With the March 2025 updates, you can now browse journal entries more structuredly, add discounts and taxes directly in purchase orders for improved transparency, and automate batch selection for smarter inventory management—along with several other enhancements.

Each new feature is crafted to make your workflow faster, more accurate, and effortlessly organized. Here’s what’s new in “Edara” this month.

Organize Journal Entries Efficiently Using New Layout

Viewing journal entries is now more organized and intuitive. We’ve developed a new layout to allow users to filter entries by date and posting status, ensuring quick and accurate access to data.

With this update, you can also browse journal entries directly from the listing page, making it easier to review multiple records at once without navigating between screens.

Additionally, we’ve introduced an advanced permission control: this journal entries listing page will only be available to users with the necessary permissions, ensuring that data is displayed based on assigned roles and access levels.

Add Discount and Tax Columns to Purchase Order Lines

Managing purchase orders has never been more transparent. You can now add discounts and taxes directly to the purchase order, providing a clear view of the final cost before approval.

No more manual calculations or additional reviews—all financial details are displayed on the same page, allowing for more accurate decision-making and streamlined purchasing processes.

Print Purchase Order

Printing a purchase order is now just a click away! You can now easily generate a hard copy or digital version of your purchase order directly from the system, making it easy to review and share with suppliers.

With this feature, all essential order details are neatly exported, ensuring faster documentation and improved workflow efficiency.

Auto-Assign Batch Numbers in Bulk Issue Using FEFO

Managing stock items with multiple batch numbers requires a delicate balance between smart inventory management and quality assurance.

With batches having different expiration dates, making the right decision during bulk issuance can be challenging, especially when time is critical.

We’ve developed an automatic distribution mechanism in Edara based on the “First Expired, First Out” (FEFO) principle. This ensures that products nearing expiration are issued first—without any manual intervention.

When performing a bulk issue with this feature enabled, the system prioritizes batches with the earliest expiration dates, assuming that this reflects the actual stock movement.

Note: This feature is available only for stock items with a batch number and expiration date.

Add Salesperson Field to Sales Quote Page Header and Listing Page

To enhance sales process management, we’ve added a salesperson field to the quote page header and listing page, ensuring that each quote is assigned to the relevant salesperson.

Additionally, salespeople will only see their assigned quotes, providing better control, improved organization, and enhanced efficiency in managing sales.

These updates are designed to make your operations smoother, more efficient, and more precise. Stay tuned, there’s always more to come.

Among the key improvements is the ability to manage sales orders in POS, allowing users to handle orders more efficiently from a single screen.

Additionally, we have enhanced sales order tracking through tags, among other updates.

In this article, we will walk you through the details of these new features.

Manage Sales Orders in POS from a Single Screen

We’ve made significant improvements to the sales order filtering system to enhance accuracy and flexibility. 

You can now view synchronous and asynchronous orders separately, helping you review each type of order independently, which allows you to access all relevant data from one place, saving time and improving workflow efficiency.

Add and Delete Tags for Sales Orders

Managing and tracking sales orders has never been easier. You can now add and delete custom tags directly from the orders page without needing to open each order. 

Tags like “Delivered” or “Delivery Representative” help you stay organized, track progress quickly, and save valuable time in managing orders.

Create Purchase Orders as Drafts

If you’re working on a purchase order and haven’t completed all the details yet, you can now save it as a draft. 

Once you’re ready to finalize it, simply complete the information and convert it to “Confirmed” status. 

You can also change the status from “Draft” to “Confirmed” without needing to open each order page, streamlining your workflow and giving you more flexibility in managing purchase orders.

Schedule Reports on a Fixed Monthly Date

Flexibility drives efficiency, and Edara has always made it easy to schedule reports at set intervals—daily, weekly, or anywhere in between.

But when it comes to supplier coordination, timing matters. That’s why we’ve introduced a new feature that lets you schedule reports for a specific day each month, ensuring they’re delivered exactly when needed, in the right format.

Explore Detailed Sales Store Data

Because the finer details create the bigger picture, we’ve added a new feature that allows you to view more detailed data at the sales store level.

Instead of switching between multiple reports and manually consolidating figures, you can now view the gross profit, sales value, and volume at the store level. 

Additionally, you can aggregate data from customers or sales representatives for each branch, giving you a clear and comprehensive view of store performance.

We hope these updates help you optimize your workflow and improve efficiency. As always, we’re committed to providing the tools you need to succeed. 

Stay tuned for more enhancements.

 January brings a host of exciting updates to Edara, offering enhanced features designed to simplify processes, improve accuracy, and support better decision-making.

