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 register with an approved opening amount for the active working period. Muhasib creates an open-register session used by next POS payments and closing checking. Who can do this You need access to POS Sale Open Sales Register and needed POS/working-period. Before you start Start the working period. Count opening cash independently and confirm company, location, terminal, user, payment account, and business date. 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/POS → Open Register when prompted or through POS options. Open a POS Register Step 1: Confirm no register is already open for the same effective scope Step 2: Choose the register-opening action Step 3: Enter the approved opening cash/balance and required note/reference Step 4: Review user, company, location, terminal, and timestamp Step 5: Confirm/save once Step 6: Open the register summary to verify Check your work Confirm open status, opening amount, user/terminal/location, and ability to begin an authorized POS sale. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not open a second register because the first is not visible; check scope/session. Correct opening cash through the supported register process, not a fake sale. Related guides Start a POS Working Period Create a POS Sale Close and Reconcile a POS Register What to do next Start a POS Working Period. 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 help you attach the exact variant, stock batch, serial, inventory location, and options to a sale line. The final sale uses those specific stock identities and options, affecting stock, expiry/serial record history, price, tax, kitchen/receipt output, and reports. Who can do this You need access to Parent Sale permission plus any price-group/location/custom selection rights. Before you start Confirm physical item, available location/batch/serial, expiry, variant dimensions, and approved options. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Open sale → add set up item → respond to selection dialogs. Select an Item Variant, Batch, Serial, or Add-on Step 1: Select the derived variant, not its non-stock parent Step 2: Choose inventory location when manual selection is enabled Step 3: Select a batch with sufficient available quantity and acceptable expiry Select a batch with enough available quantity and acceptable expiry. Step 4: Select each exact serial for serialized quantity Step 5: Select allowed add-ons/options and quantities Step 6: Select a price group only when authorized Step 7: Confirm and review the resulting lines Check your work Match receipt/inquiry to stock ledger, batch/serial status, add-on lines, price group, and location. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not oversell an unavailable batch/serial unless explicitly permitted and understood. Correct wrong selection before checkout. Related guides Configure a Parent Item and Variants Enable and Maintain Item Serials Review Item Stock by Location and Batch Configure Item Add-ons What to do next Configure a Parent Item and Variants. Use POS Quick Pay How to Use POS Quick Pay in Muhasib ERP Overview This guide will help you finalize an allowed POS sale using the workstation's set up Quick Pay method. Muhasib uses workstation defaults to reduce checkout steps and posts the sale/payment to the selected account. Who can do this You need access to POS Sale Add and access to the set up payment type/accounts. Before you start Check the local default Payment Type, Cash Payment Account, and Card Payment Account; review sale total and tender. 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 → Quick Pay action. Use POS Quick Pay Step 1: Confirm customer, cart, total, tax, discount, and register Step 2: Select the intended Quick Pay action/payment category Step 3: Confirm the displayed default payment type/account Step 4: Enter tender/reference if requested Step 5: Finalize once and wait for confirmation Check your work Compare and Confirm receipt, Sale Inquiry, register summary, Payment Account Activity, payment-channel report, 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 use Quick Pay when the shown account/type is wrong. Correct defaults before further sales. Related guides Configure This Workstation's POS Experience Check Out a Sale with One Payment Type Create a Payment Type What to do next Configure This Workstation's POS Experience. Send a Transaction SMS How to Send a Transaction SMS in Muhasib ERP Overview This guide will help you send an approved transaction message to the correct customer phone number. Muhasib submits the message to the set up provider; submission does not necessarily prove handset delivery. Who can do this You need access to Transaction access and any SMS/send permission enforced by the active form. Before you start Confirm customer consent, phone number, country format, message template, transaction details, and provider credit/connectivity. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Open the relevant transaction and select its SMS action, where available. Send a Transaction SMS Step 1: Open the saved transaction Step 2: Confirm recipient name and phone number Step 3: Preview the generated message Step 4: Remove or correct unauthorized or inaccurate content Step 5: Send once Step 6: Record the delivery result or provider reference when shown Check your work Confirm the application/provider status, recipient, template values, timestamp, and absence of duplicate sends. