Reports Reference Muhasib ERP outcome-based user guide. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Clear hidden/stale filters when known records are absent. Do not combine results from different date semantics without adjustment. Related guides Find and Open the Correct Muhasib Report Reconcile Two Muhasib Reports Safely Print, Export, or Email a Report What to do next Find and Open the Correct Muhasib Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not assume 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 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Find and Open the Correct Muhasib Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Set Report Date, Company, Location, Terminal, and Entity Filters. Sales and Customer Reports Review sales, returns, customers, staff, commissions, loyalty, appointments, orders, and related inquiries. Review the Supplier-wise Sale Report How to Review the Supplier-wise Sale Report in Muhasib ERP Overview This guide will help you analyze sold items by their associated supplier for a selected sales period. You get supplier-attributed sales analysis for sourcing review. Who can do this You need access to Supplier-wise Sale Report plus authorized sales, item, supplier, and cost scope. Before you start Choose company, period, locations, supplier/item scope, sale statuses, return treatment, and whether supplier means preferred or purchase-source supplier. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Supplier-wise Sale Report. Review the Supplier-wise Sale Report Step 1: Set company, date, location, and supplier filters Step 2: Generate the report Step 3: Review supplier, item, quantity, sale value, return, and cost/profit fields Review supplier, item, quantity, sale value, return, and cost/profit fields shown. Step 4: Identify items with missing or unexpected supplier attribution Step 5: Drill to sale and item/purchase history Step 6: Export with filters recorded Check your work Sample rows compare and confirm to sales and the report's verified supplier-attribution rule. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not assume the supplier is the most recent supplier without proof. Confirm returns and multi-supplier items before interpreting totals. Related guides Review the Supplier Wise Purchase Report Review the Item-wise Sale Report Create a Supplier What to do next Review the Supplier Wise Purchase Report. Review the Detailed Sales Summary Report How to Review the Detailed Sales Summary Report in Muhasib ERP Overview This guide will help you review detailed sales activity and compare and confirm its grouped totals for a selected scope. You get detailed sales evidence suitable for operational checking. Who can do this You need access to Detailed Sales Summary Report and relevant sales visibility. Before you start Define company, date range, locations, terminals, users, customers, items, statuses, returns, and expected control total. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Detailed Sales Summary Report. Review the Detailed Sales Summary Report Step 1: Apply exact scope filters Step 2: Generate the report Step 3: Identify whether rows represent invoices, lines, items, or grouped dimensions Step 4: Review quantity, subtotal, discount, tax, charges, return, payment, and grand Review quantity, subtotal, discount, tax, charges, return, payment, and grand total shown. Step 5: Drill into exceptions Step 6: Reconcile subtotals and grand total to source sales Check your work Representative rows and all grouped totals reproduce from Sale Inquiry for the same population. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Check duplicate line-level counting when comparing invoice totals. Align return and cancelled/held transaction inclusion. Related guides Review the Sales Summary Report Review Sale Inquiry Reconcile Two Muhasib Reports Safely What to do next Review the Sales Summary Report. Review the Service Staff Item Commission Report How to Review the Service Staff Item Commission Report in Muhasib ERP Overview This guide will help you calculate and check item-level commission attributed to service staff. You get an item-level commission calculation for review, not automatic payroll approval. Who can do this You need access to Service Staff Item Commission Report plus authorized staff, sales, item, and commission visibility. Before you start Confirm period, staff, items, commission setup, eligibility date/status, discounts/tax basis, returns, prior settlement, and approval rules. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Service Staff Item Commission Report. Review the Service Staff Item Commission Report Step 1: Set company, date, location, and staff filters Step 2: Generate the report Step 3: Review item quantities/values and applied commission rule/rate Step 4: Confirm discounts, returns, cancellations, and tax treatment Step 5: Recalculate representative commission lines Step 6: Compare with invoice-wise and staff summary reports Check your work Eligible source sale lines and set up rules reproduce the report amount including rounding. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm staff assignment occurred on the sale line/document. Separate commission eligibility from payment status. Related guides Review the Invoice-Wise Service Staff Report Review the Service Staff Sales Summary Report Assign Service Staff or a Commission Agent What to do next Review the Invoice-Wise Service Staff Report. Review the Daily Sale and Return Summary How to Review the Daily Sale and Return Summary in Muhasib ERP Overview This guide will help you summarize one business day's sales and returns and compare and confirm the net result. You get a daily gross-to-net sales control. Who can do this You need access to Daily Sale and Return Summary plus relevant sales/return scope. Before you start Confirm business date/cutoff, company, locations, terminals, working periods/registers, offline synchronization, and expected sales/return controls. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Daily Sale and Return Summary. Review the Daily Sale and Return Summary Step 1: Select the exact business date and scope Step 2: Confirm offline sales are synchronized as required Step 3: Generate the report Step 4: Review sales, returns, discount, tax, charges, and net totals Step 5: Compare counts and values with Sale and Return inquiries Step 6: Record timing or excluded-status differences Check your work Eligible sales minus returns, using verified signs and components, equals the shown net total. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Align calendar date with working-period/register cutoff. Check backdated and offline-synchronized records. Related guides Review the Daily Closing Report Review Sale Inquiry Review Sale Return Inquiry What to do next Review the Daily Closing Report. Review the Daily Closing Report How to Review the Daily Closing Report in Muhasib ERP Overview This guide will help you compare and confirm daily sales and payment-channel totals to register closing evidence. You get a daily closing control and documented variances. Who can do this You need access to Daily Closing Report plus register, sale, return, and payment visibility. Before you start Close or identify registers, synchronize offline data, complete returns and payments, and have counted tender totals and approved cash movements. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Daily Closing Report. Review the Daily Closing Report Step 1: Select business date, company, location, terminal, register, and operator scope Step 2: Generate the report Step 3: Review opening, sales, returns, receipts, payouts, and tender totals Step 4: Compare expected values to counted/register-close values Step 5: Investigate each variance by source transaction Step 6: Retain the reviewed report with variance explanation Check your work Report payment totals compare and confirm to register close, payment-channel reports, and cash/bank controls. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Check open registers and unsynchronized offline sales. Do not force counted amounts to expected values. Related guides Close and Reconcile a POS Register Review the Daily Sale and Return Summary Review the Payment Channel Report What to do next Close and Reconcile a POS Register. Review Sale Return Inquiry How to Review Sale Return Inquiry in Muhasib ERP Overview This guide will help you find a sale return, inspect its original-sale link and current effects, and determine whether correction is required. You get source-level evidence of the return and its correction needs. Who can do this You need access to Sale Return Inquiry and view rights for return, original sale, customer, payment, and stock details. Before you start Have return number/reference, original invoice, customer, item, date range, amount, or user. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Sale Return Inquiry. Review Sale Return Inquiry Step 1: Set company and date range Step 2: Filter by return/original invoice/customer/item/status where supported Step 3: Open the exact return Step 4: Review returned quantities, price, tax, location, batch/serial, reason, and settlement Step 5: Confirm link to the original sale Step 6: Trace stock, customer, payment, and journal effects Check your work Inquiry/detail compare and confirm to original invoice, Sale Return Report, stock ledger, customer ledger, and refund/credit. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Expand scope and check company when a return is missing. Search for duplicates before entering another return. Related guides Return a Sale Review the Sale Return Report Pay or Refund a Customer What to do next Return a Sale. Review Customer Loyalty Points Inquiry How to Review Customer Loyalty Points Inquiry in Muhasib ERP Overview This guide will help you inspect a customer's loyalty-point transactions and current status at source-record level. You get a transaction-level explanation of loyalty activity. Who can do this You need access to Loyalty Points Inquiry and authorized customer/sale scope. Before you start Have customer, transaction/reference, date range, point type, or expected balance. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Customer Loyalty Points Inquiry. Review Customer Loyalty Points Inquiry Step 1: Select company, customer, and date range Step 2: Filter by point status/type or reference where supported Step 3: Review earned, redeemed, expired, adjusted, and reversed entries Step 4: Open the source sale/return where possible Step 5: Confirm dates, rule, quantities/value, and point amount Step 6: Record unexplained entries for correction review Check your work Inquiry entries agree with source transactions and roll into the Loyalty Points Ledger/report. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm expiry and return dates. Do not adjust points before tracing the source event. Related guides Review the Customer Loyalty Points Ledger Review the Customer Loyalty Points Report Create a POS Sale What to do next Review the Customer Loyalty Points Ledger. Review the Customer Loyalty Points Ledger How to Review the Customer Loyalty Points Ledger in Muhasib ERP Overview This guide will help you explain a customer's loyalty-point balance from opening through earned, redeemed, expired, and adjusted points. You get a complete points roll-forward. Who can do this You need access to Loyalty Points Ledger and customer scope. Before you start Know customer, exact date range, expected opening/current balance, and loyalty rules. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Customer Loyalty Points Ledger. Review the Customer Loyalty Points Ledger Step 1: Select company, customer, and date range Step 2: Confirm opening points Step 3: Review each earn, redeem, expiry, adjustment, and reversal Step 4: Recalculate running balance Step 5: Drill to source transactions Step 6: Compare closing points with customer/current summary Check your work Opening plus valid additions minus reductions equals closing and agrees with the points report. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Check transactions before the selected range for opening differences. Confirm returned sales reverse points according to the set up rule. Related guides Review Customer Loyalty Points Inquiry Review the Customer Loyalty Points Report Review Sale Return Inquiry What to do next Review Customer Loyalty Points Inquiry. Review the Customer Loyalty Points Report How to Review the Customer Loyalty Points Report in Muhasib ERP Overview This guide will help you summarize loyalty points by customer and identify balances requiring action. You get a customer-level loyalty liability/activity summary. Who can do this You need access to Loyalty Points Report and authorized customer scope. Before you start Define company, as-of date, customer/group scope, active/expired inclusion, and expected control total. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Customer Loyalty Points Report. Review the Customer Loyalty Points Report Step 1: Set company and as-of/date filters Step 2: Select customer/group and status scope Step 3: Generate the report Step 4: Review earned, redeemed, expired, and available totals shown Step 5: Drill to loyalty ledgers for exceptions Step 6: Export only with customer-data authorization Check your work Sample customer totals compare and confirm to their loyalty ledgers and inquiry transactions. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm as-of and expiry processing time. Do not sum overlapping earned and available columns. Related guides Review the Customer Loyalty Points Ledger Review Customer Loyalty Points Inquiry Create a Customer What to do next Review the Customer Loyalty Points Ledger. Review the Centralized Sale Report How to Review the Centralized Sale Report in Muhasib ERP Overview This guide will help you review sales combined through the set up centralized-sales model and trace them back to source companies. You get a consolidated view with source-company record history. Who can do this You need access to Centralized Sale Report and authorized access to every represented company. Before you start Confirm centralization settings, source companies, date range, sync/transfer status, locations, terminals, and expected company totals. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Centralized Sale Report. Review the Centralized Sale Report Step 1: Select central/company and date scope Step 2: Apply source-company/location/terminal filters Step 3: Generate the report Step 4: Review source company, document, totals, status, and sync markers Step 5: Compare each company's subtotal with its local sales report Step 6: Investigate missing, duplicate, or delayed centralized records Check your work Centralized totals equal non-overlapping source-company totals for the same status/cutoff. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Separate transaction date from synchronization date. Do not count both original and replicated records twice. Related guides Review the Company-wise Sale Report Synchronize Offline POS Sales Reconcile Two Muhasib Reports Safely What to do next Review the Company-wise Sale Report. Review the Company-wise Sale Report How to Review the Company-wise Sale Report in Muhasib ERP Overview This guide will help you compare sales totals across authorized companies for one aligned period and definition. You get a comparable company-level sales view. Who can do this You need access to Company-wise Sale Report and access to each selected company. Before you start Define companies, dates, statuses, returns, currencies, tax inclusion, and expected local-company controls. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Company-wise Sale Report. Review the Company-wise Sale Report Step 1: Select the exact period and authorized companies Step 2: Align location/terminal and status options Step 3: Generate the report Step 4: Review each company's gross, discounts, returns, tax, and net totals Review each company's gross, discounts, returns, tax, and net totals shown. Step 5: Compare each subtotal with its local Sales Summary Step 6: Normalize currency only through approved methodology if companies differ Check your work Each company subtotal and consolidated total compare and confirm to non-overlapping local reports. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Check company permissions when a company is absent. Do not add amounts in different currencies without explicit conversion. Related guides Review the Centralized Sale Report Review the Sales Summary Report Review the Master Dashboard What to do next Review the Centralized Sale Report. Review the Service Staff Recovery Report How to Review the Service Staff Recovery Report in Muhasib ERP Overview This guide will help you analyze amounts attributed as recoveries to service staff and trace them to source transactions. You get an explained recovery total without assuming it is commission or cash collected until verified. Who can do this You need access to Service Staff Recovery Report and authorized staff/sales/payment scope. Before you start Confirm the deployment's definition of recovery, period, staff, locations, source transaction types, and expected controls. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Service Staff Recovery Report. Review the Service Staff Recovery Report Step 1: Set company, dates, locations, and staff Step 2: Generate the report Step 3: Identify each recovery row's transaction type, reference, customer, and amount Step 4: Confirm sign and status treatment Step 5: Drill to source sale/payment Step 6: Compare staff totals with related staff and payment reports Check your work Representative rows compare and confirm to source transactions and the product-owner-confirmed recovery definition. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not use this report operationally until “recovery” is defined for the target deployment. Check staff assignment and payment status. Related guides Review the Service Staff Sales Summary Report Review the Invoice-Wise Service Staff Report Review Payment Channels and Transaction Summaries What to do next Review the Service Staff Sales Summary Report. Review the SMS Inquiry How to Review the SMS Inquiry in Muhasib ERP Overview This guide will help you find an SMS record and inspect its recipient, message, timestamp, gateway, and available result. You get local submission evidence and can classify whether provider follow-up is needed. Who can do this You need access to SMS Inquiry and authorized message/customer scope. Before you start Have recipient, date range, transaction/reference, terminal, user, or safe message fragment. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → SMS Inquiry. Review the SMS Inquiry Step 1: Select company and date range Step 2: Filter by recipient/reference where supported Step 3: Open the individual SMS record/report Step 4: Review recipient, message, time, gateway, and local result Step 5: Compare provider ID/status if stored Step 6: Protect personal message data in any output Check your work One inquiry record matches one intended send and its strongest available provider evidence. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Local success may not mean handset delivery. Check alternate date/terminal scopes for missing records. Related guides Review SMS History and Delivery Evidence Send a Transaction SMS Diagnose an External Integration Failure What to do next Review SMS History and Delivery Evidence. Review the Invoice-Wise Service Staff Report How to Review the Invoice-Wise Service Staff Report in Muhasib ERP Overview This guide will help you analyze service-staff activity invoice by invoice and trace each assignment to its sale. You get invoice-level staff attribution for operational or commission review. Who can do this You need access to Invoice-Wise Service Staff Report plus staff and sale visibility. Before you start Choose company, period, locations, staff, sale statuses, returns, and expected invoice count/value. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Invoice-Wise Service Staff Report. Review the Invoice-Wise Service Staff Report Step 1: Set date/company/location/staff filters Step 2: Generate the report Step 3: Review invoice, customer, assigned staff, values, status, and commission/recovery fields Review invoice, customer, assigned staff, values, status, and commission/recovery fields shown. Step 4: Open representative invoices Step 5: Confirm line-level versus document-level assignment Step 6: Compare totals with staff summary and item reports Check your work Every sampled report row agrees with the source invoice assignment and amounts. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Check whether one invoice can contain multiple staff assignments. Align return/cancelled invoice inclusion. Related guides Review the Service Staff Item Commission Report Review the Item-Wise Service Staff Report Review the Service Staff Sales Summary Report What to do next Review the Service Staff Item Commission Report. Review Customer Wise Sales How to Review Customer Wise Sales in Muhasib ERP Overview This guide will help you analyze sales by customer and compare and confirm a selected customer's total to source invoices. You get customer-level sales analysis for service, collection, or management review. Who can do this You need access to Customer Wise Sales Report and authorized customer/sales scope. Before you start Define company, period, locations, customer/group, status, returns, tax, and expected control total. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Customer Wise Sales Report. Review Customer Wise Sales Step 1: Set company/date/location/customer filters Step 2: Generate the report Step 3: Review customer totals, invoice count, gross, discount, returns, tax, and Review customer totals, invoice count, gross, discount, returns, tax, and net values shown. Step 4: Drill to invoices for material customers Step 5: Compare with Sales Summary and Customer Ledger Step 6: Investigate duplicate or walk-in customer classification Check your work Sample customer totals equal allowed source invoices and returns for identical filters. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Separate sales performance from outstanding balance. Consolidate duplicate customer records only through approved master governance. Related guides Review Sale Inquiry Review Customer Financial Position Rank Top or Least Customers What to do next Review Sale Inquiry. Review the Area Wise Sales Report How to Review the Area Wise Sales Report in Muhasib ERP Overview This guide will help you compare sales across customer or delivery areas and identify unmapped transactions. You get geographic sales analysis and a list of master-data gaps. Who can do this You need access to Area Wise Sales Report and relevant customer/sales scope. Before you start Confirm what master supplies Area, company, period, locations, sale statuses, returns, and expected total. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Area Wise Sales Report. Review the Area Wise Sales Report Step 1: Set company, dates, and area/location filters Step 2: Generate the report Step 3: Review area, customer/invoice count, quantity, and value columns Step 4: Identify blank/unknown areas Step 5: Drill to customers or sales to confirm area attribution Step 6: Compare grand total with the same-scope Sales Summary Check your work Sample area totals reproduce from customers/sales under the verified area-attribution rule. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm whether the report uses customer, billing, or delivery area. Do not reclassify historical sales by changing current customer data without assessing effects. Related guides Review Customer Wise Sales Create a Customer Reconcile Two Muhasib Reports Safely What to do next Review Customer Wise Sales. Review the Item-wise Temporary Sale Report How to Review the Item-wise Temporary Sale Report in Muhasib ERP Overview This guide will help you analyze temporary-sale quantities and values by item and identify records awaiting conversion or correction. You get item-level temporary-sale exposure and follow-up needs. Who can do this You need access to Item-wise Temp Sale Report plus temporary-sale and item visibility. Before you start Define company, period, locations, items, temporary-sale statuses, converted inclusion, and expected control population. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Item-wise Temp Sale Report. Review the Item-wise Temporary Sale Report Step 1: Set company/date/location/item filters Step 2: Generate the report Step 3: Review item quantities, values, source temporary sales, and statuses Step 4: Separate open, converted, returned, and other states Step 5: Drill to Temporary Sales Inquiry Step 6: Compare totals with Temp Sales Summary Check your work Sample item totals compare and confirm to allowed temporary-sale lines for identical status filters. