Muhasib ERP v1.3.1

Muhasib ERP v1.3.1 Release Notes

Release Information

Summary

Muhasib ERP v1.3.1 introduces Production Order management, Item Variants, Customer Loyalty Points, automatic temporary sale conversion, centralized sales reporting, stock ledger, label printing improvements, and email report delivery.

This update also adds improvements to customer and supplier payments, sale returns, purchase orders, item forecasting, daily closing reports, and a wide range of fixes across sales, inventory, and accounting screens.

New Features

Production Orders

A full production order workflow has been added to support manufacturing operations.

• Production Order entry and inquiry screens
• Manage raw materials, work in progress, overheads, and wastage for each production order
• Issue items to work in progress and record shipments
• Production order status updates automatically as work progresses
• Fields are locked once a production order is completed to prevent accidental changes
• Financial accounts linked to WIP, overheads, wastage, and shipments
• Production Order Report and individual item reports available from the production screen
• Work in Progress status screen added
• Wastage items and costs can be recorded directly on the WIP screen
• User access permissions added for all production screens

Item Variants

Items can now have variants, such as different sizes or colors, managed from the item record.

• Variants can be added and managed in Item Master
• Variants are available for selection during sales and purchasing
• Variants can be included in item import
• Stock, item, and forecast reports updated to show variant information
• Variant display at point of sale can be turned on from Settings

Customer Loyalty Points

A loyalty points system has been added for customers.

• Loyalty points calculation can be set up in Customer Master
• Loyalty points settings available under a new tab in Settings
• Customer Loyalty Points Inquiry, Ledger, and Reports added
• User access permissions added for loyalty point screens

Manage Customer Transactions

A new screen has been added to view and manage all transactions linked to a customer in one place, including payments and temporary sales.

Manage Supplier Transactions

A new screen has been added to manage supplier transactions, including the ability to reverse supplier payments.

Stock Ledger Report

A Stock Ledger Report has been added to show a full movement history for each item, with a closing stock summary at the end of the report.

Item Price Checker

The Item Price Checker screen has been completed and is now available, allowing users to quickly look up item prices.

Sale Return Inquiry

A Sale Return Inquiry screen has been added under Sales Management, making it easier to search and view past sale returns.

Daily Closing Report

A Daily Closing Report has been added to summarize end-of-day activity.

Detailed Item Forecast Report

A Detailed Item Forecast Report has been added and is accessible from the item list and the dashboard.

Purchase Order Detailed Report and Sales Order Detailed Report

Detailed reports for purchase orders and sales orders have been added, accessible directly from the order screens.

Payment Receipt

Payment receipts can now be printed from Customer and Supplier Payment Entry and from the Manage Transactions screens.

Send Reports by Email

Reports can now be sent by email directly from the report screen. Email settings have been added in Settings, and a user permission controls who can send and receive reports by email.

Purchase Entry Find Items

A search screen for finding items has been added inside Purchase Entry for faster item lookup.

Sales Improvements

Automatic Temporary Sale Conversion

Temporary sales can now be set to convert to regular sales automatically after a set number of days. This can be turned on from Settings, and a separate permission controls who can change the conversion date from the sale inquiry screen.

Centralized Sales Report

A Centralized Sales Report has been added to view sales across all locations together. When centralized sales is turned on, the centralized view is available but not selected by default, giving users the choice.

Payment Status on Temporary Sales

Temporary sales now show a payment status, which is updated when payments are added or when the sale is converted to a regular sale.

Linking Payments When a Sale is Converted

When a temporary sale is converted to a sale, any payments already recorded against the temporary sale can be automatically linked to the new sale. This can be turned on from Settings.

Sale Return Improvements

• Cash back can now be applied at the time of a sale return
• Item details are now shown on the sale return receipt, similar to the sales receipt
• Terms and conditions can now be printed on sale return receipts
• FBR and SRB tax calculation in sale returns has been corrected
• Stock is only added back to a batch during a return when the inventory method is set to sale
• Notes on a sale or temporary sale can be updated from the inquiry screen, with a separate permission
• Other charges are now shown as a separate column in sale return and sales reports

Other Sales Improvements

• Disabled or deleted items can no longer be added by scanning at point of sale
• Item name font adjusts automatically on receipts when the name is long
• Returned quantity and net sold quantity columns added to Item Wise Sale and Temporary Sale reports
• Payment type filter added to Temporary Sale Report
• Payment type filter added to Temporary Sale Report
• Sale reference number and transaction type are shown in the sale record when converted from a temporary sale

Customer and Supplier Payment Improvements

• Customer and supplier are now selected using a search popup instead of a dropdown, making it easier to find the right record
• An invoice filter has been added to customer and supplier payment screens
• Payments can now be recorded against temporary sales from the customer payment screen, with a setting to enable this
• Cheque entries can now be added against temporary sales
• If a payment amount is more than the balance due, the system now asks for confirmation before saving instead of blocking the entry
• Customer and supplier bulk payment is now available in the professional license

