Transactions

Create customers, sales, quotations, appointments, orders, deliveries, temporary sales, and online orders.

Create a Customer Group

How to Create a Customer Group in Muhasib ERP

Overview

This guide will help you create a reusable customer classification.

The group becomes selectable on customers and may be mandatory when the company setting requires it.

Who can do this

You need access to Customer Groups and Customer Groups Add.

Before you start

Define a unique group name, purpose, and any associated policy outside the master.

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 → Customer Groups.

Create a Customer Group

Step 1: Choose New Record

Step 2: Enter the group name/short description

Step 3: Enter a useful long description

Step 4: Save

Step 5: Reopen the group from records

Check your work

Assign it to a disposable customer and confirm filters/reports use the intended label.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Customer.

Create a Customer

How to Create a Customer in Muhasib ERP

Overview

This guide will help you create a customer with valid identity, contacts, address, group, and financial settings.

The customer becomes selectable in sales, quotations, orders, appointments, payments, credits, cheques, returns, SMS, and reports.

Who can do this

You need access to Customer and Customer Add; supporting Contact Type/Customer Group rights when creating those records.

Before you start

Prepare authorized identity, at least one contact, addresses, group, tax/registration details, payment/credit policy, and opening balance source.

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 → Manage Customers.

Create a Customer

Step 1: Choose New Record

Step 2: Enter Customer First Name and other identity fields

Step 3: Select Customer Group when required

Step 4: Add at least one contact; select its Contact Type and enter the value

Step 5: Add approved addresses and tax/registration details

Step 6: Configure active/service-staff/credit/loyalty options only as applicable

Configure active/service-staff/credit/loyalty options only as needed.

Step 7: Enter opening balance separately and only when approved

Step 8: Save

Check your work

Reopen the customer and check contacts, addresses, group, ledger, credit/loyalty state, and selection in a disposable transaction.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Customer Group.

Create a Commission Agent

How to Create a Commission Agent in Muhasib ERP

Overview

This guide will help you create a commission agent for authorized sales attribution and payment reporting.

Eligible sales can be attributed to the agent; company settings determine commission basis and return treatment.

Who can do this

You need access to Commission Agent Add and any Select Admin/user association permission.

Before you start

Define identity/contact, linked system user if used, status, commission basis/rate, allowed items/sales, returns, and payment account.

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 → Commission Agents.

Create a Commission Agent

Step 1: Choose New Record

Step 2: Enter agent identity/contact details

Step 3: Select a system user only when the agent represents that user

Step 4: Select applicable status and commission configuration

Select needed status and commission settings.

Step 5: Save

Step 6: Assign the agent in a disposable sale through an authorized path

Check your work

Compare and Confirm sale attribution, Commission Agent Selling Report, ledger, return deduction, and payment.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Maintain Commission Agent Statuses.

Prepare Muhasib for Daily Sales

How to Prepare Muhasib for Daily Sales in Muhasib ERP

Overview

This guide will help you confirm that the company, terminal, period, register, masters, stock, accounts, tax, and integrations are ready before the first sale.

The POS can create sales using the active company/terminal/register context and set up pricing, inventory, payment, tax, loyalty, commission, and accounting rules.

Who can do this

You need access to Sales/POS access plus the permissions for the intended sale type and register actions.

Before you start

Know the correct company, location, terminal, register owner, business date, and needed tax/integration status.

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.

Prepare Muhasib for Daily Sales

Step 1: Confirm application version, database, licence, company, user, location, and terminal

Step 2: Confirm an active fiscal year and working period

Step 3: Open/reconcile the POS register with approved opening cash

Step 4: Confirm customers, items, units, prices, taxes, stock, batches/serials, and payment

Confirm customers, items, units, prices, taxes, stock, batches/serials, and payment accounts are available.

Step 5: Confirm receipt printer, customer display, SMS, and tax integration using

Confirm receipt printer, customer display, SMS, and tax integration using test status—not a live submission.

Step 6: Confirm offline/e-commerce synchronization state and resolve pending conflicts

Step 7: Open the approved POS interface for this build

Check your work

Use a non-posting scan/search and confirm item, customer, stock, price, tax, payment types, and printer before live checkout.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Open a POS Register.

