement Report
- Expired Stock Report
- Barcode search
- Find Item
- Import Bulk Items
Import Bulk Items
Import Bulk Items has been updated to support the item enable and disable option.
An issue affecting imported item quantities has also been corrected.
Item Category Parent Structure
Item categories now support parent-category relationships.
Parent-category conditions and validation rules have been refined to prevent invalid category structures.
Item Bulk Edit Fixes
Notification Improvements
Aging Invoice Notifications
Day End Activity now generates notifications for aging invoices.
All aging sales and purchase records are consolidated into a single table-based notification.
Aging Cheque Notifications
Day End Activity now generates notifications for aging cheques.
Notification Management
The Notifications screen now includes:
- Delete all notifications.
- Delete all read notifications.
Notification Settings
A Notification tab has been added to Global Settings for configuring applicable notification behavior.
Customer and Supplier Improvements
Unique Customer Contact
A Unique Customer Contact option has been added to Global Settings.
When enabled, the same contact number cannot be assigned to multiple customer or supplier records.
Customer and Supplier Payment Fixes
Several issues affecting customer and supplier payment transactions have been corrected.
Secondary Payment Type
Support for a secondary payment type has been added to the system configuration.
Default Payment Type Update
The default Payment Type can now be updated.
Purchase Improvements
Supplier Selection Window
Purchase Entry now includes a supplier selection window to simplify supplier lookup and selection.
Permissions and User Rights
New permissions have been added for:
- Payment Account Fund Transfer
- Manage Customer Payment Transactions
- Cheque Inquiry
- Cheque Entry
- Appointment forms and transactions
- Centralized Ledger Report
- Item Bulk Edit
- Item Wise Sales Report
Administrators should review System User Rights after installing the update and assign access only to authorized users.
Global Settings Improvements
Global Settings has been expanded to support:
- Notification settings.
- Unique customer contact validation.
- Appointment status configuration.
- Appointment transaction number settings.
- Quotation transaction number settings.
- Sales tax calculation method.
- Toggle flags.
Fixes
Company Fiscal Year
An issue where the fiscal year was not selected according to the active company has been corrected.
Cheque Entry
Several issues affecting cheque entry have been corrected.
Customer and Supplier Payments
Bugs affecting customer and supplier payment transactions have been resolved.
Item Import and Bulk Edit
Issues affecting item import, bulk editing, deletion, quantities, and Excel-based updates have been corrected.
Find Item
Category filtering, multiple-item selection, and related Find Item issues have been corrected.
Payment Terms Error Message
The Payment Terms validation message has been revised to provide clearer guidance.
Transaction Wise Selling Report
Issues affecting the Transaction Wise Selling Report have been corrected.
Minor Bug Fixes
Additional minor issues affecting forms, resources, reports, database migration, invoices, item management, sales transactions, and supporting workflows have been resolved.
Database Changes
This release includes database additions and modifications required for:
- Appointments and appointment statuses.
- Cheque inquiry and cheque transaction management.
- Item enable and disable status.
- Item analytics and sales reporting.
- FBR POS integration.
- Notification settings and aging notifications.
- Additional user permissions.
- Toggle flags and sales tax settings.
- Customer contact uniqueness.
- Logging and transaction configuration.
Create and verify a complete database backup before applying this update.
Important Notes
- Create a complete and restorable database backup before starting the update.
- Ensure all users have saved their work and logged out.
- For multi-terminal environments, update the server or main system first.
- Do not interrupt the database migration process.
- Review all newly added permissions after installation.
- Configure appointment statuses before using appointment workflows.
- Review notification, tax, contact uniqueness, transaction number, and toggle settings.
- Test cheque entry, customer and supplier payments, sale editing, and item imports.
- FBR POS integration requires separate configuration and valid tax authority credentials.
- Review disabled items before beginning regular sales and purchase operations.
- Contact support before updating installations containing custom reports, integrations, or database modifications.
Update Instructions
Step 1: Back Up the Database
Create a complete database backup and verify that it can be restored.
Step 2: Close Active Sessions
Ensure all users have completed their work, saved active transactions, and logged out.
