What's New

Email + WhatsApp OTP Delivery

Login security is now more convenient with OTP delivery through both Email and WhatsApp, providing an additional and convenient way to access your account.

• Receive your login OTP on Email alongside WhatsApp
• Provides an additional and convenient way to access your account
• Helps ensure a smoother login experience when one communication channel is unavailable

Discount Field in Delivery Challan

A new Discount field has been added to Delivery Challan to easily record applicable discounts and keep delivery-related transaction details complete.

• Easily record applicable discounts
• Keep delivery-related transaction details more complete
• Make the billing workflow more flexible and convenient

Permission-Controlled Tax Invoice Numbering

Tax Invoice Number modification is now controlled through user permissions, maintaining better control over invoice numbering while offering flexibility to authorized users.

• Authorized users can change the Tax Invoice Number when required
• Maintain better control over invoice numbering
• Improve flexibility while keeping important billing controls secure

"None Assigned" Filter in Lead Index

A new "None Assigned" filter has been added to the Lead Index to quickly identify leads that are not assigned to any team member and make lead allocation faster and more organized.

• Quickly identify leads that are not assigned to any team member
• Reduce the chance of leads being missed
• Make lead allocation faster and more organized
• Help your team take action on new opportunities without unnecessary searching

Direct Camera Opening

Camera opens directly when scanning tag photos and media, reducing unnecessary steps and making image capture faster and more convenient.

• Direct camera opening when scanning tag photos/media
• Reduces unnecessary steps during tag operations
• Makes image capture faster and more convenient

Retail & Wholesale Support

The same raw material item can now be used across both Retail and Wholesale workflows, simplifying material management and eliminating duplicate item creation.

• Use same raw material in Retail and Wholesale workflows
• Simplify material management and reduce duplicate item creation
• Improve flexibility across different business operations

Multi-Branch Support

Multi-Branch functionality is now applied across business operations and management, bringing improved control, scalability, and efficiency as your business grows.

• Support for branch-wise business operations and management
• Improved control, scalability, and operational efficiency

Offline Exhibition Workflows

Support business operations during exhibitions through dedicated offline workflows, making customer and business management seamless during exhibition activities.

Production with Bag Management

Production workflows now support Bag-based management, improving organization, tracking, and structured handling of production activities.

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