# Transactions Create purchases and orders, add items, allocate costs, receive stock, and use tax correctly. # Create a Purchase ### How to Create a Purchase in Muhasib ERP ### Overview This guide will help you record a supplier purchase with correct items, costs, stock location, and settlement terms. Muhasib records the purchase and may update inventory, cost, supplier payable, tax, and payment ledgers. ### Who can do this You need access to Purchase plus supplier, item, location, batch/serial, account, tax, and payment. ### Before you start Have the supplier invoice, receipt evidence, quantities, costs, discounts, taxes, locations, payment terms, 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 → Purchases & Suppliers → Purchase. ### Create a Purchase #### Step 1: Start a new purchase and select the supplier #### Step 2: Enter invoice date, supplier invoice number, due date, and reference #### Step 3: Add each item and received quantity #### Step 4: Confirm unit, cost, discount, tax, location, batch, serial, and expiry Confirm unit, cost, discount, tax, location, batch, serial, and expiry details. #### Step 5: Enter additional costs and payment/credit treatment as supported Enter more costs and payment/credit treatment as supported. #### Step 6: Reconcile subtotal, tax, charges, and total to the supplier document #### Step 7: Save once ### Check your work Compare and Confirm the saved document to supplier invoice, stock ledger, item cost, supplier ledger, tax, 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 - Treat supplier plus invoice number as a duplicate-control key. - Search for the document before retrying after a timeout. ### Related guides - [Create a Taxed Purchase](https://docs.muhasiberp.com/link/379) - [Find and Add Purchase Items](https://docs.muhasiberp.com/link/380) - [Return a Purchase](https://docs.muhasiberp.com/link/384) ### What to do next
[**Create a Taxed Purchase**](https://docs.muhasiberp.com/link/379).
# Create a Taxed Purchase ### How to Create a Taxed Purchase in Muhasib ERP ### Overview This guide will help you record a purchase with the correct supplier tax identity, tax codes, taxable values, and totals. Muhasib records purchase, payable, and set up tax-ledger values. ### Who can do this You need access to Purchase and tax fields plus supplier, item, and account. ### Before you start Confirm supplier registration, invoice validity, tax date, item/service classification, rates, exemptions, withholding, and approved accounting treatment.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Back Office → Purchases & Suppliers → Purchase. ### Create a Taxed Purchase #### Step 1: Select the supplier and confirm tax registration details #### Step 2: Enter supplier invoice number and tax date #### Step 3: Add items/services with correct taxable values #### Step 4: Select authorized line/header tax codes and inclusive/exclusive treatment #### Step 5: Enter withholding or additional tax fields where applicable Enter withholding or more tax fields where needed. #### Step 6: Recalculate and compare net, each tax component, and gross total Recalculate and compare net, each tax component, and gross total to the invoice. #### Step 7: Save once ### Check your work Compare and Confirm tax detail and totals to the invoice, supplier ledger, tax report, 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 force totals with unrelated discounts or charges. - Escalate ambiguous tax treatment to the responsible accountant. ### Related guides - [Create a Purchase](https://docs.muhasiberp.com/link/378) - [Create a Tax](https://docs.muhasiberp.com/link/254) - [Review the Tax Report](https://docs.muhasiberp.com/link/429) ### What to do next
[**Create a Purchase**](https://docs.muhasiberp.com/link/378).
# Find and Add Purchase Items ### Find and Add Purchase Items ### Overview This guide will help you add the correct item, unit, variant, batch, serial, and quantity to a purchase. The item becomes a purchase line ready for costing, tax, and document posting. ### Who can do this You need access to Purchase entry and access to the selected item/location masters. ### Before you start Have the item name/code/barcode, received unit and quantity, variant, batch/serial, expiry, and location.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Open Purchase or the needed receipt form and use its item-entry grid. ### Find and Add Purchase Items #### Step 1: Search by item code, barcode, or name #### Step 2: Confirm the exact item and variant #### Step 3: Select the purchase unit and verify conversion to base unit #### Step 4: Enter received quantity #### Step 5: Enter or select batch, expiry, and serial numbers when controlled #### Step 6: Select receiving location #### Step 7: Confirm the line description and totals before moving on ### Check your work Match every line to the physical receipt and supplier invoice, including unit conversions and record history identifiers.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Stop if the intended variant or unit is unavailable. - Never substitute a similar item merely to complete entry. ### Related guides - [Create a Purchase](https://docs.muhasiberp.com/link/378) - [Allocate Purchase Discount, Tax, Cost, and Location](https://docs.muhasiberp.com/link/381) - [Update an Item Safely](https://docs.muhasiberp.com/link/324) ### What to do next
[**Create a Purchase**](https://docs.muhasiberp.com/link/378).
