Imports & Bulk Operations Import, export, update, edit, or retire many item and stock records safely. Import Items How to Import Items in Muhasib ERP Overview This guide will help you validate and import a controlled batch of item masters without duplicates or unintended stock. The importer can create many item and related records. If an import stops because of an error, check which records were saved before trying again. Who can do this You need access to Item import and needed Item Add/supporting-master permissions. Before you start Back up the database. Export/get the exact target-build template. Create referenced units, categories, brands, taxes, locations, and accounts. Use a small synthetic pilot. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Items & Advanced Inventory → Item Bulk Import/Import Items. Import Items Step 1: Use the unmodified target template and headers Step 2: Populate required identity and referenced-master values Step 3: Check unique barcode/SKU policy, numeric/date/boolean formats, decimals, price/tax, item type, Check unique barcode/SKU policy, numeric/date/boolean formats, decimals, price/tax, item type, and stock flags. Step 4: Keep opening quantities out unless the template explicitly supports and Keep opening quantities out unless the template explicitly supports and the workflow is approved. Step 5: Import a small pilot file Step 6: Review validation/errors and resulting records Step 7: Correct the source file, not partially imported records, unless the Correct the source file, not partially imported records, unless the rerun policy is known. Step 8: Import the approved batch once Check your work Compare source-row count to created/skipped/failed rows; check duplicates, master links, prices, taxes, locations, stock, and accounts. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Stop after partial failure until rerun/deduplication is understood. Never import production data first as the test. Related guides Plan Your Item and Inventory Setup Import Item Stock Bulk Edit Items What to do next Plan Your Item and Inventory Setup. Import Item Stock How to Import Item Stock in Muhasib ERP Overview This guide will help you import approved item quantities by location/batch and compare and confirm the resulting inventory. The import changes recorded inventory and may affect valuation/accounting depending on implementation. Who can do this You need access to Import Item Stock plus inventory/location and needed financial permissions. Before you start Back up the database, freeze stock movement, get a physical/source schedule at one timestamp, and create all items, units, locations, batches/serials, fiscal year, and accounts. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Items & Advanced Inventory → Import Item Stock. Import Item Stock Step 1: Use the target-build template Step 2: Map each row to one item, unit, location, and batch/serial scope Step 3: Validate quantity, cost, date, identifiers, and duplicates Step 4: Import a small pilot into a restored snapshot Step 5: Review errors and determine whether any rows committed Step 6: Restore, correct, and import the approved final file once Step 7: Resume stock movement only after reconciliation Check your work Compare and Confirm every file total with Stock Report, Stock Ledger, batch/serial inquiry, location totals, valuation, and GL where needed. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not rerun an uncertain file. Do not offset duplicates with unexplained negative rows. Related guides Create Item Opening Stock Import Items Review Item Stock by Location and Batch What to do next Create Item Opening Stock. Import or Export Item Categories How to Import or Export Item Categories in Muhasib ERP Overview This guide will help you export category data for review or import an approved hierarchy without duplicate or circular parents. Imported categories become available to Item master, POS filters, and reports. Whether existing rows update or duplicate depends on matching behavior. Who can do this You need access to Import/Export Item Category and needed category add/update rights. Before you start Back up the database and get the target-build template. Define unique names, parents, ordering, and colors. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Items & Advanced Inventory → Import / Export Item Category. Import or Export Item Categories Step 1: Export existing categories when preparing an update/reference Step 2: Preserve headers and data types Step 3: Validate each parent exists or is created in supported order Step 4: Remove self/circular relationships and duplicate names Step 5: Import a small pilot Step 6: Review results and restore before final import when needed Check your work Compare row counts/hierarchy/colors and assign each test category to an item; check filters/reports. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not assume exported database IDs are portable between databases. Stop on partial hierarchy creation. Related guides Create an Item Category Import Items Review Item-wise and Category Sales Analysis What to do next Create an Item Category. Bulk Update Items Bulk Update Items Overview This guide will help you apply one approved field/value change to a reviewed set of items. Muhasib changes the chosen field across selected items. The operation may not be atomic and can affect pricing, tax, category, stock policy, or transaction selection. Who can do this You need access to Item Bulk Update and needed Item Update rights. Before you start Back up the database. Define the exact filter, expected item IDs/count, field, new value, and rollback value. Close related forms. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Items & Advanced Inventory → Item Bulk Update. Bulk Update Items Step 1: Filter/select candidate items Step 2: Export or record selected stable IDs and current values Step 3: Confirm selected count and company scope Step 4: Choose one supported field and approved value Step 5: Preview when available Step 6: Execute once and preserve the result message Step 7: Reopen a sample and relevant reports Check your work Compare before/after counts and values for every selected ID; check no unselected item changed and test downstream behavior. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Stop if selected count differs from expectation. Restore from backup rather than applying an unverified inverse bulk change. Related guides Bulk Edit Items Update an Item Safely Create and Verify a Manual Backup What to do next Bulk Edit Items. Bulk Edit Items Bulk Edit Items Overview This guide will help you review and edit different values across multiple item rows with a complete change record. Multiple item records can receive different updates. Downstream consequences follow each edited field. Who can do this You need access to Item Bulk Edit and needed Item Update rights. Before you start Back up the database. Export stable IDs/current values and define approved changes row by row. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Items & Advanced Inventory → Item Bulk Edit. Bulk Edit Items Step 1: Apply a narrow filter Step 2: Confirm every loaded item ID Step 3: Edit only approved cells Step 4: Validate barcode uniqueness, prices, discounts, taxes, category, stock/location, parent/variant, and Validate barcode uniqueness, prices, discounts, taxes, category, stock/location, parent/variant, and account relationships. Step 5: Review the entire grid Step 6: Save once Step 7: Preserve validation/errors and check for partial commits Check your work Compare every approved before/after row and test representative Item, POS, Purchase, stock, tax, and report behavior. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not paste columns from a differently sorted sheet. Restore if partial persistence cannot be reconciled. Related guides Bulk Update Items Import Items Update an Item Safely What to do next Bulk Update Items. Bulk Delete Items Bulk Delete Items Overview This guide will help you remove only the specifically approved, unused item records while preserving stock and transaction integrity. Multiple masters and potentially related detail rows can be removed. Recovery may require database restore. Who can do this You need access to Item Bulk Delete/Item Delete and clear approval identifying the item set. Before you start Back up and restore-test the database. Export exact IDs. Prove zero stock and no transactions, orders, BOMs, variants, prices, serials, batches, integrations, or required history. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Back Office → Items & Advanced Inventory → Item Bulk Delete. Bulk Delete Items Step 1: Load only the approved candidates Step 2: Compare displayed IDs/count to the signed-off list Step 3: Re-run dependency/stock reports immediately before deletion Step 4: Remove any unapproved row from selection Step 5: Execute once and retain the result/error list Step 6: Do not rerun after partial success until remaining IDs are reconciled Check your work Confirm only approved IDs disappeared, historical data remains valid where expected, stock/GL compare and confirm, and no orphan relationships exist. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Prefer deactivation/retirement where available. Never bulk-delete to correct stock or reduce licence counts. Related guides Retire or Delete an Item Safely Create and Verify a Manual Backup Restore a Muhasib Database Safely What to do next Retire or Delete an Item Safely.