Stock Setup
Prepare stock rules, locations, units, batches, opening quantities, and inventory controls.
Prepare for Inventory Control Transactions
How to Prepare for Inventory Control Transactions in Muhasib ERP
Overview
This guide will help you confirm the controls required before adjusting, transferring, requisitioning, or reconciling stock.
Who can do this
You need access to Relevant inventory transaction and inquiry rights plus item/location.
Before you start
Confirm item setup, units, locations, batches/serials, fiscal/working period, negative-stock policy, approval limits, and physical-count procedure.
Where to find it
Back Office → Items & Advanced Inventory.
Prepare for Inventory Control Transactions
Step 1: Confirm the active company and period
Step 2: Verify each participating item and location
Step 3: Confirm batch, serial, expiry, and unit controls
Step 4: Review current stock and pending transactions
Step 5: Separate entry, approval, and verification duties where required
Step 6: Record opening control totals before live processing
Check your work
Confirm required forms are accessible and inquiry balances match the opening control totals.
If something goes wrong
- Resolve master-data or period errors before transacting.
- Do not enable negative stock merely to bypass an unexplained shortage.
Related guides
- Create an Inventory Adjustment
- Transfer Stock Between Locations
- Reconcile the Stock Ledger to Physical Stock
What to do next
Create a Unit of Measurement
How to Create a Unit of Measurement in Muhasib ERP
Overview
This guide will help you add a reusable base unit for item quantities.
The unit becomes selectable as an item's base unit and may participate in item-specific conversions.
Who can do this
You need access to Unit of Measure and Unit of Measure Add.
Before you start
Agree on a short, unambiguous unit name such as Each, Box, Kilogram, or Litre. Avoid creating aliases for an existing unit.
Where to find it
Back Office → Items & Advanced Inventory → Unit of Measurement.
Create a Unit of Measurement
Step 1: Choose New Record
Step 2: Enter Unit of Measure Name
Step 3: Enter a useful Long Description
Step 4: Choose Save
Step 5: Reopen the record from the list
Check your work
Create or edit a disposable item and confirm the unit appears once with the intended wording.
If something goes wrong
- Search before creating a near-duplicate.
- Do not delete a unit used by items or transactions.