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.