Administration & Essentials

Muhasib ERP outcome-based user guide.

Administration Concepts

Understand company and system identities, update branding, and add a company workspace.

Administration Concepts

Understand Company, Location, Terminal, and Licence Identities

Understand Company, Location, Terminal, and Licence Identities

Overview

This guide will help you choose the correct Muhasib scope when configuring access, devices, transactions, printing, and licensing.

Transactions and reports can be scoped differently by company, location, terminal, user, and licence. A correct licence does not automatically grant role permission, and a terminal master record does not by itself prove licence activation.

Who can do this

You need access to No write permission is required to understand the model. Viewing each record depends on its module permission.

Before you start

Identify the connected database and active company shown in Back Office.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Use Licence Information, company selection, Essentials Setup, and User Management to inspect each identity. This concept article has no single write path.

Understand Company, Location, Terminal, and Licence Identities

Step 1: Confirm the connected database

Step 2: Confirm the active company before changing records

Step 3: Identify the location where work and inventory should be recorded

Step 4: Match the computer's application-terminal record to that location and printer

Step 5: Review Licence Information separately to confirm primary/additional-terminal status

Review Licence Information separately to confirm primary/more-terminal status.

Step 6: Check the user's assigned role, companies, and action permissions

Check your work

You can name the database, company, location, application terminal, licence-terminal type, and user role involved in the intended task.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Select a Company Workspace.
Administration Concepts

Update the Active Company's Identity and Branding

How to Update the Active Company's Identity and Branding in Muhasib ERP

Overview

This guide will help you update the current company's identity, contact, currency display, and logo.

Muhasib updates the active company and reloads company settings. Existing transaction values should not be assumed to change, but reprinted documents may use current branding; check this in your Muhasib installation.

Who can do this

You need access to Company and Branding Settings.

Before you start

Switch to the correct company. Prepare approved legal/contact details and a company logo near the shown 270 x 100 size. Review currency changes with the financial administrator.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Settings → Company and Branding Settings.

Update the Active Company's Identity and Branding

Step 1: Confirm the active company

Step 2: Review Company Name, Address 1/2, Phone 1/2, Email, and Website

Step 3: Review Currency Name, Code, Symbol, Symbol in Words, and Decimal Places

Step 4: Select or replace the logo when required

Step 5: Choose Update

Step 6: Confirm the update prompt

Step 7: Wait for the successful-update message

Check your work

Reopen the settings and preview an approved test receipt/invoice to confirm the intended identity and formatting.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Add a Company Workspace.
Administration Concepts

Add a Company Workspace

How to Add a Company Workspace in Muhasib ERP

Overview

This guide will help you add another company record to the connected Muhasib database.

Muhasib creates the company and associates the super-administration role. Initial location, terminal, accounts, payment types, and other defaults are not clearly created by this form in this workflow and must be set up separately when absent.

Who can do this

You need access to Company and Company Add.

Before you start

Make sure a separate company is required, capacity is available, and the super-administration role exists. Prepare identity, contact, currency, registration/tax, and logo information.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → company/setup administration → Company Settings.

Add a Company Workspace

Step 1: Choose New Record

Step 2: Enter a unique Company Name

Step 3: Enter Address 1, Phone 1, and Email; add secondary contact

Enter Address 1, Phone 1, and Email; add secondary contact fields as needed.

Step 4: Enter Currency Code, Currency Name, Currency Symbol, Currency Symbol in

Enter Currency Code, Currency Name, Currency Symbol, Currency Symbol in Words, and Decimal Places.

Step 5: Enter Registration No., NTN, and STRN where applicable

Enter Registration No., NTN, and STRN where needed.

Step 6: Select the company logo if required

Step 7: Choose Save and wait for confirmation

Check your work

Find the company in Company Records and check its assignment through an authorized test role before switching into it.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Understand Company, Location, Terminal, and Licence Identities.

Companies and Branding

Maintain companies and locations, including branding, printing, SMS, and safe retirement.

Companies and Branding

Update or Retire a Company Workspace

How to Update or Retire a Company Workspace in Muhasib ERP

Overview

This guide will help you update an existing company or determine safely whether it can be retired.

Updates reload company settings. Source blocks deletion of the active company and checks dependencies before removing a company record, but the complete dependency and cascade behavior is not yet proven.

Who can do this

You need access to Company Update for changes; Company Delete plus explicit business approval for removal.

Before you start

Back up the database. Confirm record ID and name, switch away from the company being considered, and review users, transactions, locations, terminals, accounts, inventory, integrations, and reports.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → company/setup administration → Company Settings.

Update or Retire a Company Workspace

Step 1: Filter by ID or Company and select the exact record

Step 2: For an update, change only approved fields, choose Update, and confirm

Step 3: For retirement, first disable operational access through approved users/roles/integrations where

For retirement, first disable operational access through approved users/roles/integrations where supported.

Step 4: Attempt Delete only after explicit approval and dependency review

Step 5: Stop if Muhasib reports that the company is current or in use

Check your work

Reopen the company and validate reports, branding, role assignments, and switching behavior. For approved removal, compare and confirm all retained history in a cloned environment first.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Add a Company Workspace.
Companies and Branding

Create a Location

How to Create a Location in Muhasib ERP

Overview

This guide will help you create a company location suitable for POS, storage, warehouse, kitchen, or another set up purpose.

Muhasib creates a location under the active company. It can then be assigned to terminals and used by inventory/POS workflows according to features and settings.

Who can do this

You need access to Location and Location Add. Printer or SMS quick-add also requires the corresponding master permission.

Before you start

Prepare a unique location code/name, purpose, contact/tax details, printer choice, storage/POS classification, and logo. Register the printer first when needed.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → Manage Locations.

Create a Location

Step 1: Choose New Record

Step 2: Enter Location Code and Short Description; add Long Description

Step 3: Set Warehouse/Storage and POS switches accurately

Step 4: Choose the Location Purpose

Step 5: Select a printer or No printing facility

Step 6: Select an SMS gateway when licensed and required

Step 7: Enter addresses, phones, email, website, registration number, NTN, and STRN

Enter addresses, phones, email, website, registration number, NTN, and STRN as needed.

Step 8: Select a logo if needed

Step 9: Choose Save

Check your work

Find the new record, reopen it, and confirm terminal assignment and stock/POS visibility using controlled data.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Register a Printer.
Companies and Branding

Configure Location Printing and SMS

How to Configure Location Printing and SMS in Muhasib ERP

Overview

This guide will help you associate a location with an approved printer and optional SMS gateway.

The location references the selected printer and SMS gateway. Actual transaction output can also depend on terminal printer assignment, report type, receipt settings, permissions, and integration settings.

