Reports Reference
Muhasib ERP outcome-based user guide.
- Using Reports
- Find and Open the Correct Muhasib Report
- Set Report Date, Company, Location, Terminal, and Entity Filters
- Read Report Totals, Signs, Running Balances, and Age Buckets
- Drill from a Report into a Source Transaction
- Reconcile Two Muhasib Reports Safely
- Sales and Customer Reports
- Review the Supplier-wise Sale Report
- Review the Detailed Sales Summary Report
- Review the Service Staff Item Commission Report
- Review the Daily Sale and Return Summary
- Review the Daily Closing Report
- Review Sale Return Inquiry
- Review Customer Loyalty Points Inquiry
- Review the Customer Loyalty Points Ledger
- Review the Customer Loyalty Points Report
- Review the Centralized Sale Report
- Review the Company-wise Sale Report
- Review the Service Staff Recovery Report
- Review the SMS Inquiry
- Review the Invoice-Wise Service Staff Report
- Review Customer Wise Sales
- Review the Area Wise Sales Report
- Review the Item-wise Temporary Sale Report
- Review the Quotation Inquiry
- Review the Temp Sales Summary Report
- Review the Temporary Sales Inquiry
- Review the Sales Summary Report
- Review Sale Inquiry
- Review the Sales Order Dashboard
- Review the Appointment Dashboard
- Review the Appointment Inquiry
- Review the Customer Cheque Inquiry
- Review the Commission Agent Selling Report
- Review the Item-Wise Service Staff Report
- Review the Service Staff Sales Summary Report
- Review the Customer Change History Report
- Review the Item-wise Sale Report
- Review the Transaction-wise Sale Report
- Review the Sale Return Report
- Review Sale Ageing Invoices
- Review the Sales Order Inquiry
- Review the Item-wise Sale Summary Report
- Purchase and Supplier Reports
- Review the Purchase Inquiry
- Review the Purchase Summary Report
- Review the Purchase Order Report
- Review the Purchase Order Inquiry
- Review Purchase Ageing Invoices
- Review the Supplier Change History Report
- Review the Purchase Return Report
- Review the Purchase Return Inquiry
- Review the Supplier Wise Purchase Report
- Inventory Reports
- Review the Low Stock Report
- Review the Stock Report
- Review the Expired Stock Report
- Review the Item Batch Report
- Review the Inventory Movement Report
- Review the Items Report
- Review the Stock Transfer Report
- Review the Stock Transfer Inquiry
- Review Item Cost Price Change History
- Review Item Sell Price Change History
- Review the Stock Adjustment Report
- Review the Stock Adjustment Inquiry
- Review the Bundled Items Stock Forecast
- Review the Bundled Items Forecast Report
- Review the Requisition Inquiry
- Review the Stock Ledger Report
- Review Item Batch Change History
- Review the Item Price Group Report
- Review the Detailed Stock Report
- Review Item Analytics
- Review Available Forecasted Stock
- Review the Inventory Detailed Item Forecast Report
- Expense and Voucher Reports
- Review the Expense Report
- Review the Expense Summary Report Head-Wise
- Review the Expense Inquiry
- Review the Voucher Report
- Review the Voucher Inquiry
- Accounting and Financial Reports
- Review the Customer Ledger Report
- Review the Customer Due Report
- Review the Customer Ageing Report
- Review the Financial Customer Cheque Inquiry
- Review the Commission Agent Ledger Report
- Review the Supplier Due Report
- Review the Supplier Ageing Report
- Review the Supplier Ledger Report
- Review the Profit and Loss Report
- Review the Transaction Summary Report
- Review the Payment Channel Report
- Review the Tax Report
- Review the Tax Summary Report
- Review the Detailed Tax Summary Report
- Review the Payment Account Chart Report
- Review the Payment Account Activity Report
- Review the Payment Account Statement Report
- Review the Journal Ledger Report
- Review the Account Summary Report
- Review the Account Ledger Report
- Review the Trial Balance
- Review the Company Wise Share Profit Report
- Review the Person Ledger Inquiry
- Review the Payment Channel Summary Report
- Manufacturing Reports
- Review the WIP In Inquiry
- Review the WIP Out Inquiry
- Review the WIP In Report
- Review the WIP Out Report
- Review the Production Order Inquiry
- Review the Production Order Stock Report
- Review the Production Order Stock Ledger Report
- Dashboards and Forecasting
- Review the Master Dashboard
- Review the Company Dashboard
- Rank Top or Least Sold Items
- Rank Top or Least Customers
- Rank Top or Least Suppliers
- Review the Detailed Item Forecast Report
- Review the Add-on Sales Report
- Review Item-wise and Category Sales Analysis
- Audit and History Reports
- Printing, Exporting, Email, and Interpretation
Using Reports
Find reports, set filters, read totals, open source entries, reconcile results, and produce output.
Find and Open the Correct Muhasib Report
Find and Open the Correct Muhasib Report
Overview
This guide will help you select the report or inquiry that answers your operational question without changing source data.
The selected read-only view is ready for scoped filtering and interpretation.
Who can do this
You need access to The report's own view permission and authorized company/data shown.
Before you start
State the question, subject, company, date/as-of basis, required detail, and whether you need current state, history, movement, balance, or forecast.
Where to find it
Back Office → relevant workspace module → Reports/Inquiries.
Find and Open the Correct Muhasib Report
Step 1: Use Inquiry for source-document search and status/detail where available
Step 2: Use Ledger for opening, movement, and running/closing balance
Step 3: Use Summary for grouped totals and Report for the named analysis
Step 4: Use History for old/new master or transaction changes
Step 5: Use Dashboard/Forecast for analytical or forward-looking views
Step 6: Confirm the screen title before applying filters
Check your work
Confirm its grain, date semantics, entities, totals, and source drill-down match the original question.
If something goes wrong
- A similarly named report may use a different grain or cutoff.
- Missing menu items can indicate permission, subscription, setting, or inactive-feature restrictions.
Related guides
- Set Report Date, Company, Location, Terminal, and Entity Filters
- Read Report Totals, Signs, Running Balances, and Age Buckets
- Drill from a Report into a Source Transaction
What to do next
Set Report Date, Company, Location, Terminal, and Entity Filters
How to Set Report Date, Company, Location, Terminal, and Entity Filters in Muhasib ERP
Overview
This guide will help you produce a precisely scoped report whose filters can be reproduced by another reviewer.
Muhasib returns records matching its report-specific filter logic.
Who can do this
You need access to Report view access and authorization for every selected company/location/entity.
Before you start
Define company, from/to or as-of date, timezone/cutoff, locations, terminals, users, parties, items, statuses, accounts, and inclusion rules.
Where to find it
Open the intended report and its filter area.
Set Report Date, Company, Location, Terminal, and Entity Filters
Step 1: Select the intended company first
Step 2: Set exact from/to dates or as-of date and note whether time is included
Step 3: Select location, terminal, user, and entity filters
Step 4: Set status, zero-balance, detail, grouping, or other options
Step 5: Select Filter/Generate once
Step 6: Record filters and generation timestamp with any exported output
Check your work
Test boundary records and confirm the title/filter summary identifies the selected scope.
If something goes wrong
Related guides
- Find and Open the Correct Muhasib Report
- Reconcile Two Muhasib Reports Safely
- Print, Export, or Email a Report
What to do next
Read Report Totals, Signs, Running Balances, and Age Buckets
Read Report Totals, Signs, Running Balances, and Age Buckets
Overview
This guide will help you interpret report values correctly before making an operational or accounting decision.
You can explain reported values and distinguish real exceptions from presentation conventions.
Who can do this
You need access to View access to the report and its underlying business scope.
Before you start
Know report grain, account/transaction type, date scope, unit/currency, set up decimal places, and expected normal balance.
Where to find it
Open and filter the selected report.
Read Report Totals, Signs, Running Balances, and Age Buckets
Step 1: Identify whether each row is a transaction, item, document, party,
Identify whether each row is a transaction, item, document, party, account, group, or period.
Step 2: Confirm unit and currency
Step 3: Determine how returns, refunds, credits, reversals, and negative quantities are
Determine how returns, refunds, credits, reversals, and negative quantities are signed.
Step 4: Recalculate one running balance from opening plus movements
Step 5: Verify subtotal and grand-total grouping
Step 6: For ageing, inspect due-date basis and bucket boundaries
Check your work
Representative row, subtotal, running balance, and ageing bucket reproduce from source data.
If something goes wrong
- Do not assume parentheses, credit, or negative signs mean the same thing across reports.
- Investigate rounding at line, document, and grouped levels.
Related guides
- Drill from a Report into a Source Transaction
- Reconcile Two Muhasib Reports Safely
- Set Report Date, Company, Location, Terminal, and Entity Filters
What to do next
Drill from a Report into a Source Transaction
Drill from a Report into a Source Transaction
Overview
This guide will help you trace a report row to the exact source document and its linked stock, payment, or accounting records.
The analytical value is connected to an auditable source transaction.
Who can do this
You need access to Report access plus view permission for the source transaction and linked records.
Before you start
Record row values, document/transaction/reference number, date, party/item/account, amount/quantity, and report filters.
Where to find it
Select/double-click the row or use View Record; otherwise open the source module inquiry separately.
Drill from a Report into a Source Transaction
Step 1: Capture the report row and filters
Step 2: Use the supported drill-down action
Step 3: Confirm the opened document number and entity match
Step 4: Review current status and linked returns, payments, stock, or journals
Step 5: If no drill-down exists, search the source inquiry by stable identifier
Step 6: Return to the report and document the explanation
Check your work
Source values and status explain the report row at the same scope/cutoff.
If something goes wrong
- Source view may be blocked by separate permission.
- Centralized or summarized postings may not expose one-to-one document rows.
Related guides
- Find and Open the Correct Muhasib Report
- Trace a Source Transaction into the General Ledger
- Reconcile Two Muhasib Reports Safely
What to do next
Reconcile Two Muhasib Reports Safely
How to Reconcile Two Muhasib Reports Safely in Muhasib ERP
Overview
This guide will help you explain why two reports agree or differ without forcing either result.
The difference is explained, corrected, or retained as a documented timing/control item.
Who can do this
You need access to Access to both reports and their source transactions.
Before you start
Define expected relationship and align company, dates/cutoff, locations, terminals, statuses, units, currency, signs, and detail/grain.
Where to find it
Open both reports in their respective modules.
Reconcile Two Muhasib Reports Safely
Step 1: Record the purpose and expected control equation
Step 2: Align all visible and hidden filters
Step 3: Compare populations/counts before totals
Step 4: Separate timing, scope, sign, unit, rounding, status, and classification differences
Step 5: Drill to source records for the residual difference
Step 6: Correct source data only through its authorized workflow
Check your work
After valid adjustments, both reports satisfy the defined control equation for the same population.
If something goes wrong
- Similar report titles do not guarantee identical grain.
- Never add an unexplained journal or stock adjustment solely to force agreement.
Related guides
- Set Report Date, Company, Location, Terminal, and Entity Filters
- Read Report Totals, Signs, Running Balances, and Age Buckets
- Drill from a Report into a Source Transaction
What to do next
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.
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.
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
What to do next
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.
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.
If something goes wrong
- Check duplicate line-level counting when comparing invoice totals.
- Align return and cancelled/held transaction inclusion.
Related guides
What to do next
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.
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.
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 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.
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.
If something goes wrong
- Align calendar date with working-period/register cutoff.
- Check backdated and offline-synchronized records.
Related guides
What to do next
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.
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.
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
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.
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.
If something goes wrong
- Expand scope and check company when a return is missing.
- Search for duplicates before entering another return.
Related guides
What to do next
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.
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.
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
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.
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.
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 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.
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.
If something goes wrong
- Confirm as-of and expiry processing time.
- Do not sum overlapping earned and available columns.
Related guides
What to do next
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.
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.
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
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.
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.
If something goes wrong
- Check company permissions when a company is absent.
- Do not add amounts in different currencies without explicit conversion.
Related guides
What to do next
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.
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.
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 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.
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.
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 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.
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.
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 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.
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.
If something goes wrong
- Separate sales performance from outstanding balance.
- Consolidate duplicate customer records only through approved master governance.
Related guides
What to do next
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.
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.
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
What to do next
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.
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.
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 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.
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.
If something goes wrong
- Search linked sales before converting again.
