Configure Automated Temporary-Sale Conversion
How to Configure Automated Temporary-Sale Conversion in Muhasib ERP
Overview
This guide will help you configure an approved rule for automatically converting allowed temporary sales while excluding unsafe records.
Eligible temporary sales may be converted by background logic; exact timing and effects require verification.
Who can do this
You need access to Relevant global/instance settings and temporary-sale/POS conversion permissions.
Before you start
Confirm product support, schedule, eligibility statuses, payment/credit treatment, stock rules, customer handling, tax/integration behavior, numbering, cutoff, retry, and rollback plan.
Where to find it
Back Office → Administration/Settings → temporary-sale automation settings, when exposed.
Configure Automated Temporary-Sale Conversion
Step 1: Keep automation disabled while defining rules
Step 2: Record current settings and pending temporary-sale population
Step 3: Configure schedule and explicit eligibility criteria
Step 4: Exclude incomplete, disputed, unmapped, or already converted records
Step 5: Enable only in a cloned environment first
Step 6: Process one known eligible record
Process one known allowed record.
Step 7: Approve production activation only after reconciliation
Check your work
One source temporary sale maps to one final invoice with correct status, stock, customer, tax, payment, and ledgers.
If something goes wrong
- If no active UI/scheduler is found, classify the feature as hidden/deferred.
- Do not enable broad criteria against unreviewed historical records.
Related guides
- Verify Automated Temporary-Sale Conversion
- Convert a Temporary Sale to an Invoice
- Understand Back Office Background Operations