Who can do this

You need access to Location Update plus view access to Printer; SMS Settings and its licensed feature when SMS is used.

Before you start

Create and test the Muhasib printer record. Configure SMS only with non-production credentials and a sandbox/test recipient.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → Manage Locations.

Configure Location Printing and SMS

Step 1: Select the exact location

Step 2: Under Select Printer, choose the approved logical printer or No

Under Select Printer, choose the approved logical printer or No printing facility.

Step 3: Under SMS Gateway, choose the approved gateway when available

Step 4: Use a plus button only when authorized to create the

Use a plus button only when authorized to create the missing master record.

Step 5: Choose Update and confirm

Step 6: Reopen the location to confirm both associations

Check your work

Print a sanitized test document and send only an approved test SMS. Confirm the correct queue/gateway and record the result.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Register a Printer.
Companies and Branding

Update or Retire a Location

How to Update or Retire a Location in Muhasib ERP

Overview

This guide will help you update a location or determine whether it can be retired without compromising inventory or history.

The deletion path checks dependencies and can remove related item-location rows in some conditions. This behavior is too consequential to use without clone-based tests and checking.

Who can do this

You need access to Location Update; Location Delete plus explicit business approval for removal.

Before you start

Back up the database and review terminals, item stock, transactions, registers, printers, SMS, users, and reports tied to the location.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → Manage Locations.

Update or Retire a Location

Step 1: Filter and select the exact location by ID/code/name

Step 2: For changes, edit approved fields, choose Update, and confirm

Step 3: Before retirement, move or close dependent terminals/registers and reconcile stock

Before retirement, move or close dependent terminals/registers and compare and confirm stock through supported inventory workflows.

Step 4: Choose Delete only after explicit approval

Step 5: Stop if Muhasib reports a dependency

Check your work

For updates, reopen the record and test assigned terminal/output. For approved retirement, compare and confirm stock, stock ledger, location reports, and historical transactions.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Location.

Locations, Terminals, and Printers

Register and maintain printers and terminals, fix printing, and manage location-linked setup.

Locations, Terminals, and Printers

Register a Printer

Register a Printer

Overview

This guide will help you register an installed Windows printer for Muhasib receipts or standard documents.

Muhasib stores a logical printer record. Output still depends on location/terminal associations and document/label settings.

Who can do this

You need access to Printer and Printer Add.

Before you start

Install and test the printer in Windows under the account running Muhasib. Know whether it is a receipt or standard printer.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → Manage Printers.

Register a Printer

Step 1: Choose New Record

Step 2: Enter a clean, recognizable Printer Name and optional Description

Step 3: Under Select Printer, choose the installed Windows queue

Step 4: Select Receipt Printer or Standard Printer

Step 5: Turn Enabled on

Step 6: Choose Save

Step 7: Assign the logical printer to the required location and/or terminal

Check your work

Print a sanitized receipt or standard report to the intended device/PDF test sink.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Configure Location Printing and SMS.
Locations, Terminals, and Printers

Resolve Muhasib Printing Setup Problems

How to Resolve Muhasib Printing Setup Problems in Muhasib ERP

Overview

This guide will help you isolate whether a printing failure comes from Windows, Muhasib printer registration, assignment, permissions, or document settings.

If this issue is stopping your work, do not worry. Follow the steps one at a time, and check the result before trying again.

Correcting the relevant mapping allows Muhasib to send output to the intended queue. Renaming/removing a Windows printer can leave the stored logical mapping invalid.

Who can do this

You need access to The task's print permission; printer maintenance requires Printer access/update.

Before you start

Record the document type, company, location, terminal, logical printer, Windows queue, and whether other Windows applications can print.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → Manage Printers, Locations, and Terminals as needed.

Resolve Muhasib Printing Setup Problems

Step 1: Print a Windows test page under the Muhasib user account

Step 2: Confirm the Windows queue still has the same installed name

Step 3: Open Manage Printers and verify the logical record is enabled

Open Manage Printers and check the logical record is enabled and points to that queue.

Step 4: Confirm receipt-versus-standard printer type

Step 5: Verify the active location and terminal assignments

Step 6: Check the user's Print Reports permission where applicable

Check the user's Print Reports permission where needed.

Step 7: Review receipt or label dimensions/settings for the document type

Step 8: Retry with sanitized test output

Check your work

The correct content, paper size, orientation, margins, barcode, and destination are produced once without duplicate jobs.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Register a Printer.
Locations, Terminals, and Printers

Register a Muhasib Terminal

Register a Muhasib Terminal

Overview

This guide will help you register a Windows computer in Muhasib and associate it with a location and printer.

Muhasib stores an application terminal linked to location and printer. This record participates in company/terminal checks and POS operations but may be distinct from WLM primary/more activation identity.

Who can do this

You need access to Terminal and Terminal Add. Location/printer quick-add requires those master permissions.

Before you start

Create the location and printer first. Record the Windows computer name exactly and check licence-terminal status separately.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → Manage Terminals.

Register a Muhasib Terminal

Step 1: Choose New Record

Step 2: Enter the System / Computer Name without a leading space

Step 3: Select the terminal's Location

Step 4: Select the terminal's Printer when applicable

Select the terminal's Printer when needed.

Step 5: Choose Save

Step 6: Restart or re-enter company context if the workflow requires registration

Restart or re-enter company context if the workflow requires registration to reload.

Check your work

Reopen the record and sign in/select the company from that computer. Confirm location and print behavior with test data.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Location.
Locations, Terminals, and Printers

Update or Retire a Terminal

How to Update or Retire a Terminal in Muhasib ERP

Overview

This guide will help you update or retire an application-terminal record without disrupting an active working period.

Source blocks terminal deletion during an active working period and blocks deletion of the terminal currently in use. Application-record removal is not proven to deactivate the licence terminal.

Who can do this

You need access to Terminal Update; Terminal Delete plus explicit operational approval for removal.

Before you start

Use another authorized terminal for retirement. End active registers/working periods, save open work, and determine separately whether WLM deactivation is required.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → Manage Terminals.

Update or Retire a Terminal

Step 1: Select the exact terminal by ID/computer name

Step 2: For an update, change the approved computer name, location, or

For an update, change the approved computer name, location, or printer and choose Update.

Step 3: For retirement, verify no working period is active

Step 4: Confirm you are not logged in from the terminal being removed

Step 5: Choose Delete only after explicit approval

Step 6: Handle licence deactivation separately through Licence Information when authorized

Check your work

Confirm other terminals can enter the company, printing/location assignments remain correct, and historical reports keep expected terminal context.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Register a Muhasib Terminal.
Locations, Terminals, and Printers

Create and Activate a Fiscal Year

How to Create and Activate a Fiscal Year in Muhasib ERP

Overview

This guide will help you create a fiscal-year date range and make it the active year used by needed Muhasib transactions and reports.