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not expose sensitive information in message templates. Check provider balance, credentials, number format, and logs before retrying. Related guides Create a POS Sale Create an SMS Gateway Create a Customer What to do next Create a POS Sale. Close and Reconcile a POS Register How to Close and Reconcile a POS Register in Muhasib ERP Overview This guide will help you close a POS register after reconciling expected and counted amounts by payment type. Muhasib marks the register session closed and records the checking; variance and accounting treatment depend on settings. Who can do this You need access to POS Register closing/checking and access to relevant sales and payment summaries. Before you start Complete pending sales, returns, held transactions, offline synchronization, and approved cash movements. Count each payment type independently. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Open the POS register management or register-close action used by your deployment. Close and Reconcile a POS Register Step 1: Select the correct open register and operator/session Step 2: Review expected sales, returns, receipts, payouts, and payment totals Step 3: Enter counted cash and other tender totals without forcing them to match Step 4: Investigate and document each variance Step 5: Obtain approval required by policy Step 6: Close the register once Step 7: Print or retain the close summary Check your work Confirm closed status, opening plus movements versus expected closing, counted totals, documented variance, and checking to sales/payment 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 close the wrong register or company. Resolve unsynchronized offline sales and duplicate payments before final approval. Related guides Open a POS Register Synchronize Offline POS Sales Review the Sales Summary Report What to do next Open a POS Register. 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 authorized payment or refund made to a customer. Muhasib records money paid and reduces customer credit or otherwise updates the customer balance. Who can do this You need access to Customer Pay/Refund plus payment-account and customer. Before you start Confirm customer credit availability, amount, payment method/account, date, reference, reason, and approval. 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 Pay/Refund. Pay or Refund a Customer Step 1: Start a new customer payout Step 2: Select the customer and verify available credit/balance Step 3: Enter date, amount, payment method, paying account, and reference Step 4: Select related credit/return transactions when supported Step 5: Review authorization and save once Step 6: Issue the approved payment evidence Check your work Compare and Confirm the payout, customer ledger, source credit/return, cash/bank account, and payment evidence. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not refund more than the approved available credit. Search for the reference before retrying. Related guides Add Customer Credit Return a Sale Correct or Reverse a Customer or Agent Transaction What to do next Add Customer Credit. Pay a Commission Agent How to Pay a Commission Agent in Muhasib ERP Overview This guide will help you settle an approved amount owed to a commission agent. Muhasib records the payout and updates the agent's outstanding commission balance. Who can do this You need access to Commission Agent Payment plus agent, account, and source-transaction. Before you start Confirm the agent, allowed sales, commission calculation, prior settlements, deductions, amount, payment method/account, and approval. 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 Agent Payment. Pay a Commission Agent Step 1: Start an agent payment Step 2: Select the commission agent and settlement period Step 3: Review eligible commission and previous payments Review allowed commission and previous payments. Step 4: Enter approved amount, date, method, paying account, and reference Step 5: Link source commission entries where supported Step 6: Save once and retain payment evidence Check your work Compare and Confirm the payment to allowed sales, commission report, agent ledger, and cash/bank account. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not pay from gross sales without validating commission rules. Investigate duplicate or excluded sales before overriding totals. Related guides Assign Service Staff or a Commission Agent Configure Item Pricing, Discount, Tax, and Commission Correct or Reverse a Customer or Agent Transaction What to do next Assign Service Staff or a Commission Agent. Correct or Reverse a Customer or Agent Transaction Correct or Reverse a Customer or Agent Transaction Overview This guide will help you correct an allowed customer or commission-agent transaction with a traceable audit trail. Muhasib updates or reverses the record and its dependent balances according to transaction rules. Who can do this You need access to Update/reverse permission for the transaction type and affected accounting period. Before you start Identify the original record, error, correct values, downstream allocations, period status, evidence, and approver. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Open the relevant customer or agent transaction list and locate the original document. Correct or Reverse a Customer or Agent Transaction Step 1: Open the original transaction by document number Step 2: Review allocations, references, ledger entries, and later dependencies Step 3: Use Update only for fields the application permits without changing Use Update only for fields the application permits without changing economic substance. Step 4: Use the approved reverse/cancel action when amount, party, account, or Use the approved reverse/cancel action when amount, party, account, or posting is wrong. Step 5: Enter reason and approval reference Step 6: Create the corrected replacement once if required Check your work Confirm original status, reversal/correction link, replacement record, customer/agent ledger, allocations, and general ledger. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Never hide an error with an undocumented offset. Resolve closed-period and downstream-allocation constraints through authorized accounting procedure. Related guides Receive a Customer Payment Pay or Refund a Customer Pay a Commission Agent What to do next Receive a Customer Payment. Configure a Customer Opening Balance How to Configure a Customer Opening Balance in Muhasib ERP Overview This guide will help you record and compare and confirm the customer's approved starting balance at cutover. Source can create customer/person ledger and General Ledger records and requires an active fiscal year/accounts in financial paths. Who can do this You need access to Customer Add/Update and relevant financial/opening-balance permissions. Before you start Create the active fiscal year, customer, receivable/default accounts, and approved cutover schedule. Back up the database. 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 → opening-balance/accounting area. Configure a Customer Opening Balance Step 1: Confirm customer and balance date Step 2: Determine whether the customer owes the business or has a credit Step 3: Enter amount in the verified debit/credit field Step 4: Select the required payment/GL account when prompted Step 5: Save once with source reference Step 6: Do not create an ordinary payment to offset a mistaken opening balance Check your work Compare and Confirm Customer Ledger, Customer Due/Ageing, Account Ledger, Trial Balance, and source schedule. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Restore/correct before live activity when direction or account is wrong. Never duplicate the opening balance on re-import. Related guides Create a Customer Review the Customer Ledger Report Prepare and Review a Trial Balance What to do next Create a Customer. Update or Retire a Customer How to Update or Retire a Customer in Muhasib ERP Overview This guide will help you correct customer data or retire access while preserving transactions, balances, and audit history. Source says related transactions remain after deletion, but selection, soft-delete, ledger, and report behavior are not yet fully proven. Who can do this You need access to Customer Update; Customer Delete plus explicit business approval for removal. Before you start Review open sales/orders/quotations/appointments, balance, payments, credits, cheques, loyalty, contacts, integrations, and legal retention. 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. Update or Retire a Customer Step 1: Select the exact customer by stable ID/contact Step 2: Update approved identity/contact/address/group/credit fields and save Step 3: Prefer disabling/retiring when supported Step 4: Settle/correct open operational items through their own workflows Step 5: Delete only with explicit approval after reading the retained-transaction warning Check your work Confirm historical sales/payments/ledger remain attributable and the retired customer cannot be selected for unintended new work. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not delete to clear a balance or duplicate-contact error. Merge behavior is not assumed; escalate duplicates. Related guides Create a Customer Review the Customer Ledger Report Update, Disable, or Retire a System User What to do next Create a Customer. Import or Export Customers How to Import or Export Customers in Muhasib ERP Overview This guide will help you export customer data or import a validated customer batch without duplicates or unintended balances. Many customers and related detail rows can be created. Matching behavior determines whether reruns duplicate/update records. Who can do this You need access to Import/Export Customers and needed Customer Add/Update rights. Before you start Back up the database, use the target-build template, create groups/contact types/accounts, and prepare a small synthetic pilot. 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 → Import / Export Customers. Import or Export Customers Step 1: Export current data/template when needed Step 2: Preserve headers and stable identifiers Step 3: Validate required names, contacts/types, unique contacts, groups, addresses, numeric/date fields, Validate required names, contacts/types, unique contacts, groups, addresses, numeric/date fields, and any opening balances. Step 4: Import a pilot Step 5: Determine created/skipped/failed and whether any partial rows committed Step 6: Restore/correct, then import the approved batch once Check your work Compare source rows with customer/contact/address/group counts and compare and confirm any opening balances/ledgers. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Never rerun after uncertain partial success. Keep secrets/personal data protected in export files. Related guides Create a Customer Configure a Customer Opening Balance Create and Verify a Manual Backup What to do next Create a Customer. Maintain Commission Agent Statuses How to Maintain Commission Agent Statuses in Muhasib ERP Overview This guide will help you create or update reusable statuses for commission agents. The status becomes selectable on agents. Whether it blocks sale assignment/payment requires system confirmation. Who can do this You need access to Commission Agent Status Add/Update/Delete for the intended action. Before you start Define a small approved lifecycle such as Active, Suspended, or Retired and what each state should permit. 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 Agent Statuses. Maintain Commission Agent Statuses Step 1: Choose New Record or select a status Step 2: Enter unique name and description Step 3: Save/update Step 4: For removal, review assigned agents and delete only with explicit For removal, review assigned agents and delete only with clear approval. Check your work Assign it to a test agent and check master, sale selection, inquiry, payment, and reports. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Prefer a retired status over deleting one used historically. Related guides Create a Commission Agent Pay a Commission Agent What to do next Create a Commission Agent. Assign Service Staff or a Commission Agent Assign Service Staff or a Commission Agent Overview This guide will help you attribute allowed sale lines or the transaction to the correct service staff member or commission agent. Muhasib records attribution used by staff/agent sales, commission ledgers, payments, and reports. Returns may deduct commission based on settings. Who can do this You need access to Parent Sale permission plus service-staff/commission selection or assignment rights. Before you start Create/activate the staff or agent and check company commission settings, allowed items, calculation basis, and return policy. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Open sale → line/transaction staff or commission-agent selection. Assign Service Staff or a Commission Agent Step 1: Select the applicable sale line or transaction Select the needed sale line or transaction. Step 2: Open Service Staff/Staff/Commission Agent selection Step 3: Search and select the exact active person Step 4: Confirm whether assignment applies to one line or the full sale Step 5: Review calculated commission where shown Step 6: Finalize the sale Check your work Compare and Confirm invoice, item-wise/service-staff reports, agent selling report, commission ledger, return, and eventual 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 select a user merely because names are similar. Correct attribution through the supported inquiry/update workflow before commission payment. Related guides Create a Commission Agent Configure Customer, Credit, Loyalty, and Party Rules Pay a Commission Agent What to do next Create a Commission Agent. 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. 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 received from a customer and allocate it correctly. Muhasib records the receipt and updates customer and account balances according to allocation. Who can do this You need access to Customer Payment plus customer, account, payment-method, and transaction. Before you start Confirm customer, amount, date, payment method/account, reference, currency, and invoices to settle. 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 Payment. Receive a Customer Payment Step 1: Start a new customer payment Step 2: Select the customer and receipt date Step 3: Enter payment method, receiving account, amount, and reference Step 4: Allocate the receipt to eligible transactions when required Allocate the receipt to allowed transactions when required. Step 5: Confirm allocated plus unallocated value equals the receipt Step 6: Save once and issue the approved receipt Check your work Compare and Confirm the receipt, customer ledger, invoice balances, receiving account, and printed document. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Search by reference before retrying a timed-out save. Do not allocate more than the available receipt or allowed balance. Related guides Allocate or Update Customer Payment Transactions Receive Customer Payments in Bulk Pay or Refund a Customer What to do next Allocate or Update Customer Payment Transactions. Receive Customer Payments in Bulk How to Receive Customer Payments in Bulk in Muhasib ERP Overview This guide will help you record multiple customer receipts efficiently and compare and confirm the batch total. Muhasib creates customer receipt records for accepted rows; partial-failure behavior must be system-verified. Who can do this You need access to Bulk Customer Payment plus customer, account, and payment-method. Before you start Prepare an approved control list with customer, date, amount, method, account, reference, and allocation for every receipt. 