- Confirm expired quotations are handled according to policy.
Related guides
What to do next
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.
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.
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
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.
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.
If something goes wrong
- Search final Sale Inquiry before converting again.
- Confirm company and status filters for missing records.
Related guides
What to do next
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.
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.
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 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.
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.
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
What to do next
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.
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.
If something goes wrong
- Confirm status master definitions and promised-date basis.
- Refresh after delivery/conversion before comparing.
Related guides
What to do next
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.
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.
If something goes wrong
- Check timezone and appointment-status definitions.
- Refresh after conversion or status change.
Related guides
What to do next
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.
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.
If something goes wrong
- Confirm timezone and inclusive date boundaries.
- Search Sale Inquiry before converting again.
Related guides
What to do next
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.
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.
If something goes wrong
- Treat cheque number plus bank as the duplicate key.
- Do not mark clearance without bank evidence.
Related guides
What to do next
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.
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.
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
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.
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.
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 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.
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.
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 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.
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.
If something goes wrong
- Absence from this report does not prove no change occurred.
- Protect personal data in exported history.
Related guides
What to do next
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.
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.
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 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.
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.
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 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.
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.
If something goes wrong
- Confirm return signs and original-sale linkage.
- Separate temporary-sale returns if excluded.
Related guides
What to do next
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.
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.
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 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.
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.
If something goes wrong
- Search both delivery and sale links before repeating conversion.
- Confirm status definitions for apparently open orders.
Related guides
What to do next
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.
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.
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
What to do next
Purchase and Supplier Reports
Review purchases, orders, returns, suppliers, ageing, history, and purchasing inquiries.
Review the Purchase Inquiry
How to Review the Purchase Inquiry in Muhasib ERP
Overview
This guide will help you find a purchase, inspect its complete transaction chain, and determine whether payment, return, printing, or correction is required.
You get the authoritative purchase view and its dependent records.
Who can do this
You need access to Purchase Inquiry plus purchase, supplier, item, payment, return, stock, tax, and journal visibility.
Before you start
Have purchase/transaction/supplier-invoice/reference number, supplier, date range, item, amount, user, or status.
Where to find it
Back Office → Purchases & Suppliers → Purchase Inquiry.
Review the Purchase Inquiry
Step 1: Set company and a narrow date range
Step 2: Filter by stable identifiers
Step 3: Open the exact purchase
Step 4: Review supplier, invoice/date, lines, costs, discounts, taxes, charges, totals, payment,
Review supplier, invoice/date, lines, costs, discounts, taxes, charges, totals, payment, and status.
Step 5: Trace returns, order/GRN links, stock, supplier balance, and journal
Step 6: Select only the authorized next action
Check your work
Detail reconciles to supplier invoice, stock ledger, supplier ledger, payment account, tax, and journal.
If something goes wrong
- Search using supplier plus invoice number before concluding it is missing.
- Do not delete a posted purchase to correct it.
Related guides
What to do next
Review the Purchase Summary Report
How to Review the Purchase Summary Report in Muhasib ERP
Overview
This guide will help you summarize purchases for a defined scope and compare and confirm totals to detailed source documents.
You get a reproducible purchase control total.
Who can do this
You need access to Purchase Summary Report and relevant purchase visibility.
Before you start
Define company, period, locations, suppliers, statuses, return handling, tax basis, and expected control total.
Where to find it
Back Office → Purchases & Suppliers → Purchase Summary Report.
Review the Purchase Summary Report
Step 1: Set exact scope filters
Step 2: Generate the report
Step 3: Review document count, subtotal, discount, tax, charges, returns, payment, and
Review document count, subtotal, discount, tax, charges, returns, payment, and total shown.
Step 4: Compare groups by date/location/supplier where available
Step 5: Drill to Purchase Inquiry
Step 6: Reconcile supplier, stock, and financial controls separately
Check your work
Summary equals allowed Purchase Inquiry documents for identical filters and status/sign rules.
If something goes wrong
- Check purchase returns and cancelled/open documents.
- Align gross, net, and tax-inclusive comparisons.
Related guides
- Review the Purchase Inquiry
- Review the Supplier Wise Purchase Report
- Reconcile Two Muhasib Reports Safely
What to do next
Review the Purchase Order Report
How to Review the Purchase Order Report in Muhasib ERP
Overview
This guide will help you analyze purchase orders and their ordered, received, and remaining quantities or values.
You get a purchasing commitment and fulfillment analysis.
Who can do this
You need access to Purchase Order Report plus supplier/item/order visibility.
Before you start
Define company, order/expected-date range, supplier, item, location, status, and expected open-order control.
Where to find it
Back Office → Purchases & Suppliers → Purchase Order Report.
Review the Purchase Order Report
Step 1: Set company/date/supplier/item/status filters
Step 2: Generate the report
Step 3: Review ordered, received/converted, cancelled, and remaining quantities/value
Step 4: Identify overdue or partially received orders
Step 5: Drill to Purchase Order Inquiry and linked GRN/purchase
Step 6: Assign authorized supplier or receiving follow-up
Check your work
Sample report lines compare and confirm to orders and all linked receipts/purchases.
If something goes wrong
- Confirm expected date versus order date filters.
- Check partial receipts before treating remaining quantity as overdue.
Related guides
- Review the Purchase Order Inquiry
- Create a Purchase Order
- Receive a Purchase Order through GRN/Purchase
What to do next
Review the Purchase Order Inquiry
How to Review the Purchase Order Inquiry in Muhasib ERP
Overview
This guide will help you find a purchase order, inspect ordered/received/remaining quantities, and choose its next authorized action.
You get the order's source-level fulfillment state.
Who can do this
You need access to Purchase Order Inquiry plus order, supplier, item, GRN, and purchase visibility.
Before you start
Have order/reference, supplier, date range, status, expected date, item, or linked GRN/purchase.
Where to find it
Back Office → Purchases & Suppliers → Purchase Order Inquiry.
Review the Purchase Order Inquiry
Step 1: Set company/date/status filters
Step 2: Search by order/supplier/reference/item
Step 3: Open the exact order
Step 4: Review terms, lines, ordered, received/converted, and remaining quantities
Step 5: Check linked GRNs/purchases and returns
Step 6: Choose receipt, update, cancellation, or closure according to policy
Check your work
Inquiry/order quantities and status compare and confirm to Purchase Order Report and linked documents.
If something goes wrong
- Search linked purchases before repeating receipt/conversion.
- Confirm status definitions for apparently open orders.
Related guides
- Review the Purchase Order Report
- Create a Purchase Order
- Receive a Purchase Order through GRN/Purchase
What to do next
Review Purchase Ageing Invoices
How to Review Purchase Ageing Invoices in Muhasib ERP
Overview
This guide will help you identify outstanding purchase invoices by age and prioritize valid supplier payments or checking.
You get an invoice-level ageing list for cash planning and supplier control.
Who can do this
You need access to Purchase Ageing Invoices plus supplier/purchase/payment visibility.
Before you start
Choose company, as-of date, supplier, payment terms, bucket definitions, unallocated payments/debits/refunds, and payment policy.
Where to find it
Back Office → Purchases & Suppliers → Purchase Ageing Invoices.
Review Purchase Ageing Invoices
Step 1: Set company and exact as-of date
Step 2: Select supplier/status filters
Step 3: Generate the report
Step 4: Review invoice date, due date, outstanding, days/bucket, payments, returns, and
Review invoice date, due date, outstanding, days/bucket, payments, returns, and debits.
Step 5: Drill to invoice and allocations
Step 6: Prioritize valid due balances
Check your work
Outstanding invoice totals and buckets compare and confirm to supplier ledger/ageing at the same cutoff.
If something goes wrong
- Confirm payment terms and unallocated transactions.
- Do not pay balances offset by unresolved debit/return amounts.
Related guides
What to do next
Review the Supplier Change History Report
How to Review the Supplier Change History Report in Muhasib ERP
Overview
This guide will help you identify when, how, and by whom a supplier master record changed.
You get an audit trail or focused logging gap.
Who can do this
You need access to Supplier Change History Report and authorized supplier/user scope.
Before you start
Have supplier, date range, changed field/value, user, or business incident.
Where to find it
Back Office → Purchases & Suppliers → Supplier Change History Report.
Review the Supplier Change History Report
Step 1: Set company and date range
Step 2: Filter by supplier/user/field where supported
Step 3: Review old value, new value, timestamp, and user
Step 4: Compare with current supplier master
Step 5: Correlate with evidence and User Activity
Step 6: Preserve filtered output for authorized review
Check your work
History sequence explains the current supplier value and agrees with authorized evidence.
If something goes wrong
- Absence from this report does not prove no change occurred.
- Protect bank, tax, and contact data in exports.
Related guides
What to do next
Review the Purchase Return Report
How to Review the Purchase Return Report in Muhasib ERP
Overview
This guide will help you analyze purchase returns and compare and confirm them to source purchases, stock, and supplier settlements.
You get a return population for quality, supplier, tax, and financial review.
Who can do this
You need access to Purchase Return Report plus return, supplier, stock, cost, tax, and payment visibility.
Before you start
Define company, period, locations, suppliers, items, statuses, reasons, and expected return count/value.
Where to find it
Back Office → Purchases & Suppliers → Purchase Return Report.
Review the Purchase Return Report
Step 1: Set exact filters
Step 2: Generate the report
Step 3: Review return/source document, supplier, item, quantity, cost, tax, reason, settlement,
Review return/source document, supplier, item, quantity, cost, tax, reason, settlement, and status.
Step 4: Drill to return documents
Step 5: Reconcile stock and supplier debit/refund
Step 6: Compare with purchase summary/control reports
Check your work
Rows compare and confirm to Purchase Return Inquiry, original purchases, stock, supplier ledger, and tax.
If something goes wrong
- Confirm signs and original-purchase linkage.
- Separate rejected receipts from posted returns where needed.
Related guides
What to do next
Review the Purchase Return Inquiry
How to Review the Purchase Return Inquiry in Muhasib ERP
Overview
This guide will help you find a purchase return, inspect its source-purchase link and effects, and determine whether correction is required.
You get source-level return evidence and correction needs.
Who can do this
You need access to Purchase Return Inquiry plus return, source purchase, supplier, payment, and stock visibility.
Before you start
Have return number/reference, source purchase, supplier, item, date range, amount, or user.
Where to find it
Back Office → Purchases & Suppliers → Purchase Return Inquiry.
Review the Purchase Return Inquiry
Step 1: Set company and date range
Step 2: Filter by return/source purchase/supplier/item/status
Step 3: Open the exact return
Step 4: Review quantities, cost, tax, location, batch/serial, reason, and settlement
Step 5: Confirm source-purchase link
Step 6: Trace stock, supplier, payment/debit, and journal effects
Check your work
Inquiry/detail compare and confirm to source purchase, Purchase Return Report, stock ledger, supplier ledger, and refund/debit.
If something goes wrong
- Expand scope and confirm company for missing returns.
- Search for an existing return before entering another.
Related guides
What to do next
Review the Supplier Wise Purchase Report
How to Review the Supplier Wise Purchase Report in Muhasib ERP
Overview
This guide will help you compare purchasing activity by supplier and trace selected totals to source purchases.
You get supplier-level purchasing analysis for sourcing and payment review.
Who can do this
You need access to Supplier Wise Purchase Report plus authorized supplier/purchase scope.
Before you start
Define company, period, locations, suppliers, items, statuses, returns, tax basis, and expected control total.
Where to find it
Back Office → Purchases & Suppliers → Supplier Wise Purchase Report.
Review the Supplier Wise Purchase Report
Step 1: Set company/date/location/supplier filters
Step 2: Generate the report
Step 3: Review document count, quantity, subtotal, discount, tax, charges, returns, and
Review document count, quantity, subtotal, discount, tax, charges, returns, and net total shown.
Step 4: Drill to purchases for material suppliers
Step 5: Compare with Purchase Summary and supplier ledger
Step 6: Investigate duplicate supplier masters
Check your work
Sample supplier totals equal allowed purchases/returns for the same filters.
If something goes wrong
- Separate purchasing volume from outstanding payable.
- Align returned and cancelled document treatment.
Related guides
What to do next
Inventory Reports
Review stock, batches, transfers, adjustments, requisitions, price history, forecasts, and item analytics.
