Sales and Customer Reports

Review sales, returns, customers, staff, commissions, loyalty, appointments, orders, and related inquiries.

Review the Supplier-wise Sale Report

How to Review the Supplier-wise Sale Report in Muhasib ERP

Overview

This guide will help you analyze sold items by their associated supplier for a selected sales period.

You get supplier-attributed sales analysis for sourcing review.

Who can do this

You need access to Supplier-wise Sale Report plus authorized sales, item, supplier, and cost scope.

Before you start

Choose company, period, locations, supplier/item scope, sale statuses, return treatment, and whether supplier means preferred or purchase-source supplier.

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 → Supplier-wise Sale Report.

Review the Supplier-wise Sale Report

Step 1: Set company, date, location, and supplier filters

Step 2: Generate the report

Step 3: Review supplier, item, quantity, sale value, return, and cost/profit fields

Review supplier, item, quantity, sale value, return, and cost/profit fields shown.

Step 4: Identify items with missing or unexpected supplier attribution

Step 5: Drill to sale and item/purchase history

Step 6: Export with filters recorded

Check your work

Sample rows compare and confirm to sales and the report's verified supplier-attribution rule.

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

Review the Supplier Wise Purchase Report.

Review the Detailed Sales Summary Report

How to Review the Detailed Sales Summary Report in Muhasib ERP

Overview

This guide will help you review detailed sales activity and compare and confirm its grouped totals for a selected scope.

You get detailed sales evidence suitable for operational checking.

Who can do this

You need access to Detailed Sales Summary Report and relevant sales visibility.

Before you start

Define company, date range, locations, terminals, users, customers, items, statuses, returns, and expected control total.

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 → Detailed Sales Summary Report.

Review the Detailed Sales Summary Report

Step 1: Apply exact scope filters

Step 2: Generate the report

Step 3: Identify whether rows represent invoices, lines, items, or grouped dimensions

Step 4: Review quantity, subtotal, discount, tax, charges, return, payment, and grand

Review quantity, subtotal, discount, tax, charges, return, payment, and grand total shown.

Step 5: Drill into exceptions

Step 6: Reconcile subtotals and grand total to source sales

Check your work

Representative rows and all grouped totals reproduce from Sale Inquiry for the same population.

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

Review the Sales Summary Report.

Review the Service Staff Item Commission Report

How to Review the Service Staff Item Commission Report in Muhasib ERP

Overview

This guide will help you calculate and check item-level commission attributed to service staff.

You get an item-level commission calculation for review, not automatic payroll approval.

Who can do this

You need access to Service Staff Item Commission Report plus authorized staff, sales, item, and commission visibility.

Before you start

Confirm period, staff, items, commission setup, eligibility date/status, discounts/tax basis, returns, prior settlement, and approval rules.

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 → Service Staff Item Commission Report.

Review the Service Staff Item Commission Report

Step 1: Set company, date, location, and staff filters

Step 2: Generate the report

Step 3: Review item quantities/values and applied commission rule/rate

Step 4: Confirm discounts, returns, cancellations, and tax treatment

Step 5: Recalculate representative commission lines

Step 6: Compare with invoice-wise and staff summary reports

Check your work

Eligible source sale lines and set up rules reproduce the report amount including rounding.

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

Review the Invoice-Wise Service Staff Report.

Review the Daily Sale and Return Summary

How to Review the Daily Sale and Return Summary in Muhasib ERP

Overview

This guide will help you summarize one business day's sales and returns and compare and confirm the net result.

You get a daily gross-to-net sales control.

Who can do this

You need access to Daily Sale and Return Summary plus relevant sales/return scope.

Before you start

Confirm business date/cutoff, company, locations, terminals, working periods/registers, offline synchronization, and expected sales/return controls.

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 → Daily Sale and Return Summary.

Review the Daily Sale and Return Summary

Step 1: Select the exact business date and scope

Step 2: Confirm offline sales are synchronized as required

Step 3: Generate the report

Step 4: Review sales, returns, discount, tax, charges, and net totals

Step 5: Compare counts and values with Sale and Return inquiries

Step 6: Record timing or excluded-status differences

Check your work

Eligible sales minus returns, using verified signs and components, equals the shown net total.

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

Review the Daily Closing Report.

Review the Daily Closing Report

How to Review the Daily Closing Report in Muhasib ERP

Overview

This guide will help you compare and confirm daily sales and payment-channel totals to register closing evidence.