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 → Bulk Customer Payment. Receive Customer Payments in Bulk Step 1: Open the bulk payment form and set shared batch values where applicable Open the bulk payment form and set shared batch values where needed. Step 2: Add one row per customer receipt Step 3: Enter unique references and correct receiving accounts Step 4: Validate every row and compare the form total with the control total Step 5: Save the batch once Step 6: Review rejected or partially processed rows before correction Check your work Match record count and value to the control list, then sample customer ledgers, allocations, and receiving-account 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 resubmit the full batch when only some rows failed. Resolve duplicate references, closed periods, and invalid masters first. Related guides Receive a Customer Payment Allocate or Update Customer Payment Transactions Review Customer Financial Position What to do next Receive a Customer Payment. Allocate or Update Customer Payment Transactions How to Allocate or Update Customer Payment Transactions in Muhasib ERP Overview This guide will help you allocate an existing customer receipt to the correct invoices or balances. Invoice outstanding values and receipt allocation details are updated without changing the original money received. Who can do this You need access to Customer Payment update/allocation and access to affected transactions. Before you start Confirm the receipt, customer, available amount, intended invoices, and authorization to change allocation. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Open Customer Payment, locate the receipt, and open its transaction-allocation action. Allocate or Update Customer Payment Transactions Step 1: Find the payment by stable document number or reference Step 2: Review its existing allocations and available balance Step 3: Select eligible customer transactions Select allowed customer transactions. Step 4: Enter allocation amounts without exceeding receipt or document balances Step 5: Confirm total allocated and remaining unallocated amount Step 6: Save once Check your work Reopen the payment and compare and confirm allocations, invoice balances, unallocated amount, and customer ledger total. 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 allocation to change the receipt amount or bank/cash account. Closed or reversed transactions may be unavailable. Related guides Receive a Customer Payment Correct or Reverse a Customer or Agent Transaction Review Customer Financial Position What to do next Receive a Customer Payment. Add Customer Credit How to Add Customer Credit in Muhasib ERP Overview This guide will help you add an approved credit amount to a customer's account. Muhasib increases available customer credit or reduces the customer balance according to settings. Who can do this You need access to Customer Credit plus customer/account access and any override approval. Before you start Confirm the business reason, amount, date, reference, accounting treatment, supporting evidence, and approver. 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 Credit. Add Customer Credit Step 1: Start a new customer credit Step 2: Select the customer and date Step 3: Enter amount, reference, account/reason, and notes Step 4: Attach or retain supporting evidence according to policy Step 5: Review whether a return or receipt is the correct workflow instead Step 6: Save once Check your work Compare and Confirm the credit document, customer ledger, available credit, and general-ledger impact. 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 credit already produced by a return. Reverse through the approved correction workflow instead of entering an unexplained offset. Related guides Apply Customer Credit to a Sale Return a Sale Correct or Reverse a Customer or Agent Transaction What to do next Apply Customer Credit to a Sale. Record a Customer Cheque How to Record a Customer Cheque in Muhasib ERP Overview This guide will help you record a customer cheque with enough detail to track deposit, clearance, or return. Muhasib records the cheque for customer and bank/cheque tracking; clearance status behavior depends on settings. Who can do this You need access to Customer Cheque plus customer, payment, and bank-account. Before you start Have the cheque number, bank, branch, cheque date, amount, customer, receiving account, reference, and physical-control details. 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 Cheque. Record a Customer Cheque Step 1: Start a new customer cheque record Step 2: Select the customer Step 3: Enter cheque number, bank/branch, cheque date, amount, and receipt date Step 4: Select the receiving or cheque-in-hand account Step 5: Add reference and allocation details where supported Step 6: Verify the physical cheque and save once Check your work Match the system record to the physical cheque, customer ledger, cheque register, amount, dates, and account. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Treat cheque number plus bank as a duplicate-control key. Use the approved status/correction workflow for dishonoured cheques. Related guides Receive a Customer Payment Create a Payment Account Correct or Reverse a Customer or Agent Transaction What to do next Receive a Customer Payment. Configure Customer Credit and Loyalty How to Configure Customer Credit and Loyalty in Muhasib ERP Overview This guide will help you configure the customer's approved credit and loyalty participation and check transaction behavior. POS/customer workflows can warn or restrict based on credit settings and calculate loyalty based on company rules. Who can do this You need access to Customer Update and needed credit/loyalty operation rights. Before you start Configure company credit/loyalty rules and get approved customer limit, eligibility, opening credits/points, and expiry 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 → Manage Customers; company defaults are in Global Settings → Party/Loyalty. Configure Customer Credit and Loyalty Step 1: Select the customer Step 2: Enable/configure credit only as approved and enter the limit Step 3: Configure loyalty eligibility/status where available Step 4: Save Step 5: Test sale below and above credit limit Step 6: Test points earn/redeem/return/expiry with synthetic transactions Check your work Compare and Confirm Customer Ledger, Due/Ageing, Loyalty Points Inquiry/Ledger/Report, invoice, payment, and return. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong A warning may not be a hard block. Do not change the limit to conceal overdue debt. Related guides Configure Customer, Credit, Loyalty, and Party Rules Add Customer Credit Review the Customer Loyalty Points Ledger What to do next Configure Customer, Credit, Loyalty, and Party Rules. 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 finalize a sale paid through one approved payment method. Muhasib saves the sale and needed stock, customer, payment account, tax, register, loyalty, commission, integration, and General Ledger (GL) records. Who can do this You need access to POS Sale Add and access to the selected payment type/account; printing/integration rights as needed. Before you start Review customer, lines, total, tax, discount, charges, stock, credit, and payment account. Confirm register is open. 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 → Checkout. Check Out a Sale with One Payment Type Step 1: Open Checkout Step 2: Select the approved Payment Type Step 3: Confirm the associated Payment Account Step 4: Enter amount tendered/paid Step 5: Review due, balance, change, and cash-return policy Step 6: Finalize once Step 7: Wait for invoice/success before printing or closing Check your work Match receipt/Sale Inquiry to payment-account activity, register summary, stock ledger, customer ledger, 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 inquiry before retrying. Do not record card as cash or choose a balancing account casually. Related guides Create a POS Sale Create a Payment Type Check Out a Sale with Multiple Payments Close and Reconcile a POS Register What to do next Create a POS Sale. 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 finalize one sale using two or more approved payment methods whose allocations equal the required amount. Muhasib saves multiple payment allocations against one sale and updates their payment accounts/register totals and GL. Who can do this You need access to POS Sale Add and access to every selected payment type/account. Before you start Review total and determine the exact amount for each tender. Confirm accounts and external references. 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 → Checkout → Add Payment/payment list. Check Out a Sale with Multiple Payments Step 1: Select the first Payment Type/account and enter its amount/reference Step 2: Choose Add Payment Step 3: Add each remaining payment separately Step 4: Review the allocation list and total paid Step 5: Correct/remove any wrong line before finalization Step 6: Confirm due/change/credit is exactly intended Step 7: Finalize once Check your work Sum allocations to the receipt total and compare and confirm each account activity, payment-channel report, register summary, 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 Do not add a dummy payment to remove a rounding difference. Reverse/correct through supported transaction management if finalized allocations are wrong. Related guides Check Out a Sale with One Payment Type Use POS Quick Pay Create a Payment Type Review the Payment Channel Report What to do next Check Out a Sale with One Payment Type. 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 approved customer credit amount toward an allowed sale. Muhasib reduces available customer credit and the sale due, and records customer/payment/GL allocations as set up. Who can do this You need access to POS Sale Add and needed customer-credit permissions. Before you start Select the exact customer and check credit source, available balance, expiry/restrictions, sale due, and authorization. 