Review the Low Stock Report
How to Review the Low Stock Report in Muhasib ERP
Overview
This guide will help you identify items below their set up stock threshold and choose a replenishment action.
Each valid shortage has an authorized replenishment or correction action.
Who can do this
You need access to Low Stock Report and authorized item/location visibility.
Before you start
Confirm company, locations, thresholds, on-hand versus available definition, reservations, open supply, units, and replenishment policy.
Where to find it
Back Office → Items & Advanced Inventory → Low Stock Report.
Review the Low Stock Report
Step 1: Select company and location/item scope
Step 2: Generate the report
Step 3: Review item, unit, current/available quantity, threshold, and shortage shown
Step 4: Check open purchases, transfers, requisitions, and production supply
Step 5: Validate threshold and unit
Step 6: Choose purchase, transfer, production, or master-data correction
Check your work
After source transactions or threshold correction, rerun and confirm the exception changes as expected.
If something goes wrong
- Do not replenish from stale or wrong thresholds.
- Check reservations and unit conversions when availability differs from on-hand.
Related guides
What to do next
Review the Stock Report
How to Review the Stock Report in Muhasib ERP
Overview
This guide will help you determine current or as-of stock quantity and value for a defined item/location scope.
You get a scoped stock position for control or planning.
Who can do this
You need access to Stock Report; cost/value visibility may require separate permission.
Before you start
Define company, as-of date, locations, items/categories, units, batches/serials, zero/negative inclusion, and expected controls.
Where to find it
Back Office → Items & Advanced Inventory → Stock Report.
Review the Stock Report
Step 1: Set company/as-of/location/item filters
Step 2: Generate the report
Step 3: Review on-hand/available/reserved quantities and values shown
Step 4: Confirm units and aggregation by variant/batch/location
Step 5: Drill to Stock Ledger for exceptions
Step 6: Compare total value with inventory control accounts
Check your work
Sample balances compare and confirm to Stock Ledger and physical/control counts at the same cutoff.
If something goes wrong
- Confirm as-of semantics and hidden zero/negative filters.
- Do not compare current physical stock with a different cutoff.
Related guides
- Review the Detailed Stock Report
- Review the Stock Ledger Report
- Reconcile the Stock Ledger to Physical Stock
What to do next
Review the Expired Stock Report
How to Review the Expired Stock Report in Muhasib ERP
Overview
This guide will help you identify expired or relevant dated batches and assign quarantine, return, disposal, or correction actions.
Expired-stock exceptions have controlled actions; the report does not move stock itself.
Who can do this
You need access to Expired Stock Report and authorized item/location/batch scope.
Before you start
Define cutoff date, locations, item/category scope, near-expiry policy, usable status, and approved handling procedure.
Where to find it
Back Office → Items & Advanced Inventory → Expired Stock Report.
Review the Expired Stock Report
Step 1: Select company, cutoff, location, and item scope
Step 2: Generate the report
Step 3: Review item, batch, expiry, quantity, location, and value shown
Step 4: Verify batch date and physical stock
Step 5: Classify for quarantine, supplier return, disposal, controlled use, or data
Classify for quarantine, supplier return, disposal, controlled use, or data correction.
Step 6: Record owner and evidence
Check your work
If something goes wrong
- Validate mistaken expiry dates before disposal.
- Do not sell or transfer expired stock contrary to policy.
Related guides
What to do next
Review the Item Batch Report
How to Review the Item Batch Report in Muhasib ERP
Overview
This guide will help you locate batch-controlled stock and compare and confirm each batch's quantity, expiry, and location.
You get a traceable batch stock position.
Who can do this
You need access to Item Batch Report and authorized item/location scope.
Before you start
Know item, batch, locations, as-of date, unit, expiry, and expected stock identity.
Where to find it
Back Office → Items & Advanced Inventory → Item Batch Report.
Review the Item Batch Report
Step 1: Select company, item, batch, date, and location filters
Step 2: Generate the report
Step 3: Review batch number, expiry, quantities, units, locations, and values shown
Step 4: Compare total across batches with Stock Report
Step 5: Drill to Stock Ledger or batch history for exceptions
Step 6: Confirm physical labels/counts
Check your work
Batch/location totals compare and confirm to stock ledger and physical stock at the same cutoff.
If something goes wrong
- Check spaces/case or modified batch values when a batch seems duplicated.
- Confirm unit conversions before summing quantities.
Related guides
- Review Item Batch Change History
- Review Stock by Location, Batch, and Serial
- Review the Expired Stock Report
What to do next
Review the Inventory Movement Report
How to Review the Inventory Movement Report in Muhasib ERP
Overview
This guide will help you explain inventory inflows and outflows by transaction type over a selected period.
You get a transaction-family roll-forward for quantity and value.
Who can do this
You need access to Inventory Movement Report; cost visibility may be separate.
Before you start
Define company, period, locations, items, movement types, units, value basis, and opening/closing controls.
Where to find it
Back Office → Items & Advanced Inventory → Inventory Movement Report.
Review the Inventory Movement Report
Step 1: Set exact date/location/item/movement filters
Step 2: Generate the report
Step 3: Review purchase, sale, return, transfer, adjustment, and production movements shown
Step 4: Confirm direction/sign and unit
Step 5: Drill to unexpected source documents
Step 6: Reconcile opening plus net movement to closing stock
Check your work
Movement totals compare and confirm to Stock Ledger and source inquiries for identical filters.
If something goes wrong
- Transfers may appear as both source out and destination in.
- Check backdated and unfinalized transactions.
Related guides
- Review Inventory Movement and Valuation
- Review the Stock Ledger Report
- Drill from a Report into a Source Transaction
What to do next
Review the Items Report
How to Review the Items Report in Muhasib ERP
Overview
This guide will help you audit item master data and identify missing, inconsistent, duplicate, or inactive configurations.
You get an item-master quality exception list.
Who can do this
You need access to Items Report and authorized item/cost field visibility.
Before you start
Define company, item type, category, brand, active status, stock/non-stock, tax, unit, price, and account attributes to review.
Where to find it
Back Office → Items & Advanced Inventory → Items Report.
Review the Items Report
Step 1: Set item/category/brand/status filters
Step 2: Generate the report
Step 3: Review code/barcode, name, type, unit, category, brand, price, tax, stock
Review code/barcode, name, type, unit, category, brand, price, tax, stock controls, and accounts shown.
Step 4: Identify duplicates and missing defaults
Step 5: Open affected item masters
Step 6: Correct only through controlled item maintenance
Check your work
Sample report rows agree with current item records; rerun after approved corrections.
If something goes wrong
- Protect cost information in exported reports.
- Do not bulk-correct before validating representative records.
Related guides
What to do next
Review the Stock Transfer Report
How to Review the Stock Transfer Report in Muhasib ERP
Overview
This guide will help you summarize stock transfers and compare and confirm source, destination, and in-transit quantities.
You get a transfer control population and unresolved movement list.
Who can do this
You need access to Stock Transfer Report and authorized source/destination location scope.
Before you start
Define company, period, source/destination locations, items, statuses, batches/serials, and expected transfer control.
Where to find it
Back Office → Items & Advanced Inventory → Stock Transfer Report.
Review the Stock Transfer Report
Step 1: Set exact scope filters
Step 2: Generate the report
Step 3: Review transfer, source, destination, item, quantity, status, dispatch/receipt, and value
Review transfer, source, destination, item, quantity, status, dispatch/receipt, and value shown.
Step 4: Identify open/in-transit or discrepant transfers
Step 5: Drill to Stock Transfer Inquiry
Step 6: Reconcile both location ledgers
Check your work
Report totals and statuses compare and confirm to transfer documents and source/destination stock.
If something goes wrong
- Do not net source and destination before checking missing sides.
- Confirm immediate versus separate receipt behavior.
Related guides
- Review the Stock Transfer Inquiry
- Transfer Stock Between Locations
- Receive and Verify a Stock Transfer
What to do next
Review the Stock Transfer Inquiry
How to Review the Stock Transfer Inquiry in Muhasib ERP
Overview
This guide will help you find a stock transfer, inspect its movement details, and determine whether receipt or correction is required.
You get source-level transfer evidence and its valid next action.
Who can do this
You need access to Stock Transfer Inquiry plus both location and item visibility.
Before you start
Have transfer/reference, date range, source/destination, item, batch/serial, or status.
Where to find it
Back Office → Items & Advanced Inventory → Stock Transfer Inquiry.
Review the Stock Transfer Inquiry
Step 1: Set company/date/location/status filters
Step 2: Search by transfer/reference/item
Step 3: Open the exact transfer
Step 4: Review source, destination, lines, quantities, units, batches/serials, dispatch/receipt, and status
Step 5: Trace both stock ledgers
Step 6: Select authorized receipt or correction action
Check your work
Inquiry/detail agree with Stock Transfer Report and both location balances.
If something goes wrong
- Search before creating a replacement transfer.
- Escalate if destination stock was consumed before correction.
Related guides
- Review the Stock Transfer Report
- Receive and Verify a Stock Transfer
- Correct or Reverse a Stock Transfer
What to do next
Review Item Cost Price Change History
How to Review Item Cost Price Change History in Muhasib ERP
Overview
This guide will help you identify cost-price changes, their users/timestamps, and their relationship to purchases or manual maintenance.
You get a traceable cost-change timeline or a focused logging gap.
Who can do this
You need access to Cost-price history and authorized cost visibility.
Before you start
Have item, date range, old/new cost, user, purchase/reference, or suspected incident.
Where to find it
Back Office → Items & Advanced Inventory → Item Cost Price Change History.
Review Item Cost Price Change History
Step 1: Set company/date/item filters
Step 2: Generate the report
Step 3: Review old/new cost, timestamp, user, and source/reference
Step 4: Compare with purchase and item master history
Step 5: Assess valuation/report effects from the effective time
Step 6: Preserve evidence for unauthorized changes
Check your work
History explains the current cost and sampled purchase/manual changes.
If something goes wrong
- Distinguish transaction cost calculation from stored item cost.
- Protect commercially sensitive cost exports.
Related guides
What to do next
Review Item Sell Price Change History
How to Review Item Sell Price Change History in Muhasib ERP
Overview
This guide will help you identify selling-price changes and determine who changed which price level and when.
You get a traceable selling-price timeline.
Who can do this
You need access to Sell-price history and authorized price visibility.
Before you start
Have item, price group/level, date range, old/new price, user, or incident.
Where to find it
Back Office → Items & Advanced Inventory → Item Sell Price Change History.
Review Item Sell Price Change History
Step 1: Set company/date/item filters
Step 2: Generate the report
Step 3: Review price level/group, old/new price, timestamp, and user
Step 4: Compare with item multiple prices and price groups
Step 5: Check affected sales timing where necessary
Step 6: Preserve evidence for unauthorized changes
Check your work
History explains current item/price-group values and representative sales pricing.
If something goes wrong
- Check multiple price levels before assuming the base price changed.
- Discounts/promotions may alter sale price without changing the master price.
Related guides
What to do next
Review the Stock Adjustment Report
How to Review the Stock Adjustment Report in Muhasib ERP
Overview
This guide will help you analyze inventory adjustments and compare and confirm their quantity/value effects.
You get an adjustment population for stock-control review.
Who can do this
You need access to Stock Adjustment Report plus item/location and cost visibility.
Before you start
Define company, period, locations, items, users, reasons, directions, statuses, and expected adjustment control.
Where to find it
Back Office → Items & Advanced Inventory → Stock Adjustment Report.
Review the Stock Adjustment Report
Step 1: Set exact filters
Step 2: Generate the report
Step 3: Review document, item, stock identity, quantity direction, cost/value, reason, user,
Review document, item, stock identity, quantity direction, cost/value, reason, user, and status.
Step 4: Identify unusual frequency or value
Step 5: Drill to Stock Adjustment Inquiry
Step 6: Reconcile stock and general ledger
Check your work
Rows compare and confirm to source adjustments, Stock Ledger, valuation, and journal entries.
If something goes wrong
- Confirm increase/decrease sign conventions.
- Investigate adjustments used to replace missing source transactions.
Related guides
- Review the Stock Adjustment Inquiry
- Create an Inventory Adjustment
- Correct or Reverse an Inventory Adjustment
What to do next
Review the Stock Adjustment Inquiry
How to Review the Stock Adjustment Inquiry in Muhasib ERP
Overview
This guide will help you find an inventory adjustment, inspect its detailed record and effects, and determine whether correction is required.
