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.