The fiscal year becomes available for transaction check, stock adjustment, accounting, and reporting. Activating it can deactivate the previously active year.

Who can do this

You need access to Fiscal Year and Fiscal Year Add.

Before you start

Confirm the organization's approved financial year dates and whether another year is active. Back up the database before changing live financial settings.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → Manage Fiscal Year.

Create and Activate a Fiscal Year

Step 1: Choose New Record

Step 2: Enter Start Date and End Date

Step 3: Enter a clear Description

Step 4: Turn Currently Active on when this year should be used now

Step 5: Choose Save

Step 6: If Muhasib reports another active year, confirm the switch only

If Muhasib reports another active year, confirm the switch only after checking current operations.

Check your work

Reopen Fiscal Year Records and confirm the dates/status. Create no financial data solely for testing; use approved sample transactions and reports.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Change the Active Fiscal Year.
Locations, Terminals, and Printers

Change the Active Fiscal Year

Change the Active Fiscal Year

Overview

This guide will help you make an existing fiscal year active after confirming that current operations are ready for the change.

Muhasib updates active-year status and may deactivate the prior year. The source does not prove that already-open forms immediately reload the new context.

Who can do this

You need access to Fiscal Year and Fiscal Year Update.

Before you start

Close or save transactions, identify open working periods/registers, compare and confirm the prior year, and confirm the approved effective date with the financial administrator.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → Manage Fiscal Year.

Change the Active Fiscal Year

Step 1: Select the intended fiscal-year record

Step 2: Verify its Start Date and End Date

Step 3: Turn Currently Active on

Step 4: Choose Update and confirm the save

Step 5: When warned that another year is active, confirm only when

When warned that another year is active, confirm only when the switch is intentional.

Step 6: Reopen affected transaction/report forms or restart if required

Check your work

Confirm only one intended year is active, then run approved date-filtered reports and a non-posting check test.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create and Activate a Fiscal Year.
Locations, Terminals, and Printers

Update or Retire a Fiscal Year

How to Update or Retire a Fiscal Year in Muhasib ERP

Overview

This guide will help you correct an unused fiscal year or determine whether it can be removed safely.

Update changes the set up period. Delete runs multiple dependency checks and should be treated as irreversible until recovery is proven.

Who can do this

You need access to Fiscal Year Update; Fiscal Year Delete plus explicit financial approval for removal.

Before you start

Back up the database. Review sales, purchases, expenses, vouchers, accounting, stock adjustments, manufacturing, and other records within the period.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → Manage Fiscal Year.

Update or Retire a Fiscal Year

Step 1: Select the exact fiscal year

Step 2: For correction, edit dates/description/status, choose Update, and confirm

Step 3: Do not shorten a range around existing transactions without financial

Do not shorten a range around existing transactions without financial review.

Step 4: For retirement, deactivate it and confirm that it has no

For retirement, deactivate it and confirm that it has no dependent records.

Step 5: Choose Delete only after explicit approval

Step 6: Stop if Muhasib reports any dependency

Check your work

Compare and Confirm period-based reports before and after an approved change. Make sure the intended current year remains active.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create and Activate a Fiscal Year.

Fiscal Years and Working Periods

Open and close POS working periods and understand the controls around active business dates.

Fiscal Years and Working Periods

Start a POS Working Period

How to Start a POS Working Period in Muhasib ERP

Overview

This guide will help you start the working period required for needed POS operations.

Muhasib creates a work-period record and marks it active. A concurrent attempt is rejected when another user has already started one.

Who can do this

You need access to Access to Working Period and the required POS/register operation permissions.

Before you start

Confirm the active fiscal year, company, location, terminal, business date, and that another user has not already started the period.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Sales & Customers → Working Period.

Start a POS Working Period

Step 1: Open Working Period

Step 2: Review the current status and timestamp

Step 3: If no period is active, choose Start Period

Step 4: Wait for the successful-start message

Step 5: Open the required POS register through its supported workflow

Check your work

Reopen Working Period and confirm Active status/start time. Confirm authorized POS entry can proceed.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create and Activate a Fiscal Year.
Fiscal Years and Working Periods

End a POS Working Period

How to End a POS Working Period in Muhasib ERP

Overview

This guide will help you close all POS registers and end the active working period safely.

Muhasib records the period end. It refuses to end while one or more POS registers remain open and can detect if another user ended it concurrently.

Who can do this

You need access to Working Period access and permission to close relevant POS registers.

Before you start

Finish or hold active sales correctly, compare and confirm drawers/registers, print required closing reports, and make sure all terminals have synchronized permitted work.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Sales & Customers → Working Period.

End a POS Working Period

Step 1: Close every POS register belonging to the current work period

Step 2: Open Working Period and confirm the active period

Step 3: Choose End Period

Step 4: Confirm the ending prompt

Step 5: If Muhasib reports open registers, cancel and close each named/affected

If Muhasib reports open registers, cancel and close each named/affected register.

Step 6: Retry and wait for the successful-end message

Check your work

Confirm inactive/ended status and compare and confirm the Daily Closing or working-period sales report.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Start a POS Working Period.

Users, Roles, and Permissions

Create users and roles, manage passwords and permissions, and audit effective access.

Users, Roles, and Permissions

Maintain Contact Types

How to Maintain Contact Types in Muhasib ERP

Overview

This guide will help you create or update reusable classifications for contact information.

The type becomes available to dependent contact-entry workflows. Deletion is blocked when source dependency checks find use.

Who can do this

You need access to Contact Type plus Add, Update, or Delete for the intended action.

Before you start

Agree on a short, non-duplicative naming convention and identify existing party records that use the type.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → Manage Contact Types.

Maintain Contact Types

Step 1: Choose New Record or select an existing type

Step 2: Enter a clean Short Description and applicable long description

Enter a clean Short Description and needed long description.

Step 3: Choose Save for a new type or Update for a change

Step 4: For approved removal, select the exact type and choose Delete

Step 5: Stop if Muhasib reports the type is in use

Check your work

Reopen the record and confirm it appears correctly in a controlled party/contact workflow.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Customer.
Users, Roles, and Permissions

Configure an SMS Gateway

How to Configure an SMS Gateway in Muhasib ERP

Overview

This guide will help you configure a reusable SMS gateway request and check it using synthetic data.

The gateway can be selected by locations and used by allowed SMS workflows. Saving does not prove the endpoint accepts or correctly interprets the request.

