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.