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Muhasib ERP v1.2.0

Muhasib ERP v1.2.0 Release Notes

Release Information

Release Information Details
Product Muhasib ERP
Version v1.2.0
Build Number 597
Release Date January 2023
Release Type Major Platform Update
Status Published
Audience All Users

Summary

Muhasib ERP v1.2.0 is a major platform release introducing Sales Orders, Purchase Orders, offline sales synchronization, customer groups, temporary sale returns, advanced stock reporting, expanded financial accounting, item manufacturing, Bills of Materials, Work Orders, Trial Balance, Account Ledger, and a redesigned Back Office experience.

The release also strengthens transaction numbering, receipt customization, item batch controls, inventory transfers, bulk customer management, customer and supplier account integration, tax reporting, permissions, and database architecture.

Build 597 includes extensive database and accounting changes. A complete and verified database backup is required before applying this update.

Release Highlights

Area Highlights
Order Management Complete Sales Order and Purchase Order workflows, including inquiry, reporting, status management, printing, editing, deletion, and conversion.
Financials General Ledger, journal entries, Chart of Accounts, Account Summary, Trial Balance, Account Ledger, and automated financial postings.
Manufacturing Bills of Materials, Work Orders, Work Processes, manufacturing statuses, inventory consumption, and accounting integration.
Offline Operations Offline sales processing, local transaction numbering, synchronization, and controlled upload of transaction and inventory data.
Inventory Detailed Stock Report, Stock Transfer reporting, batch controls, item locations, MRP import, and enhanced stock calculations.
Customer Management Customer Groups, bulk customer import and export, credit limits, active status, account opening balances, and improved selection controls.
User Experience New Back Office interface, redesigned user rights, improved menus, updated icons, and configurable application layouts.

New Features

Sales Order Management

A complete Sales Order workflow has been introduced.

  • Sales Order Status Master
  • Create and edit Sales Orders
  • Sales Order Dashboard
  • Sales Order Inquiry
  • Single Sales Order Report
  • Sales Order transaction numbering
  • Default Sales Order status
  • Sales Order configuration in Global Settings
  • Sales Order receipt and invoice output
  • Sales Order integration with the sales workflow
  • Sales Order receiving visibility in Sale Inquiry

Purchase Order Management

A comprehensive Purchase Order workflow has been introduced.

  • Create, edit, and delete Purchase Orders.
  • Maintain Purchase Order statuses.
  • Search and select items through a dedicated Find Item window.
  • Review Purchase Orders through inquiry and reports.
  • Print and export Purchase Orders to Microsoft Excel.
  • Convert approved Purchase Orders to Goods Received Notes.
  • Carry tax information from Purchase Orders into purchase transactions.
  • Update Purchase Order status after conversion.
  • Apply permissions through System User Rights.

Customer Groups

Customer Groups have been introduced to improve customer classification, filtering, and reporting.

Customer Master, customer selection, and bulk customer management have been updated to support group assignment.

Bulk Customer Management

A new Import, Export, and Edit Customers utility has been added.

Dedicated menu access and permissions have been added for bulk customer management.

Temporary Sale Returns

Temporary Sale Return functionality has been introduced.

  • Create a return against a temporary sale.
  • Review returns through Temporary Sale Return Inquiry.
  • Generate a Single Temporary Sale Return Report.
  • Generate dedicated return transaction numbers.
  • Display returned status in Temporary Sale Inquiry.
  • Open the related return from the Single Temporary Sale Report.

Offline Sales and Synchronization

Muhasib ERP now supports an offline sales interface for locations where continuous database connectivity is not available.

  • Process authorized sales while operating offline.
  • Generate local transaction numbers.
  • Store temporary sales and completed sales locally.
  • Synchronize offline transactions with the main database.
  • Update item-location and item-batch quantities during synchronization.
  • Retain offline files when an upload error occurs.
  • Control offline sales access through settings, permissions, and feature flags.

Stock Transfer Reporting

The following stock transfer functions have been added:

  • Stock Transfer Inquiry
  • Stock Transfer Report
  • Single Stock Transfer Report
  • Permissions and menu access
  • Total additional expense tracking

Detailed Stock Report

A new Detailed Stock Report has been introduced to provide deeper visibility into stock quantities, locations, and movement information.

Muhasib Financials and General Ledger

Muhasib Financials has been significantly expanded with integrated accounting and General Ledger capabilities.

  • Journal Entry
  • General Ledger
  • Single General Ledger Entry
  • Printable General Ledger reports
  • Chart of Accounts
  • Account Summary
  • Trial Balance
  • Account Ledger
  • Parent and child account structures
  • Runtime account balance calculation
  • Linked journal entry viewing
  • Permission to edit system-generated account ledgers
  • Account codes displayed with account names

General Ledger entries are generated from applicable sales, purchases, returns, opening stock, expenses, vouchers, payments, customer credit, supplier payments, fund transfers, and other financial transactions.

Trial Balance

A Trial Balance report has been added with date filtering and total debit and credit values.

Account Ledger Report

A dedicated Account Ledger report has been introduced with account selection, account-code visibility, date filtering, and permission controls.

Manufacturing

Manufacturing functionality has been introduced through an integrated set of master, transaction, inventory, and accounting workflows.

  • Manufacturing enable and disable setting
  • Manufactured and Bundled item types
  • Item Bills of Materials
  • Multiple units in Bills of Materials
  • Work Order Status
  • Work Orders
  • Work Processes
  • Work Order Bill of Materials
  • Work-in-Progress management
  • Batch-level quantity validation
  • Component inventory consumption
  • Inventory restoration during sale returns
  • Manufacturing cost account selection
  • General Ledger integration
  • Dedicated permissions and menus

Manufactured items must remain stock-enabled, while bundled items follow separate stock-management rules.