You get a daily closing control and documented variances.

Who can do this

You need access to Daily Closing Report plus register, sale, return, and payment visibility.

Before you start

Close or identify registers, synchronize offline data, complete returns and payments, and have counted tender totals and approved cash movements.

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 → Daily Closing Report.

Review the Daily Closing Report

Step 1: Select business date, company, location, terminal, register, and operator scope

Step 2: Generate the report

Step 3: Review opening, sales, returns, receipts, payouts, and tender totals

Step 4: Compare expected values to counted/register-close values

Step 5: Investigate each variance by source transaction

Step 6: Retain the reviewed report with variance explanation

Check your work

Report payment totals compare and confirm to register close, payment-channel reports, and cash/bank controls.

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

Close and Reconcile a POS Register.

Review Sale Return Inquiry

How to Review Sale Return Inquiry in Muhasib ERP

Overview

This guide will help you find a sale return, inspect its original-sale link and current effects, and determine whether correction is required.

You get source-level evidence of the return and its correction needs.

Who can do this

You need access to Sale Return Inquiry and view rights for return, original sale, customer, payment, and stock details.

Before you start

Have return number/reference, original invoice, customer, item, date range, amount, or user.

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 → Sale Return Inquiry.

Review Sale Return Inquiry

Step 1: Set company and date range

Step 2: Filter by return/original invoice/customer/item/status where supported

Step 3: Open the exact return

Step 4: Review returned quantities, price, tax, location, batch/serial, reason, and settlement

Step 6: Trace stock, customer, payment, and journal effects

Check your work

Inquiry/detail compare and confirm to original invoice, Sale Return Report, stock ledger, customer ledger, and refund/credit.

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

Return a Sale.

Review Customer Loyalty Points Inquiry

How to Review Customer Loyalty Points Inquiry in Muhasib ERP

Overview

This guide will help you inspect a customer's loyalty-point transactions and current status at source-record level.

You get a transaction-level explanation of loyalty activity.

Who can do this

You need access to Loyalty Points Inquiry and authorized customer/sale scope.

Before you start

Have customer, transaction/reference, date range, point type, or expected balance.

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 → Customer Loyalty Points Inquiry.

Review Customer Loyalty Points Inquiry

Step 1: Select company, customer, and date range

Step 2: Filter by point status/type or reference where supported

Step 3: Review earned, redeemed, expired, adjusted, and reversed entries

Step 4: Open the source sale/return where possible

Step 5: Confirm dates, rule, quantities/value, and point amount

Step 6: Record unexplained entries for correction review

Check your work

Inquiry entries agree with source transactions and roll into the Loyalty Points Ledger/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

Review the Customer Loyalty Points Ledger.

Review the Customer Loyalty Points Ledger

How to Review the Customer Loyalty Points Ledger in Muhasib ERP

Overview

This guide will help you explain a customer's loyalty-point balance from opening through earned, redeemed, expired, and adjusted points.

You get a complete points roll-forward.

Who can do this

You need access to Loyalty Points Ledger and customer scope.

Before you start

Know customer, exact date range, expected opening/current balance, and loyalty rules.

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 → Customer Loyalty Points Ledger.

Review the Customer Loyalty Points Ledger

Step 1: Select company, customer, and date range

Step 2: Confirm opening points

Step 3: Review each earn, redeem, expiry, adjustment, and reversal

Step 4: Recalculate running balance

Step 5: Drill to source transactions

Step 6: Compare closing points with customer/current summary

Check your work

Opening plus valid additions minus reductions equals closing and agrees with the points 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

Review Customer Loyalty Points Inquiry.

Review the Customer Loyalty Points Report

How to Review the Customer Loyalty Points Report in Muhasib ERP

Overview

This guide will help you summarize loyalty points by customer and identify balances requiring action.

You get a customer-level loyalty liability/activity summary.

Who can do this

You need access to Loyalty Points Report and authorized customer scope.

Before you start

Define company, as-of date, customer/group scope, active/expired inclusion, and expected control total.

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 → Customer Loyalty Points Report.

Review the Customer Loyalty Points Report

Step 1: Set company and as-of/date filters

Step 2: Select customer/group and status scope

Step 3: Generate the report

Step 4: Review earned, redeemed, expired, and available totals shown

Step 5: Drill to loyalty ledgers for exceptions

Step 6: Export only with customer-data authorization

Check your work

Sample customer totals compare and confirm to their loyalty ledgers and inquiry 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

Review the Customer Loyalty Points Ledger.

