Create a Supplier
How to Create a Supplier in Muhasib ERP
Overview
This guide will help you create a supplier with valid identity, contacts, addresses, terms, and financial setup.
The supplier becomes selectable in Purchase, Purchase Order, payments/debits/refunds, returns, ageing, ledgers, and reports.
Who can do this
You need access to Supplier and Supplier Add plus supporting-master rights when needed.
Before you start
Prepare supplier legal/contact/address/tax data, payment terms, account mappings, and approved opening payable/debit balance.
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 → Manage Suppliers.
Create a Supplier
Step 1: Choose New Record
Step 2: Enter supplier name/identity and registration/tax fields
Step 3: Add at least one complete contact and applicable addresses
Add at least one complete contact and needed addresses.
Step 4: Select payment terms and classifications where available
Step 5: Configure accounting/opening balance separately when approved
Step 6: Save
Check your work
Reopen the supplier and check selection, contacts/addresses, terms, zero/opening balance, and ledger.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Search by name/contact before creating a duplicate.
- Resolve missing fiscal year/accounts before opening balance.