Smarter Workflows. Faster Operations. AI-Ready ERP.
We're excited to introduce Socio Ledger ERP V.12.0.8, bringing powerful improvements across AI automation, CRM, WhatsApp, Mobile, Inventory, Purchase, and Customer Order workflows designed to make everyday operations simpler, faster, and more intelligent.
AI & Automation — Work Smarter
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.
Mobile & Field Operations
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.
CRM — Better Lead Management
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 — Richer Customer Communication
WhatsApp File Attachments
WhatsApp messages now support file attachments (documents, images, and business files) directly through customer communication workflows.
Purchase & Inventory — Faster Data Entry
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.
Customer Orders & Delivery
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.
Coming Next
Branch-wise functionality is being applied across all modules to provide better multi-branch control, visibility, and operational management.
Catalog functionality for Retail is being developed to make product showcasing and customer engagement even easier.
Visitor management and follow-up functionality is being added to strengthen CRM and customer relationship workflows.
🚀 Socio Ledger ERP — Work Faster. Automate Smarter. Grow with AI.