Review the Centralized Sale Report

How to Review the Centralized Sale Report in Muhasib ERP

Overview

This guide will help you review sales combined through the set up centralized-sales model and trace them back to source companies.

You get a consolidated view with source-company record history.

Who can do this

You need access to Centralized Sale Report and authorized access to every represented company.

Before you start

Confirm centralization settings, source companies, date range, sync/transfer status, locations, terminals, and expected company totals.

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 → Centralized Sale Report.

Review the Centralized Sale Report

Step 1: Select central/company and date scope

Step 2: Apply source-company/location/terminal filters

Step 3: Generate the report

Step 4: Review source company, document, totals, status, and sync markers

Step 5: Compare each company's subtotal with its local sales report

Step 6: Investigate missing, duplicate, or delayed centralized records

Check your work

Centralized totals equal non-overlapping source-company totals for the same status/cutoff.

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

Review the Company-wise Sale Report.

Review the Company-wise Sale Report

How to Review the Company-wise Sale Report in Muhasib ERP

Overview

This guide will help you compare sales totals across authorized companies for one aligned period and definition.

You get a comparable company-level sales view.

Who can do this

You need access to Company-wise Sale Report and access to each selected company.

Before you start

Define companies, dates, statuses, returns, currencies, tax inclusion, and expected local-company controls.

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 → Company-wise Sale Report.

Review the Company-wise Sale Report

Step 1: Select the exact period and authorized companies

Step 2: Align location/terminal and status options

Step 3: Generate the report

Step 4: Review each company's gross, discounts, returns, tax, and net totals

Review each company's gross, discounts, returns, tax, and net totals shown.

Step 5: Compare each subtotal with its local Sales Summary

Step 6: Normalize currency only through approved methodology if companies differ

Check your work

Each company subtotal and consolidated total compare and confirm to non-overlapping local 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

Review the Centralized Sale Report.

Review the Service Staff Recovery Report

How to Review the Service Staff Recovery Report in Muhasib ERP

Overview

This guide will help you analyze amounts attributed as recoveries to service staff and trace them to source transactions.

You get an explained recovery total without assuming it is commission or cash collected until verified.

Who can do this

You need access to Service Staff Recovery Report and authorized staff/sales/payment scope.

Before you start

Confirm the deployment's definition of recovery, period, staff, locations, source transaction types, and expected controls.

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 → Service Staff Recovery Report.

Review the Service Staff Recovery Report

Step 1: Set company, dates, locations, and staff

Step 2: Generate the report

Step 3: Identify each recovery row's transaction type, reference, customer, and amount

Step 4: Confirm sign and status treatment

Step 5: Drill to source sale/payment

Step 6: Compare staff totals with related staff and payment reports

Check your work

Representative rows compare and confirm to source transactions and the product-owner-confirmed recovery definition.

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

Review the Service Staff Sales Summary Report.

Review the SMS Inquiry

How to Review the SMS Inquiry in Muhasib ERP

Overview

This guide will help you find an SMS record and inspect its recipient, message, timestamp, gateway, and available result.

You get local submission evidence and can classify whether provider follow-up is needed.

Who can do this

You need access to SMS Inquiry and authorized message/customer scope.

Before you start

Have recipient, date range, transaction/reference, terminal, user, or safe message fragment.

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 → SMS Inquiry.

Review the SMS Inquiry

Step 1: Select company and date range

Step 2: Filter by recipient/reference where supported

Step 3: Open the individual SMS record/report

Step 4: Review recipient, message, time, gateway, and local result

Step 5: Compare provider ID/status if stored

Step 6: Protect personal message data in any output

Check your work

One inquiry record matches one intended send and its strongest available provider evidence.

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

Review SMS History and Delivery Evidence.

Review the Invoice-Wise Service Staff Report

How to Review the Invoice-Wise Service Staff Report in Muhasib ERP

Overview

This guide will help you analyze service-staff activity invoice by invoice and trace each assignment to its sale.

You get invoice-level staff attribution for operational or commission review.

Who can do this

You need access to Invoice-Wise Service Staff Report plus staff and sale visibility.

Before you start

Choose company, period, locations, staff, sale statuses, returns, and expected invoice count/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 → Sales & Customers → Invoice-Wise Service Staff Report.