You get source-level adjustment evidence and its valid next action.
Who can do this
You need access to Stock Adjustment Inquiry plus item/location/cost visibility.
Before you start
Have adjustment/reference, date range, item, location, batch/serial, reason, amount, or user.
Where to find it
Back Office → Items & Advanced Inventory → Stock Adjustment Inquiry.
Review the Stock Adjustment Inquiry
Step 1: Set company/date filters
Step 2: Search by adjustment/reference/item/location
Step 3: Open the exact adjustment
Step 4: Review stock identity, before/after or direction, quantity, cost, reason, user,
Review stock identity, before/after or direction, quantity, cost, reason, user, and status.
Step 5: Trace stock and journal effects
Step 6: Choose authorized correction only after downstream review
Check your work
Inquiry/detail agree with Stock Adjustment Report, stock ledger, physical evidence, and journal.
If something goes wrong
- Search before creating an offsetting adjustment.
- Check later movements and closed period before correction.
Related guides
- Review the Stock Adjustment Report
- Create an Inventory Adjustment
- Correct or Reverse an Inventory Adjustment
What to do next
Review the Bundled Items Stock Forecast
How to Review the Bundled Items Stock Forecast in Muhasib ERP
Overview
This guide will help you estimate how many bundled items can be assembled from currently available component stock.
You get a current assembly-capacity estimate without moving stock.
Who can do this
You need access to Bundled Items Stock Forecast plus bundle/BOM and stock visibility.
Before you start
Confirm bundle BOM, component units, locations, batches, available-stock definition, reservations, and expected limiting component.
Where to find it
Back Office → Items & Advanced Inventory → Bundled Items Stock Forecast.
Review the Bundled Items Stock Forecast
Step 1: Select company, location, and bundle/item scope
Step 2: Generate the report
Step 3: Review component on-hand/available quantities and required ratios
Step 4: Convert units consistently
Step 5: Identify the limiting component and forecast bundle quantity
Step 6: Compare with component Stock Reports
Check your work
Independent BOM calculation reproduces representative forecast quantities.
If something goes wrong
- Missing or stale BOMs invalidate the forecast.
- Do not treat forecast output as reserved finished stock.
Related guides
- Review the Bundled Items Forecast Report
- Create an Item Bill of Materials
- Review Available Forecasted Stock
What to do next
Review the Bundled Items Forecast Report
How to Review the Bundled Items Forecast Report in Muhasib ERP
Overview
This guide will help you project future bundled-item availability using expected component supply and demand.
You get a planning projection, not a reservation or production transaction.
Who can do this
You need access to Bundled Items Forecast Report plus BOM, stock, order, and production visibility.
Before you start
Confirm forecast horizon, BOMs, component stock, open demand/supply, locations, units, and source-status rules.
Where to find it
Back Office → Items & Advanced Inventory → Bundled Items Forecast Report.
Review the Bundled Items Forecast Report
Step 1: Select company, locations, bundle, and horizon
Step 2: Generate the report
Step 3: Review opening component availability
Step 4: Review included dated demand and supply
Step 5: Recalculate projected component balances and limiting capacity
Step 6: Drill to unexpected source orders
Check your work
Opening plus included supply minus demand, divided by BOM ratios, reproduces sample results.
If something goes wrong
- Check cancelled/closed source inclusion.
- Check unit conversions and effective BOM.
Related guides
- Review the Bundled Items Stock Forecast
- Review the Detailed Item Forecast Report
- Forecast Available and Bundled Stock
What to do next
Review the Requisition Inquiry
How to Review the Requisition Inquiry in Muhasib ERP
Overview
This guide will help you find a requisition, inspect its approval/fulfillment state, and determine its next action.
You get source-level requisition status and its valid next action.
Who can do this
You need access to Requisition Inquiry plus request, item, location, approval, transfer, and purchase visibility.
Before you start
Have request/reference, requester, date range, location, item, status, or linked fulfillment.
Where to find it
Back Office → Items & Advanced Inventory → Requisition Inquiry.
Review the Requisition Inquiry
Step 1: Set company/date/location/status filters
Step 2: Search by request/requester/reference/item
Step 3: Open the exact requisition
Step 4: Review requested, approved, fulfilled, and remaining quantities
Step 5: Check linked transfer or purchase order
Step 6: Select approved status/fulfillment follow-up
Check your work
Inquiry quantities/status compare and confirm to the request and any linked fulfillment documents.
If something goes wrong
Related guides
What to do next
Review the Stock Ledger Report
How to Review the Stock Ledger Report in Muhasib ERP
Overview
This guide will help you explain an item's stock balance from opening through every movement to closing.
You get a transaction-level stock roll-forward.
Who can do this
You need access to Stock Ledger Report; cost/value visibility may require separate permission.
Before you start
Know company, item, exact date range, locations, batch/serial, unit, expected opening/closing, and source documents.
Where to find it
Back Office → Items & Advanced Inventory → Stock Ledger Report.
Review the Stock Ledger Report
Step 1: Select exact item, date, location, and stock identity
Step 2: Confirm opening quantity/value
Step 3: Review each purchase, sale, return, transfer, adjustment, and production movement
Step 4: Confirm sign and unit
Step 5: Recalculate running quantity/value
Step 6: Drill to exceptions and compare closing with Stock Report
Check your work
Opening plus inflows minus outflows equals closing and agrees with Stock Report for the same scope.
If something goes wrong
- Check backdated transactions and transfer pairs.
- Confirm batch/location filters and unit conversion.
Related guides
- Reconcile the Stock Ledger to Physical Stock
- Review the Stock Report
- Review the Inventory Movement Report
What to do next
Review Item Batch Change History
How to Review Item Batch Change History in Muhasib ERP
Overview
This guide will help you identify changes to item batch data and assess their stock/record history impact.
You get a batch-change audit trail and affected-stock scope.
Who can do this
You need access to Item Batch Change History plus item/location scope.
Before you start
Have item, batch, date range, old/new value, user, transaction, or record history incident.
Where to find it
Back Office → Items & Advanced Inventory → Item Batch Change History.
Review Item Batch Change History
Step 1: Set company/date/item/batch filters
Step 2: Generate the report
Step 3: Review old/new batch, expiry, or other fields, timestamp, and user
Step 4: Compare current batch master and stock
Step 5: Trace related transactions and labels
Step 6: Preserve evidence for unauthorized changes
Check your work
History explains current batch values and reconciles to stock/transaction identities.
If something goes wrong
- A renamed batch can appear as missing under the old value.
- Do not modify batches again before impact analysis.
Related guides
What to do next
Review the Item Price Group Report
How to Review the Item Price Group Report in Muhasib ERP
Overview
This guide will help you audit item prices assigned to price groups and identify missing or conflicting values.
You get a price-group quality report and correction list.
Who can do this
You need access to Item Price Group Report and authorized price/item visibility.
Before you start
Define company, price group, items/categories, effective date, tax inclusion, currency, and expected base/group relationships.
Where to find it
Back Office → Items & Advanced Inventory → Item Price Group Report.
Review the Item Price Group Report
Step 1: Select price group, item scope, and effective date where supported
Step 2: Generate the report
Step 3: Review base and group prices, units, tax, and status
Step 4: Identify missing, zero, duplicate, or unexpected prices
Step 5: Compare with item multiple-price setup
Step 6: Test representative POS customer/group selection in a safe environment
Check your work
Report values agree with item/price-group masters and the expected POS price for sample cases.
If something goes wrong
- Confirm price-group priority and customer assignment.
- Do not confuse tax-inclusive and tax-exclusive prices.
Related guides
What to do next
Review the Detailed Stock Report
How to Review the Detailed Stock Report in Muhasib ERP
Overview
This guide will help you inspect detailed stock by item, variant, location, batch, serial, and other supported dimensions.
You get the finest available stock-position breakdown.
Who can do this
You need access to Detailed Stock Report; cost visibility may be separate.
Before you start
Define company, as-of date, items, variants, locations, batches/serials, units, status, and expected stock/value controls.
Where to find it
Back Office → Items & Advanced Inventory → Detailed Stock Report.
Review the Detailed Stock Report
Step 1: Set exact date, item, location, and identity filters
Step 2: Generate the report
Step 3: Identify row grain and review on-hand/available/reserved/value columns
Step 4: Confirm unit conversions
Step 5: Aggregate detail and compare with Stock Report
Step 6: Drill to Stock Ledger for exceptions
Check your work
Detailed non-overlapping rows sum to Stock Report totals for the same scope.
If something goes wrong
- Avoid double-counting parent and variant rows.
- Clear batch/serial/location filters for missing quantities.
Related guides
What to do next
Review Item Analytics
How to Review Item Analytics in Muhasib ERP
Overview
This guide will help you evaluate an item's sales, purchases, stock, movement, pricing, and other shown performance figures.
You get a multi-domain item view for investigation and planning.
Who can do this
You need access to Item Analytics Report and relevant item, sales, purchase, stock, and cost visibility.
Before you start
Choose company, item, period, locations, comparison period, unit, and business question.
Where to find it
Back Office → Items & Advanced Inventory → Item Analytics Report.
Review Item Analytics
Step 1: Select exact company/item/period/location scope
Step 2: Generate or refresh
Step 3: Identify each metric's unit, date basis, and source domain
Step 4: Review trends, quantities, values, margins, stock, and forecast shown
Step 5: Drill or compare with named source reports
Step 6: Record evidence behind any decision
Check your work
Representative metrics compare and confirm to item-wise sales, purchases, stock, movement, and price reports.
If something goes wrong
- Do not combine metrics using different periods or units.
- Confirm refresh timing and cost basis.
Related guides
- Review the Item-wise Sale Report
- Review the Supplier Wise Purchase Report
- Review the Inventory Movement Report
What to do next
Review Available Forecasted Stock
How to Review Available Forecasted Stock in Muhasib ERP
Overview
This guide will help you project an item's available stock over a selected horizon and identify future shortages or surpluses.
You get a planning projection; the report creates no replenishment transaction.
Who can do this
You need access to Available Forecasted Stock Report and underlying stock/order/production visibility.
Before you start
Confirm company, locations, item, horizon, on-hand/available baseline, reservations, orders, requisitions, production, and units.
Where to find it
Back Office → Items & Advanced Inventory → Available Forecasted Stock Report.
Review Available Forecasted Stock
Step 1: Set item/location and forecast horizon
Step 2: Generate the report
Step 3: Confirm opening available quantity
Step 4: Review each dated supply/demand component included
Step 5: Recalculate projected balance and first shortage date
Step 6: Drill to unexpected source documents
Check your work
Opening plus included supply minus included demand reproduces sample projected balances.
If something goes wrong
- Check statuses and cutoff for stale orders.
- Do not treat projected stock as physically available.
Related guides
- Review the Detailed Item Forecast Report
- Review the Low Stock Report
- Forecast Available and Bundled Stock
What to do next
Review the Inventory Detailed Item Forecast Report
How to Review the Inventory Detailed Item Forecast Report in Muhasib ERP
Overview
This guide will help you inspect detailed dated demand and supply behind an item's projected stock position from the inventory workspace.
You get detailed forecast evidence without creating stock or orders.
Who can do this
You need access to Detailed Item Forecast Report and all represented source-document visibility.
Before you start
Confirm item, company, location, horizon, unit, opening availability, orders, requisitions, production, and expected forecast.
Where to find it
Back Office → Items & Advanced Inventory → Detailed Item Forecast Report.
Review the Inventory Detailed Item Forecast Report
Step 1: Set company/item/location/horizon filters
Step 2: Generate the forecast
Step 3: Confirm opening balance
Step 4: Review each dated demand/supply row and status
Step 5: Recalculate the projected running balance
Step 6: Compare the Dashboards & BI launch path and source reports
Check your work
Rows and projected totals agree with source orders/production and, if shared, the BI Detailed Item Forecast.
If something goes wrong
- Do not count the two launch paths as separate stock populations if they share the same report.
- Check cancelled/closed document exclusion.
Related guides
- Review the Detailed Item Forecast Report
- Review Available Forecasted Stock
- Review the Stock Ledger Report
What to do next
Expense and Voucher Reports
Review expense and voucher summaries, details, histories, and inquiries.
