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.