Create a POS Sale

How to Create a POS Sale in Muhasib ERP

Overview

This guide will help you create a completed POS sale with the correct customer, items, quantities, prices, taxes, stock, and payment.

Muhasib can reduce stock, post customer/payment/tax/commission/loyalty/General Ledger (GL) records, update register totals, and submit/schedule integrations.

Who can do this

You need access to POS Sale and POS Sale Add plus nested permissions used by the transaction.

Before you start

Complete daily-sales preparation and open the register. Make sure customer/items/stock/payment accounts/tax are ready.

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 → Create Sale.

Create a POS Sale

Step 1: Confirm company, terminal, register, and sale type

Step 2: Select the customer or approved default/walk-in customer

Step 3: Scan/search and add each item

Step 4: Select variant, batch, serial, add-on, unit, and inventory location when

Select variant, batch, serial, add-on, unit, and inventory location when required.

Step 5: Review quantity, unit price, discount, tax, staff/commission, and line total

Step 6: Review subtotal, charges, tax, discount, payment due, and customer credit/loyalty

Step 7: Open checkout and enter the approved payment(s)

Step 8: Finalize once and wait for sale/invoice confirmation

Step 9: Print/send only through approved outputs

Check your work

Compare and Confirm Sale Inquiry/receipt, stock ledger, customer ledger, payment account, tax, loyalty, commission, register summary, and GL.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Select or Change the Sale Customer.

Select or Change the Sale Customer

How to Select or Change the Sale Customer in Muhasib ERP

Overview

This guide will help you associate the sale with the correct customer, contact, and address before finalization.

The transaction uses the selected customer's ledger, credit/loyalty, contacts, addresses, terms, and reporting identity.

Who can do this

You need access to The parent transaction permission and Customer view/add when creating a missing customer.

Before you start

Search by stable customer identity/contact and check credit, loyalty, tax, payment terms, balance, and delivery details.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Open the transaction → customer selection control.

Select or Change the Sale Customer

Step 1: Open Select Customer

Step 2: Filter by customer ID/name/contact

Step 3: Select the exact customer

Step 4: Select the appropriate contact and address when prompted

Step 5: Review old transactions/balance/credit information when available

Step 6: Confirm selection

Step 7: Recheck prices, discounts, tax, loyalty, terms, and delivery after any

Recheck prices, discounts, tax, loyalty, terms, and delivery after any change.

Check your work

Confirm customer name/contact/address and balance/terms on the transaction and eventual receipt/inquiry.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Customer.

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 and add it to the sale with the intended unit and quantity.

The line joins the cart and may reserve/prepare stock selection; final stock/account posting generally occurs on finalization.

Who can do this

You need access to Parent Sale permission and visibility of the item/price group/location as needed.

Before you start

Know barcode, SKU, UPC, name, variant, unit, stock location, batch/serial, price group, and quantity.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Open sale → scan barcode or choose Find Item.

Find and Add an Item to a Sale

Step 1: Scan a unique barcode or open the item finder

Step 2: Filter using enabled ID/barcode/name/SKU/UPC/brand fields

Step 3: Confirm item name, variant, unit, price, tax, and available stock

Step 4: Select variant/batch/serial/location/add-ons when prompted

Step 5: Enter quantity and price only when the authorized workflow asks

Step 6: Add the line once

Step 7: Review line totals before adding the next item

Check your work

Confirm exact item ID/variant, quantity/unit conversion, price, discount, tax, location/batch/serial, and line total.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Select an Item Variant, Batch, Serial, or Add-on.

Change Sale Line Quantity, Price, Discount, Tax, or Location

Change Sale Line Quantity, Price, Discount, Tax, or Location

Overview

This guide will help you modify an unfinalized sale line within authorized price, tax, stock, and discount controls.

Cart totals and related stock/payment/tax/commission calculations refresh before finalization.

Who can do this

You need access to POS Sale plus relevant custom rights such as Modify Unit Price, price-group selection, discount, or inventory-location selection.

Before you start

Confirm why the change is needed and the approved quantity, unit, price, discount, tax, staff, and stock source.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Open sale → select line → line-item change/options.

