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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.

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

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