Item Setup

Create and maintain items, categories, brands, units, prices, variants, dimensions, images, serials, BOMs, and add-ons.

Plan Your Item and Inventory Setup

Plan Your Item and Inventory Setup

Overview

This guide will help you choose the correct item model and setup order before creating products, services, raw materials, variants, or manufactured items.

The selected model determines which nested forms, validations, stock movements, postings, and reports apply.

Who can do this

You need access to No write permission for planning. Creating records requires the needed Item and supporting-master permissions.

Before you start

Define whether each record is a service/non-stock item, stocked item, parent item, variant, raw material, bundled item, or manufactured item.

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.

Plan Your Item and Inventory Setup

Step 1: Create companies, locations, fiscal year, and required accounting defaults

Step 2: Create units of measurement and any needed conversions

Step 3: Create categories, brands, taxes, price groups, and accounts

Step 4: Decide barcode, SKU, UPC, description, and digital-invoicing identifiers

Step 5: Decide stock tracking, default location, reorder level, batches, serials, and

Decide stock tracking, default location, reorder level, batches, serials, and overselling policy.

Step 6: Decide base/minimum selling price, discount, tax, and commission

Step 7: For variants, create the non-stock parent and dimensions before derived

For variants, create the non-stock parent and dimensions before derived items.

Step 8: For manufacturing/bundles, create components before the BOM

Step 9: Create the item, then add opening stock only after all

Create the item, then add opening stock only after all classifications/accounts are correct.

Check your work

For every planned item, document its type, unit, category, location, pricing, tax, accounting, variant/BOM relationship, and opening-stock source.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Unit of Measurement.

Configure Item Unit Conversions

How to Configure Item Unit Conversions in Muhasib ERP

Overview

This guide will help you configure an item to be bought, stocked, or sold in an alternate unit while retaining a consistent base quantity.

Muhasib converts transaction quantities into inventory quantities and can use unit-specific pricing. Wrong direction can multiply or divide stock unexpectedly.

Who can do this

You need access to Item Update and access to item units/unit-of-measure features.

Before you start

Define the exact mathematical relationship, base unit, alternate unit, permitted transaction types, rounding precision, and expected price behavior.

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 → Manage Items → select item → Item Units.

Configure Item Unit Conversions

Step 1: Confirm the item's base unit

Step 2: Open Item Units

Step 3: Select the alternate unit

Step 4: Enter the conversion relationship exactly as presented by the verified

Enter the conversion relationship exactly as presented by the verified system.

Step 5: Configure applicable purchase/sale pricing or defaults

Configure needed purchase/sale pricing or defaults.

Step 6: Save

Step 7: Test one Purchase and one Sale using the alternate unit

Check your work

Compare and Confirm line quantity, base quantity, item stock, cost, sale price, BOM usage, and reports.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Unit of Measurement.

Create an Item Category

How to Create an Item Category in Muhasib ERP

Overview

This guide will help you create a category that organizes items for POS filtering and reporting.

The category becomes available in Item master and needed POS/report filters.

Who can do this

You need access to Item Category and Item Category Add.

Before you start

Define a stable hierarchy and decide whether the category is top-level or belongs under an existing parent.

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 → Manage Item Category.

Create an Item Category

Step 1: Choose New Record

Step 2: Enter Category Name and Long Description

Step 3: Select Parent when this is a child category

Step 4: Choose front/back display colors when used by the POS interface

Step 5: Choose Save

Check your work

Assign it to a disposable item and check hierarchy, color, POS filter, and report grouping.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Basic Service or Non-Stock Item.

Create an Item Brand

How to Create an Item Brand in Muhasib ERP

Overview

This guide will help you create a reusable brand classification for items.

The brand becomes selectable on Item records and available to needed searches/reports.

Who can do this

You need access to The your Muhasib installation currently appears to gate Item Brand with Item Category view/add/update/delete rights. Confirm this before assigning access.

Before you start

Search existing brands and agree on official spelling.

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 → Manage Items → brand add/selection workflow, or the verified brand master route.

Create an Item Brand

Step 1: Open Item Brands

Step 2: Choose New Record

Step 3: Enter Brand Name without a leading space

Step 4: Enter Long Description when useful

Step 5: Choose Save

Check your work

Assign the brand to a disposable item and check item list/search behavior.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create an Item Category.

