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.