Who can do this

You need access to SMS Settings and SMS Settings Add/Update.

Before you start

Get the vendor's endpoint, request method, recipient parameter, success code, required parameters/headers, and test credentials. Never use production recipients during setup.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → Manage SMS Settings.

Configure an SMS Gateway

Step 1: Choose New Record

Step 2: Enter a Short Description and URL

Step 3: Enter the Send To parameter name

Step 4: Select the Request Type/method

Step 5: Enter the expected Success Code

Step 6: Configure only the vendor-required additional parameter key/value pairs

Configure only the vendor-required more parameter key/value pairs.

Step 7: Configure required header key/value pairs

Step 8: Enter the supported message parameter/template behavior

Step 9: Choose Save

Step 10: Associate the gateway with a test location and send one

Associate the gateway with a test location and send one approved test SMS.

Check your work

Confirm one sandbox/test message, expected success code, and SMS inquiry/log result without exposing credentials.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Configure Location Printing and SMS.
Users, Roles, and Permissions

Create a System User

How to Create a System User in Muhasib ERP

Overview

This guide will help you create an active Muhasib user, assign a role, and control whether the account may sign in.

Muhasib creates the user and role association. Company access and operation rights come from the role; active and allow-login states also control authentication.

Who can do this

You need access to System Users and System Users Add.

Before you start

Create the least-privilege role first. Prepare the user's authorized identity/contact data and a unique username. Communicate credentials securely.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → User Management → Manage System Users.

Create a System User

Step 1: Choose New Record

Step 2: Enter First Name and applicable Last Name, National ID, phone,

Enter First Name and needed Last Name, National ID, phone, mobile, email, and address.

Step 3: Enter a unique User Name

Step 4: Enter a password of at least five characters or the

Enter a password of at least five characters or the stronger organizational minimum.

Step 5: Confirm the password

Step 6: Select the intended User Role

Step 7: Set Active User and Allow Login according to the approved

Set Active User and Allow Login according to the approved start date/access state.

Step 8: Choose Save

Check your work

Use a controlled sign-in to confirm the intended companies and least-privilege access. Do not test with production credentials on an untrusted device.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a User Role.
Users, Roles, and Permissions

Update, Disable, or Retire a System User

Update, Disable, or Retire a System User

Overview

This guide will help you change a user's identity or access, disable sign-in, or retire the account while preserving audit history.

Updates change authentication/access state. Source blocks deletion of a super administrator and states that historical transactions are retained for other users, but the exact removal implementation remains under verification.

Who can do this

You need access to System Users Update; System Users Delete plus explicit account-retirement approval.

Before you start

Identify the user by stable record ID and username. Review active sessions, assigned role/companies, transaction ownership, audit requirements, and replacement responsibility.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → User Management → Manage System Users.

Update, Disable, or Retire a System User

Step 1: Filter and select the exact user

Step 2: For profile/access changes, edit approved fields, role, Active User, or

For profile/access changes, edit approved fields, role, Active User, or Allow Login.

Step 3: Change the password only through the authorized credential-reset process

Step 4: Choose Update and confirm

Step 5: For immediate access suspension, disable Allow Login and/or Active User

For immediate access suspension, disable Allow Login and/or Active User before considering removal.

Step 6: Choose Delete only with explicit approval and after reading the

Choose Delete only with clear approval and after reading the transaction-history warning.

Check your work

Confirm sign-in is allowed or denied as intended and that historical reports/activity still identify the user.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a System User.
Users, Roles, and Permissions

Update Your User Profile and Password

How to Update Your User Profile and Password in Muhasib ERP

Overview

This guide will help you update your own Muhasib profile and password.

Muhasib updates the current user record. Muhasib's check requires First Name, password, minimum length, and confirmation match. Whether an unchanged password must be re-entered may differ by installed version.

Who can do this

You need access to My User Profile.

Before you start

Choose a private password that follows organizational policy. If this device remembers credentials, plan to update or clear the remembered value.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Settings/User menu → My User Profile.

Update Your User Profile and Password

Step 1: Open your profile

Step 2: Review and update authorized identity/contact fields

Step 3: Enter the required current/new password value according to the target-runtime

Enter the required current/new password value according to the target-system form.

Step 4: Use at least five characters and follow any stronger policy

Step 5: Enter the same value in Confirm Password

Step 6: Choose Update and confirm

Step 7: Sign out and test the new password when instructed

Check your work

Sign out and sign in with the intended password. Confirm profile changes and remembered-device behavior.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Sign In to Muhasib ERP.
Users, Roles, and Permissions

Create a User Role

How to Create a User Role in Muhasib ERP

Overview

This guide will help you create a least-privilege role, assign companies, and prepare it for user assignment.

The role becomes available for users. Permission nodes absent because of the current plan cannot be granted through the role.

Who can do this

You need access to System Users Rights and System Users Rights Add.

Before you start

Define the job outcome, required companies, modules, reports, add/update/delete/custom actions, and segregation-of-duties restrictions.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → User Management → User Roles and Permissions.

Create a User Role

Step 1: Choose New Record

Step 2: Enter a unique Role Name and useful Description

Step 3: Select only the companies required by this role

Step 4: Expand the permission tree

Step 5: Grant base system access and the minimum module/view permissions

Step 6: Grant Add, Update, Delete, printing, email, SMS, and custom rights

Grant Add, Update, Delete, printing, email, SMS, and custom rights only when the job requires them.

Step 7: Choose Save

Step 8: Assign a controlled test user and verify effective access

Check your work

Sign in as the test user and check both allowed and prohibited tasks in each assigned company.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Grant and Revoke Muhasib Permissions.
Users, Roles, and Permissions

Grant and Revoke Muhasib Permissions

How to Grant and Revoke Muhasib Permissions in Muhasib ERP

Overview

This guide will help you change a role's companies and action permissions, then apply the result to affected users.

The role record and rights change for every assigned user. Existing sessions may keep old access until restart/re-login. Licence features still constrain available actions.

Who can do this

You need access to System Users Rights Update.

Before you start

Document the approved access change and identify all users assigned to the role. Finish critical work before forcing a restart.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → User Management → User Roles and Permissions.

Grant and Revoke Muhasib Permissions

Step 1: Select the exact role

Step 2: Review assigned companies

Step 3: Expand each relevant permission-tree branch

Step 4: Add or remove the smallest specific rights required

Step 5: Review destructive rights such as Delete and broad communication/reporting rights

Review destructive rights such as Delete and broad communication/reporting rights separately.

Step 6: Choose Update and confirm

Step 7: When warned that logged-in users must restart, choose an appropriate

When warned that logged-in users must restart, choose an appropriate safe restart time.

