AI-Powered CRM. Smarter Accounting. Faster Jewellery Operations.
We're excited to introduce Socio Ledger V.12.0.7, bringing AI deeper into everyday ERP workflows while making accounting, CRM, purchase, sales, and task management faster and easier. This release connects WhatsApp history, Lead Details, Ledger Reports, CRM Activities, and AI to help your team move from manual follow-ups to intelligent, data-driven business communication.
AI & Business Context
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.
Wholesale Sales & Labour
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.
Ledger & CRM Integration
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.
Data Entry & Task Management
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.
Retail & Wholesale Inventory
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.
Business Reporting
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 Management & Search
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.
Mobile Contact Management
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.
Coming Next
Directly save purchase voucher entries and seamlessly continue with tag creation.
Add Visitors and manage follow-up activities directly within the CRM workflow.
Leverage the last 30 days of Ledger History to generate contextual WhatsApp messages with deep links to Ledger Reports.
Tag scanning functionality and Lead Location tracking coming to the mobile application.
A direct Complete option on Customer Orders for streamlined order processing.
Customizable attributes during Customer Order Creation and Tag Creation to capture business-specific data.
🚀 Socio Ledger ERP — Less Manual Work. More Intelligence. Better Business.