What's New

Smarter AI WhatsApp Messages with Ledger History

Socio Ledger can now use the last 30 days of Ledger History from the Ledger Detail page to help generate more relevant, intelligent, and personalized WhatsApp messages.

• Better context for AI-generated customer communication
• Quick access to the related Ledger Report
• Less manual effort when preparing customer updates
• More intelligent and personalized communication

Dedicated AI Settings Infrastructure

Enhanced AI Settings architecture with dedicated storage, separate data structures for AI configuration, and dedicated API support providing a stronger foundation for future AI features, faster processing, and scalability.

• Dedicated AI settings storage and separate data structure for configuration
• Dedicated API support for future AI features, faster processing, and smarter automation

Catalog Magic Link

Retail Catalog can now be shared through a Magic Link, making it easier to provide customers with quick access to your catalog.

Group by Voucher + Item

Voucher Summary Report now supports grouping by Voucher + Item, providing clearer transaction-level visibility and making report analysis easier without unnecessary manual checking.

New Tag Print Option

A new Tag Print option is now available with Narration and Logo support, helping you create more informative and professional tag prints while keeping important business details visible.

Contextual Notes for Ledger, User, and Lead Details

Added a new Note option across Ledger Detail, User Detail, and Lead Detail areas to keep important information directly connected to the relevant customer, user, or lead.

Improved Loader Experience

Updated the loader icon across the ERP to provide a more consistent, modern, and responsive experience while the system processes your requests.

AI Special Days Automation

Store multiple Special Days with notes directly in the ERP and use AI to automate activities based on configured special days for smarter customer engagement with less manual effort.

AI Suite — Lead Creation Agent

Added an AI Agent for creating leads directly from the AI Suite to make lead creation faster and reduce repetitive data entry.

AI Model Agent — Photo Generation

Introduced an AI Model Agent for photo generation to make product visualization and creative workflows easier with AI-powered assistance.

AI Image Search for Online Cart

Find products faster with AI-powered image search in the Online Cart. Simply use an image to discover relevant products and speed up product selection.

Tag Scanner in Mobile App

Added Tag Scanner functionality in the mobile app to quickly scan tags and access required information while working on the move.

Lead Location

Capture and manage Lead Location information to improve field-level customer management and follow-up efficiency.

Status-Wise Lead Management

Lead Index is now organized by status (New → Contact → Quality → Loss) for a clearer view of the complete lead pipeline and prioritizing the right opportunities.

Active User-Based Lead Assignee

Lead assignee selection now displays only active users, making team management cleaner and avoiding assigning leads to inactive team members.

Country Code Support for Leads

Added Country Code support in the Lead Contact section for improved lead management for customers across different regions.

Offline Lead + AI Suite Lead Creation

Added support for Offline Lead creation alongside AI Suite lead creation, making lead capture faster and more flexible.

WhatsApp File Attachments

WhatsApp messages now support file attachments (documents, images, and business files) directly through customer communication workflows.

Save & Create Tag

Added a new 'Save & Create Tag' option on the Purchase Voucher page to create the purchase voucher and immediately continue creating tags with less navigation.

Multiple Same Items in Receipt Note & Purchase

The same item can now be added multiple times in Receipt Notes and Purchase Vouchers for greater flexibility in real-world purchase and inventory workflows.

Silver Tag Import — Ready Status

During Silver Setup Receipt Note Excel Tag Import, users can now manually select Ready: Yes / No for better control over tag readiness during bulk import.

Direct Customer Order Completion

Added an option to directly complete Customer Orders, helping teams move orders through the workflow faster with fewer steps.

Delivery Challan → Tag History Link

Added a direct link from Tag History to Delivery Challan Edit to trace and manage related transaction information easily.

AI-Powered WhatsApp Message Generation

Generates smarter WhatsApp messages using business context from WhatsApp conversation history, Lead Details, and Ledger Report information to help teams create personalized, relevant customer communication.

AI Section in Settings

Introduced a dedicated AI section in Settings with an independent data structure and API architecture, building a strong foundation for future AI-powered ERP capabilities.