Review the Expense Report
How to Review the Expense Report in Muhasib ERP
Overview
This guide will help you analyze expenses for a selected scope and compare and confirm them to source documents, payments, and accounts.
You get a detailed expense population for operational and accounting review.
Who can do this
You need access to Expense Report plus authorized expense, payment, and financial visibility.
Before you start
Define company, period, locations, expense heads/subtypes, payees, users, payment statuses, tax, and expected control total.
Where to find it
Back Office → Expenses & Vouchers → Reports → Expense Report.
Review the Expense Report
Step 1: Set exact date/company/location/head/payee/status filters
Step 2: Generate the report
Step 3: Review expense number, date, head, payee, description, net, tax, total,
Review expense number, date, head, payee, description, net, tax, total, paid, and outstanding fields shown.
Step 4: Drill to source expenses and payments
Step 5: Compare account classifications and reversals
Step 6: Reconcile totals to expense accounts and outstanding controls
Check your work
Sample rows compare and confirm to Expense Inquiry/history, payments, tax, and Account Ledger.
If something goes wrong
- Distinguish expense date from payment date.
- Do not count both original and reversed expenses as active cost.
Related guides
- Review the Expense Inquiry
- Review the Expense Summary Report Head-Wise
- Review an Expense and Its Payment History
What to do next
Review the Expense Summary Report Head-Wise
How to Review the Expense Summary Report Head-Wise in Muhasib ERP
Overview
This guide will help you compare expense totals by head and sub-head and trace material values to detailed expenses.
You get a classified expense view for budgeting and accounting review.
Who can do this
You need access to Expense Summary Report Head-Wise and relevant expense visibility.
Before you start
Define company, period, locations, head hierarchy, expense/payment date basis, tax treatment, and expected total.
Where to find it
Back Office → Expenses & Vouchers → Reports → Expense Summary Report Head-Wise.
Review the Expense Summary Report Head-Wise
Step 1: Set company/date/location/head filters
Step 2: Generate the report
Step 3: Review parent and sub-head totals
Step 4: Confirm whether tax and unpaid expenses are included
Step 5: Drill or compare material heads with Expense Report
Step 6: Reconcile grand total to expense accounts
Check your work
Each head total equals non-overlapping detailed expense rows under the same hierarchy and filters.
If something goes wrong
- Confirm parent-head roll-up does not double-count shown sub-heads.
- Check historical head mapping after master changes.
Related guides
What to do next
Review the Expense Inquiry
How to Review the Expense Inquiry in Muhasib ERP
Overview
This guide will help you find an expense, inspect its payment and correction history, and determine its next authorized action.
You get the expense's authoritative transaction chain.
Who can do this
You need access to Expense Inquiry plus expense, payment, tax, and ledger visibility.
Before you start
Have expense/reference, payee, date range, head, amount, status, or user.
Where to find it
Back Office → Expenses & Vouchers → Reports/Inquiries → Expense Inquiry.
Review the Expense Inquiry
Step 1: Set company and date range
Step 2: Filter by expense/payee/head/status/reference
Step 3: Open the exact expense
Step 4: Review evidence details, classification, amount, tax, status, and outstanding balance
Step 5: Review linked payments, updates, reversals, and replacement
Step 6: Choose payment or correction only after dependency review
Check your work
Inquiry detail agrees with Expense Report, payment history, and general ledger.
If something goes wrong
- Expand scope and confirm company for missing records.
- Search payment references before entering another settlement.
Related guides
What to do next
Review the Voucher Report
How to Review the Voucher Report in Muhasib ERP
Overview
This guide will help you analyze payment and receipt vouchers and compare and confirm their money direction and account entries.
You get a voucher population for cash and accounting control.
Who can do this
You need access to Voucher Report plus authorized voucher and account visibility.
Before you start
Define company, period, locations, voucher types, accounts, parties, users, statuses, and expected cash/bank control.
Where to find it
Back Office → Expenses & Vouchers → Reports → Voucher Report.
Review the Voucher Report
Step 1: Set exact scope and voucher-type filters
Step 2: Generate the report
Step 3: Review voucher number, date, payment/receipt direction, party, accounts, amount, reference,
Review voucher number, date, payment/receipt direction, party, accounts, amount, reference, and status.
Step 4: Drill to source vouchers
Step 5: Confirm debit/credit signs and reversals
Step 6: Reconcile cash/bank and general-ledger totals
Check your work
Rows compare and confirm to Voucher Inquiry, evidence, payment-account activity, and Account Ledger.
If something goes wrong
- Never net payment and receipt vouchers before validating direction.
- Exclude or reverse cancelled documents according to report logic.
Related guides
What to do next
Review the Voucher Inquiry
How to Review the Voucher Inquiry in Muhasib ERP
Overview
This guide will help you find a payment or receipt voucher, check its direction and accounts, and determine whether correction is needed.
You get source-level voucher evidence and its valid next action.
Who can do this
You need access to Voucher Inquiry plus voucher and affected account visibility.
Before you start
Have voucher/reference, type, date range, party, account, amount, status, or user.
Where to find it
Back Office → Expenses & Vouchers → Reports/Inquiries → Voucher Inquiry.
Review the Voucher Inquiry
Step 1: Set company/date/type/status filters
Step 2: Search by voucher/reference/party/account
Step 3: Open the exact voucher
Step 4: Confirm payment versus receipt direction
Step 5: Review party, narration, debit/credit accounts, amount, evidence, and status
Step 6: Trace payment-account and general-ledger effects before correction
Check your work
Inquiry/detail agree with Voucher Report, cash/bank activity, and Account Ledger.
If something goes wrong
- Never change money direction by editing a posted voucher.
- Check reversed/replacement documents before entering another voucher.
Related guides
- Review the Voucher Report
- Review, Update, or Correct a Voucher
- Reconcile a Payment Account Statement
What to do next
Accounting and Financial Reports
Review ledgers, dues, ageing, tax, accounts, journals, trial balance, profit, and payment channels.
Review the Customer Ledger Report
How to Review the Customer Ledger Report in Muhasib ERP
Overview
This guide will help you explain a customer's balance from opening through sales, returns, receipts, credits, refunds, and adjustments.
You get a transaction-level explanation of the customer balance.
Who can do this
You need access to Customer Ledger Report and authorized customer/company scope.
Before you start
Know customer, exact date range, expected opening/closing, unallocated items, and source documents.
Where to find it
Back Office → Muhasib Financials → Customer Ledger Report.
Review the Customer Ledger Report
Step 1: Select company, customer, and date range
Step 2: Confirm opening balance and direction
Step 3: Review every sale, return, receipt, credit, refund, and adjustment
Step 4: Recalculate running balance
Step 5: Drill to unexpected source records
Step 6: Compare closing with Due/Ageing and receivables control
Check your work
Opening plus valid activity equals closing and reconciles to source documents and control account.
If something goes wrong
- Check transactions before the range for opening differences.
- Confirm unallocated receipts and reversed documents.
Related guides
What to do next
Review the Customer Due Report
How to Review the Customer Due Report in Muhasib ERP
Overview
This guide will help you identify customer amounts currently due and trace them to outstanding invoices.
You get a current due population for collection or checking.
Who can do this
You need access to Customer Due Report and authorized customer/company scope.
Before you start
Choose company, as-of date, customer/group, payment terms, receipt/credit allocation status, and expected receivables control.
Where to find it
Back Office → Muhasib Financials → Customer Due Report.
Review the Customer Due Report
Step 1: Select company and exact as-of date
Step 2: Select customer/group/status filters
Step 3: Generate the report
Step 4: Review outstanding, due date, current due, overdue, credits, and unallocated
Review outstanding, due date, current due, overdue, credits, and unallocated values shown.
Step 5: Drill to invoices and payments
Step 6: Compare with Customer Ledger/Ageing
Check your work
Due totals compare and confirm to allowed invoice balances and receivables control at the same cutoff.
If something goes wrong
- Confirm payment terms and due-date overrides.
- Allocate receipts before treating an amount as collectable.
Related guides
What to do next
Review the Customer Ageing Report
How to Review the Customer Ageing Report in Muhasib ERP
Overview
This guide will help you classify customer outstanding balances by age and prioritize valid collection actions.
You get an ageing analysis for collections and credit review.
Who can do this
You need access to Customer Ageing Report and authorized customer/company scope.
Before you start
Define company, as-of date, ageing basis/buckets, customer/group, payment terms, unallocated receipts/credits, and expected total.
Where to find it
Back Office → Muhasib Financials → Customer Ageing Report.
Review the Customer Ageing Report
Step 1: Set company/as-of/customer filters
Step 2: Generate the report
Step 3: Review current and ageing buckets plus total
Step 4: Confirm due-date versus invoice-date basis
Step 5: Drill to invoice and payment allocations
Step 6: Compare total with Customer Ledger/Due and receivables control
Check your work
Every sampled invoice falls into the correct bucket and bucket totals equal outstanding receivables.
If something goes wrong
- Confirm boundary-day inclusivity.
- Do not collect balances offset by unallocated credits/receipts.
Related guides
What to do next
Review the Financial Customer Cheque Inquiry
How to Review the Financial Customer Cheque Inquiry in Muhasib ERP
Overview
This guide will help you review customer cheque status from the Financials workspace and compare and confirm it to customer and payment-account balances.
You get a reconciled cheque position without double-counting two navigation paths.
Who can do this
You need access to Customer Cheque Inquiry and authorized customer/bank-account scope.
Before you start
Have cheque number, bank, customer, amount, dates, status, and expected ledger position.
Where to find it
Back Office → Muhasib Financials → Customer Cheque Inquiry.
Review the Financial Customer Cheque Inquiry
Step 1: Set company/date/status filters
Step 2: Search by cheque/customer/bank
Step 3: Open the cheque detail
Step 4: Review receipt, deposit, clearance/return, allocation, and account
Step 5: Compare customer and payment-account ledgers
Step 6: Compare the Sales workspace launch path
Check your work
Both inquiry paths, if shared, show the same record and compare and confirm to physical/bank evidence.
If something goes wrong
- Do not count the same cheque twice because it appears in two modules.
- Confirm bank plus cheque number identity.
Related guides
What to do next
Review the Commission Agent Ledger Report
How to Review the Commission Agent Ledger Report in Muhasib ERP
Overview
This guide will help you explain a commission agent's balance from earned commission through payments and corrections.
You get a transaction-level agent balance for settlement review.
Who can do this
You need access to Commission Agent Ledger Report and authorized agent/sales/payment scope.
Before you start
Know agent, date range, expected opening/closing, allowed sales, commission rules, payments, and corrections.
Where to find it
Back Office → Muhasib Financials → Commission Agent Ledger Report.
Review the Commission Agent Ledger Report
Step 1: Select company, agent, and date range
Step 2: Confirm opening balance and direction
Step 3: Review commission earnings, reversals, payments, and adjustments
Step 4: Drill to source sales and settlements
Step 5: Recalculate running balance
Step 6: Compare with selling/commission reports
Check your work
Opening plus valid earnings/adjustments minus payments equals closing and detailed reports agree.
If something goes wrong
- Confirm returns reverse commission as set up.
- Separate earned, approved, and paid commission states.
Related guides
- Review the Commission Agent Selling Report
- Pay a Commission Agent
- Review Commission Agent and Person Ledgers
What to do next
Review the Supplier Due Report
How to Review the Supplier Due Report in Muhasib ERP
Overview
This guide will help you identify supplier amounts currently due and trace them to outstanding purchases.
You get a current due population for payment planning or checking.
Who can do this
You need access to Supplier Due Report and authorized supplier/company scope.
Before you start
Choose company, as-of date, supplier, payment terms, payment/debit/refund allocation status, and expected payables control.
Where to find it
Back Office → Muhasib Financials → Supplier Due Report.
Review the Supplier Due Report
Step 1: Select company and exact as-of date
Step 2: Select supplier/status filters
Step 3: Generate the report
Step 4: Review outstanding, due date, current due, overdue, debits, and unallocated
Review outstanding, due date, current due, overdue, debits, and unallocated values shown.
Step 5: Drill to purchases and payments
Step 6: Compare with Supplier Ledger/Ageing
Check your work
Due totals compare and confirm to allowed purchase balances and payables control at the same cutoff.
If something goes wrong
- Confirm payment terms and due-date overrides.
- Allocate payments/debits before approving payout.