Temporary Sale Summary Report

A Temporary Sale Summary Report has been added with dedicated menu access and user permissions.

Detailed Tax Summary Report

A Detailed Tax Summary Report has been added with menu and permission controls.

Inventory and Item Improvements

Item Import and Bulk Edit

  • Updated the item import structure.
  • Added MRP to item import and Bulk Item Edit.
  • Removed the previous item-upload limit for Excel imports.
  • Added manufactured type and financial-account columns.
  • Improved item-location and batch handling.
  • Corrected import and Bulk Item Edit issues.
  • Saved batch numbers as text where required.

Enter Price During Item Selection

An Instance Setting allows users to enter an item unit price while selecting and adding an item to a transaction.

Quantity Precision

The default quantity precision has been standardized to three decimal places.

Item Batch Controls

  • Enable or disable item batches through Global Settings.
  • Automatically allocate a batch when batch management is disabled.
  • Store inventory in a single default batch when batch tracking is disabled.
  • Apply batch settings to purchase, taxed purchase, and sales workflows.
  • Validate batch quantities during manufacturing.

Item Bills of Materials

Item Bills of Materials now support multiple item units, transactional database controls, inventory deduction, sale returns, and accounting entries.

Inventory Report Filters

  • Item Category filter in Item Wise Sales Report.
  • Location filter in Stock Report.
  • Location filter in Item Batch Report.
  • Barcode sorting in Find Item.
  • Configurable Find Item columns through Instance Settings.

Sales and Receipt Improvements

Receipt Layouts

Receipt and invoice output has been enhanced across completed sales, quotations, temporary sales, and inquiries.

  • Default receipt layout setting.
  • Subtotal inclusive of tax setting.
  • Customized receipt report support.
  • Configurable item barcode with item name.
  • Shared receipt layout variables.
  • Additional receipt report templates.

Instance-Based Transaction Numbering

Sales transaction prefixes, postfixes, and numbers can now be generated from Instance Settings.

A dedicated instance-transaction service has been added to support local and offline numbering.

Quotation Conversion

Quotations can now be converted into temporary sales through the Quote Report and sales workflow.

Customer Credit Limits

Customer credit limits are now visible in Customer Master and are controlled by the applicable application setting.

Item Barcode and Available Stock

Global Settings can now control whether the item barcode and available stock are displayed in the sales interface.

Customer and Supplier Improvements

  • Added Active and Inactive status to customers and suppliers.
  • Added account selection for customer and supplier opening balances.
  • Added validation when selecting inactive records.
  • Improved customer and supplier import and export.
  • Added account integration to customer and supplier records.
  • Added opening-balance General Ledger entries.

User Rights and Back Office

System User Rights

System User Rights has been redesigned with main-module grouping, tree-based permissions, updated access types, and expanded control over financial, manufacturing, synchronization, reporting, and transaction functions.

New Back Office Interface

  • Introduced a redesigned Back Office interface.
  • Added updated Sales, Purchase, Inventory, Financial, and User Management navigation.
  • Added new icons and menu organization.
  • Added configurable interface selection through Instance Settings.
  • Added minimized-window support.
  • Added Quick Launcher 2.

Tax and Financial Settings

  • Added configurable accounts for sales charges and FBR service fees.
  • Added purchase tax enable and display settings.
  • Added tax calculation setting for sales based on taxed purchases.
  • Added inventory, cost-of-goods-sold, sales, and adjustment accounts to Item Master.
  • Added default accounts and ledgers in Global Settings.
  • Added General Ledger entries to purchase and return transactions.
  • Added runtime account-balance calculation in Account Summary.

Fixes and Stability Improvements

  • Corrected FBR buyer-phone handling when the contact number is unavailable.
  • Corrected item price handling during item modification.
  • Corrected item-location and Location ID issues.
  • Corrected purchase, Purchase Order, tax, and report calculations.
  • Corrected temporary sale return handling.
  • Corrected offline synchronization and null journal-entry errors.
  • Corrected item-batch and inventory quantity synchronization.
  • Corrected General Ledger, Journal Entry, and Account Ledger issues.
  • Corrected Trial Balance date filtering.
  • Corrected Bill of Materials inventory deductions and returns.
  • Corrected manufacturing batch validations.
  • Corrected sale-account and inventory-account calculations.
  • Improved purchase inquiry and taxed purchase performance.
  • Resolved additional interface, permission, report, and database issues.

Database Changes

This release includes extensive database changes supporting:

  • Sales Orders and Purchase Orders
  • Customer Groups and bulk customer management
  • Temporary Sale Returns
  • Offline sales synchronization
  • General Ledger and Chart of Accounts
  • Trial Balance and Account Ledger
  • Manufacturing and Bills of Materials
  • Work Orders and Work Processes
  • Stock Transfer reporting
  • Item batches, MRP, and inventory locations
  • New permissions, menus, and Back Office interface

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

Important Notes

  • Review all new permissions before providing user access.
  • Configure default accounts and ledgers before processing financial transactions.
  • Review transaction-number settings for online and offline environments.
  • Test Sales Order and Purchase Order conversions.
  • Verify item-batch and inventory-location settings.
  • Review manufacturing item types and Bills of Materials.
  • Test offline synchronization before operational deployment.
  • Review customer and supplier opening-balance accounts.
  • For multi-terminal environments, update the server or main system first.
  • Do not interrupt the database migration.

Known Issues

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

Offline operations, manufacturing, FBR POS integration, and financial automation depend on the applicable configuration, permissions, enabled modules, and database setup.

Next Step

Continue by reviewing Configure Chart of Accounts, Configure System User Rights, and Create a Sales Order before enabling the new financial, order-management, offline, and manufacturing workflows.

Product: Muhasib ERP

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