Items & Advance Inventory Concepts & Prerequisites Plan item codes, units, categories, pricing, stock tracking, tax, and accounting before setup. 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 Do not use stock adjustments to compensate for a poorly chosen item model. Serialization cannot be assumed reversible after item creation. Related guides Create a Unit of Measurement Create an Item Category Create a Basic Service or Non-Stock Item Create a Stocked Item 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 Restore the snapshot if stock changes in the wrong direction. Do not alter a conversion with open orders or existing stock without impact analysis. Related guides Create a Unit of Measurement Create a Stocked Item Review Item Stock by Location and Batch 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 Avoid circular/self-parent relationships. Do not rename categories without considering historical report labels. Related guides Create a Basic Service or Non-Stock Item Create a Stocked Item Import or Export Item Categories 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 If the add action is missing, check Item Category permission due to the current implementation discrepancy. Related guides Create an Item Category Create a Stocked Item Audit a User's Effective Access 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 Separate tax timing from inclusive display settings. Do not change master price to correct one historical invoice. Related guides Create a Tax Add Multiple Item Prices Create and Apply an Item Price Group Configure POS Behavior for a Company 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 Do not change account mappings to force a Trial Balance correction. Reverse/correct source transactions through supported workflows. Related guides Configure Accounting Settings Build and Maintain the Chart of Accounts Review the Account Ledger Report Configure Purchase and Inventory Behavior 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 Do not reuse one barcode across variations. Remove/reassign children through supported updates before an approved parent retirement. Related guides Configure Item Dimensions Create a Stocked Item Review Item Stock by Location and Batch 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 Do not rename/delete a value used by active variants without dependency review. If combinations multiply unexpectedly, restore and simplify the dimension set. Related guides Configure a Parent Item and Variants Create a Stocked Item Review Item Stock by Location and Batch 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 Do not duplicate equivalent prices. If an unexpected price wins, record all active qualifiers before changing data. Related guides Configure Item Pricing, Discount, Tax, and Commission Create and Apply an Item Price Group Configure Item Unit Conversions 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 Check multiple-price and promotion conflicts. Do not grant price-group selection as a workaround for wrong base pricing. Related guides Add Multiple Item Prices Configure Item Pricing, Discount, Tax, and Commission Grant and Revoke Muhasib Permissions 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 Remove/replace only after confirming which item is selected. Avoid network paths without tested availability and permissions. Related guides Create a Stocked Item Configure This Workstation's POS Experience Create and Verify a Manual Backup 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 Do not edit the database to correct a serial. Use approved return/adjustment workflows and preserve audit evidence. Related guides Create a Stocked Item Create Item Opening Stock Review Item Stock by Location and Batch Transfer Stock Between Locations 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 Do not add the same component twice to represent two stages; use supported process structure. Check for circular dependencies before saving. Related guides Create a Stocked Item Configure Item Unit Conversions Create a Production Order Issue Stock to a Work Process 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 Do not assume an add-on inherits parent tax or stock behavior. If multiple add-on implementations appear, use only the active target-system path. Related guides Create a Basic Service or Non-Stock Item Create a Stocked Item Create a POS Sale Review the Add-on Sales Report 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 Correct source master data instead of editing historical transactions indiscriminately. Restore recorded values when an unexpected dependent workflow changes. Related guides Create a Stocked Item Configure Item Pricing, Discount, Tax, and Commission Retire or Delete an Item Safely 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 Do not delete to hide wrong stock or free licence capacity. Use corrections/returns/transfers/adjustments for business data. Related guides Update an Item Safely Create an Inventory Adjustment Transfer Stock Between Locations Create and Verify a Manual Backup 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 Use supported stock transactions for quantity/location corrections. Preserve old/new values in the audit record. Related guides Review Item Stock by Location and Batch Create an Inventory Adjustment Review the Stock Ledger Report 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 Stop on clipped or unscannable barcodes. Correct layout settings one dimension at a time. Related guides Configure Item Label Printing Register a Printer Resolve Muhasib Printing Setup Problems 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 Confirm barcode uniqueness and selected variant. Do not change the item master until price precedence is identified. Related guides Configure Item Pricing, Discount, Tax, and Commission Add Multiple Item Prices Create and Apply an Item Price Group What to do next Configure Item Pricing, Discount, Tax, and Commission. 