Step 8: Test with a controlled user

Check your work

Confirm allowed actions work and revoked actions are hidden/blocked across each assigned company without granting unrelated access.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a User Role.
Users, Roles, and Permissions

Audit a User's Effective Access

How to Audit a User's Effective Access in Muhasib ERP

Overview

This guide will help you explain and check the actions a user can actually complete without granting unnecessary access.

Effective access is the intersection of account state, role/company rights, plan features/limits, terminal context, settings, and data prerequisites.

Who can do this

You need access to Authorized access to review users, roles, company assignments, and licence information.

Before you start

Record the user, role, company, terminal, plan, intended action, and exact missing/blocked behavior.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → User Management plus Licence Information and the affected module.

Audit a User's Effective Access

Step 1: Confirm Active User and Allow Login

Step 2: Confirm the user's assigned role

Step 3: Confirm the intended company is assigned to that role

Step 4: Check the parent module/view right

Step 5: Check the exact Add, Update, Delete, Print, Email, SMS, or custom right

Step 6: Confirm the plan includes the feature and has available capacity

Step 7: Check company/location/terminal registration and required configuration/data

Step 8: Restart/re-login after authorized role or licence changes

Step 9: Test both the permitted outcome and a prohibited control action

Check your work

Record a small access matrix showing expected versus observed results. Resolve discrepancies without broadening the role unnecessarily.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Understand Why a Module or Action Is Unavailable.

Global Application Settings

Set company-wide rules for POS, purchasing, inventory, customers, documents, tax, and synchronization.

Global Application Settings

Configure POS Behavior for a Company

How to Configure POS Behavior for a Company in Muhasib ERP

Overview

This guide will help you configure company-wide POS defaults and controls for new sales without assuming they rewrite existing transactions.

Values are stored per company through individual setting writes. A failure can potentially leave only some settings changed. Open POS forms may keep old values.

Who can do this

You need access to Global Configurations plus authorization to change sales, inventory, tax, payment, and commission policy.

Before you start

Back up the database, close POS forms/registers, record current values, and prepare a test customer, item, stock location, payment term/account, service staff member, and tax setup.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Settings → Application/Global Settings → POS Settings.

Configure POS Behavior for a Company

Step 1: Confirm the active company

Step 2: Configure the default customer, payment terms, sale type, and applicable

Configure the default customer, payment terms, sale type, and needed service charges.

Step 3: Configure tax timing and whether temporary sales/quotations exclude tax

Step 4: Configure inventory-location selection and the transaction used for inventory calculation

Step 5: Configure duplicate-item quantity behavior, price adjustment, visible price/discount/barcode/quantity/cost/variant fields, and

Configure duplicate-item quantity behavior, price adjustment, visible price/discount/barcode/quantity/cost/variant fields, and empty-cart restrictions.

Step 6: Configure service-staff assignment/commission and sale-return requirements

Step 7: Configure temporary-sale ledger and edit-limit behavior only after reviewing its

Configure temporary-sale ledger and edit-limit behavior only after reviewing its payment/conversion workflow.

Step 8: Save, then close and reopen POS before testing

Check your work

Use a disposable sale to check item selection, calculations, stock location, customer ledger, payment, commission, receipt, return, and cancellation. Compare and Confirm reports/ledgers, then restore the snapshot.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Configure This Workstation's POS Experience.
Global Application Settings

Configure Purchase and Inventory Behavior

How to Configure Purchase and Inventory Behavior in Muhasib ERP

Overview

This guide will help you configure company-wide purchase and inventory rules with a recoverable verification plan.

New purchases, stock movements, returns, POS activity, inventory calculations, and reports may use the new rules. Source alone does not prove whether historical values are recalculated.

Who can do this

You need access to Global Configurations and business authorization for stock valuation, costing, purchase tax, and item lifecycle policy.

Before you start

Back up the database. Record current settings and compare and confirm stock, item costs, inventory ledger, payables, purchase tax, and General Ledger.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Settings → Application/Global Settings → System Settings and Purchase Settings.

Configure Purchase and Inventory Behavior

Step 1: Select the approved inventory-management/calculation method

Step 2: Configure quantity decimal places and item-batch behavior

Step 3: Configure whether item cost is recalculated or changed by Purchase/GRN

Step 4: Configure purchase tax, visible tax controls, and whether tax uses

Configure purchase tax, visible tax controls, and whether tax uses item selling price.

Step 5: Configure display of selling price and selling-versus-cost difference

Step 6: Configure allocation of other purchase discount across line items

Step 7: Review item deletion after transactions, automatic barcode, MRP, multiple images,

Review item deletion after transactions, automatic barcode, MRP, multiple images, and positive selling-price enforcement separately.

Step 8: Save and reopen affected forms

Check your work

In a snapshot, create a small Purchase/GRN and sale/return sequence. Compare and Confirm item cost, stock by location/batch, inventory ledger, purchase tax, payable, COGS, and General Ledger.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Configure POS Behavior for a Company.
Global Application Settings

Configure Customer, Credit, Loyalty, and Party Rules

How to Configure Customer, Credit, Loyalty, and Party Rules in Muhasib ERP

Overview

This guide will help you configure how Muhasib creates parties and applies customer credit, loyalty, and commission rules.

New party creation, sales, returns, ledgers, loyalty balances, and commission reports use needed rules. Existing balances may remain unchanged until recalculation or new activity.

Who can do this

You need access to Global Configurations and authorization from finance/sales management.

Before you start

Record current settings and prepare synthetic customer, supplier, group, commission-agent, service-staff, item, sale, return, and payment data.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Settings → Application/Global Settings → Party Settings, Loyalty Points, and needed POS settings.

Configure Customer, Credit, Loyalty, and Party Rules

Step 1: Decide whether the same party may hold customer and supplier roles

Step 2: Configure contact-duplication and mandatory customer-group rules

Step 3: Configure whether credit limits are enabled, the default limit, and

Configure whether credit limits are enabled, the default limit, and exceed-warning behavior.

Step 4: Configure party-ledger transaction detail display

Step 5: Configure commission calculation bases, staff auto-assignment, and return deductions

Step 6: Configure loyalty calculation basis, eligible sale type, currency equivalence, and

Configure loyalty calculation basis, allowed sale type, currency equivalence, and expiry days.

Step 7: Save and reopen customer/POS forms

Check your work

Run controlled creation, sale, payment, return, loyalty-ledger, commission-ledger, and report cases. Confirm both below-limit and over-limit behavior.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Customer.
Global Application Settings

Configure Receipt and Invoice Content

How to Configure Receipt and Invoice Content in Muhasib ERP

Overview

This guide will help you control which company, customer, item, tax, balance, and terms information appears on receipts and invoices.