In this article, we’ll dive into the key updates for January 2025, highlighting how these innovations can drive growth and efficiency for your business in the year ahead.

Registering company data and its business activities easily

If you’re new to Edara 3.0, the first step is setting up your company data by providing key information about yourself and your business. This process allows the system to adapt to your specific operations and requirements. 

By entering your details just once, you simplify future processes such as generating invoices and creating reports. Whether you run a small retail business or a large enterprise, this feature saves time and minimizes repetitive tasks, ensuring a smoother workflow.

Flexibility in Applying Purchase Discounts

When recording inventory costs, Edara offers two flexible methods for handling purchase discounts:

Apply discounts directly to inventory cost

For instance, if a product costs 100 EGP with a 20 EGP discount, the inventory will be recorded at 80 EGP.

Record discounts separately

In this case, the product’s full price (100 EGP) will be recorded in the inventory, while the discount will be tracked in a separate account.

This flexibility allows businesses to align their accounting practices with internal preferences or legal requirements.

Price Tiers in Point of Sale (POS)

For businesses catering to multiple customer types, the new price tier feature in Edara is a game-changer. 

Whether you’re selling to retail customers, wholesale buyers, or bulk distributors, you can now display all pricing options directly at the point of sale. 

For instance, a retail product priced at 15 EGP can also show wholesale prices like 12 EGP or bulk prices at 10 EGP.

Real-Time Updates for Purchase Orders

Gone are the days of refreshing your screen to see updates! With Edara 3, any changes to purchase orders, such as approvals or modifications, will appear in real time.

This feature ensures smoother workflows, quicker decision-making, and improved team coordination.

Linked Documents in Sales Order Reports

Now, you can view all linked documents directly within the sales order report. Instead of manually searching through records, everything you need is displayed in one place. 

This is particularly helpful for teams handling high orders, as it simplifies audits and ensures no details are overlooked.

Line-Level Custom Fields in Stock Sell-Out Report

Edara introduces line-level custom fields in the stock sell-out report to provide deeper insights. With this feature, you can easily identify who sold each item, making performance tracking seamless and more accurate.

Expected Balances in Customer Profiles

When reviewing a customer’s credit status, accuracy is critical. Edara now displays both the current outstanding balance and the expected balance, which includes pending sales orders. 

For example, if a customer owes 10,000 EGP and has additional pending orders worth 5,000 EGP, the expected balance will be displayed as 15,000 EGP which helps you make informed financial decisions.

ISO Date Format for Data Consistency

To enhance data compatibility and prevent format issues, Edara has introduced the ISO Date format. 

This standardized date format is especially useful for businesses importing or exporting data between systems, ensuring that dates are displayed consistently and unambiguously.

This January 2025 update for Edara brings enhanced flexibility, real-time efficiency, and user-specific controls to help businesses manage their operations more effectively.

Whether you’re in retail, wholesale, or manufacturing, these new features are designed to save time, enhance accuracy, and improve decision-making.

Introducing the “Buy X, Get Y” Promotion

Edara has launched a new promotional feature: the “Buy X, Get Y” offer. This feature enables businesses to create promotions where customers buy a specific product (X) and receive another product (Y) for free or at a reduced price.

This enhancement builds upon the current product-level and order-level discount options, offering businesses greater flexibility and creativity in their marketing campaigns.

Integration with ZATCA

An essential aspect of the second phase of Saudi Arabia’s electronic invoicing system rollout is linking the taxpayer’s electronic invoicing system with ZATCA’s Fatoora platform to streamline invoice submission and ensure adherence to tax regulations.

Notably, “Edara” is a ZATCA-approved solution that facilitates effortless integration with the Authority, simplifies the issuance of compliant electronic invoices, and ensures smooth tax compliance.

Additionally, “Edara” offers a flexible feature allowing users to submit sales invoices to ZATCA (Fatoora) instantly or later, ensuring compliance and timely submission within 24 hours.

Integration with Payment Devices

Edara now supports seamless integration with payment devices at points of sale (POS), improving the accuracy of payment data processing, minimizing errors, and boosting transaction efficiency.

Entering Cash Denominations in Closing the Shift

To tackle the challenges of accurate shift closures, Edara now enables cashiers to input the quantity of each cash denomination during the closing process.

For instance, cashiers can enter 20 bills of 200 denominations or 15 bills of 100 denominations. The system automatically calculates the total value, streamlining the balance calculation and minimizing human error.