Change Sale Line Quantity, Price, Discount, Tax, or Location

Step 1: Select the exact cart line

Step 2: Open line modification

Step 3: Change quantity/unit and verify base conversion

Step 4: Change price only within authorization/minimum-price rules

Step 5: Change discount and tax only under policy

Step 6: Change location/batch/serial by reselecting valid stock identity

Step 7: Save the line and review total, tax, cost/margin, stock, and commission

Check your work

Compare the line calculation manually and check final receipt/inquiry and downstream reports after a disposable checkout.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Find and Add an Item to a Sale.

Hold and Resume a POS Sale

Hold and Resume a POS Sale

Overview

This guide will help you pause an unfinished POS cart and resume the exact held sale later without posting a duplicate invoice.

Muhasib preserves an incomplete sale/cart. Whether it reserves stock or survives register/working-period closure needs verification.

Who can do this

You need access to POS Sale and needed hold/resume/update rights.

Before you start

Confirm customer/cart and organizational rules for held sales, stock reservation, register closure, and shift handover.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Open POS sale → Hold; later open Active/Held Sales.

Hold and Resume a POS Sale

Step 1: Review customer, lines, quantities, selections, and current totals

Step 2: Choose Hold and enter a reference/note when available

Step 3: Confirm the cart clears without an invoice/payment

Step 4: Open held/active sales

Step 5: Identify the record by customer, reference, user, time, and total

Step 6: Resume it once, revalidate price/tax/stock, and complete or cancel through

Resume it once, revalidate price/tax/stock, and complete or cancel through the supported path.

Check your work

Confirm no posted sale/payment/GL entry exists while held and exactly one appears after finalization.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a POS Sale.

Create a Quotation

How to Create a Quotation in Muhasib ERP

Overview

This guide will help you create a customer quotation without treating it as a finalized sale.

Muhasib creates a quotation identifier/status for inquiry and later conversion. It should not be assumed to post payment, stock, or revenue.

Who can do this

You need access to Quotation/Pos Quote Entry permission and needed customer/item rights.

Before you start

Select the customer/contact/address and define validity, terms, items, quantities, prices, tax, discount, and responsible staff.

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 → New Quotation, or POS sale type → Quotation.

Create a Quotation

Step 1: Start a new quotation

Step 2: Select customer and applicable address/contact

Select customer and needed address/contact.

Step 3: Add item/service lines and required variants/options

Step 4: Review quantities, prices, discounts, taxes, validity, and terms

Step 5: Save once

Step 6: Print/email only approved output

Check your work

Find it in Quotation Inquiry and confirm no sale, payment, stock movement, or GL posting unless target behavior explicitly indicates otherwise.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Convert a Quotation to a Sale.

Convert a Quotation to a Sale

Convert a Quotation to a Sale

Overview

This guide will help you convert an accepted quotation into one sale while preserving the source relationship.

Muhasib creates a sale and updates quotation status according to set up conversion status. Stock/payment/tax/GL effects belong to the resulting sale.

Who can do this

You need access to Quotation view/conversion plus POS Sale Add and nested payment rights.

Before you start

Confirm customer acceptance, quotation status/validity, item availability, current price/tax policy, stock, and payment terms.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Quotation Inquiry or POS quotation selection → Convert to Sale/Invoice.

Convert a Quotation to a Sale

Step 1: Select the exact quotation

Step 2: Confirm it has not already been converted

Step 3: Choose conversion

Step 4: Review customer, lines, quantities, prices, discounts, tax, location/batch/serial, and terms

Step 5: Resolve changes under approved policy

Step 6: Check out/finalize the sale once

Check your work

Compare and Confirm quotation status/source link, one sale/invoice, stock, customer ledger, payment, tax, and GL.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Quotation.

Create an Appointment

How to Create an Appointment in Muhasib ERP

Overview

This guide will help you schedule a customer appointment with the intended services/items, staff, time, and status.

Muhasib creates an appointment for dashboards/inquiries and later conversion. Company settings determine default and conversion statuses.

Who can do this

You need access to Appointment/Pos Appointment Entry plus customer, item, and staff selection rights.

Before you start

Create appointment statuses, customer, services/items, staff, and availability; define deposit/payment policy.

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 → New Appointment, or POS sale type → Appointment.