Step 3: Update the Main System
Run the approved update installer on the server or main Muhasib ERP system.
Allow the database migration and application update to complete without interruption.
Step 4: Verify the Build Number
Open the About section and confirm that the installed build number is:
427
Step 5: Update Client Terminals
Update all authorized client and terminal systems connected to the database.
Step 6: Review User Permissions
Review and assign permissions for appointments, cheques, payment transactions, centralized ledger reports, Item Bulk Edit, and Item Wise Sales Report.
Step 7: Review Global Settings
Review the following settings:
- Notification settings
- Unique Customer Contact
- Appointment Status
- Appointment transaction numbering
- Quotation transaction numbering
- Sales tax calculation method
- Toggle flags
- Logging settings
Step 8: Test Key Workflows
- Create and edit a sale.
- Verify stock validation.
- Review previous customer transactions.
- Create, review, and convert an appointment to an invoice.
- Test cheque entry and inquiry.
- Test customer and supplier payments.
- Test Item Bulk Edit and item import.
- Verify item enable and disable behavior.
- Test stock filters and Excel exports.
- Open Item Wise Sales and Transaction Wise Selling reports.
- Verify Centralized Ledger permissions.
- Test FBR POS integration where configured.
Known Issues
No critical known issues were documented for this release at the time of publishing.
Availability of FBR POS integration, SRB integration, appointments, Excel exports, notifications, and peripheral-related functions depends on the applicable configuration, permissions, installed components, and external service availability.
Frequently Asked Questions
What is the main purpose of Muhasib ERP v1.1.0?
This release introduces appointment management, FBR POS integration, cheque inquiry, item bulk editing, item analytics, new reports, improved notifications, expanded permissions, and extensive sales, inventory, reporting, and database improvements.
How can I confirm that the update was installed?
Open the Muhasib ERP About section and verify that build number 427 is displayed.
Can an appointment be converted to an invoice?
Yes. An appointment can be created, edited, and converted to an invoice through the applicable sales workflow.
Can an item be disabled?
Yes. Items can be enabled or disabled through Item Master. Their status is respected across supported sales, inventory, reporting, search, and import functions.
Can the Stock Report be downloaded in Excel format?
Yes. The Stock Report and Sales Summary Report support Excel export.
Are aging cheque notifications supported?
Yes. Day End Activity generates notifications for aging cheques, sales, and purchases.
Is FBR POS integration included?
Yes. FBR POS integration and supporting receipt and response handling have been added. Separate registration and configuration are required.
Do I need to review user permissions after updating?
Yes. This release adds several new permissions. Administrators should review System User Rights before users access the updated functions.
Does this update change the database?
Yes. Build 427 includes extensive database additions and modifications. A complete and verified backup is required before installation.
Related Articles
Next Step
Continue by reviewing Configure Appointment Status and Configure System User Rights before enabling the new appointment, cheque, reporting, and item-management workflows.
Product: Muhasib ERP
Muhasib ERP v1.1.1
Muhasib ERP v1.1.1 Release Notes
Release Information
| Release Information | Details |
|---|---|
| Product | Muhasib ERP |
| Version | v1.1.1 |
| Build Number | 276 |
| Release Date | June 2021 |
| Release Type | Feature and Stability Update |
| Status | Published |
| Audience | All Users |
Summary
Muhasib ERP v1.1.1 introduces service staff management, tax transaction logging, customer-facing receipt controls, sales holding, improved aging notifications, and enhanced sales inquiry functionality.
The release also includes database architecture improvements, expanded permissions, item category import and export, better item selection controls, and important corrections to tax, sales return, customer payment, and receipt-printing workflows.
New Features
Service Staff Management
Service staff functionality has been introduced across the sales and service workflows.
- Enable or disable service staff functionality through Global Settings.
- Assign service staff in Item Details.
- Assign service staff to sales, appointments, and quotations.
- Save service staff information with the related transaction.
- Print service staff information on invoices and receipts.
- Review staff-related performance through sales reports.