Review the Invoice-Wise Service Staff Report

Step 1: Set date/company/location/staff filters

Step 2: Generate the report

Step 3: Review invoice, customer, assigned staff, values, status, and commission/recovery fields

Review invoice, customer, assigned staff, values, status, and commission/recovery fields shown.

Step 4: Open representative invoices

Step 5: Confirm line-level versus document-level assignment

Step 6: Compare totals with staff summary and item reports

Check your work

Every sampled report row agrees with the source invoice assignment and amounts.

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

Review the Service Staff Item Commission Report.

Review Customer Wise Sales

How to Review Customer Wise Sales in Muhasib ERP

Overview

This guide will help you analyze sales by customer and compare and confirm a selected customer's total to source invoices.

You get customer-level sales analysis for service, collection, or management review.

Who can do this

You need access to Customer Wise Sales Report and authorized customer/sales scope.

Before you start

Define company, period, locations, customer/group, status, returns, tax, and expected control total.

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 → Customer Wise Sales Report.

Review Customer Wise Sales

Step 1: Set company/date/location/customer filters

Step 2: Generate the report

Step 3: Review customer totals, invoice count, gross, discount, returns, tax, and

Review customer totals, invoice count, gross, discount, returns, tax, and net values shown.

Step 4: Drill to invoices for material customers

Step 5: Compare with Sales Summary and Customer Ledger

Step 6: Investigate duplicate or walk-in customer classification

Check your work

Sample customer totals equal allowed source invoices and returns for identical filters.

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

Review Sale Inquiry.

Review the Area Wise Sales Report

How to Review the Area Wise Sales Report in Muhasib ERP

Overview

This guide will help you compare sales across customer or delivery areas and identify unmapped transactions.

You get geographic sales analysis and a list of master-data gaps.

Who can do this

You need access to Area Wise Sales Report and relevant customer/sales scope.

Before you start

Confirm what master supplies Area, company, period, locations, sale statuses, returns, and expected total.

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 → Area Wise Sales Report.

Review the Area Wise Sales Report

Step 1: Set company, dates, and area/location filters

Step 2: Generate the report

Step 3: Review area, customer/invoice count, quantity, and value columns

Step 4: Identify blank/unknown areas

Step 5: Drill to customers or sales to confirm area attribution

Step 6: Compare grand total with the same-scope Sales Summary

Check your work

Sample area totals reproduce from customers/sales under the verified area-attribution rule.

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

Review Customer Wise Sales.

Review the Item-wise Temporary Sale Report

How to Review the Item-wise Temporary Sale Report in Muhasib ERP

Overview

This guide will help you analyze temporary-sale quantities and values by item and identify records awaiting conversion or correction.

You get item-level temporary-sale exposure and follow-up needs.

Who can do this

You need access to Item-wise Temp Sale Report plus temporary-sale and item visibility.

Before you start

Define company, period, locations, items, temporary-sale statuses, converted inclusion, and expected control population.

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 → Item-wise Temp Sale Report.

Review the Item-wise Temporary Sale Report

Step 1: Set company/date/location/item filters

Step 2: Generate the report

Step 3: Review item quantities, values, source temporary sales, and statuses

Step 4: Separate open, converted, returned, and other states

Step 5: Drill to Temporary Sales Inquiry

Step 6: Compare totals with Temp Sales Summary

Check your work

Sample item totals compare and confirm to allowed temporary-sale lines for identical status filters.

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

Review the Temporary Sales Inquiry.

Review the Quotation Inquiry

How to Review the Quotation Inquiry in Muhasib ERP

Overview

This guide will help you find a quotation, inspect its terms and status, and determine whether it should be converted, revised, or left unchanged.

You get source-level quotation status and its next action.

Who can do this

You need access to Quotation Inquiry and view rights for quotation, customer, item, and linked sale.

Before you start

Have quotation number/reference, customer, date range, status, expiry, item, or amount.

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 → Quotation Inquiry.

Review the Quotation Inquiry

Step 1: Set company and date range

Step 2: Filter by quotation/customer/status/reference

Step 3: Open the exact quotation

Step 4: Review validity, customer, lines, price, discount, tax, totals, and notes

Step 5: Check whether it already links to a sale

Step 6: Choose the authorized follow-up without duplicating conversion

Check your work

Inquiry values agree with quotation detail and any linked sale.

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 Quotation.

Review the Temp Sales Summary Report

How to Review the Temp Sales Summary Report in Muhasib ERP

Overview

This guide will help you summarize temporary sales for a selected period and identify open, converted, or returned exposure.

