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 Do not assume the supplier is the most recent supplier without proof. Confirm returns and multi-supplier items before interpreting totals. Related guides Review the Supplier Wise Purchase Report Review the Item-wise Sale Report Create a Supplier 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 Check duplicate line-level counting when comparing invoice totals. Align return and cancelled/held transaction inclusion. Related guides Review the Sales Summary Report Review Sale Inquiry Reconcile Two Muhasib Reports Safely 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 Confirm staff assignment occurred on the sale line/document. Separate commission eligibility from payment status. Related guides Review the Invoice-Wise Service Staff Report Review the Service Staff Sales Summary Report Assign Service Staff or a Commission Agent 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 Align calendar date with working-period/register cutoff. Check backdated and offline-synchronized records. Related guides Review the Daily Closing Report Review Sale Inquiry Review Sale Return Inquiry 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 Check open registers and unsynchronized offline sales. Do not force counted amounts to expected values. Related guides Close and Reconcile a POS Register Review the Daily Sale and Return Summary Review the Payment Channel Report 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 5: Confirm link to the original sale 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 Expand scope and check company when a return is missing. Search for duplicates before entering another return. Related guides Return a Sale Review the Sale Return Report Pay or Refund a Customer 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 Confirm expiry and return dates. Do not adjust points before tracing the source event. Related guides Review the Customer Loyalty Points Ledger Review the Customer Loyalty Points Report Create a POS Sale 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 Check transactions before the selected range for opening differences. Confirm returned sales reverse points according to the set up rule. Related guides Review Customer Loyalty Points Inquiry Review the Customer Loyalty Points Report Review Sale Return Inquiry 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 Confirm as-of and expiry processing time. Do not sum overlapping earned and available columns. Related guides Review the Customer Loyalty Points Ledger Review Customer Loyalty Points Inquiry Create a Customer 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 Separate transaction date from synchronization date. Do not count both original and replicated records twice. Related guides Review the Company-wise Sale Report Synchronize Offline POS Sales Reconcile Two Muhasib Reports Safely 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 Check company permissions when a company is absent. Do not add amounts in different currencies without explicit conversion. Related guides Review the Centralized Sale Report Review the Sales Summary Report Review the Master Dashboard 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 Do not use this report operationally until “recovery” is defined for the target deployment. Check staff assignment and payment status. Related guides Review the Service Staff Sales Summary Report Review the Invoice-Wise Service Staff Report Review Payment Channels and Transaction Summaries 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 Local success may not mean handset delivery. Check alternate date/terminal scopes for missing records. Related guides Review SMS History and Delivery Evidence Send a Transaction SMS Diagnose an External Integration Failure 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 Check whether one invoice can contain multiple staff assignments. Align return/cancelled invoice inclusion. Related guides Review the Service Staff Item Commission Report Review the Item-Wise Service Staff Report Review the Service Staff Sales Summary Report 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 Separate sales performance from outstanding balance. Consolidate duplicate customer records only through approved master governance. Related guides Review Sale Inquiry Review Customer Financial Position Rank Top or Least Customers 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 Confirm whether the report uses customer, billing, or delivery area. Do not reclassify historical sales by changing current customer data without assessing effects. Related guides Review Customer Wise Sales Create a Customer Reconcile Two Muhasib Reports Safely 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 Do not add converted temporary and final sale quantities together. Confirm temporary-return treatment. Related guides Review the Temporary Sales Inquiry Review the Temp Sales Summary Report Convert a Temporary Sale to an Invoice 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 Search linked sales before converting again. Confirm expired quotations are handled according to policy. Related guides Create a Quotation Convert a Quotation to a Sale Review Sale Inquiry 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 Confirm whether conversion leaves the source in the report. Align temporary-return signs and statuses. Related guides Review the Temporary Sales Inquiry Review the Item-wise Temporary Sale Report Convert a Temporary Sale to an Invoice 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 Search final Sale Inquiry before converting again. Confirm company and status filters for missing records. Related guides Create a Temporary Sale Convert a Temporary Sale to an Invoice Review the Temp Sales Summary Report 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 Do not compare gross to net totals without aligning components. Check held, temporary, offline, cancelled, and returned records. Related guides Review the Detailed Sales Summary Report Review Sale Inquiry Review the Daily Sale and Return Summary 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 Search by multiple identifiers before concluding a sale is missing. Do not use delete to correct a posted transaction. Related guides Create a POS Sale Return a Sale Review the Sales Summary Report 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 Confirm status master definitions and promised-date basis. Refresh after delivery/conversion before comparing. Related guides Review the Sales Order Inquiry Create a Sales Order Deliver or Convert a Sales Order 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 Check timezone and appointment-status definitions. Refresh after conversion or status change. Related guides Review the Appointment Inquiry Create an Appointment Convert an Appointment to a Sale 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 Confirm timezone and inclusive date boundaries. Search Sale Inquiry before converting again. Related guides Review the Appointment Dashboard Create an Appointment Convert an Appointment to a Sale 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 Treat cheque number plus bank as the duplicate key. Do not mark clearance without bank evidence. Related guides Record a Customer Cheque Receive a Customer Payment Reconcile a Payment Account Statement 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 Confirm agent was assigned before sale completion. Do not pay directly from gross sales without applying approved rules. Related guides Pay a Commission Agent Review Commission Agent and Person Ledgers Assign Service Staff or a Commission Agent 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 Check split staff assignments and units. Align returned items with original staff attribution. Related guides Review the Invoice-Wise Service Staff Report Review the Service Staff Item Commission Report Review the Service Staff Sales Summary Report 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 Establish allocation behavior when multiple staff share a sale. Do not equate sales value with commission payable. Related guides Review the Invoice-Wise Service Staff Report Review the Item-Wise Service Staff Report Review the Service Staff Item Commission Report 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 Absence from this report does not prove no change occurred. Protect personal data in exported history. Related guides Create a Customer Review User Activity Correct or Reverse a Customer or Agent Transaction 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 Do not add incompatible units. Backdated costs or negative stock may distort historical margin. Related guides Review the Item-wise Sale Summary Report Rank Top or Least Sold Items Review Inventory Movement and Valuation 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 Check split payments and one-to-many row expansion. Align cancelled, held, and returned status rules. Related guides Review Sale Inquiry Review the Sales Summary Report Review Payment Channels and Transaction Summaries 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 Confirm return signs and original-sale linkage. Separate temporary-sale returns if excluded. Related guides Review Sale Return Inquiry Return a Sale Review the Daily Sale and Return Summary 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 Confirm due dates and allocation status. Do not collect balances covered by unallocated receipts/credits without checking. Related guides Review Customer Financial Position Receive a Customer Payment Allocate or Update Customer Payment Transactions 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 Search both delivery and sale links before repeating conversion. Confirm status definitions for apparently open orders. Related guides Review the Sales Order Dashboard Create a Sales Order Deliver or Convert a Sales Order 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 Confirm grouping by variant, unit, batch, or parent item. Do not interpret summarized cost without verifying the costing basis. Related guides Review the Item-wise Sale Report Review the Sales Summary Report Review Item Analytics What to do next Review the Item-wise Sale Report.