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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.

What to do next

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