Purchase Improvements

• Item notes and serial number are now saved in purchase entry and shown in the purchase report
• Purchase location is now saved and shown in the purchase report when available
• When a Goods Received Note is updated, the linked batch is also updated correctly
• A fix has been applied for a calculation error when the current quantity is zero in purchase entry

Inventory and Stock Improvements

• Only batches marked as sellable are now shown during sales
• Opening stock can be added for an item even if no active batch exists
• Item batches now support a sellable flag which can be set in Item Opening Stock
• When a location is deleted, item location records with zero stock are removed automatically; locations with remaining stock must be adjusted first
• Stock Report and Stock Ledger Report queries have been improved for faster loading

Label Printing Improvements

• Labels can now be printed for bundled and manufactured items
• Item unit can be selected from a dropdown when printing labels
• Item barcode is now shown alongside the item name in label print

Item Master Improvements

• Item variants can now be added and managed from the item record
• Item barcode can be generated automatically, with a setting to enable this
• Item type field has been updated for better classification of manufactured and regular items
• Double-clicking an item in the Items Report now opens the Detailed Item Forecast Report for that item

Accounting Improvements

• Total debit and total credit are now shown at the end of ledger reports and account statements
• A date issue in ledger reports has been fixed
• Accounts that were previously unable to be deleted can now be deleted correctly
• Journal entry date saving has been fixed
• A debit and credit calculation error in account fund transfers has been fixed

Settings Additions

• Loyalty points settings added under a new tab in Settings
• Option to link sale payments with the original temporary sale when converted
• Option to allow temporary sale payments from customer payment screen
• Email settings added for sending reports by email
• Terms and conditions added to receipt settings
• Auto-generate item barcode option added
• Item variants display option added for point of sale

Reports Improvements

• Pressing Enter in any filter field on a report screen now runs the report immediately
• All Excel downloads now use the newer Excel format
• Other charges column added to Temporary Sale, Sale Return, Centralized Sales, and Sales reports
• Company Wise Sales Report calculation errors fixed

Automatic Backup

• The software now shows a warning when the license is about to expire, and again two days after the expiry date

User Access and Permissions

• Permissions added for all new screens and reports in this update
• Permission added to update notes from sale and temporary sale inquiry
• Permission added for sending and receiving reports by email
• Permission added for changing the auto-conversion date from sale inquiry
• Permission added for linking temporary sale payments during conversion

Fixes and Stability Improvements

• Fixed payment calculation errors in automatic temporary sale conversion
• Fixed amount due calculation in purchase reports
• Fixed discount account handling in financial accounts during sales
• Fixed calculation errors in Company Wise Sales Report and Temporary Sale Report
• Fixed batch search issue in Goods Received Note conversion
• Fixed supplier selection issue in bulk payment screen
• Fixed item batch display to only show sellable batches
• Fixed division error in Stock Report Excel download
• Fixed stock size labels when the screen is minimized
• Fixed form resize issue in Purchase Entry when minimized
• Fixed accounting and calculation issues across production order screens
• Fixed receipt type in supplier payment screens
• Resolved extra issues across sales, purchase, inventory, and payment screens

Database Changes

This update includes database changes to support the following:

• Production Orders and related manufacturing screens
• Item Variants
• Customer Loyalty Points
• Manage Customer and Supplier Transactions
• Payment status on temporary sales
• Centralized Sales Report
• Stock Ledger Report
• Daily Closing Report
• Email settings
• Item batch sellable flag

Create and verify a complete database backup before applying this update.

Important Notes

• Set up production order settings and assign permissions before using the production order workflow.
• Configure loyalty points settings before enabling the feature for customers.
• Add email settings before using the send report by email option.
• Review the automatic temporary sale conversion setting before enabling it.
• Check all invoice and receipt layouts after updating to make sure they appear correctly.
• Review item variant settings before enabling them at the point of sale.
• Test offline sync before using it in a live environment.
• Assign the new access permissions to relevant users.

Known Issues

No critical known issues were recorded for this release at the time of publishing.

The auto-generate item barcode setting is included in this update but is currently disabled pending further testing.

The cheque entry for temporary sales is included but not yet fully finalized.

Related guides

• Muhasib ERP v1.3.0 Release Notes
• Configure Production Orders
• Configure Item Variants
• Configure Customer Loyalty Points
• Manage Customer Transactions
• Stock Ledger Report
• Daily Closing Report
• Send Reports by Email
• Centralized Sales Report
• Sale Return Inquiry

What to do next

Continue by reviewing Configure Production Orders, Configure Item Variants, and Configure Customer Loyalty Points before enabling the new features.