Ledger-wise Labour Configuration

Wholesale Sales Voucher Labour can now be configured Ledger-wise directly from Ledger Master, ensuring consistent labor settings and faster sales entry.

Follow-up Activity in Ledger

CRM Follow-up Activities can now be linked directly with Ledger details, enabling teams to quickly identify pending activities and prevent missed customer follow-ups.

Unified History Experience

Enhanced CRM and Ledger history pages to provide a consistent, unified view of customer interactions and business activities.

Intelligent Auto-Selection

Automatically selects saved data during entry instead of requiring repetitive user input, reducing unnecessary clicks and speeding up daily workflows.

Self-Managed Task Completion

Task Management now empowers users to complete their own assigned tasks, making daily task tracking simpler and more efficient.

Wholesale Purchase – Silver Tag Creation

Wholesale Purchase Vouchers now support Silver Tag Creation, simplifying inventory management for silver items.

Retail Purchase – Excel Tag Import

Retail Purchase Tag Creation now supports Excel Import following the familiar Opening Tag workflow, enabling quick bulk tag creation.

Ledger Report – Group by Voucher Summary

Ledger Reports now include Voucher-wise grouping with summary for clearer transaction analysis and better financial visibility.

Supplier Performance & Sales Reports

Supplier Performance and Supplier Item Sales Reports now incorporate Retail impact, delivering complete visibility into supplier contributions and retail sales performance.

Tag Delete Confirmation

Deleting a Tag now requires a confirmation popup to prevent accidental deletion and protect critical inventory data.

Retail Ledger Search Improvement

Resolved the Ledger Filter Search issue for Retail users, making account selection and filtering faster and more reliable.

Extended Mobile Number Support

System now supports multiple numbers with +10-digit mobile phone numbers, offering greater flexibility when managing multiple contacts under single records.

Silver Effect in Age Report

Age Report now includes the Silver effect, giving businesses better visibility into outstanding balances and helping analyze receivables more accurately across precious-metal transactions.

Chart of Accounts & Item Export

Parent Users can now export Chart of Accounts and Item Data directly from their respective modules, making data analysis, backup, and business reporting faster and easier.

• Export Chart of Accounts
• Export Item Data

Private Ledger Feature

Introduced Private Ledger capability for better control over sensitive financial information, allowing organizations to maintain confidentiality across teams with improved privacy and access control.

Agent Assignment for Lead Creation

AI Suite now supports adding an Agent while creating Leads, making lead assignment and follow-up management more organized while preparing the CRM workflow for deeper AI-powered automation.

Smarter Tour Transfer Verification

Tour Transfer Accept now includes an option to verify all Tags together based on organization settings, helping teams process large Tag transfers faster while maintaining required verification controls.

Complete Parcel Confirmation Workflow

The Parcel Confirmation workflow is now enhanced with label printing, sender and receiver details, and image uploads to provide better parcel identification, tracking, and confirmation.

• Parcel Label Printing
• From & To Person Details
• Image Upload Support

Permission-Based Tag Reporting

Tag Report Group By Tag can now display the Item Design Number based on user permissions, giving organizations better control over sensitive design information while providing required visibility to authorized users.

New Silver Tag Import Workflow

A new option is now available for Silver businesses to manage Silver inventory with greater speed and flexibility while reducing unnecessary entry work.

• Directly add Tags into Silver Stock without Lot Purchase
• Import existing Tags
• Reprint Tags whenever required

Tag Report – Group by Item Group & Category

Tag Reports now support grouping by Item Group and Category, making it easier to analyze inventory, identify stock distribution, and get clearer business insights.

Letterhead Margin Customization

Tax Invoice printing now supports improved Header & Footer margin settings, allowing businesses to align invoices perfectly with their existing letterhead and printing requirements.

Supplier Order Touch Highlighting

Supplier Order print now provides improved Touch highlighting, making important touch-related information easier to identify at a glance.