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not add converted temporary and final sale quantities together. Confirm temporary-return treatment. Related guides Review the Temporary Sales Inquiry Review the Temp Sales Summary Report Convert a Temporary Sale to an Invoice What to do next Review the Temporary Sales Inquiry. Review the Quotation Inquiry How to Review the Quotation Inquiry in Muhasib ERP Overview This guide will help you find a quotation, inspect its terms and status, and determine whether it should be converted, revised, or left unchanged. You get source-level quotation status and its next action. Who can do this You need access to Quotation Inquiry and view rights for quotation, customer, item, and linked sale. Before you start Have quotation number/reference, customer, date range, status, expiry, item, or amount. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Quotation Inquiry. Review the Quotation Inquiry Step 1: Set company and date range Step 2: Filter by quotation/customer/status/reference Step 3: Open the exact quotation Step 4: Review validity, customer, lines, price, discount, tax, totals, and notes Step 5: Check whether it already links to a sale Step 6: Choose the authorized follow-up without duplicating conversion Check your work Inquiry values agree with quotation detail and any linked sale. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Search linked sales before converting again. Confirm expired quotations are handled according to policy. Related guides Create a Quotation Convert a Quotation to a Sale Review Sale Inquiry What to do next Create a Quotation. Review the Temp Sales Summary Report How to Review the Temp Sales Summary Report in Muhasib ERP Overview This guide will help you summarize temporary sales for a selected period and identify open, converted, or returned exposure. You get a controlled summary of temporary-sale activity and pending action. Who can do this You need access to Temp Sales Summary Report and temporary-sale visibility. Before you start Define company, dates, locations, statuses, conversion/return treatment, and expected control population. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Temp Sales Summary Report. Review the Temp Sales Summary Report Step 1: Set company/date/location/status filters Step 2: Generate the report Step 3: Review count, subtotal, discount, tax, charges, and grand total shown Step 4: Separate open, converted, returned, and other statuses Step 5: Drill to Temporary Sales Inquiry Step 6: Reconcile item totals where needed Check your work Summary count/value equals the same filtered inquiry population without double-counting converted final sales. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm whether conversion leaves the source in the report. Align temporary-return signs and statuses. Related guides Review the Temporary Sales Inquiry Review the Item-wise Temporary Sale Report Convert a Temporary Sale to an Invoice What to do next Review the Temporary Sales Inquiry. Review the Temporary Sales Inquiry How to Review the Temporary Sales Inquiry in Muhasib ERP Overview This guide will help you find a temporary sale, inspect its current state, and determine the next authorized action. You get source-level temporary-sale evidence and its valid next action. Who can do this You need access to Temporary Sales Inquiry plus view rights for source, conversion, return, customer, and item details. Before you start Have transaction/reference, customer, date range, status, item, amount, or expected conversion. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Temporary Sales Inquiry. Review the Temporary Sales Inquiry Step 1: Set company and date range Step 2: Filter by transaction/customer/status/reference Step 3: Open the exact temporary sale Step 4: Review customer, lines, totals, stock identity, payment/credit details, and status Step 5: Check linked final sale or temporary return Step 6: Choose conversion/correction only after duplicate checks Check your work Inquiry/detail agree with Temp Sales Summary and any linked final/return document. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Search final Sale Inquiry before converting again. Confirm company and status filters for missing records. Related guides Create a Temporary Sale Convert a Temporary Sale to an Invoice Review the Temp Sales Summary Report What to do next Create a Temporary Sale. Review the Sales Summary Report How to Review the Sales Summary Report in Muhasib ERP Overview This guide will help you summarize sales for a defined scope and compare and confirm the total to detailed transactions. You get a reproducible sales control total. Who can do this You need access to Sales Summary Report and relevant sales visibility. Before you start Define company, period, locations, terminals, users, statuses, return handling, tax basis, and expected total. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Sales Summary Report. Review the Sales Summary Report Step 1: Set exact scope filters Step 2: Generate the report Step 3: Review transaction count, gross/subtotal, discount, tax, charges, returns, and net/grand Review transaction count, gross/subtotal, discount, tax, charges, returns, and net/grand totals shown. Step 4: Compare groups by date/location/terminal/user where available Step 5: Drill to Detailed Sales Summary or Sale Inquiry Step 6: Reconcile payment and financial controls separately Check your work The summary equals allowed Sale Inquiry transactions for identical filters and status/sign rules. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not compare gross to net totals without aligning components. Check held, temporary, offline, cancelled, and returned records. Related guides Review the Detailed Sales Summary Report Review Sale Inquiry Review the Daily Sale and Return Summary What to do next Review the Detailed Sales Summary Report. Review Sale Inquiry How to Review Sale Inquiry in Muhasib ERP Overview This guide will help you find a sale, inspect its full transaction chain, and determine whether payment, return, printing, or correction is required. You get the authoritative transaction view and its dependent records. Who can do this You need access to Sale Inquiry plus view access to sale, customer, items, payments, returns, stock, and journals. Before you start Have invoice/transaction/reference, customer, date range, terminal/register, item, amount, user, or status. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Sale Inquiry. Review Sale Inquiry Step 1: Set company and a narrow date range Step 2: Filter by stable identifiers Step 3: Open the exact sale Step 4: Review header, customer, lines, prices, discounts, tax, charges, totals, payments, Review header, customer, lines, prices, discounts, tax, charges, totals, payments, staff, and status. Step 5: Trace returns, delivery/order/quotation links, stock, SMS, and journal Step 6: Select only the authorized next action Check your work Sale detail reconciles to receipt, customer ledger, stock ledger, payment account, tax, and journal. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Search by multiple identifiers before concluding a sale is missing. Do not use delete to correct a posted transaction. Related guides Create a POS Sale Return a Sale Review the Sales Summary Report What to do next Create a POS Sale. Review the Sales Order Dashboard How to Review the Sales Order Dashboard in Muhasib ERP Overview This guide will help you identify open, due, overdue, partially delivered, completed, or exceptional sales orders requiring action. Open-order exceptions have identified owners and source transactions. Who can do this You need access to Sales Order Dashboard and authorized sales-order/customer scope. Before you start Confirm company, date/cutoff, order statuses, promised dates, locations, delivery/conversion policy, and expected open-order controls. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Sales Order Dashboard. Review the Sales Order Dashboard Step 1: Confirm company and refresh/cutoff Step 2: Review status and due-date groups/widgets Step 3: Filter to overdue or exceptional orders Step 4: Open source orders Step 5: Compare ordered, delivered/converted, and remaining quantities Step 6: Assign fulfillment, correction, or customer follow-up Check your work Dashboard counts/values compare and confirm to Sales Order Inquiry under the same status/date rules. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm status master definitions and promised-date basis. Refresh after delivery/conversion before comparing. Related guides Review the Sales Order Inquiry Create a Sales Order Deliver or Convert a Sales Order What to do next Review the Sales Order Inquiry. Review the Appointment Dashboard How to Review the Appointment Dashboard in Muhasib ERP Overview This guide will help you identify upcoming, overdue, completed, cancelled, or unconverted appointments requiring action. Appointment exceptions have source-backed follow-up actions. Who can do this You need access to Appointment Dashboard and authorized appointment/customer/staff scope. Before you start Confirm company, calendar date/timezone, locations, staff, appointment statuses, conversion policy, and expected schedule. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Appointment Dashboard. Review the Appointment Dashboard Step 1: Confirm company, current date/time, and refresh Step 2: Review status/date/staff groups Step 3: Filter to appointments needing confirmation, service, conversion, or correction Step 4: Open the source appointment Step 5: Check customer, schedule, services/items, staff, status, and linked sale Step 6: Assign the authorized next action Check your work Dashboard counts and statuses compare and confirm to Appointment Inquiry for the same filters. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Check timezone and appointment-status definitions. Refresh after conversion or status change. Related guides Review the Appointment Inquiry Create an Appointment Convert an Appointment to a Sale What to do next Review the Appointment Inquiry. Review the Appointment Inquiry How to Review the Appointment Inquiry in Muhasib ERP Overview This guide will help you find an appointment, check its schedule and status, and determine its next authorized action. You get the appointment's source-level state and avoid duplicate conversion. Who can do this You need access to Appointment Inquiry plus appointment, customer, staff, and linked-sale view rights. Before you start Have appointment/reference, customer, date/time range, location, staff, status, or linked sale. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Appointment Inquiry. Review the Appointment Inquiry Step 1: Set company, date/time, location, and status filters Step 2: Search by appointment/customer/staff/reference Step 3: Open the exact appointment Step 4: Review customer, schedule, services/items, staff, notes, and status Step 5: Check linked sale/conversion Step 6: Choose update, conversion, or other approved follow-up Check your work Inquiry detail agrees with Appointment Dashboard and any linked sale. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm timezone and inclusive date boundaries. Search Sale Inquiry before converting again. Related guides Review the Appointment Dashboard Create an Appointment Convert an Appointment to a Sale What to do next Review the Appointment Dashboard. Review the Customer Cheque Inquiry How to Review the Customer Cheque Inquiry in Muhasib ERP Overview This guide will help you find a customer cheque and determine its receipt, deposit, clearance, return, or correction status. You get a traceable cheque position and next action. Who can do this You need access to Customer Cheque Inquiry plus customer/payment-account visibility. Before you start Have cheque number, bank, customer, amount, cheque/receipt date, status, or reference. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers or Muhasib Financials → Customer Cheque Inquiry. Review the Customer Cheque Inquiry Step 1: Select company and date range Step 2: Filter by cheque/customer/bank/status Step 3: Open the exact cheque record Step 4: Review amount, dates, bank, receiving account, allocation, and status history Step 5: Trace customer and payment-account entries Step 6: Record required deposit, clearance, return, or correction action Check your work Cheque inquiry agrees with physical/bank evidence, customer ledger, and payment account. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Treat cheque number plus bank as the duplicate key. Do not mark clearance without bank evidence. Related guides Record a Customer Cheque Receive a Customer Payment Reconcile a Payment Account Statement What to do next Record a Customer Cheque. Review the Commission Agent Selling Report How to Review the Commission Agent Selling Report in Muhasib ERP Overview This guide will help you analyze sales attributed to a commission agent and validate the basis for settlement. You get a source-backed sales population for commission review. Who can do this You need access to Commission Agent Selling Report plus agent and sales visibility. Before you start Confirm company, period, agent, allowed sales/statuses, returns, commission rules, prior payments, and expected control total. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Commission Agent Selling Report. Review the Commission Agent Selling Report Step 1: Set company/date/location/agent filters Step 2: Generate the report Step 3: Review source invoices, customers, values, returns, and attributed agent Step 4: Confirm commission eligibility/rate basis where shown Step 5: Drill to source sales Step 6: Compare with agent ledger and payment history Check your work Eligible source sales and returns reproduce the report and compare and confirm to agent balances. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm agent was assigned before sale completion. Do not pay directly from gross sales without applying approved rules. Related guides Pay a Commission Agent Review Commission Agent and Person Ledgers Assign Service Staff or a Commission Agent What to do next Pay a Commission Agent. Review the Item-Wise Service Staff Report How to Review the Item-Wise Service Staff Report in Muhasib ERP Overview This guide will help you analyze which items were sold or serviced by each staff member. You get item-level staff activity for performance or commission analysis. Who can do this You need access to Item-Wise Service Staff Report plus staff, item, and sales visibility. Before you start Define company, period, locations, staff, items, statuses, and return treatment. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Item-Wise Service Staff Report. Review the Item-Wise Service Staff Report Step 1: Set date/company/location/staff/item filters Step 2: Generate the report Step 3: Review item, staff, quantity, value, and return columns Step 4: Confirm whether assignment is line- or invoice-level Step 5: Drill to representative sales Step 6: Compare with invoice-wise and staff summary reports Check your work Sample item/staff totals compare and confirm to source sale assignments. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Check split staff assignments and units. Align returned items with original staff attribution. Related guides Review the Invoice-Wise Service Staff Report Review the Service Staff Item Commission Report Review the Service Staff Sales Summary Report What to do next Review the Invoice-Wise Service Staff Report. Review the Service Staff Sales Summary Report How to Review the Service Staff Sales Summary Report in Muhasib ERP Overview This guide will help you summarize sales activity by service staff and compare and confirm each total to invoice/item detail. You get a staff-level sales summary for operational review. Who can do this You need access to Service Staff Sales Summary Report plus authorized staff/sales scope. Before you start Define company, period, locations, staff, statuses, returns, and expected totals. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Service Staff Sales Summary Report. Review the Service Staff Sales Summary Report Step 1: Set scope and staff filters Step 2: Generate the report Step 3: Review each staff member's count, quantity, gross, discount, return, and Review each staff member's count, quantity, gross, discount, return, and net values shown. Step 4: Drill to invoice-wise and item-wise staff detail Step 5: Investigate unassigned/multiple assignments Step 6: Compare grand total with same-scope sales reports Check your work Staff subtotals compare and confirm to invoice/item detail without double-counting shared assignments. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Establish allocation behavior when multiple staff share a sale. Do not equate sales value with commission payable. Related guides Review the Invoice-Wise Service Staff Report Review the Item-Wise Service Staff Report Review the Service Staff Item Commission Report What to do next Review the Invoice-Wise Service Staff Report. Review the Customer Change History Report How to Review the Customer Change History Report in Muhasib ERP Overview This guide will help you identify when, how, and by whom a customer master record changed. You get an audit trail or a focused gap where a change is not logged. Who can do this You need access to Customer Change History Report and authorized customer/user scope. Before you start Have customer, suspected date range, changed field/value, user, or business incident. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Customer Change History Report. Review the Customer Change History Report Step 1: Set company and date range Step 2: Filter by customer/user/field where supported Step 3: Review old value, new value, timestamp, and user Step 4: Compare with current customer master Step 5: Correlate with source evidence and User Activity Step 6: Preserve filtered output for authorized review Check your work History sequence explains the current customer value and agrees with authorized evidence. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Absence from this report does not prove no change occurred. Protect personal data in exported history. Related guides Create a Customer Review User Activity Correct or Reverse a Customer or Agent Transaction What to do next Create a Customer. Review the Item-wise Sale Report How to Review the Item-wise Sale Report in Muhasib ERP Overview This guide will help you analyze sales quantity and value by item and trace selected totals to source sale lines. You get item-level sales analysis for merchandising, replenishment, or margin review. Who can do this You need access to Item-wise Sale Report plus authorized item/sales and cost visibility. Before you start Define company, period, locations, item/category/brand, unit, status, returns, tax, and cost/profit scope. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Item-wise Sale Report. Review the Item-wise Sale Report Step 1: Set exact scope and item filters Step 2: Generate the report Step 3: Review quantity, unit, gross, discount, return, tax, net, cost, and Review quantity, unit, gross, discount, return, tax, net, cost, and profit shown. Step 4: Normalize quantities to a common unit where required Step 5: Drill to source sale lines Step 6: Compare with item summary and inventory movement Check your work Sample item totals reproduce from allowed sale/return lines and verified unit/cost rules. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not add incompatible units. Backdated costs or negative stock may distort historical margin. Related guides Review the Item-wise Sale Summary Report Rank Top or Least Sold Items Review Inventory Movement and Valuation What to do next Review the Item-wise Sale Summary Report. Review the Transaction-wise Sale Report How to Review the Transaction-wise Sale Report in Muhasib ERP Overview This guide will help you analyze sales one transaction at a time and compare and confirm selected documents to source and payment records. You get invoice-level sales analysis and source references. Who can do this You need access to Transaction-wise Sale Report plus sale/customer/payment visibility. Before you start Define company, period, locations, terminals, users, statuses, payment types, returns, and expected transaction count. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Transaction-wise Sale Report. Review the Transaction-wise Sale Report Step 1: Set exact scope filters Step 2: Generate the report Step 3: Review each transaction number, date, customer, subtotal, discount, tax, charges, Review each transaction number, date, customer, subtotal, discount, tax, charges, return, payment, and total shown. Step 4: Open representative sales Step 5: Compare payment values with payment-account/channel reports Step 6: Reconcile report total to Sales Summary Check your work Sample rows match Sale Inquiry and aggregated rows equal the same company, dates and filters sales summary. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Check split payments and one-to-many row expansion. Align cancelled, held, and returned status rules. Related guides Review Sale Inquiry Review the Sales Summary Report Review Payment Channels and Transaction Summaries What to do next Review Sale Inquiry. Review the Sale Return Report How to Review the Sale Return Report in Muhasib ERP Overview This guide will help you analyze sale returns for a selected scope and compare and confirm totals to return documents, stock, and customer settlements. You get a return population for operational, quality, tax, and financial review. Who can do this You need access to Sale Return Report plus return, customer, stock, cost, tax, and payment visibility. Before you start Define company, period, locations, customers, items, statuses, reasons, and expected return count/value. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Sale Return Report. Review the Sale Return Report Step 1: Set exact filters Step 2: Generate the report Step 3: Review return/original document, customer, item, quantity, price, tax, reason, settlement, Review return/original document, customer, item, quantity, price, tax, reason, settlement, and status. Step 4: Drill to return documents Step 5: Reconcile stock and customer credit/refund Step 6: Compare report total with Daily Sale and Return Summary Check your work Rows compare and confirm to Sale Return Inquiry, original sales, stock movements, customer ledger, and tax. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm return signs and original-sale linkage. Separate temporary-sale returns if excluded. Related guides Review Sale Return Inquiry Return a Sale Review the Daily Sale and Return Summary What to do next Review Sale Return Inquiry. Review Sale Ageing Invoices How to Review Sale Ageing Invoices in Muhasib ERP Overview This guide will help you identify outstanding sales invoices by age and prioritize collection or checking. You get an invoice-level ageing list for collection and control. Who can do this You need access to Sale Ageing Invoices plus customer/sale/payment visibility. Before you start Choose company, as-of date, customer/group, payment terms, bucket definitions, unallocated credits/receipts, and collection policy. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Sale Ageing Invoices. Review Sale Ageing Invoices Step 1: Set company and exact as-of date Step 2: Select customer/group and status filters Step 3: Generate the report Step 4: Review invoice date, due date, outstanding amount, days/bucket, receipts, credits, Review invoice date, due date, outstanding amount, days/bucket, receipts, credits, and disputes. Step 5: Drill to invoice and allocations Step 6: Prioritize valid overdue balances Check your work Outstanding invoice totals and buckets compare and confirm to customer ledger/ageing under the same cutoff and terms. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm due dates and allocation status. Do not collect balances covered by unallocated receipts/credits without checking. Related guides Review Customer Financial Position Receive a Customer Payment Allocate or Update Customer Payment Transactions What to do next Review Customer Financial Position. Review the Sales Order Inquiry How to Review the Sales Order Inquiry in Muhasib ERP Overview This guide will help you find a sales order, inspect ordered/delivered/converted/remaining quantities, and choose its next action. You get the order's source-level fulfillment state. Who can do this You need access to Sales Order Inquiry plus order, customer, item, delivery, and linked-sale visibility. Before you start Have order/reference, customer, date range, status, promised date, item, or linked delivery/sale. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Sales Order Inquiry. Review the Sales Order Inquiry Step 1: Set company/date/status filters Step 2: Search by order/customer/reference/item Step 3: Open the exact order Step 4: Review terms, lines, ordered, delivered/converted, and remaining quantities Step 5: Check direct deliveries and linked sales Step 6: Choose fulfillment, update, cancellation, or closure according to policy Check your work Inquiry/order quantities and status compare and confirm to Sales Order Dashboard, delivery documents, and linked sales. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Search both delivery and sale links before repeating conversion. Confirm status definitions for apparently open orders. Related guides Review the Sales Order Dashboard Create a Sales Order Deliver or Convert a Sales Order What to do next Review the Sales Order Dashboard. Review the Item-wise Sale Summary Report How to Review the Item-wise Sale Summary Report in Muhasib ERP Overview This guide will help you summarize sales by item and compare and confirm selected aggregates to the detailed item-wise report. You get a compact item performance view. Who can do this You need access to Item-wise Sale Summary Report plus authorized item/sales and cost visibility. Before you start Define company, period, locations, item/category/brand, unit, statuses, returns, and expected total. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Sales & Customers → Item-wise Sale Summary Report. Review the Item-wise Sale Summary Report Step 1: Set exact scope and grouping filters Step 2: Generate the report Step 3: Review item quantity, value, return, discount, tax, cost, and profit Review item quantity, value, return, discount, tax, cost, and profit aggregates shown. Step 4: Normalize units where needed Step 5: Drill or compare with Item-wise Sale detail Step 6: Reconcile grand total to Sales Summary Check your work Sample item aggregates equal detailed allowed sale/return lines for identical filters. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm grouping by variant, unit, batch, or parent item. Do not interpret summarized cost without verifying the costing basis. Related guides Review the Item-wise Sale Report Review the Sales Summary Report Review Item Analytics What to do next Review the Item-wise Sale Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Create a Purchase Return a Purchase Review the Purchase Summary Report What to do next Create a Purchase. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Inquiry. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 the Purchase Order Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm payment terms and unallocated transactions. Do not pay balances offset by unresolved debit/return amounts. Related guides Review Supplier Financial Position Pay a Supplier Allocate or Update Supplier Payment Transactions What to do next Review Supplier Financial Position. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Absence from this report does not prove no change occurred. Protect bank, tax, and contact data in exports. Related guides Create a Supplier Review User Activity Correct or Reverse a Supplier Transaction What to do next Create a Supplier. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm signs and original-purchase linkage. Separate rejected receipts from posted returns where needed. Related guides Review the Purchase Return Inquiry Return a Purchase Add Supplier Debit What to do next Review the Purchase Return Inquiry. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Expand scope and confirm company for missing returns. Search for an existing return before entering another. Related guides Return a Purchase Review the Purchase Return Report Record Payment or Refund From a Supplier What to do next Return a Purchase. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Separate purchasing volume from outstanding payable. Align returned and cancelled document treatment. Related guides Review the Purchase Summary Report Review Supplier Financial Position Rank Top or Least Suppliers What to do next Review the Purchase Summary Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Investigate Low or Expired Stock Review Available Forecasted Stock Create a Purchase Order What to do next Investigate Low or Expired Stock. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm as-of 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 Detailed Stock Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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 Rerun after authorized transactions and confirm batch quantities/status reflect the physical result. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Validate mistaken expiry dates before disposal. Do not sell or transfer expired stock contrary to policy. Related guides Investigate Low or Expired Stock Review the Item Batch Report Modify Item Batches What to do next Investigate Low or Expired Stock. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Item Batch Change History. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Inventory Movement and Valuation. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Protect cost information in exported reports. Do not bulk-correct before validating representative records. Related guides Update an Item Safely Bulk Update Items Review Item Analytics What to do next Update an Item Safely. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 the Stock Transfer Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Distinguish transaction cost calculation from stored item cost. Protect commercially sensitive cost exports. Related guides Review Item Sell Price Change History Review Inventory Movement and Valuation Create a Purchase What to do next Review Item Sell Price Change History. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Add Multiple Item Prices Create and Apply an Item Price Group Review the Item Price Group Report What to do next Add Multiple Item Prices. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Stock Adjustment Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Bundled Items Stock Forecast. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong If hidden, confirm product support and permission before documenting it as active. Search links before creating duplicate fulfillment. Related guides Create a Requisition Request Review and Progress a Requisition Transfer Stock Between Locations What to do next Create a Requisition Request. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Reconcile the Stock Ledger to Physical Stock. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Modify Item Batches Review the Item Batch Report Review Stock and Item Change History What to do next Modify Item Batches. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm price-group priority and customer assignment. Do not confuse tax-inclusive and tax-exclusive prices. Related guides Create and Apply an Item Price Group Add Multiple Item Prices Review Item Sell Price Change History What to do next Create and Apply an Item Price Group. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Avoid double-counting parent and variant rows. Clear batch/serial/location filters for missing quantities. Related guides Review the Stock Report Review the Stock Ledger Report Review Stock by Location, Batch, and Serial What to do next Review the Stock Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 the Item-wise Sale Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Detailed Item Forecast Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Review the Detailed Item Forecast Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Inquiry. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Review the Expense Report Create an Expense Type or Head Create a Sub-Expense Type What to do next Review the Expense Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Expand scope and confirm company for missing records. Search payment references before entering another settlement. Related guides Review an Expense and Its Payment History Record an Expense Payment Update or Correct an Expense What to do next Review an Expense and Its Payment History. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Never net payment and receipt vouchers before validating direction. Exclude or reverse cancelled documents according to report logic. Related guides Review the Voucher Inquiry Create a Payment Voucher Create a Receipt Voucher What to do next Review the Voucher Inquiry. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Review the Voucher Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Check transactions before the range for opening differences. Confirm unallocated receipts and reversed documents. Related guides Review the Customer Due Report Review the Customer Ageing Report Review Customer Financial Position What to do next Review the Customer Due Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm payment terms and due-date overrides. Allocate receipts before treating an amount as collectable. Related guides Review the Customer Ledger Report Review the Customer Ageing Report Receive a Customer Payment What to do next Review the Customer Ledger Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm boundary-day inclusivity. Do not collect balances offset by unallocated credits/receipts. Related guides Review the Customer Due Report Review the Customer Ledger Report Review Sale Ageing Invoices What to do next Review the Customer Due Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Review the Customer Cheque Inquiry Record a Customer Cheque Reconcile a Payment Account Statement What to do next Review the Customer Cheque Inquiry. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Commission Agent Selling Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm payment terms and due-date overrides. Allocate payments/debits before approving payout. Related guides Review the Supplier Ageing Report Review the Supplier Ledger Report Pay a Supplier What to do next Review the Supplier Ageing Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm boundary-day inclusivity. Account for unallocated supplier debits and payments. Related guides Review the Supplier Due Report Review the Supplier Ledger Report Review Purchase Ageing Invoices What to do next Review the Supplier Due Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Check transactions before the selected range. Confirm unallocated payments/debits and reversed documents. Related guides Review the Supplier Due Report Review the Supplier Ageing Report Review Supplier Financial Position What to do next Review the Supplier Due Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Check account classification and period scope. Do not treat an unreviewed report as finalized statements. Related guides Review Profit and Loss Review the Trial Balance Review an Account Summary What to do next Review Profit and Loss. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Payment Channels and Transaction Summaries. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Payment Channel Summary Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Check tax date versus document date. Do not combine registrations or categories with different statutory treatment. Related guides Review the Tax Report Review the Detailed Tax Summary Report Review Tax Transactions and Summaries What to do next Review the Tax Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Avoid double-counting document and line-level rows. Confirm returns and inclusive-tax calculations. Related guides Review the Tax Summary Report Review the Tax Report Drill from a Report into a Source Transaction What to do next Review the Tax Summary Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not repurpose accounts with historical transactions. Protect account/bank details in exports. Related guides Create a Payment Account Create a Payment Account Head Review the Payment Account Activity Report What to do next Create a Payment Account. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Reconcile a Payment Account Statement. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Check posting date versus source date. Correct generated entries through their source workflow. Related guides Review the Journal Ledger Create a Journal Entry Trace a Source Transaction into the General Ledger What to do next Review the Journal Ledger. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Avoid double-counting parent and child totals. Clear hidden zero/account filters. Related guides Review an Account Summary Review an Account Ledger Review the Trial Balance What to do next Review an Account Summary. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 an Account Ledger. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong A balanced report can still contain misclassification. Check company, period, hidden filters, and opening balances. Related guides Prepare and Review a Trial Balance Review an Account Summary Review the Profit and Loss Report What to do next Prepare and Review a Trial Balance. Review the Company Wise Share Profit Report How to Review the Company Wise Share Profit Report in Muhasib ERP Overview This guide will help you validate company-wise share-profit allocations against the approved profit basis and percentages. You get an analytical allocation, not an automatic legal distribution or journal. Who can do this You need access to Company Wise Share Profit Report and authorized company/financial scope. Before you start Confirm period, participating companies/persons, effective percentages, approved profit basis, and rounding policy. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm effective dates and percentage totals. Get product-owner/accounting definition before operational use. Related guides Review Company-Wise Share Profit Review the Profit and Loss Report Create a Journal Entry What to do next Review Company-Wise Share Profit. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Commission Agent and Person Ledgers. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Review the Payment Channel Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Issue Stock from a Work Process Review the WIP In Report Correct or Reverse a WIP Transaction What to do next Issue Stock from a Work Process. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not infer movement direction from the class name alone. Check inenough-stock failures and unfinalized records. Related guides Issue Stock to a Work Process Review the WIP Out Report Correct or Reverse a WIP Transaction What to do next Issue Stock to a Work Process. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm saved versus finalized inclusion. Check unit and sign conventions. Related guides Review the WIP In Inquiry Review the WIP Out Report Review WIP In and WIP Out Summary Reports What to do next Review the WIP In Inquiry. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm saved versus finalized inclusion. Check unit and sign conventions. Related guides Review the WIP Out Inquiry Review the WIP In Report Review WIP In and WIP Out Summary Reports What to do next Review the WIP Out Inquiry. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not treat Initiated status as stock movement. Check nested permissions if details are hidden. Related guides Review Production Orders Create a Production Order Update or Correct a Production Order What to do next Review Production Orders. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Production Order Stock. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Reconcile the Production Order Stock Ledger. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Check company permissions and refresh timing when totals seem incomplete. Do not add widget values whose scopes overlap. Related guides Review the Company Dashboard Reconcile Two Muhasib Reports Safely Review Profit and Loss What to do next Review the Company Dashboard. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Review the Master Dashboard. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Review the Item-wise Sale Report Review Item Analytics Reconcile Two Muhasib Reports Safely What to do next Review the Item-wise Sale Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Consolidate duplicate customer masters before interpreting rank. Do not infer profitability or collectability from sales value alone. Related guides Review Customer Wise Sales Review Customer Financial Position Create a Customer What to do next Review Customer Wise Sales. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Consolidate duplicate supplier masters before interpreting results. High spend does not prove favorable price or performance. Related guides Review the Supplier Wise Purchase Report Review Supplier Financial Position Create a Supplier What to do next Review the Supplier Wise Purchase Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Forecast Available and Bundled Stock. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Configure Item Add-ons Review the Item-wise Sale Report Review Item Analytics What to do next Configure Item Add-ons. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 Review the Item-wise Sale Report Review the Item-wise Sale Summary Report Create an Item Category What to do next Review the Item-wise Sale Report. 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. Before saving, check that the correct company is open and that you have permission to complete this task. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 What to do next Set Report Date, Company, Location, Terminal, and Entity Filters.