Create a Sales Order
How to Create a Sales Order in Muhasib ERP
Overview
This guide will help you record a customer order with the correct items, promised quantities, terms, and status.
Muhasib creates an order for dashboard/inquiry and later delivery/invoice conversion. Whether it reserves stock or posts accounts requires confirmation.
Who can do this
You need access to Sales Order and Sales Order Add plus supporting customer/item rights.
Before you start
Create customer, items, status, payment terms, addresses, prices/taxes, and promised date; confirm stock/reservation policy.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → New Sale Order.
Create a Sales Order
Step 1: Start a new Sales Order
Step 2: Select customer/contact/delivery address
Step 3: Enter order/promised dates, reference, terms, and default status
Step 4: Add item/variant/unit quantities
Step 5: Review price, discount, tax, and totals
Step 6: Save once
Check your work
Find the order in Sales Order Dashboard/Inquiry and compare customer, lines, dates, status, totals, availability, and no unintended sale/payment.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not recreate after timeout; check inquiry.
- Do not promise stock based solely on on-hand when reservations/forecast apply.