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 Search before creating a similar group. Do not delete a group assigned to customers. Related guides Create a Customer Configure Customer, Credit, Loyalty, and Party Rules 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 Do not alter another customer's contact to bypass uniqueness without identity review. Resolve missing fiscal year/accounts before opening balance. Related guides Create a Customer Group Configure a Customer Opening Balance Configure Customer Credit and Loyalty 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 Do not link an unrelated user. Check settings before adjusting calculated commission manually. Related guides Maintain Commission Agent Statuses Pay a Commission Agent Review the Commission Agent Ledger Report 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 Do not create a sale in the wrong company/location to test readiness. If multiple POS interfaces exist, use the one launched by the target workspace/settings. Related guides Open a POS Register Create a POS Sale Configure POS Behavior for a Company Configure This Workstation's POS Experience 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 Do not retry after an unknown finalization result until Sale Inquiry is checked. Return/correct through supported workflows; do not delete the sale casually. Related guides Select or Change the Sale Customer Find and Add an Item to a Sale Check Out a Sale with One Payment Type Return a Sale 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 Do not create a duplicate when the customer is hidden by filter/company/role. Do not change customer after payment/finalization unless the supported correction workflow permits it. Related guides Create a Customer Configure Customer Credit and Loyalty Create a POS Sale 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 Resolve duplicate barcodes in Item master. Do not choose a similar item merely because intended stock is unavailable. Related guides Select an Item Variant, Batch, Serial, or Add-on Change Sale Line Quantity, Price, Discount, Tax, or Location Check an Item Price 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 Do not override price to correct an item master problem. Remove/re-add the line if required selections cannot be changed safely. Related guides Find and Add an Item to a Sale Configure Item Pricing, Discount, Tax, and Commission Check Out a Sale with One Payment Type 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 Do not start a duplicate cart if the held record seems missing; check company/terminal/user filters. Related guides Create a POS Sale Close and Reconcile a POS Register Review the Temporary Sales Inquiry 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 Do not recreate a quotation after an uncertain save; check inquiry first. Related guides Convert a Quotation to a Sale Review the Quotation Inquiry Configure Receipt and Invoice Content 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 After timeout, check both inquiries before retrying. Do not manually close the quotation to hide duplicate conversion. Related guides Create a Quotation Create a POS Sale Review the Quotation Inquiry 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 Do not duplicate an appointment after uncertain save. Confirm time zone and staff assignment. Related guides Convert an Appointment to a Sale Review the Appointment Dashboard Review the Appointment Inquiry 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 Check both appointment and Sale Inquiry after an uncertain result. Related guides Create an Appointment Create a POS Sale Review the Appointment Inquiry 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 Do not recreate after timeout; check inquiry. Do not promise stock based solely on on-hand when reservations/forecast apply. Related guides Deliver or Convert a Sales Order Create a Direct Delivery Review the Sales Order Dashboard 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 Do not convert full order when only partial delivery is approved. Check source/destination inquiries before retrying. Related guides Create a Sales Order Create a Direct Delivery Review the Sales Order Inquiry 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 Do not use Direct Delivery as an unverified substitute for a sale. Check source links before retrying. Related guides Create a Sales Order Deliver or Convert a Sales Order Create a POS Sale 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 If an item cannot be selected, check stock, location, batch/serial, and item permissions. Search for the saved transaction before retrying after a timeout. Related guides Convert a Temporary Sale to an Invoice Create a POS Sale Return a Temporary Sale 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. Muhasib links or transforms the temporary record into a final sales document; exact source-status and ledger behavior must be system-verified. 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 Do not convert again if the final document already exists. Resolve unavailable stock or invalid master records before retrying. Related guides Create a Temporary Sale Check Out a Sale with One Payment Type Close and Reconcile a POS Register 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 Never recreate the same sale centrally without an approved checking decision. Do not clear local data or reinstall before pending sales are secured. Related guides Synchronize Offline POS Sales Create a POS Sale Close and Reconcile a POS Register 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 Stop if connected to the wrong company. Preserve logs and local records when a partial synchronization occurs. Related guides Create an Offline POS Sale Select a Company Workspace Close and Reconcile a POS Register What to do next Create an Offline POS Sale.