Who can do this

You need access to Global Configurations plus authorization to change customer-facing and tax documents.

Before you start

Record current values. Prepare sanitized sample transactions covering tax, discount, balance, barcode, and long descriptions. Confirm legal document requirements.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Settings → Application/Global Settings → Receipt Settings and Invoice Layout Settings.

Configure Receipt and Invoice Content

Step 1: Choose the approved receipt/invoice layout

Step 2: Configure company logo, name, address, contact, email, website, NTN, and

Configure company logo, name, address, contact, email, website, NTN, and STRN display.

Step 3: Configure customer number, CNIC, NTN, address, previous/total balance display

Step 4: Configure item barcode, description, unit price, discounted line price, and

Configure item barcode, description, unit price, discounted line price, and tax-inclusive line/subtotal behavior.

Step 5: Configure tax label or approved custom label

Step 7: Save and reopen preview/output forms

Check your work

Preview and print/PDF every affected transaction type with sanitized data. Check totals, tax, wrapping, page breaks, barcode, privacy, and company identity.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Update the Active Company's Identity and Branding.
Global Application Settings

Configure Transaction Numbering

How to Configure Transaction Numbering in Muhasib ERP

Overview

This guide will help you configure an approved prefix, suffix, and starting number for a transaction family without creating duplicate identifiers.

Relevant new records use the effective settings. Global and local numbering can conflict if precedence/scope is misunderstood.

Who can do this

You need access to Global Configurations or Instance Settings, plus finance/system-owner authorization.

Before you start

Back up the database. Inventory existing highest numbers, offline/pending transactions, all terminals, imports, integrations, and conversion workflows. Stop new entry during the change.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Settings → Application/Global Settings → Transaction Settings; or Instance Settings → Transaction Settings when explicitly set up.

Configure Transaction Numbering

Step 1: Select one transaction family

Step 2: Record its current start, prefix, and suffix

Step 3: Determine whether Get Parameters from Instance Config applies

Step 4: Choose a start value above all existing and pending identifiers

Choose a start value above all existing and pending identifiers in the effective scope.

Step 5: Enter approved prefix/suffix values

Step 6: Save and reopen the affected entry form

Step 7: Create one disposable record on each relevant terminal, then test

Create one disposable record on each relevant terminal, then test conversion/import/synchronization.

Check your work

Query the corresponding inquiry/report and confirm uniqueness, ordering, company/terminal scope, and correct converted/source references.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Configure This Workstation's POS Experience.
Global Application Settings

Configure Item Label Printing

How to Configure Item Label Printing in Muhasib ERP

Overview

This guide will help you configure label dimensions and typography that produce readable item labels on the intended printer.

Item Label Printing uses the active company's layout values with the selected printer/output path.

Who can do this

You need access to Global Configurations, Printer access, and Item Label Printing permission.

Before you start

Register a test printer/PDF sink and get label-stock width, height, margins, rows/columns, and printer specifications. Use synthetic barcodes.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Settings → Application/Global Settings → Label Settings.

Configure Item Label Printing

Step 1: Select the intended printer type

Step 2: For a normal printer, enter paper size, stickers per row,

For a normal printer, enter paper size, stickers per row, rows per page, spacing, label size, and margins.

Step 3: For a label printer, enter label size, margins, and line spacing

Step 4: Configure company, item, and price font sizes

Step 5: Configure barcode width and height

Step 6: Save settings

Step 7: Print a small test batch before bulk printing

Check your work

Check alignment across first/last labels, page boundaries, long item names, prices, company text, and scanner readability.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Register a Printer.
Global Application Settings

Configure Tax Integrations

How to Configure Tax Integrations in Muhasib ERP

Overview

This guide will help you configure an allowed FBR Digital Invoicing, FBR, SRB, or PRA integration without exposing credentials or submitting production tax data during testing.

Eligible sales paths can submit data externally and store/render authority responses or barcodes. Retrying incorrectly can duplicate legal submissions.

Who can do this

You need access to Global Configurations, tax feature entitlement, and explicit tax-administrator authorization. Local POS IDs may also require Instance Settings.

Before you start

Use sandbox endpoints and synthetic taxpayer data. Get approved seller/company identity, NTN, address/province, endpoint, POS ID/user/password/token, barcode, and service-fee policy.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Settings → Application/Global Settings → Tax Integration; local terminal IDs may be under Instance Settings → Tax Integration Settings.

Configure Tax Integrations

Step 1: Select only the applicable authority/integration

Select only the needed authority/integration.

Step 2: Enter the approved sandbox API path

Step 3: Enter seller/company identifiers and jurisdiction fields

Step 4: Enter protected authentication values without recording them in documentation

Step 5: Configure POS ID and receipt-barcode behavior

Step 6: Configure customer service-fee treatment only when legally approved

Step 7: Save and restart/reopen POS as required

Step 8: Submit one synthetic transaction and test success, rejection, timeout, and

Submit one synthetic transaction and test success, rejection, timeout, and retry.

Check your work

Match Muhasib status/logs and printed barcode/reference to the sandbox authority response, then compare and confirm the local sale and tax reports.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Configure Diagnostic Logging Safely.
Global Application Settings

Configure E-Commerce and Offline POS Synchronization

How to Configure E-Commerce and Offline POS Synchronization in Muhasib ERP

Overview

This guide will help you configure synchronization intervals and mappings while protecting against duplicate or cross-company records.

Background services may fetch/upload data at the set up interval. External status, local transactions, stock, payments, tax, and numbering can all be affected.

Who can do this

You need access to Global Configurations, relevant integration feature/operation permissions, and external-system authorization.

Before you start

Back up all involved databases. Use sandbox stores/endpoints. Prepare mapping rules for company, location, terminal, items, customers, tax, payment, numbering, stock, and order status.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Settings → Application/Global Settings → Offline POS Settings or Ecommerce Integration.

Configure E-Commerce and Offline POS Synchronization

Step 1: Confirm the active company and integration direction

Step 2: Configure the sandbox URL/connection and any approved store setting

Step 3: Configure automatic fetch/synchronization only after manual transfer succeeds

Step 4: Set a conservative polling/synchronization interval

Step 5: Configure default tax/type and mapping behavior

Step 6: Save and restart the relevant scheduler when required

Step 7: Transfer one synthetic order/sale

Step 8: Repeat the same transfer to verify deduplication

Step 9: Test timeout, partial response, conflict, and retry

Check your work

Compare and Confirm source and destination IDs, quantities, totals, tax, customer, payment, status, stock, and retry count. Confirm no duplicates.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Synchronize Offline POS Sales.
Global Application Settings

Configure Centralized Multi-Company Behavior

How to Configure Centralized Multi-Company Behavior in Muhasib ERP

Overview

This guide will help you select the primary company and configure which masters or transactions are shared/visible across companies.