WhatsApp Chat Directly from User Details

Communication is now just one click away. The User Details page now includes WhatsApp Chat, AI Message, and Magic Link—bringing the same smart communication experience into User Management.

• Direct WhatsApp Chat access
• AI Message support
• One-click Magic Link sharing

Active User Sessions & Device Tracking

Administrators can now see active user sessions along with the device name, providing better visibility into who is currently accessing the system and improving security monitoring.

Mobile-Friendly CRM Experience

The CRM interface has been redesigned with a mobile-friendly UI, making Leads and customer management easier to access and operate on smaller screens.

Catalog Order Update Control

Catalog Order update workflow has been improved to ensure that new designs are not unnecessarily added during order updates, providing better control over existing order data.

Rate Cut During Payment & Receipt

Apply Rate Cut directly while creating Payment and Receipt vouchers, eliminating extra steps and making precious metal accounting faster and more accurate.

Metal Receipt During Sales

Record Metal Receipt directly while creating Sales Vouchers, providing better tracking of customer metal transactions within a single workflow.

Kasar Adjustment for Zero Balance

Easily transfer customer balance to Kasar Adjustment and settle ledger accounts with a single action, simplifying account reconciliation.

Bulk Download Retail Sales Bills

Download multiple Retail Sales Bills in one click—perfect for sharing with Chartered Accountants, auditors, or customers, saving valuable time.

Retail Estimate → Retail Sales Conversion

When converting an Estimate into a Retail Sales Bill, the bill date automatically updates and latest bills stay organized.

• Bill Date automatically changes to Today's Date
• Latest Bill appears at the top of the Bill Index

Purchase Voucher File Upload

Attach supporting documents directly with Purchase Vouchers, making record management easier and improving audit readiness.

Tag Creation Without Item Design

Create Tags directly from Receipt Note even when an Item Design is not available, offering greater flexibility during stock entry.

Multi-Tour Tag Transfer

Wholesale businesses can now transfer Tags between Tours more efficiently, improving stock movement and logistics management.

Wholesale Print Improvements

Voucher print formats now display separate Gold Rate and Silver Rate, providing greater transparency in customer documentation.

Team Member Copy

Quickly duplicate Team Member configurations, reducing setup time and ensuring consistent user permissions.

Smarter Lead Management

Duplicate Lead detection has been improved, helping maintain cleaner customer data and avoiding repeated follow-ups.

AI Task Management

Task Index visibility improvements for enhanced productivity and administrative control.

• Team Members see only their own AI Tasks
• Administrators can view all AI Tasks across the organization

Search Jewellery by Image

Finding jewellery is now easier than ever. Simply upload a product image, and Socio Ledger's AI-powered Image Search intelligently finds similar designs from your online inventory.

• Find products using an image instead of typing keywords
• AI-powered visual matching
• Faster product discovery
• Improved customer engagement
• Perfect for Retail, Wholesale & Online Store

AI Prompt-Based Layout Generator

Generate layouts and intelligent suggestions using custom AI prompts, making your ERP experience even more interactive and productive.

Fuzzy Search Across ERP

Advanced AI Fuzzy Search is now available across key areas, allowing the system to intelligently find the right records even if the spelling isn't exact.

• Ledger Selection
• Voucher Entries
• Retail Module

Retail & Wholesale Workflows

Enhancements to retail calculations, tags, and prints, plus new wholesale support for Silver Rate Cut operations.

• Discount now supports both Positive (+) and Negative (-) values
• Retail On-Approval Tags can now be directly returned
• Simplified Retail Sales Print for Nose Pin Items, displaying only the Total Amount while hiding unnecessary Labour, Less Weight, and Metal Rate details
• Silver Rate Cut support in the Wholesale module for Purchase, Sales, and Receipt Note transactions

Voucher Summary Navigation

Navigate directly from the Voucher Summary Report to the Voucher Edit screen (permission-based) for faster corrections.

Private Ledger Summary

Introduced a new Private Ledger Summary for improved confidentiality and enhanced financial visibility.