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. Authorized users can process inventory movements against controlled masters and a known starting position. 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. 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. 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. Take a moment to check your work before closing the window. This small check can save time later. 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 an Inventory Adjustment. 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. 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 → 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. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Search before creating a near-duplicate. Do not delete a unit used by items or transactions. Related guides Configure Item Unit Conversions Create a Stocked Item Create an Item Bill of Materials What to do next Configure Item Unit Conversions. 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. Inventory Transactions Adjust, transfer, receive, requisition, audit, forecast, and verify inventory. Create an Inventory Adjustment How to Create an Inventory Adjustment in Muhasib ERP Overview This guide will help you record an approved stock increase or decrease for a documented physical difference. Muhasib changes on-hand stock and may create valuation/general-ledger entries. Who can do this You need access to Inventory Adjustment plus item, location, batch/serial, cost, and approval. Before you start Complete a physical count and confirm item, unit, location, batch/serial, system quantity, actual quantity, reason, cost basis, date, and approval. 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 → Inventory Adjustment. Create an Inventory Adjustment Step 1: Start a new adjustment and enter date/reference Step 2: Select the item and exact stock identity Step 3: Confirm system quantity Step 4: Enter the approved increase/decrease or corrected quantity as the form Enter the approved increase/decrease or corrected quantity as the form requires. Step 5: Enter reason and cost/account details where available Step 6: Review direction and resulting quantity Step 7: Save once Check your work Compare and Confirm adjustment document, stock ledger, item/location/batch/serial balance, valuation, and general ledger. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Never use adjustment to replace a missing source transaction. Search for the reference before retrying. Related guides Correct or Reverse an Inventory Adjustment Audit Item Inventory Reconcile the Stock Ledger to Physical Stock What to do next Correct or Reverse an Inventory Adjustment. Correct or Reverse an Inventory Adjustment Correct or Reverse an Inventory Adjustment Overview This guide will help you correct an wrong adjustment while preserving stock and accounting audit trails. Muhasib reverses or updates the adjustment according to its rules and recalculates affected balances. Who can do this You need access to Inventory Adjustment update/reversal and affected period. Before you start Identify the original document, current stock, later movements, valuation effect, correct result, reason, and approval. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Open Stock Adjustment Inquiry/report and locate the original adjustment. Correct or Reverse an Inventory Adjustment Step 1: Confirm the original adjustment and downstream movements Step 2: Update only safe descriptive fields where permitted Step 3: Use the authorized reversal/cancel workflow for quantity, direction, stock identity, Use the authorized reversal/cancel workflow for quantity, direction, stock identity, or cost errors. Step 4: Record reason and approval reference Step 5: Create one correct replacement when required Step 6: Reconcile stock and accounts after correction Check your work Confirm original status, correction link, replacement, stock ledger, valuation, and general ledger. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not hide the error with an unrelated adjustment. Escalate when later stock movements or a closed period block correction. Related guides Create an Inventory Adjustment Review Stock and Item Change History Reconcile the Stock Ledger to Physical Stock What to do next Create an Inventory Adjustment. Transfer Stock Between Locations How to Transfer Stock Between Locations in Muhasib ERP Overview This guide will help you move authorized stock from one location to another with traceable source and destination quantities. Muhasib reduces source stock and increases destination or in-transit stock according to settings. Who can do this You need access to Stock Transfer plus source/destination location, item, batch, and serial. Before you start Confirm source availability, destination, items, units, quantities, batches/serials, transfer date, reference, carrier/handler, and approval. 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 → Stock Transfer. Transfer Stock Between Locations Step 1: Start a transfer and select source and destination locations Step 2: Enter date and unique reference Step 3: Add items and transfer quantities Step 4: Confirm units, batches, serials, and source availability Step 5: Add handling/dispatch notes Step 6: Review that source and destination differ Step 7: Save once and print the transfer document if required Check your work Compare and Confirm transfer document, dispatch/receipt, source, destination/in-transit balances, batches, serials, and ledger. