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.