Sales & Customers
Concepts & Prerequisites
Prepare the POS register, item choices, Quick Pay, transaction messages, and register closing.
Open a POS Register
How to Open a POS Register in Muhasib ERP Overview This guide will help you open the correct POS ...
Select an Item Variant, Batch, Serial, or Add-on
How to Select an Item Variant, Batch, Serial, or Add-on in Muhasib ERP Overview This guide will h...
Use POS Quick Pay
How to Use POS Quick Pay in Muhasib ERP Overview This guide will help you finalize an allowed POS...
Send a Transaction SMS
How to Send a Transaction SMS in Muhasib ERP Overview This guide will help you send an approved t...
Close and Reconcile a POS Register
How to Close and Reconcile a POS Register in Muhasib ERP Overview This guide will help you close ...
Setup & Maintenance
Maintain customers, opening balances, agents, statuses, payments, refunds, and related setup.
Pay or Refund a Customer
How to Pay or Refund a Customer in Muhasib ERP Overview This guide will help you record an author...
Pay a Commission Agent
How to Pay a Commission Agent in Muhasib ERP Overview This guide will help you settle an approved...
Correct or Reverse a Customer or Agent Transaction
Correct or Reverse a Customer or Agent Transaction Overview This guide will help you correct an a...
Configure a Customer Opening Balance
How to Configure a Customer Opening Balance in Muhasib ERP Overview This guide will help you reco...
Update or Retire a Customer
How to Update or Retire a Customer in Muhasib ERP Overview This guide will help you correct custo...
Import or Export Customers
How to Import or Export Customers in Muhasib ERP Overview This guide will help you export custome...
Maintain Commission Agent Statuses
How to Maintain Commission Agent Statuses in Muhasib ERP Overview This guide will help you create...
Assign Service Staff or a Commission Agent
Assign Service Staff or a Commission Agent Overview This guide will help you attribute allowed sa...
Transactions
Create customers, sales, quotations, appointments, orders, deliveries, temporary sales, and onlin...
Create a Customer Group
How to Create a Customer Group in Muhasib ERP Overview This guide will help you create a reusable...
Create a Customer
How to Create a Customer in Muhasib ERP Overview This guide will help you create a customer with ...
Create a Commission Agent
How to Create a Commission Agent in Muhasib ERP Overview This guide will help you create a commis...
Prepare Muhasib for Daily Sales
How to Prepare Muhasib for Daily Sales in Muhasib ERP Overview This guide will help you confirm t...
Create a POS Sale
How to Create a POS Sale in Muhasib ERP Overview This guide will help you create a completed POS ...
Select or Change the Sale Customer
How to Select or Change the Sale Customer in Muhasib ERP Overview This guide will help you associ...
Find and Add an Item to a Sale
Find and Add an Item to a Sale Overview This guide will help you find the correct item/variant an...
Change Sale Line Quantity, Price, Discount, Tax, or Location
Change Sale Line Quantity, Price, Discount, Tax, or Location Overview This guide will help you mo...
Hold and Resume a POS Sale
Hold and Resume a POS Sale Overview This guide will help you pause an unfinished POS cart and res...
Create a Quotation
How to Create a Quotation in Muhasib ERP Overview This guide will help you create a customer quot...
Convert a Quotation to a Sale
Convert a Quotation to a Sale Overview This guide will help you convert an accepted quotation int...
Create an Appointment
How to Create an Appointment in Muhasib ERP Overview This guide will help you schedule a customer...
Convert an Appointment to a Sale
Convert an Appointment to a Sale Overview This guide will help you convert a completed/allowed ap...
Create a Sales Order
How to Create a Sales Order in Muhasib ERP Overview This guide will help you record a customer or...
Deliver or Convert a Sales Order
Deliver or Convert a Sales Order Overview This guide will help you deliver or invoice authorized ...
Create a Direct Delivery
How to Create a Direct Delivery in Muhasib ERP Overview This guide will help you record an author...
Create a Temporary Sale
How to Create a Temporary Sale in Muhasib ERP Overview This guide will help you save a sale as a ...
Convert a Temporary Sale to an Invoice
Convert a Temporary Sale to an Invoice Overview This guide will help you convert an existing temp...
Create an Offline POS Sale
How to Create an Offline POS Sale in Muhasib ERP Overview This guide will help you record a sale ...
Synchronize Offline POS Sales
How to Synchronize Offline POS Sales in Muhasib ERP Overview This guide will help you safely tran...
Payments & Credits
Receive and allocate payments, use credits, handle cheques, and manage customer balances.
Receive a Customer Payment
How to Receive a Customer Payment in Muhasib ERP Overview This guide will help you record money r...
Receive Customer Payments in Bulk
How to Receive Customer Payments in Bulk in Muhasib ERP Overview This guide will help you record ...
Allocate or Update Customer Payment Transactions
How to Allocate or Update Customer Payment Transactions in Muhasib ERP Overview This guide will h...
Add Customer Credit
How to Add Customer Credit in Muhasib ERP Overview This guide will help you add an approved credi...
Record a Customer Cheque
How to Record a Customer Cheque in Muhasib ERP Overview This guide will help you record a custome...
Configure Customer Credit and Loyalty
How to Configure Customer Credit and Loyalty in Muhasib ERP Overview This guide will help you con...
Check Out a Sale with One Payment Type
How to Check Out a Sale with One Payment Type in Muhasib ERP Overview This guide will help you fi...
Check Out a Sale with Multiple Payments
How to Check Out a Sale with Multiple Payments in Muhasib ERP Overview This guide will help you f...
Apply Customer Credit to a Sale
How to Apply Customer Credit to a Sale in Muhasib ERP Overview This guide will help you apply an ...
Returns & Corrections
Return completed or temporary sales without losing the original transaction history.
Inquiries
Search and review sales, customer, appointment, order, cheque, and e-commerce activity.
Reports
Analyze sales, customers, items, returns, staff, commissions, loyalty, and payment results.
Troubleshooting
Resolve common sales, checkout, customer, payment, return, and POS problems.