Service Staff Reports
The following reporting capabilities have been added:
- Staff Wise Sales Report
- Service Staff Sales Report
FBR and SRB Tax Logs
Muhasib ERP now stores tax integration logs for applicable FBR and SRB transactions, improving traceability and troubleshooting.
Item Category Import and Export
A new Item Category Import and Export window has been added to simplify bulk category management.
Sales Hold
The Sales Hold workflow has been completed, allowing users to temporarily hold an active transaction and resume it when required.
Remember Login Details
The login screen now includes an option to remember the username and password on the authorized computer.
Keyboard Shortcuts
Keyboard shortcuts have been corrected and a dedicated shortcut reference window has been added.
Improvements
Tax Calculation
Tax calculation has been improved across sales transactions, including corrections to inclusive-tax calculations when modifying an item.
Sales Inquiry
Sales Inquiry now provides improved transaction visibility, including:
- Sale return information.
- Outstanding payment information.
- Improved inquiry handling for edited transactions.
Aging Notifications
Aging sales and purchase invoices are now presented in a consolidated table-based notification for easier review.
Item Selection
The Find Item window now supports quantity selection together with Select All and Unselect All controls.
Selection checkboxes in Item Bulk Delete, Item Bulk Edit, and Find Item have been repositioned for improved usability.
Centralized Profit and Loss
A centralized Profit and Loss option and its related access permission have been introduced.
Receipt and Invoice Settings
Global Receipt Settings now include controls for displaying:
- Company NTN
- Company STRN
- Customer CNIC
- Customer contact number
- Customized invoice label
Sale, quotation, appointment, receipt, and invoice outputs have been updated to respect these settings.
Fixes
- Corrected issues when editing sales and temporary sales.
- Resolved customer and supplier payment processing issues.
- Corrected service staff handling in sales and sale returns.
- Improved invoice and receipt printing.
- Corrected notification handling.
- Resolved minor item, reporting, and transaction workflow issues.
Database Changes
This release includes database architecture changes required for service staff, tax logs, reporting, permissions, receipt settings, and related transaction enhancements.
Create and verify a complete database backup before applying this update.
Important Notes
- Review service staff settings before assigning staff to transactions.
- Review newly introduced reporting and centralized Profit and Loss permissions.
- Verify company and customer information displayed on receipts and invoices.
- Test tax calculations on representative transactions after updating.
- For multi-terminal environments, update the server or main system first.
Known Issues
No critical known issues were documented for this release at the time of publishing.
Product: Muhasib ERP
Muhasib ERP v1.1.2
Muhasib ERP v1.1.2 Release Notes
Release Information
| Release Information | Details |
|---|---|
| Product | Muhasib ERP |
| Version | v1.1.2 |
| Build Number | 276 |
| Release Date | November 2021 |
| Release Type | Major Feature Update |
| Status | Published |
| Audience | All Users |
Summary
Muhasib ERP v1.1.2 is a major feature release introducing commission agent management, temporary sales, item price history, customer credit transactions, enhanced sales interfaces, advanced bulk item tools, improved tax integration, and expanded invoice controls.
This release also adds new transaction forms, inquiry tools, FBR reporting, item price checking, MRP support, taxed opening stock and purchase workflows, and extensive improvements to sales, payments, receipts, returns, reporting, and Global Settings.
New Features
Commission Agent Management
A complete commission agent workflow has been introduced.
- Commission Agent Status Master
- Commission Agent Master
- System user assignment for commission agents
- Commission agent transaction numbering
- Commission agent payment numbering
- Commission Agent Payment Entry
- Payments to Commission Agents
- Commission Agent Selling Report
- Commission agent selection during sales
- Commission agent selection from Sales Inquiry
- Dedicated permissions in System User Rights
Commission calculation has also been refined to improve the accuracy of agent settlements and reporting.
Item Price Change History
The following history reports have been introduced:
- Item Cost Price Change History Report
- Item Sale Price Change History Report
Item Bulk Edit and Item Bulk Update now record applicable cost and sale price changes.
Customer Credit Transactions
The following customer account transactions have been added:
- Add Customer Credit
- Payment to Customer
Dedicated permissions have been added for both forms.
Temporary Sales
A complete temporary sales workflow has been introduced.