Affected forms may use primary-company masters or expose cross-company transactions. Wrong settings can mix identities, numbering, stock, accounts, tax, or reports.

Who can do this

You need access to Global Configurations, relevant company permissions, and explicit multi-company data-governance authorization.

Before you start

Back up the database. Inventory each company's items, contacts/parties, payment accounts/types/terms, tax, terminals, sales, purchases, roles, numbering, and reporting obligations.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Settings → Application/Global Settings → Centralize Company Settings.

Configure Centralized Multi-Company Behavior

Step 1: Confirm every company and choose the approved Primary Company

Step 2: Decide separately whether to centralize items, contacts, parties, payment accounts,

Decide separately whether to centralize items, contacts, parties, payment accounts, payment terms, payment types, tax, and terminals.

Step 3: Decide whether users may see purchases or sales from all companies

Step 4: Change one family at a time

Step 5: Save and restart/re-enter company context where required

Step 6: Test create, select, update, report, permission, and company-switch behavior in

Test create, select, update, report, permission, and company-switch behavior in every affected company.

Check your work

Use an explicit company-by-company matrix to prove allowed sharing and prohibited leakage. Compare and Confirm reports and record ownership.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Understand Company, Location, Terminal, and Licence Identities.
Global Application Settings

Manage Global and Instance Settings

How to Manage Global and Instance Settings in Muhasib ERP

Overview

This guide will help you distinguish company/database-wide settings from workstation-specific settings and change only an approved, evidenced value.

The approved global or local behavior changes for new operations; historical records are not assumed to be recalculated.

Who can do this

You need access to Relevant settings administration plus business-owner approval for the affected module and workstation/company scope.

Before you start

Identify setting key/label, current value, consumer forms/services, scope, default, data/external consequences, restart requirement, rollback value, and test case.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Settings → Application/Global Settings or Instance Settings.

Manage Global and Instance Settings

Step 1: Confirm whether the setting belongs to shared database/company behavior or

Confirm whether the setting belongs to shared database/company behavior or this workstation instance.

Step 2: Record the current value and affected consumers without exposing secrets

Step 3: Change one approved setting group at a time

Step 4: Save once and restart only when required

Step 5: Test a representative affected workflow in an isolated environment

Step 6: Reopen the setting and reconcile downstream behavior

Check your work

The stored value, effective scope, consumer behavior, audit evidence, and rollback test match the approved change.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Configure POS Behavior for a Company.

Workstation and Instance Settings

Control this computer’s POS experience, Quick Launcher, and diagnostic logging.

Workstation and Instance Settings

Configure This Workstation's POS Experience

How to Configure This Workstation's POS Experience in Muhasib ERP

Overview

This guide will help you configure POS display, item selection, search columns, temporary-sale behavior, and Quick Pay for this computer.

New POS sessions on this computer use the local selection/display/payment behavior. Company-wide POS settings still apply and can override or complement outcomes.

Who can do this

You need access to Instance Settings plus authorization for local payment and transaction behavior.

Before you start

Record current local settings. Close POS, identify screen resolution/scaling, and prepare approved payment type plus cash/card payment accounts.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Settings → Instance Settings → POS Module Settings.

Configure This Workstation's POS Experience

Step 1: Choose automatic POS size or enter the approved manual size

Step 2: Choose the supported current interface; treat UI 2 marked beta

Choose the supported current interface; treat UI 2 marked beta as test-only unless approved.

Step 3: Configure item-search style and visible columns: ID, barcode, name, quantity,

Configure item-search style and visible columns: ID, barcode, name, quantity, selling price, available stock, SKU, UPC, brand, and image as available.

Step 4: Configure prompts for quantity, price, or line-item options after selection

Step 5: Configure barcode/name display and POS minimize behavior

Step 6: Configure temporary sale/default behavior only when entitled

Step 7: For Quick Pay, enable it and select default payment type,

For Quick Pay, enable it and select default payment type, cash account, and card account.

Step 8: Save, close, and reopen POS

Check your work

Run a disposable cash and card sale, check prompts/search columns/layout, and compare and confirm the correct payment accounts.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Configure POS Behavior for a Company.
Workstation and Instance Settings

Configure the Quick Launcher

How to Configure the Quick Launcher in Muhasib ERP

Overview

This guide will help you select a small set of authorized shortcuts for this workstation.

Selected values are saved locally. Visibility still depends on role, plan, company, and target-form availability.

Who can do this

You need access to Instance Settings plus access to each destination task.

Before you start

List the user's most frequent authorized tasks. A shortcut does not grant permission or satisfy prerequisites.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Settings → Instance Settings → Quick Launcher Settings.

Configure the Quick Launcher

Step 1: Review available transaction, master, inquiry, and report shortcuts

Step 2: Select only tasks used on this workstation

Step 3: Keep the selection at or below the form's validated maximum

Keep the selection at or below the form's validated maximum of eight until the target build proves otherwise.

Step 4: Save the instance settings

Step 5: Return to or restart Back Office if required

Step 6: Open each shortcut and confirm its destination

Check your work

Confirm the intended shortcuts appear and unavailable tasks remain blocked.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Use the Muhasib Quick Launcher.
Workstation and Instance Settings

Configure Diagnostic Logging Safely

How to Configure Diagnostic Logging Safely in Muhasib ERP

Overview

This guide will help you enable only the diagnostic detail needed for a controlled investigation, then return logging to its normal level.

The logging framework can emit more detail, increasing storage, privacy exposure, and performance cost.

Who can do this

You need access to Instance Settings and authorization to collect diagnostic or tax-integration data.

Before you start

Identify the issue, reproduction window, approved log destination, retention period, and fields that must be redacted.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Settings → Instance Settings → Log Settings.

Configure Diagnostic Logging Safely

Step 1: Record current logging options

Step 2: Select only required levels: Error, Warn, Info, or Debug; use

Select only required levels: Error, Warn, Info, or Debug; use All only for a short approved capture.

Step 3: Enable debugging only when requested by authorized support

Step 4: Enable Tax Logs only in a sandbox or under approved

Enable Tax Logs only in a sandbox or under approved sensitive-data handling.

Step 5: Save and restart if required

Step 6: Reproduce the issue once

Step 7: Collect and sanitize the relevant time window

Step 8: Restore normal logging and remove temporary sensitive copies according to

Restore normal logging and remove temporary sensitive copies according to policy.