Create an Appointment

Step 1: Start a new appointment

Step 2: Select customer/contact/address

Step 3: Enter scheduled date/time and notes

Step 4: Select services/items and assigned staff

Step 5: Select the intended status

Step 6: Review price/tax/deposit where supported

Step 7: Save once

Check your work

Find it in Appointment Dashboard/Inquiry and confirm schedule, customer, staff, lines, status, and absence/presence of deposit effects.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Convert an Appointment to a Sale.

Convert an Appointment to a Sale

Convert an Appointment to a Sale

Overview

This guide will help you convert a completed/allowed appointment into one sale and keep its source/status relationship.

Muhasib creates the sale and assigns the set up appointment conversion status. Sale effects include needed payment, stock, commission, tax, loyalty, and GL.

Who can do this

You need access to Appointment view/conversion and POS Sale Add.

Before you start

Confirm customer attendance, services/items delivered, staff, appointment status, deposit, prices/taxes, and stock.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Appointment Dashboard/Inquiry or POS appointment selection → Convert to Sale.

Convert an Appointment to a Sale

Step 1: Select the exact appointment

Step 2: Confirm it is not already converted

Step 3: Choose conversion

Step 4: Review customer, actual lines/quantities, staff, price, tax, deposit/credit, and status

Step 5: Check out the resulting sale once

Check your work

Compare and Confirm appointment/source link/status, sale, deposit/payment, staff commission, stock, customer ledger, and GL.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create an Appointment.

Create a Sales Order

How to Create a Sales Order in Muhasib ERP

Overview

This guide will help you record a customer order with the correct items, promised quantities, terms, and status.

Muhasib creates an order for dashboard/inquiry and later delivery/invoice conversion. Whether it reserves stock or posts accounts requires confirmation.

Who can do this

You need access to Sales Order and Sales Order Add plus supporting customer/item rights.

Before you start

Create customer, items, status, payment terms, addresses, prices/taxes, and promised date; confirm stock/reservation policy.

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 → New Sale Order.

Create a Sales Order

Step 1: Start a new Sales Order

Step 2: Select customer/contact/delivery address

Step 3: Enter order/promised dates, reference, terms, and default status

Step 4: Add item/variant/unit quantities

Step 5: Review price, discount, tax, and totals

Step 6: Save once

Check your work

Find the order in Sales Order Dashboard/Inquiry and compare customer, lines, dates, status, totals, availability, and no unintended sale/payment.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Deliver or Convert a Sales Order.

Deliver or Convert a Sales Order

Deliver or Convert a Sales Order

Overview

This guide will help you deliver or invoice authorized Sales Order quantities while preserving remaining and source status.

Muhasib updates order status/remaining quantity and can reduce stock or create a sale/customer/payment/GL effect depending on selected action.

Who can do this

You need access to Sales Order view/update/conversion, Direct Delivery or Sale Add, and nested stock/payment rights.

Before you start

Confirm order/customer, remaining quantities, stock/location/batch/serial, delivery address/date, payment terms, and status policy.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Sales Order Dashboard/Inquiry → select order → Delivery/Convert action.

Deliver or Convert a Sales Order

Step 1: Select the exact order and review prior delivery/conversion

Step 2: Enter only approved deliver/invoice quantities

Step 3: Select location, batch, and serial

Step 4: Review price/tax and customer/address

Step 5: Save delivery or finalize resulting invoice once

Step 6: Record delivery document/invoice IDs

Check your work

Compare and Confirm ordered, delivered, invoiced, returned, and remaining quantities; stock ledger; source links; customer ledger; and reports.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Sales Order.

Create a Direct Delivery

How to Create a Direct Delivery in Muhasib ERP

Overview

This guide will help you record an authorized customer delivery through the Direct Delivery workflow.

Muhasib records delivery and may reduce stock/update source status. Whether it creates receivable/revenue/tax depends on linkage and must be verified.

Who can do this

You need access to Direct Delivery plus customer/item/location/batch/serial rights.

Before you start

Confirm whether delivery is standalone or linked to a Sales Order/sale, and prepare customer, address, quantities, location, batch/serial, and reference.

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 → Direct Delivery.

Create a Direct Delivery

Step 1: Start Direct Delivery

Step 2: Select source Sales Order/active delivery sale when applicable

Select source Sales Order/active delivery sale when needed.