You get a controlled summary of temporary-sale activity and pending action.

Who can do this

You need access to Temp Sales Summary Report and temporary-sale visibility.

Before you start

Define company, dates, locations, statuses, conversion/return treatment, and expected control population.

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 → Temp Sales Summary Report.

Review the Temp Sales Summary Report

Step 1: Set company/date/location/status filters

Step 2: Generate the report

Step 3: Review count, subtotal, discount, tax, charges, and grand total shown

Step 4: Separate open, converted, returned, and other statuses

Step 5: Drill to Temporary Sales Inquiry

Step 6: Reconcile item totals where needed

Check your work

Summary count/value equals the same filtered inquiry population without double-counting converted final sales.

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

Review the Temporary Sales Inquiry.

Review the Temporary Sales Inquiry

How to Review the Temporary Sales Inquiry in Muhasib ERP

Overview

This guide will help you find a temporary sale, inspect its current state, and determine the next authorized action.

You get source-level temporary-sale evidence and its valid next action.

Who can do this

You need access to Temporary Sales Inquiry plus view rights for source, conversion, return, customer, and item details.

Before you start

Have transaction/reference, customer, date range, status, item, amount, or expected conversion.

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 → Temporary Sales Inquiry.

Review the Temporary Sales Inquiry

Step 1: Set company and date range

Step 2: Filter by transaction/customer/status/reference

Step 3: Open the exact temporary sale

Step 4: Review customer, lines, totals, stock identity, payment/credit details, and status

Step 5: Check linked final sale or temporary return

Step 6: Choose conversion/correction only after duplicate checks

Check your work

Inquiry/detail agree with Temp Sales Summary and any linked final/return document.

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 Temporary Sale.

Review the Sales Summary Report

How to Review the Sales Summary Report in Muhasib ERP

Overview

This guide will help you summarize sales for a defined scope and compare and confirm the total to detailed transactions.

You get a reproducible sales control total.

Who can do this

You need access to Sales Summary Report and relevant sales visibility.

Before you start

Define company, period, locations, terminals, users, statuses, return handling, tax basis, and expected total.

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 → Sales Summary Report.

Review the Sales Summary Report

Step 1: Set exact scope filters

Step 2: Generate the report

Step 3: Review transaction count, gross/subtotal, discount, tax, charges, returns, and net/grand

Review transaction count, gross/subtotal, discount, tax, charges, returns, and net/grand totals shown.

Step 4: Compare groups by date/location/terminal/user where available

Step 5: Drill to Detailed Sales Summary or Sale Inquiry

Step 6: Reconcile payment and financial controls separately

Check your work

The summary equals allowed Sale Inquiry transactions for identical filters and status/sign rules.

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

Review the Detailed Sales Summary Report.

Review Sale Inquiry

How to Review Sale Inquiry in Muhasib ERP

Overview

This guide will help you find a sale, inspect its full transaction chain, and determine whether payment, return, printing, or correction is required.

You get the authoritative transaction view and its dependent records.

Who can do this

You need access to Sale Inquiry plus view access to sale, customer, items, payments, returns, stock, and journals.

Before you start

Have invoice/transaction/reference, customer, date range, terminal/register, item, amount, user, or 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 → Sales & Customers → Sale Inquiry.

Review Sale Inquiry

Step 1: Set company and a narrow date range

Step 2: Filter by stable identifiers

Step 3: Open the exact sale

Step 4: Review header, customer, lines, prices, discounts, tax, charges, totals, payments,

Review header, customer, lines, prices, discounts, tax, charges, totals, payments, staff, and status.

Step 5: Trace returns, delivery/order/quotation links, stock, SMS, and journal

Step 6: Select only the authorized next action

Check your work

Sale detail reconciles to receipt, customer ledger, stock ledger, payment account, tax, and journal.

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 POS Sale.

Review the Sales Order Dashboard

How to Review the Sales Order Dashboard in Muhasib ERP

Overview

This guide will help you identify open, due, overdue, partially delivered, completed, or exceptional sales orders requiring action.

Open-order exceptions have identified owners and source transactions.

Who can do this

You need access to Sales Order Dashboard and authorized sales-order/customer scope.

Before you start

Confirm company, date/cutoff, order statuses, promised dates, locations, delivery/conversion policy, and expected open-order controls.

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 → Sales Order Dashboard.

