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.
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.
If something goes wrong
- Treat supplier plus invoice number as a duplicate-control key.
- Search for the document before retrying after a timeout.