Step 3: Confirm customer and delivery address

Step 4: Add/confirm items and delivered quantities

Step 5: Select location, batch, and serials

Step 6: Review document date/reference/notes

Step 7: Save once and print the approved delivery document

Check your work

Compare and Confirm delivery document, source order/sale, stock ledger, delivered/remaining quantities, and absence/presence of financial entries.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Sales Order.

Create a Temporary Sale

How to Create a Temporary Sale in Muhasib ERP

Overview

This guide will help you save a sale as a temporary transaction for later completion.

The transaction remains available for later conversion. Treat its financial and inventory impact as unconfirmed until system testing establishes it.

Who can do this

You need access to Temporary Sale plus needed customer, item, location, batch, and serial.

Before you start

Confirm the customer, items, quantities, prices, taxes, discounts, and the business reason for postponing invoicing.

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 → Temporary Sale.

Create a Temporary Sale

Step 1: Open Temporary Sale and start a new transaction

Step 2: Select the customer and transaction date

Step 3: Add the required items and quantities

Step 4: Confirm price, discount, tax, location, batch, and serial details

Step 5: Add a reference or note that explains when the transaction

Add a reference or note that explains when the transaction should be completed.

Step 6: Review the totals and save once

Check your work

Reopen the saved temporary sale and confirm customer, lines, totals, status, and reference.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Convert a Temporary Sale to an Invoice.

Convert a Temporary Sale to an Invoice

Convert a Temporary Sale to an Invoice

Overview

This guide will help you convert an existing temporary sale into the appropriate final sales transaction.

Who can do this

You need access to Temporary Sale and final sales-entry permissions, plus access to referenced masters.

Before you start

Confirm the temporary sale is still valid, has not already been converted, and contains the correct customer, stock, price, tax, and payment terms.

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 → Temporary Sale; locate the transaction and use its conversion action.

Convert a Temporary Sale to an Invoice

Step 1: Find and open the temporary sale

Step 2: Confirm its current status and conversion eligibility

Step 3: Review the customer, lines, quantities, prices, discounts, taxes, and locations

Step 4: Correct authorized differences before conversion

Step 5: Start the conversion action

Step 6: Complete payment or credit terms when prompted

Step 7: Confirm once and retain the resulting document number

Check your work

Confirm the final invoice exists once, the source status changed as expected, and stock, receivable, revenue, tax, and payment records compare and confirm.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Temporary Sale.

Create an Offline POS Sale

How to Create an Offline POS Sale in Muhasib ERP

Overview

This guide will help you record a sale while the normal database connection is unavailable and preserve it for synchronization.

The sale is held in the offline data path for later synchronization; central ledgers may remain unchanged meanwhile.

Who can do this

You need access to Offline POS sales and relevant register, customer, item, price, tax, and payment rights.

Before you start

Confirm offline mode is authorized, local masters are current, a register is open if required, and you understand duplicate-prevention procedure.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Launch the set up Offline POS workflow.

Create an Offline POS Sale

Step 1: Confirm the application indicates offline operation

Step 2: Select the customer or approved walk-in customer

Step 3: Add items and validate locally available stock and price information

Step 4: Confirm discounts, taxes, and payment details

Step 5: Complete the sale once and retain the offline reference or receipt

Step 6: Keep the workstation data intact until synchronization is verified

Check your work

Confirm the offline transaction appears once in the pending/saved list with the expected reference, total, and payment.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Synchronize Offline POS Sales.

Synchronize Offline POS Sales

How to Synchronize Offline POS Sales in Muhasib ERP

Overview

This guide will help you safely transfer pending offline POS sales into the central Muhasib database.

Accepted sales become central transactions and should leave the pending queue; rejected records require controlled correction.

Who can do this

You need access to Offline synchronization plus required sales, register, and master-data.

Before you start

Back up or otherwise preserve offline data, restore stable connectivity, and confirm nobody has manually recreated the pending sales centrally.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Open the set up Offline POS synchronization action.

Synchronize Offline POS Sales

Step 1: Review the pending offline transaction count and references

Step 2: Confirm connection to the intended company database

Step 3: Start synchronization once

Step 4: Do not close the application while processing

Step 5: Review successes, rejections, conflicts, and assigned central document numbers

Step 6: Resolve rejected items individually; do not resubmit successful records

Check your work

Match pending count to successes and failures, then compare and confirm each central sale, stock movement, customer balance, payment, tax, and register total.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create an Offline POS Sale.