# Allocate Purchase Discount, Tax, Cost, and Location ### How to Allocate Purchase Discount, Tax, Cost, and Location in Muhasib ERP ### Overview This guide will help you distribute purchase values and locations so line totals and inventory costs reflect the source document. Allocated values feed document totals and may affect inventory valuation and tax/accounting entries. ### Who can do this You need access to Purchase entry and any price, discount, tax, cost, or location override rights. ### Before you start Know the approved allocation basis for freight and other landed costs, tax recoverability, discount type, and receiving destinations.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Within Purchase, use the line and total allocation controls. ### Allocate Purchase Discount, Tax, Cost, and Location #### Step 1: Confirm line quantities and base costs #### Step 2: Enter line discounts where the supplier invoice identifies them #### Step 3: Apply header discount using the approved allocation basis #### Step 4: Select correct line/header taxes #### Step 5: Allocate freight or other costs according to policy #### Step 6: Assign each quantity to the correct location #### Step 7: Recalculate and compare line sum, tax, additions, and total with Recalculate and compare line sum, tax, additions, and total with the invoice. ### Check your work Compare and Confirm allocated totals, unit landed cost, location quantities, taxes, rounding, 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 use discounts to conceal allocation differences. - Investigate rounding at line and document level before posting. ### Related guides - [Find and Add Purchase Items](https://docs.muhasiberp.com/link/380) - [Create a Taxed Purchase](https://docs.muhasiberp.com/link/379) - [Review Inventory Movement and Valuation](https://docs.muhasiberp.com/link/301) ### What to do next
[**Find and Add Purchase Items**](https://docs.muhasiberp.com/link/380).
# Create a Purchase Order ### How to Create a Purchase Order in Muhasib ERP ### Overview This guide will help you create an approved order that states what the company expects a supplier to deliver. Muhasib records an outstanding order available for receipt or conversion; financial posting is not assumed. ### Who can do this You need access to Purchase Order plus supplier, item, tax, location, price, and approval. ### Before you start Confirm supplier quotation, items, quantities, prices, taxes, delivery location/date, payment terms, 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 → Purchases & Suppliers → Purchase Order. ### Create a Purchase Order #### Step 1: Start a new purchase order and select the supplier #### Step 2: Enter order date, expected date, reference, terms, and delivery location #### Step 3: Add items, units, quantities, prices, discounts, and taxes #### Step 4: Add approved charges and notes #### Step 5: Reconcile total to the supplier quotation #### Step 6: Save once and complete the approval/printing process ### Check your work Reopen the order and confirm approval/status, supplier, lines, remaining quantities, totals, and delivery terms.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Do not record an invoice as an order after goods are already received unless policy requires it. - Search for the order before retrying. ### Related guides - [Receive a Purchase Order through GRN/Purchase](https://docs.muhasiberp.com/link/383) - [Create a Purchase](https://docs.muhasiberp.com/link/378) - [Create a Supplier](https://docs.muhasiberp.com/link/372) ### What to do next
[**Receive a Purchase Order through GRN/Purchase**](https://docs.muhasiberp.com/link/383).
# Receive a Purchase Order through GRN/Purchase ### How to Receive a Purchase Order through GRN/Purchase in Muhasib ERP ### Overview This guide will help you record goods received against a purchase order and preserve ordered, received, and remaining quantities. Muhasib updates receipt and source-order status and may post stock and payable entries depending on the chosen path. ### Who can do this You need access to Purchase Order receipt/conversion, Purchase/GRN, and relevant supplier/item/location rights. ### Before you start Have the purchase order, delivery note, physical count, inspection result, batch/serial/expiry data, location, and supplier invoice if available.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Open Purchase Order, locate the order, and use its receive/convert action; or use the linked GRN/Purchase workflow. ### Receive a Purchase Order through GRN/Purchase #### Step 1: Select the correct open purchase order #### Step 2: Compare delivered items with ordered lines #### Step 3: Enter accepted quantities only; record rejected/short quantities separately #### Step 4: Confirm units, locations, batches, serials, and expiry dates #### Step 5: Enter supplier delivery/invoice references #### Step 6: Review received and remaining quantities #### Step 7: Save once and retain the GRN/purchase number ### Check your work Compare and Confirm order, delivery note, GRN/purchase, stock ledger, remaining quantity, supplier ledger, and duplicate status.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Never mark undelivered quantity as received. - Check whether a partial receipt already exists before retrying. ### Related guides - [Create a Purchase Order](https://docs.muhasiberp.com/link/382) - [Create a Purchase](https://docs.muhasiberp.com/link/378) - [Return a Purchase](https://docs.muhasiberp.com/link/384) ### What to do next
[**Create a Purchase Order**](https://docs.muhasiberp.com/link/382).