Related guides
What to do next
Review the Supplier Ageing Report
How to Review the Supplier Ageing Report in Muhasib ERP
Overview
This guide will help you classify supplier outstanding balances by age for payment planning and exception review.
You get an ageing analysis for cash planning and supplier review.
Who can do this
You need access to Supplier Ageing Report and authorized supplier/company scope.
Before you start
Define company, as-of date, ageing basis/buckets, supplier, terms, unallocated payments/debits/refunds, and expected total.
Where to find it
Back Office → Muhasib Financials → Supplier Ageing Report.
Review the Supplier Ageing Report
Step 1: Set company/as-of/supplier filters
Step 2: Generate the report
Step 3: Review current and ageing buckets plus total
Step 4: Confirm due-date versus invoice-date basis
Step 5: Drill to purchases and allocations
Step 6: Compare with Supplier Ledger/Due and payables control
Check your work
Sample invoices fall into correct buckets and bucket totals equal outstanding payables.
If something goes wrong
- Confirm boundary-day inclusivity.
- Account for unallocated supplier debits and payments.
Related guides
What to do next
Review the Supplier Ledger Report
How to Review the Supplier Ledger Report in Muhasib ERP
Overview
This guide will help you explain a supplier balance from opening through purchases, returns, payments, debits, refunds, and adjustments.
You get a transaction-level explanation of the supplier balance.
Who can do this
You need access to Supplier Ledger Report and authorized supplier/company scope.
Before you start
Know supplier, date range, expected opening/closing, unallocated items, and source documents.
Where to find it
Back Office → Muhasib Financials → Supplier Ledger Report.
Review the Supplier Ledger Report
Step 1: Select company, supplier, and date range
Step 2: Confirm opening balance and direction
Step 3: Review purchases, returns, payments, debits, refunds, and adjustments
Step 4: Recalculate running balance
Step 5: Drill to unexpected source records
Step 6: Compare closing with Due/Ageing and payables control
Check your work
Opening plus valid activity equals closing and reconciles to sources and control account.
If something goes wrong
- Check transactions before the selected range.
- Confirm unallocated payments/debits and reversed documents.
Related guides
What to do next
Review the Profit and Loss Report
How to Review the Profit and Loss Report in Muhasib ERP
Overview
This guide will help you review revenue, cost, expenses, and net result for a defined company and period.
You get a period performance statement for review.
Who can do this
You need access to Profit and Loss Report and authorized financial scope.
Before you start
Complete material postings/reconciliations and define company, period, comparison, account hierarchy, and reporting basis.
Where to find it
Back Office → Muhasib Financials → Profit and Loss Report.
Review the Profit and Loss Report
Step 1: Set company and period
Step 2: Choose detail/comparison options
Step 3: Review revenue, cost of sales, gross profit, expenses, other income/expense,
Review revenue, cost of sales, gross profit, expenses, other income/expense, and net result.
Step 4: Drill to material accounts
Step 5: Compare with Trial Balance
Step 6: Document adjustments and approval
Check your work
Every line reconciles to Account Summary/Ledger and net result to the Trial Balance.
If something goes wrong
- Check account classification and period scope.
- Do not treat an unreviewed report as finalized statements.
Related guides
What to do next
Review the Transaction Summary Report
How to Review the Transaction Summary Report in Muhasib ERP
Overview
This guide will help you summarize financial transaction activity by type and compare and confirm selected totals to source modules.
You get a cross-transaction operational/financial summary.
Who can do this
You need access to Transaction Summary Report and authorized source/financial scope.
Before you start
Define company, period, locations, transaction types, statuses, signs, and expected module/control totals.
Where to find it
Back Office → Muhasib Financials → Transaction Summary Report.
Review the Transaction Summary Report
Step 1: Set exact scope and transaction filters
Step 2: Generate the report
Step 3: Review counts and values by transaction type
Step 4: Confirm money/stock direction and reversal signs
Step 5: Drill or compare with source-module inquiries
Step 6: Reconcile to Journal/Account Ledgers
Check your work
Each sampled type matches its source population and generated accounting entries.
If something goes wrong
- Similar transaction labels may represent different directions.
- Align saved, posted, finalized, and reversed statuses.
Related guides
- Review Payment Channels and Transaction Summaries
- Trace a Source Transaction into the General Ledger
- Reconcile Two Muhasib Reports Safely
What to do next
Review the Payment Channel Report
How to Review the Payment Channel Report in Muhasib ERP
Overview
This guide will help you analyze payment activity by channel and compare and confirm it to payment accounts and source transactions.
You get detailed channel settlement/cash-up evidence.
Who can do this
You need access to Payment Channel Report and authorized payment/source scope.
Before you start
Define company, period, locations, terminals, channels/types, transaction directions, refunds, and expected account totals.
Where to find it
Back Office → Muhasib Financials → Payment Channel Report.
Review the Payment Channel Report
Step 1: Set company/date/location/terminal/channel filters
Step 2: Generate the report
Step 3: Review source, channel, receipts, payments, refunds, reversals, and net values
Step 4: Confirm payment-type-to-channel mapping
Step 5: Drill to source transactions
Step 6: Reconcile to payment-account activity
Check your work
Channel totals equal corresponding source payments and payment-account movements.
If something goes wrong
- Confirm refund/reversal signs.
- Check offline synchronization and terminal scope.
Related guides
- Review the Payment Channel Summary Report
- Reconcile a Payment Account Statement
- Close and Reconcile a POS Register
What to do next
Review the Tax Report
How to Review the Tax Report in Muhasib ERP
Overview
This guide will help you review transaction-level tax values for a selected registration and period.
You get detailed tax evidence for checking, not automatic filing approval.
Who can do this
You need access to Tax Report and authorized tax/source scope.
Before you start
Define company, registration, tax type/code, period, sales/purchase/return inclusion, and expected control accounts.
Where to find it
Back Office → Muhasib Financials → Tax Report.
Review the Tax Report
Step 1: Set company/registration/date/tax filters
Step 2: Generate the report
Step 3: Review source document, taxable value, rate, tax, direction, and status
Step 4: Trace representative sales, purchases, and returns
Step 5: Compare with tax summaries
Step 6: Reconcile tax accounts
Check your work
Rows compare and confirm to source documents and roll into summary/control totals.
If something goes wrong
- Confirm tax date and registration scope.
- Escalate statutory interpretation to the responsible professional.
Related guides
- Review the Tax Summary Report
- Review the Detailed Tax Summary Report
- Review Tax Transactions and Summaries
What to do next
Review the Tax Summary Report
How to Review the Tax Summary Report in Muhasib ERP
Overview
This guide will help you summarize tax by set up category and compare and confirm the totals to detailed tax transactions.
You get summarized tax controls for review.
Who can do this
You need access to Tax Summary Report and authorized tax/company scope.
Before you start
Define company, registration, period, tax codes/types, source families, return treatment, and expected tax-control balances.
Where to find it
Back Office → Muhasib Financials → Tax Summary Report.
Review the Tax Summary Report
Step 1: Set company/registration/date/tax filters
Step 2: Generate the report
Step 3: Review taxable value and tax by category
Step 4: Confirm input/output, return, withholding, and other signs
Step 5: Compare with detailed Tax Report/Summary
Step 6: Reconcile each category to its ledger account
Check your work
Category totals equal non-overlapping detailed tax rows and account balances, subject to documented adjustments.
If something goes wrong
- Check tax date versus document date.
- Do not combine registrations or categories with different statutory treatment.
Related guides
What to do next
Review the Detailed Tax Summary Report
How to Review the Detailed Tax Summary Report in Muhasib ERP
Overview
This guide will help you inspect the detail behind summarized tax categories and compare and confirm source documents to tax controls.
You get traceable detail for every summarized tax value.
Who can do this
You need access to Detailed Tax Summary Report and authorized source/tax scope.
Before you start
Define company, registration, period, tax categories/rates, source types, returns, and expected summary/control totals.
Where to find it
Back Office → Muhasib Financials → Detailed Tax Summary Report.
Review the Detailed Tax Summary Report
Step 1: Set exact tax scope
Step 2: Generate the report
Step 3: Identify row grain and review document, party, taxable value, rate,
Identify row grain and review document, party, taxable value, rate, tax, direction, and status.
Step 4: Drill to representative source documents
Step 5: Aggregate detail to Tax Summary categories
Step 6: Reconcile to ledger tax accounts
Check your work
Detailed rows reproduce Tax Summary totals and agree with source documents/accounts.
If something goes wrong
- Avoid double-counting document and line-level rows.
- Confirm returns and inclusive-tax calculations.
Related guides
What to do next
Review the Payment Account Chart Report
How to Review the Payment Account Chart Report in Muhasib ERP
Overview
This guide will help you review the payment-account hierarchy and identify missing, misclassified, duplicate, or inactive accounts.
You get a payment-account structure and governance exception list.
Who can do this
You need access to Payment Account Chart Report and authorized account visibility.
Before you start
Confirm expected account heads, cash/bank/wallet accounts, types, currencies, locations, active status, and control mappings.
Where to find it
Back Office → Muhasib Financials → Payment Account Chart Report.
Review the Payment Account Chart Report
Step 1: Set company/account-head/status filters
Step 2: Generate the report
Step 3: Review hierarchy, account names/codes, types, currencies, locations, and balances shown
Step 4: Identify duplicates or invalid parent/type combinations
Step 5: Compare with Payment Account setup and accounting mappings
Step 6: Correct only through controlled maintenance
Check your work
Sample report rows agree with account-head/account masters and financial mappings.
If something goes wrong
- Do not repurpose accounts with historical transactions.
- Protect account/bank details in exports.
Related guides
What to do next
Review the Payment Account Activity Report
How to Review the Payment Account Activity Report in Muhasib ERP
Overview
This guide will help you analyze receipts, payments, transfers, fees, refunds, and reversals for payment accounts.
You get a detailed payment-account activity population.
Who can do this
You need access to Payment Account Activity Report and authorized account/source scope.
Before you start
Define company, date range, accounts/heads, payment types/channels, directions, and expected control totals.
Where to find it
Back Office → Muhasib Financials → Payment Account Activity Report.
Review the Payment Account Activity Report
Step 1: Set date/company/account filters
Step 2: Generate the report
Step 3: Review source type, reference, receipt/payment direction, amount, and status
Step 4: Drill to source transactions
Step 5: Compare totals by account/channel
Step 6: Reconcile with statements and Account Ledger
Check your work
Activity totals compare and confirm to the same company, dates and filters statement and source payments.
If something goes wrong
- Confirm transfer appears once per account side.
- Check refunds/reversals and opening balance handling.
Related guides
- Review the Payment Account Statement Report
- Review the Payment Channel Report
- Manage or Correct a Payment Account Transaction
What to do next
Review the Payment Account Statement Report
How to Review the Payment Account Statement Report in Muhasib ERP
Overview
This guide will help you explain a payment account's opening, activity, and closing balance and compare it with external evidence.
You get an explained account balance and checking exceptions.
Who can do this
You need access to Payment Account Statement Report and authorized account scope.
Before you start
Have account, date range, expected opening/closing, external bank statement or cash count, and prior checking.
Where to find it
Back Office → Muhasib Financials → Payment Account Statement Report.
Review the Payment Account Statement Report
Step 1: Select company, account, and exact date range
Step 2: Confirm opening balance
Step 3: Review each receipt, payment, transfer, fee, refund, and reversal
Step 4: Recalculate running/closing balance
Step 5: Match external statement/count
Step 6: Document timing items and correct source errors
Check your work
Muhasib closing plus/minus valid reconciling items equals external balance.
If something goes wrong
- Confirm statement date boundaries and opening logic.
- Do not journal unexplained differences merely to force agreement.
Related guides
- Reconcile a Payment Account Statement
- Review the Payment Account Activity Report
- Review an Account Ledger
What to do next
Review the Journal Ledger Report
How to Review the Journal Ledger Report in Muhasib ERP
Overview
This guide will help you inspect balanced manual and source-generated journals and trace them to their origins.
You get a posting-level audit trail.
Who can do this
You need access to Journal Ledger and authorized account/source scope.
Before you start
Know company, date range, journal/reference, source module, account, user, or amount.
Where to find it
Back Office → Muhasib Financials → Journal Ledger.
