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451 total results found

Configure an SMS Gateway

Administration & Essentials Users, Roles, and Permissions

How to Configure an SMS Gateway in Muhasib ERP Overview This guide will help you configure a reusable SMS gateway request and check it using synthetic data. The gateway can be selected by locations and used by allowed SMS workflows. Saving does not prove the e...

Create a System User

Administration & Essentials Users, Roles, and Permissions

How to Create a System User in Muhasib ERP Overview This guide will help you create an active Muhasib user, assign a role, and control whether the account may sign in. Muhasib creates the user and role association. Company access and operation rights come from...

Update, Disable, or Retire a System User

Administration & Essentials Users, Roles, and Permissions

Update, Disable, or Retire a System User Overview This guide will help you change a user's identity or access, disable sign-in, or retire the account while preserving audit history. Updates change authentication/access state. Source blocks deletion of a super ...

Update Your User Profile and Password

Administration & Essentials Users, Roles, and Permissions

How to Update Your User Profile and Password in Muhasib ERP Overview This guide will help you update your own Muhasib profile and password. Muhasib updates the current user record. Muhasib's check requires First Name, password, minimum length, and confirmation...

Create a User Role

Administration & Essentials Users, Roles, and Permissions

How to Create a User Role in Muhasib ERP Overview This guide will help you create a least-privilege role, assign companies, and prepare it for user assignment. The role becomes available for users. Permission nodes absent because of the current plan cannot be ...

Grant and Revoke Muhasib Permissions

Administration & Essentials Users, Roles, and Permissions

How to Grant and Revoke Muhasib Permissions in Muhasib ERP Overview This guide will help you change a role's companies and action permissions, then apply the result to affected users. The role record and rights change for every assigned user. Existing sessions...

Audit a User's Effective Access

Administration & Essentials Users, Roles, and Permissions

How to Audit a User's Effective Access in Muhasib ERP Overview This guide will help you explain and check the actions a user can actually complete without granting unnecessary access. Effective access is the intersection of account state, role/company rights, ...

Configure POS Behavior for a Company

Administration & Essentials Global Application Settings

How to Configure POS Behavior for a Company in Muhasib ERP Overview This guide will help you configure company-wide POS defaults and controls for new sales without assuming they rewrite existing transactions. Values are stored per company through individual se...

Configure Purchase and Inventory Behavior

Administration & Essentials Global Application Settings

How to Configure Purchase and Inventory Behavior in Muhasib ERP Overview This guide will help you configure company-wide purchase and inventory rules with a recoverable verification plan. New purchases, stock movements, returns, POS activity, inventory calcula...

Configure Customer, Credit, Loyalty, and Party Rules

Administration & Essentials Global Application Settings

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 ...

Configure Receipt and Invoice Content

Administration & Essentials Global Application Settings

How to Configure Receipt and Invoice Content in Muhasib ERP Overview This guide will help you control which company, customer, item, tax, balance, and terms information appears on receipts and invoices. Who can do this You need access to Global Configurations ...

Configure Transaction Numbering

Administration & Essentials Global Application Settings

How to Configure Transaction Numbering in Muhasib ERP Overview This guide will help you configure an approved prefix, suffix, and starting number for a transaction family without creating duplicate identifiers. Relevant new records use the effective settings. ...

Configure Item Label Printing

Administration & Essentials Global Application Settings

How to Configure Item Label Printing in Muhasib ERP Overview This guide will help you configure label dimensions and typography that produce readable item labels on the intended printer. Item Label Printing uses the active company's layout values with the sele...

Configure Tax Integrations

Administration & Essentials Global Application Settings

How to Configure Tax Integrations in Muhasib ERP Overview This guide will help you configure an allowed FBR Digital Invoicing, FBR, SRB, or PRA integration without exposing credentials or submitting production tax data during testing. Eligible sales paths can ...

Configure E-Commerce and Offline POS Synchronization

Administration & Essentials Global Application Settings

How to Configure E-Commerce and Offline POS Synchronization in Muhasib ERP Overview This guide will help you configure synchronization intervals and mappings while protecting against duplicate or cross-company records. Background services may fetch/upload data...

Configure Centralized Multi-Company Behavior

Administration & Essentials Global Application Settings

How to Configure Centralized Multi-Company Behavior in Muhasib ERP Overview This guide will help you select the primary company and configure which masters or transactions are shared/visible across companies. Affected forms may use primary-company masters or e...

Configure This Workstation's POS Experience

Administration & Essentials Workstation and Instance Settings

How to Configure This Workstation's POS Experience in Muhasib ERP Overview This guide will help you configure POS display, item selection, search columns, temporary-sale behavior, and Quick Pay for this computer. New POS sessions on this computer use the local...

Configure the Quick Launcher

Administration & Essentials Workstation and Instance Settings

How to Configure the Quick Launcher in Muhasib ERP Overview This guide will help you select a small set of authorized shortcuts for this workstation. Selected values are saved locally. Visibility still depends on role, plan, company, and target-form availabili...