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
What to do next
Review the Temporary Sales Inquiry.