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451 total results found

Create a POS Sale

Sales & Customers Transactions

How to Create a POS Sale in Muhasib ERP Overview This guide will help you create a completed POS sale with the correct customer, items, quantities, prices, taxes, stock, and payment. Muhasib can reduce stock, post customer/payment/tax/commission/loyalty/Genera...

Select or Change the Sale Customer

Sales & Customers Transactions

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, ad...

Find and Add an Item to a Sale

Sales & Customers Transactions

Find and Add an Item to a Sale Overview This guide will help you find the correct item/variant and add it to the sale with the intended unit and quantity. The line joins the cart and may reserve/prepare stock selection; final stock/account posting generally oc...

Select an Item Variant, Batch, Serial, or Add-on

Sales & Customers Concepts & Prerequisites

How to Select an Item Variant, Batch, Serial, or Add-on in Muhasib ERP Overview This guide will help you attach the exact variant, stock batch, serial, inventory location, and options to a sale line. The final sale uses those specific stock identities and opti...

Change Sale Line Quantity, Price, Discount, Tax, or Location

Sales & Customers Transactions

Change Sale Line Quantity, Price, Discount, Tax, or Location Overview This guide will help you modify an unfinalized sale line within authorized price, tax, stock, and discount controls. Cart totals and related stock/payment/tax/commission calculations refresh...

Assign Service Staff or a Commission Agent

Sales & Customers Setup & Maintenance

Assign Service Staff or a Commission Agent Overview This guide will help you attribute allowed sale lines or the transaction to the correct service staff member or commission agent. Muhasib records attribution used by staff/agent sales, commission ledgers, pay...

Check Out a Sale with One Payment Type

Sales & Customers Payments & Credits

How to Check Out a Sale with One Payment Type in Muhasib ERP Overview This guide will help you finalize a sale paid through one approved payment method. Muhasib saves the sale and needed stock, customer, payment account, tax, register, loyalty, commission, int...

Check Out a Sale with Multiple Payments

Sales & Customers Payments & Credits

How to Check Out a Sale with Multiple Payments in Muhasib ERP Overview This guide will help you finalize one sale using two or more approved payment methods whose allocations equal the required amount. Muhasib saves multiple payment allocations against one sal...

Use POS Quick Pay

Sales & Customers Concepts & Prerequisites

How to Use POS Quick Pay in Muhasib ERP Overview This guide will help you finalize an allowed POS sale using the workstation's set up Quick Pay method. Muhasib uses workstation defaults to reduce checkout steps and posts the sale/payment to the selected accoun...

Apply Customer Credit to a Sale

Sales & Customers Payments & Credits

How to Apply Customer Credit to a Sale in Muhasib ERP Overview This guide will help you apply an approved customer credit amount toward an allowed sale. Muhasib reduces available customer credit and the sale due, and records customer/payment/GL allocations as ...

Hold and Resume a POS Sale

Sales & Customers Transactions

Hold and Resume a POS Sale Overview This guide will help you pause an unfinished POS cart and resume the exact held sale later without posting a duplicate invoice. Muhasib preserves an incomplete sale/cart. Whether it reserves stock or survives register/workin...

Create a Quotation

Sales & Customers Transactions

How to Create a Quotation in Muhasib ERP Overview This guide will help you create a customer quotation without treating it as a finalized sale. Muhasib creates a quotation identifier/status for inquiry and later conversion. It should not be assumed to post pay...

Convert a Quotation to a Sale

Sales & Customers Transactions

Convert a Quotation to a Sale Overview This guide will help you convert an accepted quotation into one sale while preserving the source relationship. Muhasib creates a sale and updates quotation status according to set up conversion status. Stock/payment/tax/G...

Create an Appointment

Sales & Customers Transactions

How to Create an Appointment in Muhasib ERP Overview This guide will help you schedule a customer appointment with the intended services/items, staff, time, and status. Muhasib creates an appointment for dashboards/inquiries and later conversion. Company setti...

Convert an Appointment to a Sale

Sales & Customers Transactions

Convert an Appointment to a Sale Overview This guide will help you convert a completed/allowed appointment into one sale and keep its source/status relationship. Muhasib creates the sale and assigns the set up appointment conversion status. Sale effects includ...

Create a Sales Order

Sales & Customers Transactions

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 i...

Deliver or Convert a Sales Order

Sales & Customers Transactions

Deliver or Convert a Sales Order Overview This guide will help you deliver or invoice authorized Sales Order quantities while preserving remaining and source status. Muhasib updates order status/remaining quantity and can reduce stock or create a sale/customer...

Create a Direct Delivery

Sales & Customers Transactions

How to Create a Direct Delivery in Muhasib ERP Overview This guide will help you record an authorized customer delivery through the Direct Delivery workflow. Muhasib records delivery and may reduce stock/update source status. Whether it creates receivable/reve...