Review the Sales Order Dashboard

Step 1: Confirm company and refresh/cutoff

Step 2: Review status and due-date groups/widgets

Step 3: Filter to overdue or exceptional orders

Step 4: Open source orders

Step 5: Compare ordered, delivered/converted, and remaining quantities

Step 6: Assign fulfillment, correction, or customer follow-up

Check your work

Dashboard counts/values compare and confirm to Sales Order Inquiry under the same status/date rules.

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

Review the Sales Order Inquiry.

Review the Appointment Dashboard

How to Review the Appointment Dashboard in Muhasib ERP

Overview

This guide will help you identify upcoming, overdue, completed, cancelled, or unconverted appointments requiring action.

Appointment exceptions have source-backed follow-up actions.

Who can do this

You need access to Appointment Dashboard and authorized appointment/customer/staff scope.

Before you start

Confirm company, calendar date/timezone, locations, staff, appointment statuses, conversion policy, and expected schedule.

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 → Appointment Dashboard.

Review the Appointment Dashboard

Step 1: Confirm company, current date/time, and refresh

Step 2: Review status/date/staff groups

Step 3: Filter to appointments needing confirmation, service, conversion, or correction

Step 4: Open the source appointment

Step 5: Check customer, schedule, services/items, staff, status, and linked sale

Step 6: Assign the authorized next action

Check your work

Dashboard counts and statuses compare and confirm to Appointment Inquiry for the same filters.

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

Review the Appointment Inquiry.

Review the Appointment Inquiry

How to Review the Appointment Inquiry in Muhasib ERP

Overview

This guide will help you find an appointment, check its schedule and status, and determine its next authorized action.

You get the appointment's source-level state and avoid duplicate conversion.

Who can do this

You need access to Appointment Inquiry plus appointment, customer, staff, and linked-sale view rights.

Before you start

Have appointment/reference, customer, date/time range, location, staff, status, or linked sale.

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 → Appointment Inquiry.

Review the Appointment Inquiry

Step 1: Set company, date/time, location, and status filters

Step 2: Search by appointment/customer/staff/reference

Step 3: Open the exact appointment

Step 4: Review customer, schedule, services/items, staff, notes, and status

Step 5: Check linked sale/conversion

Step 6: Choose update, conversion, or other approved follow-up

Check your work

Inquiry detail agrees with Appointment Dashboard and any linked sale.

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

Review the Appointment Dashboard.

Review the Customer Cheque Inquiry

How to Review the Customer Cheque Inquiry in Muhasib ERP

Overview

This guide will help you find a customer cheque and determine its receipt, deposit, clearance, return, or correction status.

You get a traceable cheque position and next action.

Who can do this

You need access to Customer Cheque Inquiry plus customer/payment-account visibility.

Before you start

Have cheque number, bank, customer, amount, cheque/receipt date, status, or reference.

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 or Muhasib Financials → Customer Cheque Inquiry.

Review the Customer Cheque Inquiry

Step 1: Select company and date range

Step 2: Filter by cheque/customer/bank/status

Step 3: Open the exact cheque record

Step 4: Review amount, dates, bank, receiving account, allocation, and status history

Step 5: Trace customer and payment-account entries

Step 6: Record required deposit, clearance, return, or correction action

Check your work

Cheque inquiry agrees with physical/bank evidence, customer ledger, and payment account.

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

Record a Customer Cheque.

Review the Commission Agent Selling Report

How to Review the Commission Agent Selling Report in Muhasib ERP

Overview

This guide will help you analyze sales attributed to a commission agent and validate the basis for settlement.

You get a source-backed sales population for commission review.

Who can do this

You need access to Commission Agent Selling Report plus agent and sales visibility.

Before you start

Confirm company, period, agent, allowed sales/statuses, returns, commission rules, prior payments, and expected control total.

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 → Commission Agent Selling Report.

Review the Commission Agent Selling Report

Step 1: Set company/date/location/agent filters

Step 2: Generate the report

Step 3: Review source invoices, customers, values, returns, and attributed agent

Step 4: Confirm commission eligibility/rate basis where shown

Step 5: Drill to source sales

Step 6: Compare with agent ledger and payment history

Check your work

Eligible source sales and returns reproduce the report and compare and confirm to agent balances.

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

Pay a Commission Agent.

Review the Item-Wise Service Staff Report

How to Review the Item-Wise Service Staff Report in Muhasib ERP

Overview

This guide will help you analyze which items were sold or serviced by each staff member.