Review the Journal Ledger Report
Step 1: Set company/date filters
Step 2: Filter by journal/reference/account/source/user where supported
Step 3: Confirm each journal's debits equal credits
Step 4: Distinguish manual and generated entries
Step 5: Drill or search the source transaction
Step 6: Record missing, duplicate, or misrouted postings
Check your work
Every sampled journal balances and agrees with detailed record and Account Ledgers.
If something goes wrong
- Check posting date versus source date.
- Correct generated entries through their source workflow.
Related guides
What to do next
Review the Account Summary Report
How to Review the Account Summary Report in Muhasib ERP
Overview
This guide will help you review summarized account balances and identify accounts requiring ledger investigation.
You get a summarized general-ledger view and exception list.
Who can do this
You need access to Account Summary and authorized financial scope.
Before you start
Define company, period, hierarchy/detail level, zero-balance inclusion, and expected control totals.
Where to find it
Back Office → Muhasib Financials → Account Summary.
Review the Account Summary Report
Step 1: Set company/date/account filters
Step 2: Generate the report
Step 3: Review opening, debit, credit, and closing balances by account/head
Step 4: Check parent/subaccount roll-up
Step 5: Drill to material Account Ledgers
Step 6: Compare with Trial Balance
Check your work
Non-overlapping account balances compare and confirm to ledgers and Trial Balance.
If something goes wrong
- Avoid double-counting parent and child totals.
- Clear hidden zero/account filters.
Related guides
What to do next
Review the Account Ledger Report
How to Review the Account Ledger Report in Muhasib ERP
Overview
This guide will help you explain a general-ledger account balance through its individual debit and credit postings.
You get a posting-level explanation of the account balance.
Who can do this
You need access to Account Ledger and authorized account/company scope.
Before you start
Know account, date range, expected opening/closing, normal balance, and source references.
Where to find it
Back Office → Muhasib Financials → Account Ledger.
Review the Account Ledger Report
Step 1: Select company, account, and date range
Step 2: Confirm opening and normal balance direction
Step 3: Review date, reference, narration, debit, credit, and running balance
Step 4: Drill to source transactions
Step 5: Recalculate closing
Step 6: Compare with Account Summary and Trial Balance
Check your work
Opening plus valid movements reproduces closing and agrees with control reports.
If something goes wrong
- Check summarized/centralized journal behavior.
- Confirm date boundaries and opening inclusion.
Related guides
- Review an Account Ledger
- Review an Account Summary
- Trace a Source Transaction into the General Ledger
What to do next
Review the Trial Balance
How to Review the Trial Balance in Muhasib ERP
Overview
This guide will help you produce a balanced trial balance and investigate material or unexpected balances.
You get a mathematical accounting control and exception list.
Who can do this
You need access to Trial Balance and authorized financial scope.
Before you start
Complete or list pending postings/reconciliations and define company, period, detail level, and materiality.
Where to find it
Back Office → Muhasib Financials → Trial Balance.
Review the Trial Balance
Step 1: Set company and exact as-of/period
Step 2: Choose hierarchy/detail and zero-balance options
Step 3: Confirm total debits equal credits
Step 4: Review opening and unusual balances
Step 5: Reconcile receivable, payable, inventory, tax, payment, and retained-earnings controls
Step 6: Drill to Account Ledgers
Check your work
Debits equal credits and each control account reconciles to its subledger.
If something goes wrong
- A balanced report can still contain misclassification.
- Check company, period, hidden filters, and opening balances.
Related guides
What to do next
Review the Company Wise Share Profit Report
How to Review the Company Wise Share Profit Report in Muhasib ERP
Overview
You get an analytical allocation, not an automatic legal distribution or journal.
Who can do this
Before you start
Confirm period, participating companies/persons, effective percentages, approved profit basis, and rounding policy.
Where to find it
Back Office → Muhasib Financials → Company Wise Share Profit Report.
Review the Company Wise Share Profit Report
Step 1: Set period and company scope
Step 2: Generate the report
Step 3: Review participants, shares, basis, and allocated values
Step 4: Reconcile basis to Profit and Loss
Step 5: Recalculate representative allocations
Step 6: Document rounding/exclusions
Check your work
Approved basis and percentages reproduce the report result.
If something goes wrong
- Confirm effective dates and percentage totals.
- Get product-owner/accounting definition before operational use.
Related guides
What to do next
Review the Person Ledger Inquiry
How to Review the Person Ledger Inquiry in Muhasib ERP
Overview
This guide will help you inspect financial activity for the selected person identity and determine what is owed by or to them.
You get a person-level balance explanation without merging unrelated identities blindly.
Who can do this
You need access to Person Ledger Inquiry and authorized person/source scope.
Before you start
Know person identity/type, company, date range, expected opening/closing, and related customer/supplier/agent/other records.
Where to find it
Back Office → Muhasib Financials → Person Ledger Inquiry.
Review the Person Ledger Inquiry
Step 1: Select company, person type/identity, and date range
Step 2: Confirm opening balance and direction
Step 3: Review each included transaction and source
Step 4: Distinguish customer, supplier, agent, employee, or other roles
Step 5: Recalculate running balance
Step 6: Compare role-specific ledgers
Check your work
Included sources reproduce closing and agree with role-specific controls.
If something goes wrong
- Confirm same-name persons are distinct records.
- Validate debit/credit meaning for the selected person type.
Related guides
- Review Commission Agent and Person Ledgers
- Review the Customer Ledger Report
- Review the Supplier Ledger Report
What to do next
Review the Payment Channel Summary Report
How to Review the Payment Channel Summary Report in Muhasib ERP
Overview
This guide will help you summarize payment values by channel and compare and confirm them to detailed channel and account activity.
You get a compact channel control for settlement or cash-up.
Who can do this
You need access to Payment Channel Summary Report and authorized payment scope.
Before you start
Define company, period, locations, terminals, channels/types, directions, refunds, and expected control totals.
Where to find it
Back Office → Muhasib Financials → Payment Channel Summary Report.
Review the Payment Channel Summary Report
Step 1: Set exact scope and channel filters
Step 2: Generate the report
Step 3: Review receipts, payments, refunds, reversals, and net by channel
Step 4: Confirm payment-type mapping
Step 5: Compare with detailed Payment Channel Report
Step 6: Reconcile to Payment Account Activity/Statement
Check your work
Summary channels equal non-overlapping detailed channel rows and account movements.
If something goes wrong
- Align signs and transaction status.
- Check offline synchronization and terminal filters.
Related guides
- Review the Payment Channel Report
- Review Payment Channels and Transaction Summaries
- Review the Payment Account Activity Report
What to do next
Manufacturing Reports
Review work-in-process, production orders, production stock, and manufacturing ledgers.
Review the WIP In Inquiry
How to Review the WIP In Inquiry in Muhasib ERP
Overview
This guide will help you find a WIP In record and inspect its process, lines, status, gate details, stock, and journal effects.
You get source-level evidence for the WIP In transaction and its correction needs.
Who can do this
You need access to WipInInquiry plus view access to the WIP record and related stock/journal data.
Before you start
Have transaction/document/reference, date range, work process, party, item, gate number, or status.
Where to find it
Back Office → Manufacturing → WIP In Inquiry.
Review the WIP In Inquiry
Step 1: Set company and date/status/process filters
Step 2: Search by stable identifiers
Step 3: Select View Record
Step 4: Confirm the runtime Issue from process title and direction
Step 5: Review party, gate, lines, raw items, quantities, batches/serials, status, and
Review party, gate, lines, raw items, quantities, batches/serials, status, and finalization.
Step 6: Trace stock and journal entries
Check your work
Inquiry/detail agree with WIP In Report, production stock ledger, physical/gate evidence, and journal.
If something goes wrong
- Do not infer movement direction from the class name alone.
- Expand date and check process/company filters for missing records.
Related guides
What to do next
Review the WIP Out Inquiry
How to Review the WIP Out Inquiry in Muhasib ERP
Overview
This guide will help you find a WIP Out record and inspect its process, lines, status, gate details, stock, and journal effects.
You get source-level evidence for the WIP Out transaction and its correction needs.
Who can do this
You need access to WipOutInquiry plus view access to the WIP record and related stock/journal data.
Before you start
Have transaction/document/reference, date range, work process, party, item, gate number, or status.
Where to find it
Back Office → Manufacturing → WIP Out Inquiry.
Review the WIP Out Inquiry
Step 1: Set company and date/status/process filters
Step 2: Search by stable identifiers
Step 3: Select View Record
Step 4: Confirm the runtime Issue to process title and direction
Step 5: Review party, gate, lines, raw items, quantities, batches/serials, status, and
Review party, gate, lines, raw items, quantities, batches/serials, status, and finalization.
Step 6: Trace stock and journal entries
Check your work
Inquiry/detail agree with WIP Out Report, production stock ledger, physical/gate evidence, and journal.
If something goes wrong
- Do not infer movement direction from the class name alone.
- Check inenough-stock failures and unfinalized records.
Related guides
What to do next
Review the WIP In Report
How to Review the WIP In Report in Muhasib ERP
Overview
This guide will help you summarize WIP In activity and compare and confirm totals to individual WIP In records.
You get a WIP In activity control for process checking.
Who can do this
You need access to WipInReport; PrintReports is separately required for printing.
Before you start
Define company, period, work process, person, item, status/finalization, and expected transaction/quantity totals.
Where to find it
Back Office → Manufacturing → WIP In Report.
Review the WIP In Report
Step 1: Set date/company/person/process filters
Step 2: Select Filter
Step 3: Review transaction count, items, quantities, values, and statuses shown
Step 4: Confirm movement direction against runtime titles
Step 5: Trace exceptions to WIP In Inquiry
Step 6: Print only after verifying scope
Check your work
Summary totals equal the same filtered inquiry records and production-stock movements.
If something goes wrong
- Confirm saved versus finalized inclusion.
- Check unit and sign conventions.
Related guides
What to do next
Review the WIP Out Report
How to Review the WIP Out Report in Muhasib ERP
Overview
This guide will help you summarize WIP Out activity and compare and confirm totals to individual WIP Out records.
You get a WIP Out activity control for process checking.
Who can do this
You need access to WipOutReport; PrintReports is separately required for printing.
Before you start
Define company, period, work process, person, item, status/finalization, and expected transaction/quantity totals.
Where to find it
Back Office → Manufacturing → WIP Out Report.
Review the WIP Out Report
Step 1: Set date/company/person/process filters
Step 2: Select Filter
Step 3: Review transaction count, items, quantities, values, and statuses shown
Step 4: Confirm movement direction against runtime titles
Step 5: Trace exceptions to WIP Out Inquiry
Step 6: Print only after verifying scope
Check your work
Summary totals equal the same filtered inquiry records and production-stock movements.
If something goes wrong
- Confirm saved versus finalized inclusion.
- Check unit and sign conventions.
Related guides
What to do next
Review the Production Order Inquiry
How to Review the Production Order Inquiry in Muhasib ERP
Overview
This guide will help you find a production order, inspect every nested production component, and identify its next action.
You get the production order's complete source-level status.
Who can do this
You need access to ProductionOrderInquiry plus view rights for order products, WIP, overhead, expense, wastage, shipment, stock, and journal.
Before you start
Have transaction/document/reference, category, status, product, date range, or creator.
Where to find it
Back Office → Manufacturing → Production Order Inquiry.
Review the Production Order Inquiry
Step 1: Set company/date/category/status filters
Step 2: Search by order/reference/product
Step 3: Open the exact order
Step 4: Review products and their WIP, raw items, overheads, expenses, wastage,
Review products and their WIP, raw items, overheads, expenses, wastage, and shipments.
Step 5: Compare planned, processed, and remaining quantities
Step 6: Trace reports and journals before choosing follow-up
Check your work
Inquiry/order detail agrees with production stock/ledger and physical production evidence.
If something goes wrong
- Do not treat Initiated status as stock movement.
- Check nested permissions if details are hidden.
Related guides
What to do next
Review the Production Order Stock Report
How to Review the Production Order Stock Report in Muhasib ERP
Overview
This guide will help you review production-related stock by order/item and compare and confirm the summarized quantity and value.
You get a summarized production-stock position.
Who can do this
You need access to ProductionOrderStockReport; PrintReports is separately required for printing.
Before you start
Define company, period, production order, item, process/location, status, unit, and expected stock control.
Where to find it
Back Office → Manufacturing → Production Order Stock Report.