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not transfer unavailable or mismatched serial stock. Check for an existing transfer before retrying. Related guides Receive and Verify a Stock Transfer Correct or Reverse a Stock Transfer Review Stock by Location, Batch, and Serial What to do next Receive and Verify a Stock Transfer. Receive and Verify a Stock Transfer How to Receive and Verify a Stock Transfer in Muhasib ERP Overview This guide will help you check that dispatched stock reached the intended destination and resolve discrepancies safely. The transfer is verified or completed, and destination/in-transit balances should reflect accepted stock. Who can do this You need access to Stock Transfer view/receive access and destination-location inquiry rights. Before you start Have the transfer document, physical delivery, item/batch/serial count, receiver identity, and discrepancy procedure. 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 → Stock Transfer Inquiry. Receive and Verify a Stock Transfer Step 1: Locate the transfer by document/reference Step 2: Confirm source, destination, dispatch date, and status Step 3: Count received items by unit, batch, and serial Step 4: Use the receipt/complete action if the runtime provides one Step 5: Record shortages, excess, or damage through approved correction rather than Record shortages, excess, or damage through approved correction rather than forcing receipt. Step 6: Retain receiver confirmation Check your work Match physical receipt to document and confirm status plus source, destination, and in-transit balances. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not confirm receipt before physical verification. If no receipt action exists, document that the deployment posts transfers immediately. Related guides Transfer Stock Between Locations Correct or Reverse a Stock Transfer Review Inventory Movement and Valuation What to do next Transfer Stock Between Locations. Correct or Reverse a Stock Transfer Correct or Reverse a Stock Transfer Overview This guide will help you correct a transfer error without leaving source, destination, batch, or serial balances inconsistent. Muhasib adjusts the transfer chain and related stock balances according to its rules. Who can do this You need access to Stock Transfer update/reversal and both location scopes. Before you start Identify original transfer, receipt/status, later movements, physical stock, correct result, reason, and approval. Before saving, check that the correct company is open and that you have permission to complete this task. Where to find it Open Stock Transfer Inquiry and locate the original transfer. Correct or Reverse a Stock Transfer Step 1: Confirm original status and physical movement Step 2: Review source/destination and later stock transactions Step 3: Update only safe descriptive fields where permitted Step 4: Reverse/cancel through the authorized workflow for stock-impacting errors Step 5: Create a correct replacement only when physical movement supports it Step 6: Reconcile both locations Check your work Confirm original status, replacement, source/destination/in-transit quantities, batches, serials, and ledger. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Never correct one location without the other. Escalate if destination stock has already been consumed or sold. Related guides Transfer Stock Between Locations Receive and Verify a Stock Transfer Reconcile the Stock Ledger to Physical Stock What to do next Transfer Stock Between Locations. Create a Requisition Request How to Create a Requisition Request in Muhasib ERP Overview This guide will help you request authorized stock or purchasing action through a requisition. Muhasib records a request for review; it should not be assumed to move stock or create a purchase automatically. Who can do this You need access to Requisition Request plus item/location and needed approval. Before you start Confirm requesting/destination location, items, quantities, required date, purpose, available stock, and approval route. 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 → Requisition Request, when visible. Create a Requisition Request Step 1: Start a requisition and select requester/location Step 2: Enter request and required dates Step 3: Add items, units, and requested quantities Step 4: Review available stock and business justification Step 5: Add reference/notes and submit or save once Step 6: Record the requisition number for follow-up Check your work Confirm the requisition appears once with correct requester, items, quantities, date, and status. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong If the feature is hidden, do not present it as available without product-owner confirmation. Search for the request before retrying. Related guides Review and Progress a Requisition Transfer Stock Between Locations Create a Purchase Order What to do next Review and Progress a Requisition. Reconcile the Stock Ledger to Physical Stock How to Reconcile the Stock Ledger to Physical Stock in Muhasib ERP Overview This guide will help you explain and resolve differences between the Muhasib stock ledger and a controlled physical count. The variance is explained or corrected with a documented transaction trail. Who can do this You need access to Stock Ledger and transaction inquiry access; adjustment rights only for authorized corrections. Before you start Freeze or control movements, define the count cutoff, complete a physical count, and keep system and count 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 → Stock Ledger Report. Reconcile the Stock Ledger to Physical Stock Step 1: Set company, location, item, and cutoff date/time Step 2: Confirm opening quantity Step 3: Trace purchases, sales, returns, transfers, adjustments, and production movements Step 4: Reconcile unit, batch, and serial identities Step 5: Identify timing, duplication, omission, or classification differences Step 6: Correct the source transaction where possible; use an approved adjustment Correct the source transaction where possible; use an approved adjustment only for a genuine count difference. Check your work Re-run the ledger and confirm calculated closing stock equals the approved physical/control quantity. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not start with an adjustment before investigating source documents. Include backdated and in-transit transactions in cutoff analysis. Related guides Create an Inventory Adjustment Review Stock by Location, Batch, and Serial Review Inventory Movement and Valuation What to do next Create an Inventory Adjustment. Investigate Low or Expired Stock Investigate Low or Expired Stock Overview This guide will help you identify low, expired, or near-expiry stock and assign an appropriate replenishment or control action. Inventory exceptions have a defined operational response; the report itself does not execute that response. Who can do this You need access to Low Stock and Expired Stock report access plus relevant item/location scope. Before you start Confirm reorder thresholds, lead times, expiry policy, usable locations, batch dates, reservations, and pending supply. 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 → Low Stock Report or Expired Stock Report. Investigate Low or Expired Stock Step 1: Select company, location, and cutoff date Step 2: Run the low-stock or expired-stock view Step 3: Confirm item, batch, on-hand/available quantity, threshold, and expiry date Step 4: Check pending purchase, transfer, requisition, sale, and production demand Step 5: Classify each exception for replenish, transfer, quarantine, return, dispose, or Classify each exception for replenish, transfer, quarantine, return, dispose, or master-data correction. Step 6: Record owner and due date outside the report if no Record owner and due date outside the report if no action tracking exists. Check your work Re-run after approved transactions and confirm resolved exceptions disappear or show the intended status. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Validate batch dates and thresholds before acting. Do not sell or transfer expired stock contrary to policy. Related guides Forecast Available and Bundled Stock Create a Purchase Order Transfer Stock Between Locations What to do next Forecast Available and Bundled Stock. Forecast Available and Bundled Stock Forecast Available and Bundled Stock Overview This guide will help you estimate available stock and bundle/manufacturing capacity from current stock and expected movements. You get a planning estimate; no purchase, transfer, or production transaction is created automatically unless system confirms it. Who can do this You need access to Forecast report access plus item/BOM and scoped stock visibility. Before you start Confirm BOMs, units, component stock, reservations, open orders, expected receipts, locations, and forecast date/horizon. 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 or Dashboards & BI → needed forecast report. Forecast Available and Bundled Stock Step 1: Select company, location, item/bundle, and forecast horizon Step 2: Review current on-hand and available quantities Step 3: Review expected demand and supply included by the report Step 4: For bundles, identify the limiting component and unit conversions Step 5: Test alternate location or horizon filters where appropriate Step 6: Export the result with its filters and generation time Check your work Sample forecast quantities against current stock, BOM component ratios, open orders, and expected receipts. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Treat missing or stale BOM/order data as a forecast-quality issue. Do not interpret forecast quantity as physically available stock. Related guides Create an Item Bill of Materials Investigate Low or Expired Stock Create a Production Order What to do next Create an Item Bill of Materials. Create a Basic Service or Non-Stock Item How to Create a Basic Service or Non-Stock Item in Muhasib ERP Overview This guide will help you create an item or service that can be selected in transactions without maintaining inventory quantity. The item becomes selectable in allowed sales/purchase workflows without ordinary on-hand stock control. Who can do this You need access to Item and Item Add, plus supporting master permissions when creating missing units/categories/taxes. Before you start Create the unit, category, brand, taxes, and GL accounts as needed. Decide barcode/SKU, pricing, discount, commission, and digital-invoicing fields. 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. Create a Basic Service or Non-Stock Item Step 1: Choose New Record Step 2: Enter a unique Barcode and Item Name; add SKU, UPC, and Description Step 3: Select Unit of Measure, Category, and Brand as applicable Select Unit of Measure, Category, and Brand as needed. Step 4: Keep inventory/stock tracking disabled for a true non-stock item Step 5: Enter Selling Price, minimum price, discount, taxes, and commission Step 6: Map Sales/other required accounts when Financials is enabled Step 7: Enter applicable digital-invoicing fields Enter needed digital-invoicing fields. Step 8: Choose Save Check your work Use it on a disposable transaction and confirm price, tax, discount, commission, revenue posting, and absence of stock movement. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not classify a physical product as non-stock merely to bypass unavailable quantity. Related guides Create a Stocked Item Configure Item Pricing, Discount, Tax, and Commission Assign Item Accounting Accounts What to do next Create a Stocked Item. Create a Stocked Item How to Create a Stocked Item in Muhasib ERP Overview This guide will help you create an item whose quantity is tracked by Muhasib at an approved location. Purchases, sales, returns, transfers, adjustments, and manufacturing can change the item's stock and financial balances. Who can do this You need access to Item and Item Add, plus Location, Unit, Category, Tax, and Financials permissions as used. Before you start Create the unit, category, brand, default location, taxes, and accounting mappings. Decide batch, serial, overselling, reorder, pricing, and opening-stock policy. 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. Create a Stocked Item Step 1: Choose New Record Step 2: Enter unique Barcode, Item Name, SKU/UPC, and Description Step 3: Select Unit, Category, and Brand Step 4: Enable stock/inventory tracking Step 5: Select Default Stock Location and set Re-Order Level Step 6: Configure serialization, batch, and overselling only according to approved policy Step 7: Configure price, discount, tax, commission, and accounts Step 8: Choose Save Step 9: When prompted to add opening stock, continue only with an When prompted to add opening stock, continue only with an approved reconciled opening balance. Check your work Confirm item details, zero/opening stock, location, stock report/ledger, and accounting setup before live use. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not enable serialization experimentally. Do not enter opening stock without source documents and checking. Related guides Create Item Opening Stock Enable and Maintain Item Serials Review Item Stock by Location and Batch Configure Purchase and Inventory Behavior What to do next Create Item Opening Stock. Create Item Opening Stock How to Create Item Opening Stock in Muhasib ERP Overview This guide will help you enter the documented beginning quantity and cost for a new stocked item by location and batch. Muhasib creates inventory/location records and may create accounting entries when Financials is enabled. Who can do this You need access to Item/Opening Stock access plus relevant inventory and financial permissions. Before you start Create an active fiscal year, item, units, locations, batches/serials, and accounting mappings. Get an approved physical count and valuation as of one cutover date. Back up the database. 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 → save/select stocked item → Opening Stock. Create Item Opening Stock Step 1: Confirm item, base unit, cutover date, and zero/current stock Step 2: Open Item Opening Stock Step 3: Select Location and Batch where applicable Select Location and Batch where needed. Step 4: Enter approved quantity and unit/total cost according to verified labels Step 5: Enter required serials for serialized items Step 6: Add each distinct location/batch row once Step 7: Review totals and save Check your work Compare and Confirm physical count/source schedule to Stock Report, Stock Ledger, batch/serial inquiry, inventory value, journal, Account Ledger, and Trial Balance. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Never enter the same opening balance twice. Correct through the supported workflow, not a compensating unexplained adjustment. Related guides Create a Stocked Item Create Taxed Item Opening Stock Review Item Stock by Location and Batch Create and Verify a Manual Backup What to do next Create a Stocked Item. Create Taxed Item Opening Stock How to Create Taxed Item Opening Stock in Muhasib ERP Overview This guide will help you establish beginning inventory with its approved tax and accounting treatment. Muhasib establishes stock and can post inventory/tax/opening-balance entries. Wrong treatment affects stock value, tax reports, and Trial Balance. Who can do this You need access to Taxed Opening Stock, inventory, Tax, and needed Financials permissions. Before you start Complete all ordinary opening-stock prerequisites, create the tax, confirm recoverable/non-recoverable tax treatment, get source documents, and back up the database. 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 → Taxed Item Opening Stock. Create Taxed Item Opening Stock Step 1: Confirm item, date, unit, location, batch/serial, quantity, and pre-tax cost Step 2: Select the approved tax and calculation basis Step 3: Review tax amount and total valuation Step 4: Confirm inventory, tax, opening-balance, and counter-account mappings Step 5: Save once Step 6: Preserve the source schedule/reference Check your work Compare and Confirm Stock Ledger/value, Tax Report, Journal/General Ledger, Account Ledger, and Trial Balance to the approved opening schedule. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Restore/correct before ordinary transactions if tax or valuation is wrong. Do not offset errors with an unrelated voucher. Related guides Create Item Opening Stock Create a Tax Assign Item Accounting Accounts Prepare and Review a Trial Balance What to do next Create Item Opening Stock. Audit Item Inventory How to Audit Item Inventory in Muhasib ERP Overview This guide will help you compare Muhasib's recorded inventory with expected movement and physical count, then isolate differences. The audit identifies discrepancies; any update/recalculation option can mutate inventory and needs a backup and separate approval. Who can do this You need access to Item Inventory Audit and read access to stock/transaction reports; corrections require separate rights. Before you start Choose a cut-off time, freeze or account for movement, synchronize terminals, and collect physical count/detailed 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 → Item Inventory Audit. Audit Item Inventory Step 1: Select company, location, item/category, and date scope Step 2: Run the audit/calculation without changing data where possible Step 3: Compare opening, purchases/receipts, sales/issues, returns, transfers, adjustments, WIP, and closing Compare opening, purchases/receipts, sales/issues, returns, transfers, adjustments, WIP, and closing quantity. Step 4: Separate timing, unit, batch, serial, and pending-sync differences Step 5: Document unexplained variance Step 6: Correct only through the supported source transaction or approved adjustment Check your work Stock Report, Stock Ledger, movement report, batch/serial totals, and physical count compare and confirm for the same scope. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not combine different cut-off times or quantity definitions. Do not run Day End recalculation as an unexplained fix. Related guides Review Item Stock by Location and Batch Audit Item Stock Using Excel Create an Inventory Adjustment Complete Day-End Activity Safely What to do next Review Item Stock by Location and Batch. Audit Item Stock Using Excel How to Audit Item Stock Using Excel in Muhasib ERP Overview This guide will help you use the Excel audit workflow to compare a controlled physical count with Muhasib stock. The Excel workflow can compare or potentially update inventory depending on the active implementation. Do not assume it is read-only. Who can do this You need access to Excel inventory-audit access and report/export rights; any correction requires inventory-adjustment approval. Before you start Freeze/count stock at a defined cut-off, use a protected file location, and preserve the original export unchanged. 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 Inventory Audit (Excel). Audit Item Stock Using Excel Step 1: Export the target-build audit template/data Step 2: Preserve IDs, headers, units, locations, and batches Step 3: Enter physical counts only in approved columns Step 4: Validate formulas, decimal separators, and row alignment Step 5: Import/compare in a snapshot first Step 6: Review every variance Step 7: Create supported adjustments separately when approved Check your work Match file rows to item/location/batch records and compare and confirm resulting variances/adjustments with Stock Ledger. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Never sort one column independently. Do not reuse an old export after stock movement. Related guides Audit Item Inventory Create an Inventory Adjustment Import Item Stock What to do next Audit Item Inventory. Inquiries Review stock by item, location, batch, serial, movement, valuation, history, and forecast. Review and Progress a Requisition How to Review and Progress a Requisition in Muhasib ERP Overview This guide will help you review a requisition and move it through the authorized fulfillment or rejection path. Muhasib updates the request status and may link a fulfillment transaction; automatic stock or purchase creation must not be assumed. Who can do this You need access to Requisition Inquiry plus the needed approve, reject, transfer, or purchase rights. Before you start Confirm request number, requester, need, available stock, purchasing alternative, quantities, dates, budget, and approval authority. 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 → Requisition Inquiry. Review and Progress a Requisition Step 1: Locate and open the requisition Step 2: Confirm requester, location, items, quantities, required date, and current status Step 3: Review available stock and outstanding supply Step 4: Approve, reject, or return it according to policy Step 5: Create or link the authorized transfer/purchase action when supported Step 6: Record notes and save the status change once Check your work Confirm status history, approver, quantities, notes, and any linked transfer or purchase order. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Do not approve unavailable quantities without a supply plan. If status actions are absent, confirm feature activation and permission. Related guides Create a Requisition Request Transfer Stock Between Locations Create a Purchase Order What to do next Create a Requisition Request. Review Stock by Location, Batch, and Serial How to Review Stock by Location, Batch, and Serial in Muhasib ERP Overview This guide will help you determine where a specific item is held and which batch or serial identities are available. You have a scoped stock position suitable for fulfillment or investigation, not a substitute for a physical count. Who can do this You need access to Stock inquiry/report access and authorized item/location scope. Before you start Know the company, item, unit, location, batch, serial, and as-of 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 → Stock Report, Item Batch Report, or Detailed Stock Report. Review Stock by Location, Batch, and Serial Step 1: Select the intended company and as-of date Step 2: Filter to the exact item Step 3: Narrow by location, batch, expiry, or serial as needed Step 4: Distinguish on-hand, reserved, in-transit, forecast, and available quantities where shown Step 5: Drill into the stock ledger for unexpected values Step 6: Export or print only after confirming filters Check your work Cross-check totals across location/batch/serial details and sample against physical stock or source transactions. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Clear hidden filters when totals seem incomplete. Confirm unit conversions before comparing quantities. Related guides Reconcile the Stock Ledger to Physical Stock Review Inventory Movement and Valuation Modify Item Batches What to do next Reconcile the Stock Ledger to Physical Stock. Review Inventory Movement and Valuation How to Review Inventory Movement and Valuation in Muhasib ERP Overview This guide will help you explain quantity and value changes for an item or inventory scope over a selected period. You get an explained inventory roll-forward and identify mismatches for source-level correction. Who can do this You need access to Inventory report access; cost visibility may require separate permission. Before you start Know the company, date range, locations, items/categories, costing policy, and opening control totals. 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 → Inventory Movement Report or Detailed Stock Report. Review Inventory Movement and Valuation Step 1: Set the exact date range and stock scope Step 2: Capture opening quantity and value Step 3: Review inflows and outflows by transaction family Step 4: Drill into unexpected cost or quantity movements Step 5: Confirm closing quantity and value calculations Step 6: Compare valuation to relevant general-ledger control accounts Check your work Confirm opening plus inflows minus outflows equals closing for quantity and value, subject to the set up costing method. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Confirm report date semantics and cost visibility before comparing totals. Investigate backdated transactions and negative stock as valuation risks. Related guides Reconcile the Stock Ledger to Physical Stock Review Stock and Item Change History Trace a Source Transaction into the General Ledger What to do next Reconcile the Stock Ledger to Physical Stock. Review Stock and Item Change History How to Review Stock and Item Change History in Muhasib ERP Overview This guide will help you identify when and by whom stock, batch, cost, or selling-price information changed. You get a traceable explanation or a focused exception for further investigation. Who can do this You need access to Relevant inventory and history-report. Before you start Know the item, location, batch, document/reference, suspected date range, and type of change. 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 → the needed inquiry or change-history report. Review Stock and Item Change History Step 1: Select the narrowest practical date and company scope Step 2: Filter by item, location, batch, user, or document where supported Step 3: Compare old/new values or transaction direction Step 4: Open the source document when drill-down is available Step 5: Correlate timestamp and user with User Activity where necessary Step 6: Preserve filtered output as investigation evidence Check your work Confirm history details agree with source documents, current master/stock state, and authorized change evidence. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Absence from one history report does not prove no change occurred; check source transactions and user activity. Confirm server date/time and company scope. Related guides Correct or Reverse an Inventory Adjustment Correct or Reverse a Stock Transfer Review User Activity What to do next Correct or Reverse an Inventory Adjustment. Review Item Stock by Location and Batch How to Review Item Stock by Location and Batch in Muhasib ERP Overview This guide will help you check where an item's recorded quantity is held and how batches/serials contribute to availability. The inquiry/report identifies records to investigate; it does not itself correct stock. Who can do this You need access to Item/stock inquiry or report access; batch/serial details may require separate features. Before you start Know the item, company, locations, units, batch/serial policy, and as-of date/business 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 → Manage Items → Item Stock, or Stock/Batch/Ledger reports. Review Item Stock by Location and Batch Step 1: Select the exact item Step 2: Review quantity by location Step 3: Expand batch and serial detail where enabled Step 4: Distinguish on-hand, available, reserved, forecasted, and reorder quantities according to Distinguish on-hand, available, reserved, forecasted, and reorder quantities according to verified labels. Step 5: Compare with Stock Ledger movements for the same scope/date Step 6: Investigate differences before adjusting stock Check your work Opening + receipts + transfers in − issues/sales/transfers out ± adjustments/returns/WIP should compare and confirm to the shown balance under the report's definitions. Take a moment to check your work before closing the window. This small check can save time later. If something goes wrong Match company, location, terminal, batch, unit, and date filters. Do not adjust until timing and pending sync are excluded. Related guides Review the Stock Ledger Report Review the Inventory Movement Report Create an Inventory Adjustment Modify Item Batches What to do next Review the Stock Ledger Report. Reports Analyze inventory levels, movements, transfers, adjustments, batches, costs, prices, and forecasts. Troubleshooting Resolve item, unit, batch, serial, stock, transfer, import, and valuation problems.