Creating an Approval Workflow for the Purchase Order

This update introduces a feature that allows you to set up an approval workflow for purchase orders.

You can define specific conditions that trigger the need for approval before completing a purchase order.

Additionally, you can assign particular users the authority to approve these orders, ensuring that all purchases are reviewed and approved, which improves control and accountability in your procurement process.

Saving Customized Views on the Purchase Orders Page

To enhance purchase order management efficiency, “Edara” now allows users to save customized views on the Purchase Orders page.

This feature lets users save filters, sorting preferences, and field visibility settings. Each view can be named and accessed with a single click, making it easier to navigate preferred layouts.

This update simplifies workflows and boosts user productivity.

Applying Line Compound Discounts in Purchase Invoices

Edara’s update introduces the ability to apply line compound discounts in purchase invoices.

This feature allows businesses to more accurately represent complex discount structures, streamlining financial processes.

Creating Custom Fields for Fixed Assets

Managing fixed assets is now more flexible with the option to create custom fields to track additional information, such as the asset’s condition during the physical count.

For example, you can add a “Status” field to track whether an asset is functional, damaged, or under maintenance. This information can also be displayed on the fixed assets list page, allowing your team to stay informed easily.

Creating a Product with Attributes (Variants) in the Point of Sales Module

In the point of sales module, users can now easily create products with customizable attributes.

For instance, if a T-shirt comes in two colors (Red and Blue) and two sizes (L and XL), you can swiftly generate variations such as Red-L, Red-XL, Blue-L, and Blue-XL, without creating each variant separately.

Exporting Available to Sell Quantities

We previously added the feature to check the available quantity of a product, and this year, we have developed the ability to export the balance details at points of sale. This helps you gain a clear view of stock status and make effective decisions.

Creating Sales Bundles in the Point of Sales Module

Expanding on the updates from 2024, Edara has made it easier to create bundles at POS.

Users can now quickly set bundle prices and easily add products and quantities. This user-friendly interface enhances the sales process, helping businesses offer attractive deals to customers more effectively.

Granting the User Conditional Access to Certain Accounts

This feature allows administrators to grant conditional access to specific accounts for certain users. Users can search for these accounts within documents, but their visibility in reports is restricted.

This helps secure sensitive financial data while maintaining efficient task management.

For example, a junior accountant can process payments to partner or supplier accounts without seeing detailed transactions or balances in reports, improving control over financial operations.

In conclusion, 2024 has been a transformative year for “Edara,” centered on customer satisfaction and operational efficiency.

The updates introduced have enriched user experiences, and we will continue this year to enhance Edara to better serve our users. 

From granting conditional access to sensitive accounts and creating custom fields for fixed assets, to displaying gross profit by sales branches and enhancing document printouts, these updates are designed to meet your evolving needs.

Here’s a detailed look at how each feature works and how it benefits your business.

Granting the User Conditional Access to Certain Accounts

With this new feature, administrators can now grant conditional access to specific accounts for certain users. This access allows users to search for these accounts within documents but restricts their visibility in reports.

This ensures sensitive financial data remains secure while still enabling efficient task management.

For example, a junior accountant can disburse funds to partner or supplier accounts without being able to view the detailed transactions or balances of these accounts in any report, providing better control over financial operations.

Creating Custom Fields for Fixed Assets

Managing fixed assets becomes more flexible with the ability to create custom fields. These fields can track additional information, such as the asset’s condition during inventory.

For instance, you can add a “Status” field to monitor whether an asset is functional, damaged, or under maintenance. This information can also be displayed on the fixed assets list page, helping your team stay informed at a glance.

Displaying the Gross Profit for Sales Branches

Gross profit reporting just became more insightful! A new filter in the gross profit report lets you select one or more sales stores, making it easier to analyze performance by location.

Showing the Item Image in the Quote Print

Now, you can enhance your quotes with item images! A new option in the quote template allows you to include item visuals in the print.

This feature is especially useful for businesses dealing with visually distinguishable products, such as electronics or luxury goods, offering a professional and informative presentation to clients.

Displaying the Cheque Stages in the Account Ledger

To improve cheque management, the account ledger report now includes a column for cheque stages.
This addition provides detailed insights into cheque statuses, such as in-bank, paid, or rejected. For instance, your finance team can easily track the lifecycle of a cheque, reducing manual follow-ups and ensuring smoother cash flow management.

Showing the “Unique Number” for the Sales Order in the Printout

To meet Egyptian Tax Authority requirements, the unique number for sales orders now appears in the sales order and returns printouts.

