Audit Item Stock Using Excel
How to Audit Item Stock Using Excel in Muhasib ERP
Overview
This guide will help you use the Excel audit workflow to compare a controlled physical count with Muhasib stock.
The Excel workflow can compare or potentially update inventory depending on the active implementation. Do not assume it is read-only.
Who can do this
You need access to Excel inventory-audit access and report/export rights; any correction requires inventory-adjustment approval.
Before you start
Freeze/count stock at a defined cut-off, use a protected file location, and preserve the original export unchanged.
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 → Item Inventory Audit (Excel).
Audit Item Stock Using Excel
Step 1: Export the target-build audit template/data
Step 2: Preserve IDs, headers, units, locations, and batches
Step 3: Enter physical counts only in approved columns
Step 4: Validate formulas, decimal separators, and row alignment
Step 5: Import/compare in a snapshot first
Step 6: Review every variance
Step 7: Create supported adjustments separately when approved
Check your work
Match file rows to item/location/batch records and compare and confirm resulting variances/adjustments with Stock Ledger.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Never sort one column independently.
- Do not reuse an old export after stock movement.