Review the Add-on Sales Report
How to Review the Add-on Sales Report in Muhasib ERP
Overview
This guide will help you analyze add-on items sold with parent sale lines and compare and confirm their quantities and values to source transactions.
You get add-on attachment and value analysis without treating add-ons as independent parent sales.
Who can do this
You need access to Relevant Add-on Sales report plus item/add-on and sales visibility.
Before you start
Define company, period, locations, parent items, add-ons, statuses, returns, units, and expected sale-line control.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Dashboards & BI or Sales & Customers → Add-on Sales Report, when active.
Review the Add-on Sales Report
Step 1: Confirm the report is active for the target deployment
Step 2: Set exact company/date/location/item/add-on filters
Step 3: Generate the report
Step 4: Review parent item, add-on, quantity, price/value, and return fields
Step 5: Drill to representative sale lines
Step 6: Reconcile totals to configured item add-ons and source sales
Check your work
Sample add-on totals reproduce from allowed source sale lines under the verified attribution rule.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not publish the report as active until its system launch path is confirmed.
- Align returned parent/add-on treatment and units.