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