Configure Item Pricing, Discount, Tax, and Commission

How to Configure Item Pricing, Discount, Tax, and Commission in Muhasib ERP

Overview

This guide will help you configure an item's base/minimum selling price, discount, taxes, and commission so the expected final price is produced.

New allowed transaction lines use item and company pricing/tax/commission rules; user permissions may allow price override or price-group selection.

Who can do this

You need access to Item Update plus access to Tax and needed commission features.

Before you start

Record current values and define expected results for before/after-discount tax, inclusive/exclusive tax, minimum price, commission basis, and returns.

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 → Manage Items → select item → pricing/tax area.

Configure Item Pricing, Discount, Tax, and Commission

Step 1: Enter the default Selling Price

Step 2: Enter the minimum selling price below the default price when used

Step 3: Enter Discount between 0 and 100

Step 4: Enable/select Tax 1 and Tax 2 only when applicable

Enable/select Tax 1 and Tax 2 only when needed.

Step 5: Select tax type/calculation fields and verify company POS tax method

Step 6: Configure commission type/value

Step 7: Review displayed Final Sell Price and Profit Per Unit

Step 8: Choose Update and confirm

Check your work

Test normal, discounted, tax, return, alternate-unit, and price-group sales. Compare and Confirm invoice, tax report, commission report, and GL.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Tax.

Assign Item Accounting Accounts

Assign Item Accounting Accounts

Overview

This guide will help you map an item to the approved Sales, COGS, Inventory, and Inventory Adjustment accounts.

Future allowed transactions can post to these accounts. Source alone does not prove that existing ledger entries are reclassified.

Who can do this

You need access to Item Update, Chart of Accounts access, and financial-controller authorization.

Before you start

Create and validate the Chart of Accounts and global default accounts. Record current item mappings and compare and confirm stock value/GL balances.

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 → Manage Items → Accounting and Finance.

Assign Item Accounting Accounts

Step 1: Select the item

Step 2: Select the approved Sales Account

Step 3: Select the approved COGS Account

Step 4: Select the approved Inventory Account

Step 5: Select the approved Inventory Adjustment Account

Step 6: Review whether item-specific mappings override global defaults

Step 7: Choose Update and confirm

Step 8: Close/reopen transaction forms before testing

Check your work

Run a disposable purchase, sale, return, and adjustment, then compare and confirm source document, stock ledger, journal/general ledger, Trial Balance, and Profit and Loss.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Configure Accounting Settings.

Configure a Parent Item and Variants

How to Configure a Parent Item and Variants in Muhasib ERP

Overview

This guide will help you create a non-stock parent item and associate stockable variation items beneath it.

The parent provides a grouping/settings identity while derived items carry stock and transaction identity.

Who can do this

You need access to Item Add/Update and Item Dimensions.

Before you start

Define dimensions and valid combinations, naming/barcode/SKU policy, shared category/brand/tax, variant-specific price, and opening stock.

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 → Manage Items.

Configure a Parent Item and Variants

Step 1: Create the top-level parent item and keep it non-stockable as

Create the top-level parent item and keep it non-stockable as indicated by the current UI model.

Step 2: Configure dimensions and allowed values

Step 3: Create each derived item with a unique barcode/name/SKU

Step 4: Select the parent item; never select the item itself

Step 5: Enable stock tracking on each sellable variation and choose its location

Step 6: Configure variation price, tax, serial/batch, and opening stock

Step 7: Save each item and test selection in POS/Purchase

Check your work

Confirm each variation is independently selectable, priced, stocked, purchased, sold, returned, and reported while grouping under the parent where intended.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Configure Item Dimensions.

Configure Item Dimensions

How to Configure Item Dimensions in Muhasib ERP

Overview

This guide will help you define variation dimensions and values that can distinguish derived items such as size, color, or pack.

The parent/variant workflow can present variations during item selection and reporting. Unsupported or duplicate combinations should be excluded.

Who can do this

You need access to Item Dimensions access and Item Update for the parent/derived records.

