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.