# 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.

<div id="bkmrk-%F0%9F%9A%A8-importantmake-sure" style="border-left: 4px solid #dc2626; background: #fef2f2; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">Before saving, check that the correct company is open and that you have permission to complete this task.</div>### 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.

<div id="bkmrk-%F0%9F%92%A1-tipcheck-the-saved" style="border-left: 4px solid #2563eb; background: #eff6ff; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">Take a moment to check your work before closing the window. This small check can save time later.</div>### 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](https://docs.muhasiberp.com/link/367)
- [Configure Customer Credit and Loyalty](https://docs.muhasiberp.com/link/369)
- [Create a POS Sale](https://docs.muhasiberp.com/link/524)

### What to do next

<div id="bkmrk-%E2%9C%85-next-actioncontinu" style="border-left: 4px solid #16a34a; background: #f0fdf4; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">[**Create a Customer**](https://docs.muhasiberp.com/link/367).</div>