WhatsApp Integration & Campaigns

Share magic links directly via custom WhatsApp integration and track campaign outreach goals more effectively.

• Direct Magic Link sharing through Custom WhatsApp Integration for easy document collection and feedback
• New 'Goal of this Outreach' field in Lead Management for WhatsApp campaigns

Mandatory PAN & Lead Permissions

Enforce compliance with mandatory PAN card entries during signup and secure offline lead creation with role-based permissions.

• Mandatory PAN Card during signup to improve regulatory compliance
• Permission-based Offline Lead Management for better administrator control

Precious Metal & Tag Operations

Update Real Touch and Silver Touch across various wholesale, retail, tag merge, and split operations, plus a cleaner Tax Invoice ledger selection.

• Real Touch updates for Fine Item & Mixed Touch workflows in Wholesale operations
• Real Touch updates after Tag Creation for Silver items in Retail Purchase vouchers
• Silver Touch updates for Loose Stock during Tag Merge & Split operations
• User-friendly Ledger selection in the Tax Invoice module

Refreshed User Interface

Various application screens have been refreshed with a cleaner, faster, and more intuitive UI to enhance the working experience.

Stability Improvements

Resolved several important issues to make the platform even more stable and reliable.

• Fixed application freezing issue when using the Filter button across modules
• Fixed Tour module issue where issued and returned Tags could not be deleted
• Removed unnecessary Cancelled option from Supplier Order filters
• Optimized Login & Signup images to a maximum size of 100 KB for faster loading
• Fixed TDS update issue in Payment & Receipt vouchers
• Courier is now automatically selected while converting Ready Stock Orders into Delivery Challans
• Added missing Update/Edit option for Inward Voucher in Tag History
• Fixed missing Voucher Number on the Opening Tag Creation page

Interactive Analytics Dashboard

Visualize your inventory and precious metal trends with dynamic charts and actionable insights, enabling faster and smarter business decisions.

• Tag Stock Report
• Gold Bhav Report

Advanced Voucher Summary

Voucher Summary Report is now more powerful than ever, helping management instantly identify profitability and transaction details.

• Profit Column (Permission Based)
• Drill-Down Report Navigation
• Faster report filtering and analysis

Sales Tag Status Reverification

Automatically reverify the sales status of tags to ensure inventory accuracy and eliminate stock mismatches.

Automatic Opening Number Generation

Opening Entries now generate numbers automatically, ensuring better record management and reducing manual work.

Purchase Voucher Supports Fine Items

Purchase Vouchers now fully support Fine Item transactions for more accurate precious metal accounting.

Pending Invoice Reminder During Rate Cut

The system now alerts users about pending invoices while processing Rate Cut entries, preventing missed settlements and improving financial control.

Retail Purchase Improvements

Purchase Voucher now allows 0 PCS entries where applicable. Additionally, Purchase Return Print now includes Fine Weight and Fine with Wastage for greater operational flexibility.

• Purchase Voucher supports 0 PCS entries
• Purchase Return Print includes Fine Weight and Fine with Wastage

Manual Sales Bill Number Update

Authorized users can manually update Sales Bill Numbers whenever required for business-specific numbering requirements.

Investment Ledger Support

Investment Ledgers can now be used directly in Casa, Payment, and Receipt entries, expanding accounting flexibility across investment transactions.

Ledger Report Enhancements

Ledger Reports now support Credit and Debit filters, and can be printed with the applied filters to make financial analysis quicker and more organized.

Job Work Print Layout Enhancements

Job Work and Job Work Estimate print formats now display Fine Weight and Fine with Wastage, providing greater transparency for manufacturing and job work operations.

Multiple File Upload Support

Lead Details page now supports uploading multiple images and documents, storing complete customer information in one place for better CRM management.

Fixes & Optimizations

We've resolved several issues to deliver a smoother and more reliable ERP experience:

• Customer & Supplier Order History now supports expandable/collapsible Design Narration (Show More / Show Less).
• AI Activity Logs now capture update history more accurately.
• Quick Search replaced Gold Bhav Report with Rate Cut for faster navigation.
• Magic Link logging and tracking improved for better reliability.
• Rate Cut validation enhanced with mandatory checks for Metal, Rate, and Total Amount to reduce entry errors and improve accounting accuracy.