You get item-level staff activity for performance or commission analysis.

Who can do this

You need access to Item-Wise Service Staff Report plus staff, item, and sales visibility.

Before you start

Define company, period, locations, staff, items, statuses, and return treatment.

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 → Item-Wise Service Staff Report.

Review the Item-Wise Service Staff Report

Step 1: Set date/company/location/staff/item filters

Step 2: Generate the report

Step 3: Review item, staff, quantity, value, and return columns

Step 4: Confirm whether assignment is line- or invoice-level

Step 5: Drill to representative sales

Step 6: Compare with invoice-wise and staff summary reports

Check your work

Sample item/staff totals compare and confirm to source sale assignments.

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

Review the Invoice-Wise Service Staff Report.

Review the Service Staff Sales Summary Report

How to Review the Service Staff Sales Summary Report in Muhasib ERP

Overview

This guide will help you summarize sales activity by service staff and compare and confirm each total to invoice/item detail.

You get a staff-level sales summary for operational review.

Who can do this

You need access to Service Staff Sales Summary Report plus authorized staff/sales scope.

Before you start

Define company, period, locations, staff, statuses, returns, and expected totals.

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 → Service Staff Sales Summary Report.

Review the Service Staff Sales Summary Report

Step 1: Set scope and staff filters

Step 2: Generate the report

Step 3: Review each staff member's count, quantity, gross, discount, return, and

Review each staff member's count, quantity, gross, discount, return, and net values shown.

Step 4: Drill to invoice-wise and item-wise staff detail

Step 5: Investigate unassigned/multiple assignments

Step 6: Compare grand total with same-scope sales reports

Check your work

Staff subtotals compare and confirm to invoice/item detail without double-counting shared assignments.

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

Review the Invoice-Wise Service Staff Report.

Review the Customer Change History Report

How to Review the Customer Change History Report in Muhasib ERP

Overview

This guide will help you identify when, how, and by whom a customer master record changed.

You get an audit trail or a focused gap where a change is not logged.

Who can do this

You need access to Customer Change History Report and authorized customer/user scope.

Before you start

Have customer, suspected date range, changed field/value, user, or business incident.

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 → Customer Change History Report.

Review the Customer Change History Report

Step 1: Set company and date range

Step 2: Filter by customer/user/field where supported

Step 3: Review old value, new value, timestamp, and user

Step 4: Compare with current customer master

Step 5: Correlate with source evidence and User Activity

Step 6: Preserve filtered output for authorized review

Check your work

History sequence explains the current customer value and agrees with authorized evidence.

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.

Review the Item-wise Sale Report

How to Review the Item-wise Sale Report in Muhasib ERP

Overview

This guide will help you analyze sales quantity and value by item and trace selected totals to source sale lines.

You get item-level sales analysis for merchandising, replenishment, or margin review.

Who can do this

You need access to Item-wise Sale Report plus authorized item/sales and cost visibility.

Before you start

Define company, period, locations, item/category/brand, unit, status, returns, tax, and cost/profit scope.

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 → Item-wise Sale Report.

Review the Item-wise Sale Report

Step 1: Set exact scope and item filters

Step 2: Generate the report

Step 3: Review quantity, unit, gross, discount, return, tax, net, cost, and

Review quantity, unit, gross, discount, return, tax, net, cost, and profit shown.

Step 4: Normalize quantities to a common unit where required

Step 5: Drill to source sale lines

Step 6: Compare with item summary and inventory movement

Check your work

Sample item totals reproduce from allowed sale/return lines and verified unit/cost rules.

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

Review the Item-wise Sale Summary Report.

Review the Transaction-wise Sale Report

How to Review the Transaction-wise Sale Report in Muhasib ERP

Overview

This guide will help you analyze sales one transaction at a time and compare and confirm selected documents to source and payment records.

You get invoice-level sales analysis and source references.

Who can do this

You need access to Transaction-wise Sale Report plus sale/customer/payment visibility.

Before you start

Define company, period, locations, terminals, users, statuses, payment types, returns, and expected transaction count.

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 → Transaction-wise Sale Report.

Review the Transaction-wise Sale Report

Step 1: Set exact scope filters

Step 2: Generate the report

Step 3: Review each transaction number, date, customer, subtotal, discount, tax, charges,

Review each transaction number, date, customer, subtotal, discount, tax, charges, return, payment, and total shown.