Before you start

Create the non-stock parent and agree on dimension names, allowed values, ordering, naming, SKU/barcode, pricing, and stock ownership.

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 → Manage Items → select parent → Item Dimensions.

Configure Item Dimensions

Step 1: Confirm the selected item is the intended parent

Step 2: Add the first dimension and its allowed values

Step 3: Add further dimensions only when needed

Step 4: Review value spelling and order

Step 5: Save the dimension definition

Step 6: Create or associate each supported derived item/combination through the verified

Create or associate each supported derived item/combination through the verified system workflow.

Step 7: Give every derived item a unique barcode/SKU and stock configuration

Check your work

Test every allowed combination in Item master, Purchase, POS, Sale Return, stock reports, and forecast.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Configure a Parent Item and Variants.

Add Multiple Item Prices

How to Add Multiple Item Prices in Muhasib ERP

Overview

This guide will help you add alternate prices to an item and check which price Muhasib applies.

Eligible item-selection workflows may offer or automatically apply an alternate price.

Who can do this

You need access to Item Update and Item Multiple Prices.

Before you start

Define each price's purpose, amount, scope, effective conditions, tax basis, unit, and relationship to minimum/default price.

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 → Manage Items → select item → Multiple Prices.

Add Multiple Item Prices

Step 1: Confirm the item's default selling price and unit

Step 2: Open Item Multiple Prices

Step 3: Add the alternate price and its available qualifiers

Step 4: Ensure the value follows minimum-price and tax policy

Step 5: Save

Step 6: Repeat only for distinct price outcomes

Step 7: Test selection in POS with and without price-group permission

Check your work

Compare and Confirm the selected price, discount, tax, invoice line, margin, and sales report under every qualifying condition.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Configure Item Pricing, Discount, Tax, and Commission.

Create and Apply an Item Price Group

How to Create and Apply an Item Price Group in Muhasib ERP

Overview

This guide will help you create a named price group and check its controlled use during item selection.

Authorized transaction users can apply allowed group pricing without changing the item's default price.

Who can do this

You need access to Item Price Group Add/Update and needed POS Select Item Price Group permission.

Before you start

Define the business audience, allowed items, prices, effective period if supported, and users allowed to select the group.

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 Price Group.

Create and Apply an Item Price Group

Step 1: Choose New Record

Step 2: Enter Item Price Group Name and Description

Step 3: Choose Save

Step 4: Associate approved item prices through the relevant item/price workflow

Step 5: Grant selection permission only to authorized roles

Step 6: Select the group in a disposable POS sale

Check your work

Confirm correct item price, tax, discount, margin, receipt, and report; check unauthorized users cannot select the group.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Add Multiple Item Prices.

Add Item Images

How to Add Item Images in Muhasib ERP

Overview

This guide will help you add approved item images for POS/search and other enabled displays.

Enabled POS/item-search screens may show the image. Backup coverage depends on actual storage location.

Who can do this

You need access to Item Update and needed image feature.

Before you start

Prepare optimized, licensed images without customer data. Confirm allowed file types, dimensions, size, storage/backup policy, and whether multiple images are enabled.

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 → Manage Items → select item → image action.

Add Item Images

Step 1: Confirm the exact item

Step 2: Select the primary image

Step 3: When multiple images are licensed/configured, open Item Images and add

When multiple images are licensed/set up, open Item Images and add only required views.

Step 4: Set primary/order/caption fields where available

Step 5: Save

Step 6: Close and reopen item/POS search

Check your work

Confirm correct item association, clarity, aspect ratio, search performance, and backup/restore of image files.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Stocked Item.

Enable and Maintain Item Serials

Enable and Maintain Item Serials

Overview

This guide will help you create a serialized item and track unique units through supported stock transactions.

Each physical unit must be represented by a valid unique serial and move consistently with stock.

Who can do this

You need access to Item Add/Update and access to serial-capable inventory/transaction workflows.

Before you start

Decide serialization before item creation. Define serial format, uniqueness scope, capture point, import policy, and return/warranty handling.

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 → Manage Items → Item Serialization/Item Serials.

