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451 total results found

Create a Tax

Muhasib Financials Setup & Maintenance

How to Create a Tax in Muhasib ERP Overview This guide will help you create a tax definition with the approved rate, calculation type, and integration mapping. The tax becomes selectable and can affect totals, postings, receipts, submissions, and tax reports. ...

Update or Retire Payment and Tax Masters

Muhasib Financials Transactions & Journals

How to Update or Retire Payment and Tax Masters in Muhasib ERP Overview This guide will help you update or retire payment terms, account heads/accounts, payment types, or taxes without breaking transactions and reports. New transactions use updated/active reco...

Prepare a Safe Integration Environment

Integrations & Automation Integration Safety and Credentials

How to Prepare a Safe Integration Environment in Muhasib ERP Overview This guide will help you prepare a non-production environment where integrations can be tested without sending live messages, filings, orders, or data. Integration behavior can be measured w...

Diagnose an External Integration Failure

Integrations & Automation Integration Safety and Credentials

Diagnose an External Integration Failure Overview This guide will help you identify whether an integration failed before submission, in transit, at the provider, or during local persistence. The incident has a failure stage and a safe next action rather than a...

Retry a Partially Successful Integration Safely

Integrations & Automation Integration Safety and Credentials

Retry a Partially Successful Integration Safely Overview This guide will help you retry only failed integration records while protecting successful records from duplication. Failed records are recovered without intentionally duplicating accepted transactions. ...

Create an SMS Gateway

Integrations & Automation SMS and Email

How to Create an SMS Gateway in Muhasib ERP Overview This guide will help you create an SMS gateway definition with the provider URL, recipient parameter, and request method. The gateway becomes available for assignment to a location. Who can do this You need ...

Assign an SMS Gateway to a Location

Integrations & Automation SMS and Email

Assign an SMS Gateway to a Location Overview This guide will help you assign the intended SMS gateway to the location used by a terminal. SMS sends from that terminal can resolve the gateway through its location. Who can do this You need access to Location upd...

Test and Maintain an SMS Gateway

Integrations & Automation SMS and Email

Test and Maintain an SMS Gateway Overview This guide will help you test a gateway and update or retire it without disrupting locations that depend on it. The gateway is validated or safely taken out of use; the source blocks deletion while it is assigned. Who ...

Send a Message to Multiple Recipients

Integrations & Automation Integration Safety and Credentials

How to Send a Message to Multiple Recipients in Muhasib ERP Overview This guide will help you send an approved message to multiple valid recipients and record individual failures. Muhasib attempts recipients individually and reports invalid or failed numbers b...

Review SMS History and Delivery Evidence

Integrations & Automation SMS and Email

How to Review SMS History and Delivery Evidence in Muhasib ERP Overview This guide will help you trace a message to its recipient, content, timestamp, local status, and available provider evidence. You get the strongest available evidence of submission or deli...

Configure Email Delivery

Integrations & Automation SMS and Email

How to Configure Email Delivery in Muhasib ERP Overview This guide will help you configure approved email delivery for Muhasib report messages. Eligible Email Report actions can submit messages through the set up server. Who can do this You need access to Rele...

Email a Muhasib Report Safely

Integrations & Automation SMS and Email

How to Email a Muhasib Report Safely in Muhasib ERP Overview This guide will help you send the correct filtered report to verified recipients without disclosing unauthorized data. Muhasib submits the message through set up email delivery; submission does not p...

Configure Shopify Integration

Integrations & Automation Shopify and WooCommerce

How to Configure Shopify Integration in Muhasib ERP Overview This guide will help you connect an approved Shopify test store and define how its orders map into Muhasib. Muhasib can request Shopify orders and present them for mapping/conversion according to set...

Configure WooCommerce Integration

Integrations & Automation Shopify and WooCommerce

How to Configure WooCommerce Integration in Muhasib ERP Overview This guide will help you connect an approved WooCommerce test store and define how its orders map into Muhasib. The shared order workflow can retrieve and display WooCommerce orders for review an...

Synchronize E-Commerce Orders

Integrations & Automation Shopify and WooCommerce

How to Synchronize E-Commerce Orders in Muhasib ERP Overview This guide will help you retrieve allowed Shopify or WooCommerce orders without creating duplicates or importing unintended statuses. Eligible external orders appear for check; retrieval alone must n...

Map and Validate an E-Commerce Order

Integrations & Automation Shopify and WooCommerce

Map and Validate an E-Commerce Order Overview This guide will help you resolve an external order to the correct Muhasib customer, items, quantities, tax, shipping, payment, and totals. The order is validated for conversion; no sale should be assumed until the ...

Convert an E-Commerce Order into a POS Sale

Integrations & Automation Shopify and WooCommerce

Convert an E-Commerce Order into a POS Sale Overview This guide will help you convert one validated e-commerce order into one Muhasib POS sale. Muhasib creates a POS sale through the set up POS type; source and provider status behavior requires verification. W...

Reconcile E-Commerce Orders and Muhasib Sales

Integrations & Automation Shopify and WooCommerce

How to Reconcile E-Commerce Orders and Muhasib Sales in Muhasib ERP Overview This guide will help you compare and confirm retrieved external orders to Muhasib sales, payments, stock, tax, and remaining exceptions. The integration population is reconciled and e...