This ensures compliance with E-receipt requirements while improving tracking for both internal and external stakeholders. For instance, this unique identifier helps streamline audits and simplifies collaboration with tax authorities.

These updates reflect our commitment to providing a user-friendly ERP system. We’re excited to see how these enhancements improve your workflows and look forward to bringing you even more innovative features.

In the November 2024 updates, we’ve introduced several innovative additions, including the option to choose how sales invoices are sent to the “Fatoora” portal, streamlined viewing of purchase order details, and more. In this article, we’ll explore each of these new features in detail.

Instantly Submit Fulfilled Sales Invoices to ZATCA

In this update, “Edara” has introduced a highly flexible feature allowing users to submit sales invoices to the ZATCA (Fatoora) portal as soon as invoices are created.

This can be done instantly or postponed, providing businesses the control to align the submission process with their operational needs.

This flexibility is particularly useful for businesses that require adaptable timing in their invoice submission. Therefore it helps them apply ZATCA compliance and send invoices within 24 hours.

Easily View Purchase Order Details in Display Mode

Reviewing purchase orders has become simpler and quicker. With the new display mode, there is no need to open the editing page to view order details.

Now, when users click on a purchase order, all relevant details are displayed immediately, making it easier to follow up on and review orders before finalizing approval.

This update saves users time and reduces the number of steps needed for order verification.

Simply clicking on any purchase order provides an instant view of all its specifics, streamlining the review and approval process.

Track Grouping Items by Part Number in Gross Profit Report

The part number is a fundamental identifier for grouping items in certain trades (such as clothing brands), so “Edara” now includes an option to display the part numbers of grouping items in the gross profit report.

This feature helps you accurately and effectively track the performance of each grouping item, enabling them to make informed decisions based on detailed profit analysis.

Generate Warehouse Stocks Report in Huawei’s Standard Format

“Edara” now supports Huawei’s standardized format in the warehouse stocks report, joining other company standards like Seagate and SanDisk. This allows you to generate reports that match Huawei’s specific requirements.

These November updates from “Edara” enhance usability, flexibility, and alignment with industry standards, making daily operations smoother for users.

With improvements in sales document submission, purchase order review, item tracking, and customized reporting formats, “Edara” continues to evolve as a comprehensive, adaptable ERP solution that meets the diverse needs of modern businesses.

Key enhancements include a new type of promotion, the ability to save customized views on the purchase orders page, display item images across some reports, and more. 

These updates are designed to streamline operations and optimize workflows for our users.

Introducing the “Buy X, Get Y” Promotion

Edara has introduced a new promotional feature: the “Buy X, Get Y” offer. This addition provides businesses with the flexibility to set up promotions where purchasing a certain product (X) allows customers to receive another product (Y) for free or at a discount. 

This update complements the existing product-level and order-level discounts, giving businesses more creative options for their marketing strategies.

Saving Customized Views on the Purchase Orders Page

To improve the efficiency of purchase order management, “Edara” has added the ability to save customized views on the Purchase Orders page. 

This feature allows users to save filters, sorting preferences, and field visibility. Each view can be easily named and accessed with a single click, making it more convenient for users to navigate their preferred layouts. 

This update streamlines workflows and enhances user productivity.

Displaying Item Images in the Warehouse Stocks Report

Edara now includes the ability to display images attached to items directly within the warehouse stocks report. 

This enhancement helps users quickly identify products through thumbnail images. Users can click on the images to enlarge them for a more detailed view, making inventory management more efficient.

Adding Item Images to Printed Sales Orders

Edara introduces the option to include item images when printing sales orders. This feature improves order documentation by providing a visual reference for each product, ensuring clearer communication with customers, and reducing errors in order processing.

Including “Salesperson” in the Stock Sell-Out Report

Edara displays the salesperson responsible for each transaction in the stock sell-out report to improve sales management transparency. 

This update allows sales managers to track team performance more effectively, contributing to better evaluation, monitoring, and reward systems for the sales team.

The October 2024 updates in Edara Cloud ERP enhance user experience and streamline operations. 

These updates address the evolving needs of businesses. Edara continues to equip companies with efficient tools for improved inventory management, order processing, and sales tracking

In the September 2024 updates, we’ve introduced several new features designed to improve user experience and provide greater flexibility. 

These updates include options for enabling users to activate or deactivate modules, deactivating cash registers, and more. Here are the details of these latest enhancements.

Enable Users to Activate or Deactivate Modules

With the latest update, users now can activate or deactivate specific modules within “Edara”. 

This flexibility allows users to tailor the system to their current needs by focusing on relevant functionalities and streamlining the user interface. 