Enable and Maintain Item Serials

Step 1: Create/select the intended stocked item

Step 2: Enable Item Serialization during the supported creation path

Step 3: Save the item

Step 4: Enter serials through opening stock, Purchase/GRN, or other supported receipt

Enter serials through opening stock, Purchase/GRN, or other supported receipt workflow.

Step 5: Select exact available serials during Sale, Transfer, Adjustment, WIP, or

Select exact available serials during Sale, Transfer, Adjustment, WIP, or Return.

Step 6: Use Item Serials/stock inquiry to review status

Check your work

Trace one serial from receipt through location, sale, return, and report. Confirm duplicate/unavailable serials are rejected.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Stocked Item.

Create an Item Bill of Materials

How to Create an Item Bill of Materials in Muhasib ERP

Overview

This guide will help you define the ordered component recipe for a manufactured or bundled item.

Production/bundling workflows can use the BOM to plan or consume components and calculate cost.

Who can do this

You need access to Item BOM and Item BOM Add/Update, plus Item view.

Before you start

Create the finished item, component items, units/conversions, locations, costs, and accounting mappings. Define yield, wastage, and effective recipe outside Muhasib when versioning is not supported.

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 → Manage Item BOM.

Create an Item Bill of Materials

Step 1: Select the finished/manufactured item

Step 2: Enable/confirm BOM definition

Step 3: Choose a component item

Step 4: Select its Item Unit

Step 5: Enter Quantity and Order Index

Step 6: Add each component once; duplicate component items are rejected in

Add each component once; duplicate component items are rejected in the checked logic.

Step 7: Review Production Cost and overselling behavior

Step 8: Save recipe and definition when the form presents separate actions

Check your work

Create a disposable production/bundle transaction and compare and confirm component quantities/units, stock movements, finished stock, WIP, cost, and GL.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Stocked Item.

Configure Item Add-ons

How to Configure Item Add-ons in Muhasib ERP

Overview

This guide will help you associate optional add-on items with a parent sale item for controlled selection.

POS can prompt for associated options. Add-ons may create separate lines and affect price, tax, inventory, printing/kitchen, and reports.

Who can do this

You need access to Item Update and access to Item Addon/Food Addon maintenance.

Before you start

Create each add-on as the correct stock/non-stock item with price, tax, unit, location, and accounts. Define required/optional and quantity rules.

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 Addon and/or Manage Items → add-on selection.

Configure Item Add-ons

Step 1: Select the parent item

Step 2: Open its add-on association workflow

Step 3: Select each eligible add-on item

Select each allowed add-on item.

Step 4: Configure available quantity/default/required behavior where supported

Step 5: Save

Step 6: Open POS and select the parent item

Step 7: Add/remove options and confirm line totals

Check your work

Test optional/required choices, duplicates, quantities, returns, receipts, stock, tax, kitchen output, and add-on sales reports.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Basic Service or Non-Stock Item.

Update an Item Safely

How to Update an Item Safely in Muhasib ERP

Overview

This guide will help you change permitted item fields while preserving stock, pricing, tax, accounting, variant, and transaction history.

Muhasib updates the master and related item details. Existing documents may keep values or re-render current descriptions depending on output path; check before broad changes.

Who can do this

You need access to Item and Item Update, plus nested-feature permissions as needed.

Before you start

Identify the item by ID/barcode, record current settings, close related transactions, and review stock, open orders, BOMs, variants, serials, prices, taxes, 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 → Manage Items.

Update an Item Safely

Step 1: Filter and select the exact item

Step 2: Change only approved identity, classification, price, tax, commission, stock-alert, location,

Change only approved identity, classification, price, tax, commission, stock-alert, location, or account fields.

Step 3: Do not attempt to change serialization; Muhasib's check blocks

Do not attempt to change serialization; Muhasib's check blocks it.

Step 4: Do not make a parent item stockable while derived items use it

Step 5: Review minimum/default price, discount, taxes, category, parent, and default location

Review minimum/default price, discount, taxes, category, parent, and default location validations.

Step 6: Choose Update and confirm

Step 7: Reopen item and affected transaction forms

Check your work

Check Item list, stock/location, price/tax, POS/Purchase selection, BOM/variant links, accounting mappings, and a reprint of old versus new test records.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Create a Stocked Item.

