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.
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.
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