Whether a user needs additional features or prefers a simplified setup, this new functionality supports a more flexible ERP experience.

Deactivate Cash Register

Users can now deactivate old cash registers linked to previous documents, without deleting them and risking the integrity of financial records. 

This functionality is useful when replacing old cash registers with new ones, as it allows businesses to stay within the permitted number of registers according to their license while ensuring accurate financial data management.

Configure Proposed Sales Invoice Date

Edara now offers enhanced flexibility by allowing users to configure the proposed sales invoice date. 

This update lets users choose between issuing a sales invoice based on the sales order date or the current date. 

By aligning the invoice date with either the order or current date, this feature improves accuracy in revenue management and financial reporting.

 Add Address Phone to Sales Orders Report

To streamline communication in e-commerce, Edara has added a new feature that includes address phone numbers in the sales orders report. 

This update facilitates quicker and more efficient customer communication, whether for order confirmations, shipping updates, or other inquiries. 

Including contact information directly in the reports helps enhance customer service and operational efficiency.

With new features for better invoice management, streamlined e-commerce communication, customizable module activation, and improved cash register handling, Edara continues to evolve, offering users greater flexibility and efficiency.

This month’s updates feature a new multi-line discount capability for purchase invoices, an enhanced customer import template, and a refined print option for fulfilled sales orders only.

Apply Line Compound Discounts in Purchase Invoices

Edara’s new update introduces the ability to apply line compound discounts in purchase invoices. 

By enabling this feature, businesses can more accurately reflect complex discount structures on their invoices, streamlining financial processes.

Print Only Fulfilled Sales Orders

The latest update includes a new option in the sales order print template, allowing users to print only those sales orders that have been fulfilled. 

This feature enhances operational efficiency by allowing businesses to print only the fulfilled orders.

Add Customer Mobile Numbers to Import Template

To enhance data clarity and customer management, “Edara” now allows customers’ mobile numbers to be added to the data import template. 

Also, detailed notes are provided to ensure the correct structure of the mobile numbers, facilitating smoother data entry.

View Base and Additional Cash Registers

Building on previous updates that provided insights into the number of salespersons and users, “Edara” now includes information on the number of basic and additional points of sale used and available. 

This enhancement helps businesses better understand and manage their POS needs based on their license.

These updates for August 2024 bring significant improvements to the Edara Cloud ERP System, enhancing functionality and streamlining processes. 

By applying these new features, businesses can achieve greater efficiency and accuracy in managing their operations. 

Stay tuned for more updates as Edara continues to evolve and adapt to meet your needs.

In this article, we will review these updates in detail to help you understand how they can benefit your business.

Create an Approval Workflow for the Purchase Order

In this update, we have introduced the ability to create an approval workflow for purchase orders. 

This feature allows you to specify conditions under which purchase orders require approval before completion. 

You can assign specific users with the authority to approve these purchase orders, ensuring that all purchases undergo a thorough approval process, thereby enhancing control and accountability within your procurement operations.

Approve/Reject Purchase Orders Related to the Workflow

To complement the new approval workflow feature, we have also added the capability for assigned users to approve or reject purchase orders directly within the workflow. 

This means that users designated as approvers can now approve purchase orders if they meet the necessary conditions or reject them if they are deemed unnecessary. 

Additionally, this feature includes the ability to undo the approval and rejection, providing flexibility to manage and rectify any changes in procurement needs.

Display New Information on the Purchase Request Page

We have enhanced the purchase request page to display more detailed information. Now, you can see who created the purchase request, and the exact creation time. Additionally, you can view who made the last modification and the time of that modification. 

Show the Related Grouping Item in the Sales Report and Gross Profit

A new checkbox feature has been added to the sales report and gross profit reports grouped by stock items. This checkbox allows you to display the related grouping item, providing a clearer and more organized view of your sales data and gross profit margins. 

This enhancement helps in better-analyzing sales performance and profitability by grouping items in a way that makes the data more meaningful and easier to interpret.

Display the Brand in the Print Template of the Quote

We have introduced a new option in the print template of the quote that allows you to display the brand of the items being quoted. 

This addition is particularly useful for businesses that manage multiple brands or want to emphasize brand information in their quotations. 

Including the brand in the print template ensures that your quotes are more informative and aligned with your branding strategy, providing clear and professional documentation for your clients.

These updates are designed to enhance your efficiency, provide detailed insights, and improve control over your processes. We are committed to continuously improving our ERP system to better serve your needs. Stay tuned for more enhancements in the coming months.