Retire or Delete an Item Safely

How to Retire or Delete an Item Safely in Muhasib ERP

Overview

This guide will help you stop an item from ordinary use or remove it only when every dependency has been resolved and deletion is approved.

Source blocks deletion when location inventory exists, the item is a BOM ingredient, or it parents variation items. Other historical dependencies and the global delete-after-transaction setting still require verification.

Who can do this

You need access to Item Update for deactivation where supported; Item Delete and explicit business approval for deletion.

Before you start

Back up the database. Review stock at every location/batch/serial, open orders, transactions, BOM ingredient use, parent/variant relationships, integrations, prices, and reports.

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 → Manage Items.

Retire or Delete an Item Safely

Step 1: Select the item by stable ID/barcode

Step 2: Prefer disabling/retiring it when the runtime provides a supported status

Step 3: Transfer/adjust stock through approved transactions until reconciled zero

Step 4: Remove it from BOMs and resolve child variants through supported updates

Step 5: Close or correct open transactions/orders

Step 6: Choose Delete only after approval and confirmation

Step 7: Stop on any dependency warning

Check your work

Confirm history remains reportable, stock/GL compare and confirm, the item is not selectable for new work, and no orphan BOM/variant/price/image/serial rows remain in a clone.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Update an Item Safely.

Modify Item Batches

Modify Item Batches

Overview

This guide will help you correct approved batch information without changing unexplained stock quantities or transaction history.

Batch attributes can affect availability, expiry reporting, selection, costing, and record history. Historical re-rendering needs verification.

Who can do this

You need access to Modify Item Batches and relevant inventory rights.

Before you start

Back up the database. Identify batch, item, location, quantities, purchases/sales/returns, expiry, cost, tax, and required correction evidence.

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 → Modify Item Batches.

Modify Item Batches

Step 1: Find the exact item/batch by stable identifiers

Step 2: Compare stored values with source documents and Batch/Stock Ledger reports

Step 3: Change only fields supported for correction

Step 4: Do not alter quantity to replace an Inventory Adjustment/Transfer/Return

Step 5: Confirm/save once

Step 6: Reopen batch and affected reports

Check your work

Compare and Confirm batch report, stock/location, expiry, ledger movements, valuation, and a controlled selection transaction.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Review Item Stock by Location and Batch.

Print Item Labels

How to Print Item Labels in Muhasib ERP

Overview

This guide will help you print the correct quantity of readable labels for selected items.

Muhasib renders labels using global label settings and the selected/logical printer.

Who can do this

You need access to Item Label Printing and needed Print permission.

Before you start

Configure/test the printer and label layout. Check item names, barcodes, and prices. Use a PDF/test sheet before label stock.

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 Label Printing.

Print Item Labels

Step 1: Select item(s) by stable identifier

Step 2: Enter approved label quantities

Step 3: Review displayed name, barcode, and price

Step 4: Select printer/layout when prompted

Step 5: Preview one page where available

Step 6: Print a small test

Step 7: Scan every barcode type and check price/name

Step 8: Print the remaining approved quantity once

Check your work

Confirm count, alignment, legibility, scanner result, item identity, price, and no duplicate jobs.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Configure Item Label Printing.

Check an Item Price

How to Check an Item Price in Muhasib ERP

Overview

This guide will help you look up an item's current effective price without creating a transaction.

The checker displays source-derived pricing without saving a sale. It may not represent every customer/transaction-specific override.

Who can do this

You need access to Item Price Checker and item visibility; sensitive cost/margin display may require separate rights.

Before you start

Know the barcode/SKU/name, company, price group/customer context, unit, tax, and date relevant to the question.

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 Price Checker.

Check an Item Price

Step 1: Open Item Price Checker

Step 2: Scan/enter the barcode or search for the item

Step 3: Confirm item name and unit

Step 4: Review displayed price and any available tax/stock/alternate-price context

Step 5: If the value differs from expectation, review base price, multiple

If the value differs from expectation, review base price, multiple prices, price group, promotions, unit conversion, discount, and tax settings.

Check your work

Compare with a disposable POS item selection under the same user, company, customer, unit, and price group.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

What to do next

Configure Item Pricing, Discount, Tax, and Commission.