Step 4: Open representative sales

Step 5: Compare payment values with payment-account/channel reports

Step 6: Reconcile report total to Sales Summary

Check your work

Sample rows match Sale Inquiry and aggregated rows equal the same company, dates and filters sales summary.

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

Review Sale Inquiry.

Review the Sale Return Report

How to Review the Sale Return Report in Muhasib ERP

Overview

This guide will help you analyze sale returns for a selected scope and compare and confirm totals to return documents, stock, and customer settlements.

You get a return population for operational, quality, tax, and financial review.

Who can do this

You need access to Sale Return Report plus return, customer, stock, cost, tax, and payment visibility.

Before you start

Define company, period, locations, customers, items, statuses, reasons, and expected return count/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 → Sales & Customers → Sale Return Report.

Review the Sale Return Report

Step 1: Set exact filters

Step 2: Generate the report

Step 3: Review return/original document, customer, item, quantity, price, tax, reason, settlement,

Review return/original document, customer, item, quantity, price, tax, reason, settlement, and status.

Step 4: Drill to return documents

Step 5: Reconcile stock and customer credit/refund

Step 6: Compare report total with Daily Sale and Return Summary

Check your work

Rows compare and confirm to Sale Return Inquiry, original sales, stock movements, customer ledger, and tax.

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

Review Sale Return Inquiry.

Review Sale Ageing Invoices

How to Review Sale Ageing Invoices in Muhasib ERP

Overview

This guide will help you identify outstanding sales invoices by age and prioritize collection or checking.

You get an invoice-level ageing list for collection and control.

Who can do this

You need access to Sale Ageing Invoices plus customer/sale/payment visibility.

Before you start

Choose company, as-of date, customer/group, payment terms, bucket definitions, unallocated credits/receipts, and collection 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 → Sales & Customers → Sale Ageing Invoices.

Review Sale Ageing Invoices

Step 1: Set company and exact as-of date

Step 2: Select customer/group and status filters

Step 3: Generate the report

Step 4: Review invoice date, due date, outstanding amount, days/bucket, receipts, credits,

Review invoice date, due date, outstanding amount, days/bucket, receipts, credits, and disputes.

Step 5: Drill to invoice and allocations

Step 6: Prioritize valid overdue balances

Check your work

Outstanding invoice totals and buckets compare and confirm to customer ledger/ageing under the same cutoff and terms.

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

Review Customer Financial Position.

Review the Sales Order Inquiry

How to Review the Sales Order Inquiry in Muhasib ERP

Overview

This guide will help you find a sales order, inspect ordered/delivered/converted/remaining quantities, and choose its next action.

You get the order's source-level fulfillment state.

Who can do this

You need access to Sales Order Inquiry plus order, customer, item, delivery, and linked-sale visibility.

Before you start

Have order/reference, customer, date range, status, promised date, item, or linked delivery/sale.

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 → Sales Order Inquiry.

Review the Sales Order Inquiry

Step 1: Set company/date/status filters

Step 2: Search by order/customer/reference/item

Step 3: Open the exact order

Step 4: Review terms, lines, ordered, delivered/converted, and remaining quantities

Step 5: Check direct deliveries and linked sales

Step 6: Choose fulfillment, update, cancellation, or closure according to policy

Check your work

Inquiry/order quantities and status compare and confirm to Sales Order Dashboard, delivery documents, and linked sales.

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

Review the Sales Order Dashboard.

Review the Item-wise Sale Summary Report

How to Review the Item-wise Sale Summary Report in Muhasib ERP

Overview

This guide will help you summarize sales by item and compare and confirm selected aggregates to the detailed item-wise report.

You get a compact item performance view.

Who can do this

You need access to Item-wise Sale Summary Report plus authorized item/sales and cost visibility.

Before you start

Define company, period, locations, item/category/brand, unit, statuses, returns, and expected total.

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 → Item-wise Sale Summary Report.

Review the Item-wise Sale Summary Report

Step 1: Set exact scope and grouping filters

Step 2: Generate the report

Step 3: Review item quantity, value, return, discount, tax, cost, and profit

Review item quantity, value, return, discount, tax, cost, and profit aggregates shown.

Step 4: Normalize units where needed

Step 5: Drill or compare with Item-wise Sale detail

Step 6: Reconcile grand total to Sales Summary

Check your work

Sample item aggregates equal detailed allowed sale/return lines for identical filters.

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

Review the Item-wise Sale Report.