Configure Customer, Credit, Loyalty, and Party Rules
How to Configure Customer, Credit, Loyalty, and Party Rules in Muhasib ERP
Overview
This guide will help you configure how Muhasib creates parties and applies customer credit, loyalty, and commission rules.
New party creation, sales, returns, ledgers, loyalty balances, and commission reports use needed rules. Existing balances may remain unchanged until recalculation or new activity.
Who can do this
You need access to Global Configurations and authorization from finance/sales management.
Before you start
Record current settings and prepare synthetic customer, supplier, group, commission-agent, service-staff, item, sale, return, and payment data.
Where to find it
Back Office → Settings → Application/Global Settings → Party Settings, Loyalty Points, and needed POS settings.
Configure Customer, Credit, Loyalty, and Party Rules
Step 1: Decide whether the same party may hold customer and supplier roles
Step 2: Configure contact-duplication and mandatory customer-group rules
Step 3: Configure whether credit limits are enabled, the default limit, and
Configure whether credit limits are enabled, the default limit, and exceed-warning behavior.
Step 4: Configure party-ledger transaction detail display
Step 5: Configure commission calculation bases, staff auto-assignment, and return deductions
Step 6: Configure loyalty calculation basis, eligible sale type, currency equivalence, and
Configure loyalty calculation basis, allowed sale type, currency equivalence, and expiry days.
Step 7: Save and reopen customer/POS forms
Check your work
Run controlled creation, sale, payment, return, loyalty-ledger, commission-ledger, and report cases. Confirm both below-limit and over-limit behavior.
If something goes wrong
- Do not edit limits to conceal overdue balances.
- Check plan/permissions if loyalty or commission controls are absent.
Related guides
- Create a Customer
- Configure Customer Credit and Loyalty
- Review the Customer Loyalty Points Ledger
- Pay a Commission Agent