Tag Modification

Manage and update tag information whenever required while maintaining complete control over your inventory.

New Tag Stock Report

All-new Tag Stock Report with improved performance, better visibility, and enhanced stock analysis for day-to-day operations.

Gold / Silver Filter in Tag Report

Analyze inventory more efficiently with dedicated Gold and Silver filters inside the Tag Report.

Supplier Tag Number Tracking

Supplier Tag Numbers are now automatically stored, providing complete traceability from supplier to sale.

• Tag Creation
• Tag Import

Estimate → Retail Sales Conversion

Convert Estimates directly into Retail Sales invoices with a single click, eliminating duplicate data entry and speeding up customer billing.

Split Sales Invoice

Generate multiple invoices from a single sale whenever required, giving businesses greater flexibility in billing.

Order Advance Payment & Metal Purchase

Orders now support Advance Payment Collection and Metal Purchase Entries, making order management and customer accounting more efficient.

• Advance Payment Collection
• Metal Purchase Entries

Smart Print Optimization

Purchase & Sales print formats now automatically hide items with zero quantity, creating cleaner and more professional invoices.

Automatic Calculation Method Selection

Calculation method can now be configured at the Item level and is automatically applied to Less Weight Items, reducing manual selection and improving consistency.

Round-Off Ledger Automation

Round-Off Ledger is now automatically selected during transactions, with proper accounting effects generated automatically for accurate financial records.

Courier-wise Voucher Report

Track vouchers based on courier service for improved dispatch monitoring and logistics management.

Meilisearch Integration

Our Online Store is now powered by Meilisearch, delivering lightning-fast product search, smarter search results, improved browsing experience, and better customer engagement.

• Lightning-fast product search
• Smarter search results
• Improved browsing experience
• Better customer engagement

Gold Bhav & Silver Bhav

You can now directly apply Gold Bhav & Silver Bhav while creating Sales, Sales Return, Purchase, and Purchase Return, ensuring faster voucher creation with accurate metal valuation.

Account Section-wise Last Closing Report

View the latest closing balances section-wise for quicker financial analysis and better decision-making.

Stock Tally Default Filter

Stock Tally now automatically opens with the Current Financial Year selected, helping teams begin verification immediately without additional setup.

WhatsApp Widget in Lead Details

Communicate with prospects instantly through the integrated WhatsApp widget directly from the Lead module, making follow-ups faster and more efficient.

Tour Permission Control

Create permission-based access for Tour Lists, giving organizations greater control over employee responsibilities and data visibility.

IP Address Based Login Restriction

Organizations can now restrict system access based on authorized IP addresses, providing an additional layer of security for sensitive business data.

Job Work Estimate Module

Generate Job Work Estimates before processing actual work, improving planning, customer communication, and production management.

Ledger Account Support

Rate Cut Master now supports all Ledger Accounts, providing greater flexibility across accounting workflows.

Item Retagging Automation

When selling a previously returned item, tag details are automatically generated, weight is fetched automatically, and voucher item details are reused to minimize manual entry.

Fine Item Stock Sync

Metal Payment IN/OUT entries now automatically affect Fine Item stock, ensuring inventory and accounting remain perfectly synchronized.

Fixes & Optimizations

Multiple issues resolved to make the platform even faster and more reliable:

• Removed unnecessary OC column from Goods Live Stock Report (Report, Print & Excel)
• Fixed Save button disappearing when Connection was set to Disabled
• Resolved blank entries in Tag Edit History
• Fixed duplicate image display on Opening Tag page
• Corrected Metal Amount calculation in GST-free Quotations
• Fixed Real Touch issue while adding Service Items in Delivery Challan updates
• Resolved Less Weight calculation issue during Tag Merge & Split
• Fixed missing confirmation text in Ledger Delete popup