Review the Production Order Stock Report
Step 1: Set date/company/order/item filters
Step 2: Select Filter
Step 3: Review raw material, WIP, wastage, shipment, produced quantity, and value
Review raw material, WIP, wastage, shipment, produced quantity, and value fields shown.
Step 4: Confirm units and status inclusion
Step 5: Compare with WIP inquiries and order detail
Step 6: Reconcile to production/general Stock Ledgers
Check your work
Report totals equal allowed production movements and compare and confirm to general stock.
If something goes wrong
- Check unfinalized and backdated WIP.
- Confirm production order/item filters.
Related guides
- Review Production Order Stock
- Review the Production Order Stock Ledger Report
- Review the Production Order Inquiry
What to do next
Review the Production Order Stock Ledger Report
How to Review the Production Order Stock Ledger Report in Muhasib ERP
Overview
This guide will help you trace a production order's stock movements from opening/planned position to closing quantity and value.
You get a transaction-level production-stock roll-forward.
Who can do this
You need access to ProductionOrderStockLedgerReport; PrintReports and email authorization may apply to output.
Before you start
Know production order, period, products/raw items, expected WIP/wastage/shipment/output chain, and control balances.
Where to find it
Back Office → Manufacturing → Production Order Stock Ledger Report.
Review the Production Order Stock Ledger Report
Step 1: Select Production Order and date scope
Step 2: Select Filter
Step 3: Confirm opening/planned position
Step 4: Trace WIP movements, wastage, shipments, and produced output
Step 5: Recalculate running quantities/values
Step 6: Compare with Production Order Stock and general Stock Ledger
Step 7: Print/email only after validating recipient and filters
Check your work
Opening plus inflows minus outflows equals closing and agrees with production/general stock controls.
If something goes wrong
- Check saved versus finalized and backdated movements.
- Do not email sensitive production data to unverified recipients.
Related guides
- Reconcile the Production Order Stock Ledger
- Review the Production Order Stock Report
- Trace Manufacturing Transactions into Inventory and Accounts
What to do next
Dashboards and Forecasting
Use company dashboards, rankings, add-on analysis, sales analysis, and stock forecasts.
Review the Master Dashboard
How to Review the Master Dashboard in Muhasib ERP
Overview
This guide will help you review cross-company or master-level business figures and identify areas requiring checking in a detailed report.
You get a high-level cross-company view; dashboard figures remain summary figures, not detailed record.
Who can do this
You need access to Master Dashboard and all companies shown.
Before you start
Know the reporting date, accessible companies, expected refresh time, key controls, and comparison period.
Where to find it
Back Office → Dashboards & BI → Master Dashboard.
Review the Master Dashboard
Step 1: Confirm the displayed company aggregation and date/period
Step 2: Refresh using the supported action
Step 3: Review sales, purchase, stock, party, cash, and profit indicators shown
Step 4: Compare trends and exceptions to the prior period
Step 5: Drill into supporting reports where available
Step 6: Record filters and refresh time with any decision
Check your work
Compare and Confirm representative widgets to the same company, dates and filters operational and financial reports.
If something goes wrong
- Check company permissions and refresh timing when totals seem incomplete.
- Do not add widget values whose scopes overlap.
Related guides
What to do next
Review the Company Dashboard
How to Review the Company Dashboard in Muhasib ERP
Overview
This guide will help you review key figures for the active company and choose the correct underlying report for follow-up.
You get a company-level operational overview and evidence-backed follow-up list.
Who can do this
You need access to Company Dashboard and relevant underlying report permissions.
Before you start
Confirm active company, reporting period, locations/terminals, refresh expectations, and comparison period.
Where to find it
Back Office → Dashboards & BI → Company Dashboard.
Review the Company Dashboard
Step 1: Confirm company and date/period displayed
Step 2: Refresh the dashboard
Step 3: Review each KPI's label, unit, trend, and scope
Step 4: Identify material exceptions
Step 5: Open the corresponding sale, purchase, inventory, party, or financial report
Step 6: Record refresh time and supporting report filters
Check your work
Representative KPIs compare and confirm to detailed reports for the same company, period, and status scope.
If something goes wrong
- Confirm active company after switching workspaces.
- Account for unposted, offline, or background-synchronized transactions.
Related guides
- Review the Master Dashboard
- Find and Open the Correct Muhasib Report
- Set Report Date, Company, Location, Terminal, and Entity Filters
What to do next
Rank Top or Least Sold Items
Rank Top or Least Sold Items
Overview
This guide will help you identify the highest- or lowest-performing sold items for a defined period and measure.
You get a ranked analytical list for merchandising or investigation.
Who can do this
You need access to Top/Least Sold Items and authorized sales/item scope.
Before you start
Choose company, period, locations, item scope, Top versus Least, result count, and ranking measure such as quantity, value, or profit where supported.
Where to find it
Back Office → Dashboards & BI → Top/Least Sold Items.
Rank Top or Least Sold Items
Step 1: Set exact company/date/location filters
Step 2: Choose Top or Least and the supported ranking measure
Step 3: Set result count where available
Step 4: Generate/refresh
Step 5: Review rank, item, quantity/value, returns, and ties
Step 6: Compare selected items with Item-wise Sale detail
Check your work
Recalculate sample rankings from Item-wise Sale data using the same measure and return treatment.
If something goes wrong
- Least results may include zero/inactive items depending on filters.
- Do not compare quantity across incompatible units without conversion.
Related guides
What to do next
Rank Top or Least Customers
Rank Top or Least Customers
Overview
This guide will help you rank customers for a defined period using the report's selected sales measure.
You get a customer ranking suitable for analysis, not an automatic sales or credit decision.
Who can do this
You need access to Top/Least Customers and authorized customer/sales scope.
Before you start
Choose company, period, locations, customer/group scope, Top versus Least, result count, and measure.
Where to find it
Back Office → Dashboards & BI → Top/Least Customers.
Rank Top or Least Customers
Step 1: Set company/date/location/customer filters
Step 2: Choose Top or Least and the supported measure
Step 3: Generate/refresh
Step 4: Review customer identity, rank, value/quantity, returns, and ties
Step 5: Drill to Customer Wise Sales and customer financial position
Step 6: Separate performance ranking from credit-risk assessment
Check your work
Recalculate samples from Customer Wise Sales using identical filters and return treatment.
If something goes wrong
- Consolidate duplicate customer masters before interpreting rank.
- Do not infer profitability or collectability from sales value alone.
Related guides
What to do next
Rank Top or Least Suppliers
Rank Top or Least Suppliers
Overview
This guide will help you rank suppliers for a defined period using the report's selected purchasing measure.
You get a supplier purchasing ranking for sourcing analysis.
Who can do this
You need access to Top/Least Suppliers and authorized supplier/purchase scope.
Before you start
Choose company, period, supplier scope, Top versus Least, result count, and ranking measure.
Where to find it
Back Office → Dashboards & BI → Top/Least Suppliers.
Rank Top or Least Suppliers
Step 1: Set company/date/supplier filters
Step 2: Choose Top or Least and the available measure
Step 3: Generate/refresh
Step 4: Review supplier identity, rank, value/quantity, returns, and ties
Step 5: Compare selected suppliers with Supplier Wise Purchase and supplier financial
Compare selected suppliers with Supplier Wise Purchase and supplier financial reports.
Step 6: Keep spend ranking separate from quality/lead-time assessment
Check your work
Recalculate samples from Supplier Wise Purchase using the same scope and return treatment.
If something goes wrong
- Consolidate duplicate supplier masters before interpreting results.
- High spend does not prove favorable price or performance.
Related guides
What to do next
Review the Detailed Item Forecast Report
How to Review the Detailed Item Forecast Report in Muhasib ERP
Overview
This guide will help you estimate an item's future available position and trace each included demand or supply source.
You get a planning projection; it does not reserve, purchase, transfer, or produce stock.
Who can do this
You need access to Detailed Item Forecast Report and underlying item, stock, sales-order, purchase-order, requisition, and production visibility.
Before you start
Confirm item, company, locations, horizon, on-hand baseline, reservations, open demand/supply, BOMs, units, and cutoff.
Where to find it
Back Office → Dashboards & BI → Detailed Item Forecast Report.
Review the Detailed Item Forecast Report
Step 1: Select company, item, location scope, and horizon
Step 2: Generate/refresh the forecast
Step 3: Confirm opening on-hand/available quantity
Step 4: Review each included supply and demand row by date/source/status
Step 5: Recalculate projected running availability
Step 6: Drill to unexpected source orders or production records
Check your work
Opening plus included supply minus included demand reproduces projected availability using verified unit conversions.
If something goes wrong
- Exclude cancelled/closed sources only according to actual report logic.
- Do not interpret forecast as physical availability.
Related guides
- Forecast Available and Bundled Stock
- Review Available Forecasted Stock
- Review the Stock Ledger Report
What to do next
Review the Add-on Sales Report
How to Review the Add-on Sales Report in Muhasib ERP
Overview
This guide will help you analyze add-on items sold with parent sale lines and compare and confirm their quantities and values to source transactions.
You get add-on attachment and value analysis without treating add-ons as independent parent sales.
Who can do this
You need access to Relevant Add-on Sales report plus item/add-on and sales visibility.
Before you start
Define company, period, locations, parent items, add-ons, statuses, returns, units, and expected sale-line control.
Where to find it
Back Office → Dashboards & BI or Sales & Customers → Add-on Sales Report, when active.
Review the Add-on Sales Report
Step 1: Confirm the report is active for the target deployment
Step 2: Set exact company/date/location/item/add-on filters
Step 3: Generate the report
Step 4: Review parent item, add-on, quantity, price/value, and return fields
Step 5: Drill to representative sale lines
Step 6: Reconcile totals to configured item add-ons and source sales
Check your work
Sample add-on totals reproduce from allowed source sale lines under the verified attribution rule.
If something goes wrong
- Do not publish the report as active until its system launch path is confirmed.
- Align returned parent/add-on treatment and units.
Related guides
What to do next
Review Item-wise and Category Sales Analysis
How to Review Item-wise and Category Sales Analysis in Muhasib ERP
Overview
This guide will help you compare item and category sales performance and trace category totals to item-level source data.
You get category-to-item performance analysis for merchandising or planning.
Who can do this
You need access to Relevant BI/report permissions plus item/category and sales visibility.
Before you start
Define company, period, locations, category hierarchy, items, units, statuses, returns, and performance measure.
Where to find it
Back Office → Dashboards & BI → needed item/category analysis, when active.
Review Item-wise and Category Sales Analysis
Step 1: Confirm the active report title and launch path
Step 2: Set exact scope, category, and item filters
Step 3: Generate or refresh
Step 4: Review category/item quantities, values, returns, and other displayed metrics
Step 5: Avoid double-counting parent and child categories
Step 6: Reconcile to Item-wise Sale detail
Check your work
Non-overlapping item totals reproduce category totals and compare and confirm to source sale lines.
If something goes wrong
- Do not present a source family as one active report until system titles are confirmed.
- Check historical category changes and unit differences.
Related guides
What to do next
Audit and History Reports
Find change histories and audit reports that explain who changed important business records.
Printing, Exporting, Email, and Interpretation
Print, export, or email report results and check that the output matches the screen.
Print, Export, or Email a Report
Print, Export, or Email a Report
Overview
This guide will help you produce a controlled report copy whose content and scope match the reviewed on-screen result.
A portable copy is created or submitted; it can leave Muhasib's access controls and must be handled accordingly.
Who can do this
You need access to Report view plus separate PrintReports/export/email permissions where enforced.
Before you start
Check filters, totals, data classification, recipient/destination, format, printer/page size, filename, and approval.
Where to find it
Open and filter the report → Print/Export/Email action.
Print, Export, or Email a Report
Step 1: Review the on-screen report and record filters/time
Step 2: Open preview when available
Step 3: Confirm headings, filters, page breaks, totals, and sensitive fields
Step 4: Select approved printer, folder, format, or verified email recipient
Step 5: Produce/send once
Step 6: Open the output or verify controlled receipt
Check your work
Output row count/totals and scope match the on-screen report and reach only the intended destination.
If something goes wrong
- Check PrintReports permission when Print is hidden.
- Do not resend after an email timeout until delivery evidence is checked.
Related guides
- Set Report Date, Company, Location, Terminal, and Entity Filters
- Email a Muhasib Report Safely
- Resolve Muhasib Printing Setup Problems