- Create and maintain temporary sales.
- Review temporary transactions through Temporary Sale Inquiry.
- Search by invoice, customer name, or customer contact.
- View transaction status in inquiry results.
- Record payments against temporary sales.
- Print payment information on receipts and invoices.
- Convert temporary sales to completed invoices.
- Carry forward applicable additional charges during conversion.
- Set Temporary Sale as the default transaction type.
Sales Interface Enhancements
The sales interface has been expanded with:
- A dedicated item selection panel.
- A pictorial Find Item window.
- Improved cart and transaction controls.
- Conversion of quotations and temporary sales to invoices.
- Configurable default transaction type.
- Improved handling of payments, additional charges, and taxes.
Item Price Checker
A new Item Price Checker form has been added to provide quick access to item pricing information.
FBR Tax Report
A dedicated FBR Tax Report has been introduced for reviewing applicable tax integration data.
MRP Support
MRP support has been introduced across item, sales, opening stock, and taxed purchase workflows.
- Enable MRP through System Settings.
- Configure MRP visibility through toggle flags.
- Maintain MRP information in Item Master.
- Use MRP in applicable sales item modification workflows.
- Calculate unit price from MRP in taxed opening stock transactions.
- Apply fixed tax to selected Shopify order items.
Taxed Inventory and Purchase Entries
The following transaction forms have been added:
- Item Opening Stock Taxed
- Purchase Entry Taxed
- Purchase Entry Taxed 2
- Purchase Entry Add Item
A total tax option has also been introduced in the taxed purchase workflow.
Improvements
Label Printing
Label printer output has been corrected and stabilized.
Administrator Login Control
The database has been updated to support the Allow Login option for administrator accounts, including existing administrator records.
Payment and Rounding
- Corrected date and time handling in payment entries.
- Corrected rounding behavior in sales transactions.
- Improved payment handling for temporary sales and appointments.
- Added Payment Account selection during checkout and payment processing.
Sale Return
- Corrected sale return processing.
- Corrected additional discount range validation.
- Prevented empty return transactions.
- Added FBR integration support for sale returns.
- Removed unsupported SRB integration from sale return processing.
Receipts and Invoices
- Added subtotal excluding tax.
- Added subtotal including tax.
- Added inclusive-price display setting.
- Improved customized invoice printing.
- Added payment information to temporary sale and appointment outputs.
- Corrected receipt printing in the alternative sales interface.
Global and Instance Settings
New settings include:
- Prevent emptying the cart when changing transaction type.
- Default transaction type.
- Sales interface selection.
- FBR service fee.
- FBR tax configuration.
- Tax identifier moved from Global Settings to Instance Settings.
- MRP controls.
- Temporary sale permissions.
Bulk Item Edit
Bulk Item Edit has been expanded with:
- Select All and Unselect All controls.
- Import and export using item IDs.
- Export of selected columns.
- Automatic recognition of import headers.
- Export of selected item batch information.
- Import of modified item batches.
Master Setup
Applicable master setup drop-down lists now include a quick-add option for creating related master records without leaving the current workflow.
Fixes
- Corrected tax calculations in Tax Summary and Transaction-wise Tax reports.
- Corrected commission calculations.
- Corrected sale editing and conversion issues.
- Resolved additional charge issues.
- Corrected item bulk update and Account Head issues.
- Corrected notification handling in the main application window.
- Corrected date handling in reports.
- Corrected Item Master and taxed opening stock issues.
- Updated product naming from Websol Muhasib Enterprise to Websol Muhasib ERP.
- Resolved additional user interface and transaction workflow issues.
Known Limitations
An experimental option for calculating tax on the total bill before or after discount was not enabled because the workflow required additional validation.
SRB integration is not applied to sale return transactions in this release.
Important Notes
- Review all commission agent permissions before operational use.
- Verify transaction numbering for commission agent payments and related transactions.
- Review the default transaction type after updating.
- Test temporary sale conversion, payments, taxes, and additional charges.
- Review FBR and MRP configuration before processing production transactions.
- Create a complete database backup before installation.
Product: Muhasib ERP