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 → Checkout → Apply Credit. Apply Customer Credit to a Sale Step 1: Confirm customer and sale total Step 2: Open Apply Credit Step 3: Review available credit records/balance Step 4: Enter/select the approved amount, not exceeding eligible credit or due Enter/select the approved amount, not exceeding allowed credit or due. Step 5: Add another payment for any remainder Step 6: Finalize once Check your work Compare and Confirm receipt, customer credit balance/history, Customer Ledger, payment allocations, 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 create new credit merely to complete checkout. Reverse through supported customer transaction management if allocation is wrong. Related guides Add Customer Credit Configure Customer Credit and Loyalty Check Out a Sale with Multiple Payments What to do next Add Customer Credit. Returns & Corrections Return completed or temporary sales without losing the original transaction history. Return a Sale Return a Sale Overview This guide will help you record an authorized return against a completed sale. Muhasib records the return and may update stock, customer balance, tax, revenue, cost, and payments according to settings. Who can do this You need access to Sale Return plus customer, item, location, batch/serial, payment, and override permissions as needed. Before you start Locate the original invoice and confirm return quantities, condition, destination location, refund or credit method, and approval. 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 → Sale Return. Return a Sale Step 1: Start Sale Return and select the original sale when supported Step 2: Confirm customer and original document details Step 3: Select only the returned lines and quantities Step 4: Confirm price, discount, tax, location, batch, serial, and return reason Step 5: Select the authorized refund or customer-credit treatment Step 6: Review totals and confirm once Step 7: Print or retain the return document Check your work Compare and Confirm the return with the original invoice, returned stock, customer ledger, refund/credit, tax, and accounting entries. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Never enter more than the allowed quantity without approved override. Check for an existing return before retrying. Related guides Create a POS Sale Pay or Refund a Customer Correct or Reverse a Customer or Agent Transaction What to do next Create a POS Sale. Return a Temporary Sale Return a Temporary Sale Overview This guide will help you record an authorized return through the Temporary Sale Return workflow. Muhasib stores the temporary return; whether it posts stock or financial entries immediately must be established by system testing. Who can do this You need access to Temporary Sale Return and needed customer, item, location, batch, and serial. Before you start Identify the source temporary sale and get approval for items, quantities, destination, and customer settlement. 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 Return. Return a Temporary Sale Step 1: Open Temporary Sale Return Step 2: Select or reference the source transaction Step 3: Confirm customer and return date Step 4: Select returned lines and quantities Step 5: Confirm location, batch, serial, price, tax, and reason Step 6: Review the effect shown by the form and save once Check your work Confirm the saved return, source link, quantities, status, and any stock or ledger effects. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Use the normal Sale Return for a finalized invoice unless policy specifies otherwise. Do not retry until you have searched for the first save. Related guides Create a Temporary Sale Convert a Temporary Sale to an Invoice Return a Sale What to do next Create a Temporary Sale. Inquiries Search and review sales, customer, appointment, order, cheque, and e-commerce activity. Review and Import E-Commerce Orders How to Review and Import E-Commerce Orders in Muhasib ERP Overview This guide will help you review incoming e-commerce orders and import allowed orders into Muhasib without duplication. Who can do this You need access to E-Commerce Orders plus sales and relevant master-data permissions. Before you start Confirm integration credentials/settings are approved, mappings are current, and the synchronization period and order statuses are understood. 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 → E-Commerce Orders. Review and Import E-Commerce Orders Step 1: Refresh or retrieve orders for the approved period Step 2: Review external order ID, customer, lines, quantities, prices, tax, delivery, Review external order ID, customer, lines, quantities, prices, tax, delivery, payment, and status. Step 3: Resolve unmapped or invalid customers and items Step 4: Search Muhasib for the external order ID before importing Step 5: Import each eligible order once Import each allowed order once. Step 6: Record rejected orders and their reason for correction Check your work Match each external ID to one Muhasib document and compare and confirm customer, lines, totals, tax, delivery charge, payment, and status. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Never import the same external ID twice. Correct mappings before repeatedly refreshing failed orders. Related guides Create a Sales Order Create a POS Sale Configure E-Commerce and Offline POS Synchronization What to do next Create a Sales Order. Reports Analyze sales, customers, items, returns, staff, commissions, loyalty, and payment results. Troubleshooting Resolve common sales, checkout, customer, payment, return, and POS problems.