Check your work

Confirm the required event appears without credentials, tokens, personal data, or unnecessary transaction content.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Request Muhasib Support.

Numbering and Document Output

Configure document numbers, receipt content, invoice output, labels, and related printing choices.

Backup, Restore, and Day End

Create and verify backups, restore safely, set retention, and complete day-end work.

Backup, Restore, and Day End

Create and Verify a Manual Backup

How to Create and Verify a Manual Backup in Muhasib ERP

Overview

This guide will help you create an approved Muhasib database backup and record enough information to check that it is recoverable.

Muhasib asks SQL Server to create a database backup through this workflow. A success message alone does not prove restorability or application consistency.

Who can do this

You need access to Backup & Restore, SQL/file-system access, and organizational backup authorization.

Before you start

Notify users, finish critical transactions, stop or coordinate integrations, confirm free protected storage, and record application/database revision.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → Backup and Restore → Software Backup.

Create and Verify a Manual Backup

Step 1: Confirm the active database/company and backup destination

Step 2: Choose Backup Data

Step 3: Select the approved protected destination/name when prompted

Step 4: Wait for the successful-backup message; do not close Muhasib or

Wait for the successful-backup message; do not close Muhasib or SQL Server during creation.

Step 5: Record timestamp, size, database identity/revision, application build, and checksum when

Record timestamp, size, database identity/revision, application build, and checksum when supported.

Step 6: Copy according to retention/off-site policy

Step 7: Verify restoration only into an isolated disposable SQL environment

Check your work

Confirm the file exists, is non-zero, is protected, and restores into isolation. Launch the matching Muhasib build against the restored clone and run integrity/checking checks.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Restore a Muhasib Database Safely.
Backup, Restore, and Day End

Restore a Muhasib Database Safely

How to Restore a Muhasib Database Safely in Muhasib ERP

Overview

This guide will help you restore an approved compatible backup without overwriting the only current business database or allowing concurrent writes.

The target database is replaced by backup state, potentially discarding later work. The available workflow shows success/failure handling but does not prove transaction rollback for every failure.

Who can do this

You need access to Backup & Restore, SQL/file-system administration, business-owner approval, and an agreed recovery point.

Before you start

Stop users/services/integrations, create and check a current safety backup, identify target server/database, confirm backup source/checksum/version/revision, and document the data-loss window.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → Backup and Restore → Restore Data.

Restore a Muhasib Database Safely

Step 1: Rehearse the restore into an isolated database first

Step 2: Validate the restored clone with the matching application build

Step 3: Obtain final approval for the exact source file and target database

Step 4: Disconnect all users and background services from the target

Step 5: Open Restore Data and select the approved backup

Step 6: Confirm only when source and target are exact

Step 7: Wait for completion without interruption

Step 8: Reconnect with one administrator and verify before releasing users/services

Check your work

Check database revision, companies/users, record counts, latest transactions, stock, ledgers, reports, attachments/integrations, numbering, and logs. Re-enable services gradually.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create and Verify a Manual Backup.
Backup, Restore, and Day End

Configure Automatic Backups and Retention

How to Configure Automatic Backups and Retention in Muhasib ERP

Overview

This guide will help you configure scheduled backups to a protected location and check retention without risking the only recoverable copy.

Global settings drive the Back Office automatic-backup service. Retention may remove older scheduled files; independent backups remain necessary.

Who can do this

You need access to Backup & Restore, file-system access, and backup-policy authorization.

Before you start

Choose a durable path writable by the Muhasib process, define interval and retention, estimate space, and keep an independent off-site copy.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → Backup and Restore → Automatic Backup Settings.

Configure Automatic Backups and Retention

Step 1: Select the approved automatic-backup path

Step 2: Set the interval in minutes according to recovery objectives

Step 3: Set how many last good backups to retain

Step 4: Enable Automatic Backup

Step 5: Choose Update and confirm

Step 6: Keep Muhasib running long enough for a scheduled test

Step 7: Verify creation, naming, retention, and restore of a generated backup

Check creation, naming, retention, and restore of a generated backup in isolation.

Check your work

Confirm repeated scheduled backups, retention at the approved count, failure notification/log behavior, and isolated restoration.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create and Verify a Manual Backup.
Backup, Restore, and Day End

Complete Day-End Activity Safely

How to Complete Day-End Activity Safely in Muhasib ERP

Overview

This guide will help you run only the required Day-End tasks and compare and confirm their inventory, ageing, batch, and notification results.

Source performs repeated saves while creating/updating inventory and stock-adjustment records, removing item-location rows, changing batches, recalculating ageing, and creating notifications. Atomic rollback is not proven.

Who can do this

You need access to Day-end Activity plus relevant underlying module permissions.

Before you start

Create a verified backup, make sure an active fiscal year, finish/synchronize transactions, close relevant registers/periods, stop integrations, and capture baseline stock/ledgers/ageing/batches/notifications.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → Day-end Activity.

Complete Day-End Activity Safely

Step 1: Review the Work List

Step 2: Select only approved tasks

Select only approved tasks:

Step 3: Confirm baseline reports and backup

Step 4: Choose Start Activity

Step 5: Do not interrupt the process

Step 6: Wait for completion and preserve any error

Step 7: Reconcile every selected outcome before reopening normal work

Check your work

Compare stock report/ledger, batch report, adjustment inquiry, customer/supplier ageing, cheque inquiry, notification counts, and General Ledger where needed. A second controlled run should not create unintended duplicates.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create and Verify a Manual Backup.

User Activity and Troubleshooting

Review user activity and investigate who performed an important action.

User Activity and Troubleshooting

Review User Activity

How to Review User Activity in Muhasib ERP

Overview

This guide will help you filter and interpret Muhasib user activity for an authorized audit or support investigation.

The report provides supporting audit evidence. Any deletion can weaken record history and requires separate clear approval.

Who can do this

You need access to User Activity Report. Removing activity also requires Delete User Activity Report and explicit audit-record removal approval.

Before you start

Define the user, company, time range, action, and business question. Follow privacy, employment, audit-retention, and legal policy.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Essentials Setup → User Activity Report.

Review User Activity

Step 1: Open the report

Step 2: Select the narrowest approved company/user/date/action filters available

Step 3: Run the report

Step 4: Compare timestamps and descriptions with the underlying record or support

Compare timestamps and descriptions with the related record or support event.

Step 5: Export/print only when authorized and store output securely

Step 6: Do not delete activity during ordinary review

Check your work

Cross-check an approved test action against its activity row, business record, timestamp, user, and company.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Audit a User's Effective Access.