# Prepare Muhasib for Purchasing

### How to Prepare Muhasib for Purchasing in Muhasib ERP

### Overview

This guide will help you confirm the masters, settings, permissions, and controls needed before recording purchases.

Authorized users can record purchasing transactions against controlled masters.

### Who can do this

You need access to Relevant purchasing forms plus supplier, item, location, tax, account, batch, and serial.

### Before you start

Know the company purchasing policy, document sequence, approval limits, inventory-cost method, tax treatment, and payable accounts.

<div id="bkmrk-%F0%9F%9A%A8-importantmake-sure" style="border-left: 4px solid #dc2626; background: #fef2f2; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">Before saving, check that the correct company is open and that you have permission to complete this task.</div>### Where to find it

Back Office → Purchases &amp; Suppliers; review Setup and relevant administration settings first.

### Prepare Muhasib for Purchasing

#### Step 1: Confirm the active company and accounting period

#### Step 2: Verify suppliers and their tax/payment details

#### Step 3: Verify items, units, locations, batches/serials, purchase prices, and taxes

#### Step 4: Confirm payment methods, cash/bank accounts, and payable/control accounts

#### Step 5: Test permissions for purchase, order, return, and supplier-payment roles

#### Step 6: Confirm opening document number and approval workflow

### Check your work

Use a test checklist to confirm each required master is selectable and each user sees only permitted workflows.

<div id="bkmrk-%F0%9F%92%A1-tipcheck-the-saved" style="border-left: 4px solid #2563eb; background: #eff6ff; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">Take a moment to check your work before closing the window. This small check can save time later.</div>### If something goes wrong

- Fix missing masters before entering live documents.
- Do not change posting defaults during an active transaction batch without approval.

### Related guides

- [Create a Purchase](https://docs.muhasiberp.com/link/378)
- [Create a Purchase Order](https://docs.muhasiberp.com/link/382)
- [Pay a Supplier](https://docs.muhasiberp.com/link/385)

### What to do next

<div id="bkmrk-%E2%9C%85-next-actioncontinu" style="border-left: 4px solid #16a34a; background: #f0fdf4; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">[**Create a Purchase**](https://docs.muhasiberp.com/link/378).</div>