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Getting Started
with TajirBook

Seven real things to do in your first day — add a party, add a product, make an invoice, record a purchase, collect a payment, pay a supplier, and log an expense. Exact steps, exact button names, no guessing.

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TajirBook / Getting Started
Your First Day

Seven steps,
in this order

Order matters for the first two — you need at least one supplier before TajirBook will let you add a product. Everything after that can happen in any order.

01
👥
Add a Party
A supplier or a retailer
02
📦
Add a Product
Needs a supplier first
03
🧾
Make an Invoice
Your first sale
04
📥
Record a Purchase
Stock coming in
05
↓
Payment In
Collect from a party
06
↑
Payment Out
Pay a supplier
07
💸
Log an Expense
Rent, fuel, anything
👥
Step 1 of 7

Add Your First Party

A "party" is anyone you buy from (a supplier) or sell to (a retailer) — every invoice, purchase, and payment in TajirBook is tied to a party, so this is always the real starting point. You'll want at least one of each before you go further: a supplier because you can't add a product without one, and a retailer because you can't invoice without one.

  1. In the sidebar, click Parties.
  2. Click + Add Party in the top right.
  3. Fill in Name and pick a Role — Retailer (you sell to them) or Supplier (you buy from them).
  4. Add Phone and Area if you have them — helpful for reports later, not required to save.
  5. If this party already owes you money or you already owe them, enter it under Opening Balance so your books start accurate.
  6. Click Save Party.

What happens next: the party appears instantly in every picker across the app — invoices, purchases, payments — so there's no separate step to "activate" them. If you set an Opening Balance, it shows up right away on their Party Statement as the first line.

💡 Already have a list of retailers in a spreadsheet? The Parties screen supports CSV bulk import — you don't have to type them one by one.
📦
Step 2 of 7

Add Your First Product

Every product needs a supplier attached to it, which is why Step 1 comes first — if you haven't added a supplier yet, TajirBook will stop you here and ask for one.

  1. In the sidebar, click Items.
  2. Click + Add Item.
  3. Enter the Product Name and pick its Supplier.
  4. Set the Primary Unit (e.g. Carton) and, if you also sell it by the piece, add a Secondary Unit and Conversion Factor (how many pieces per carton).
  5. Enter a Sale Price — you can always change it per invoice later.
  6. If you already physically have some of this product, fill in Opening Stock so your quantity starts correct.
  7. Click Save Product.

What happens next: the product's quantity is now live everywhere — it drops the moment you invoice it, rises the moment you purchase more, and its full movement history is always visible under Item History.

💡 Opening Stock is a one-time thing, entered permanently — it's for stock you already own before you started using TajirBook, not something you'll use again later (that's what Stock Adjustments are for).
🧾
Step 3 of 7

Make Your First Invoice

This is the core of TajirBook — one invoice updates the retailer's balance and your stock at the same time, automatically.

  1. In the sidebar, click Invoices.
  2. Click + Direct Invoice.
  3. Under Bill To, search for and pick the retailer.
  4. Under Products, add a product line and set the quantity and price.
  5. If the retailer is paying you now, check Mark as fully paid, or enter a partial amount in the payment section. Leave it blank for a credit sale.
  6. Click Create Invoice.

What happens next: the retailer's balance and your product stock both update the instant you click Create Invoice. If they still owe you something after this, that's what Step 5 (Payment In) is for — later, whenever they actually pay.

💡 Made a mistake right after saving? You can edit or void any invoice from the Invoices list — nothing is locked in permanently.
📥
Step 4 of 7

Record Your First Purchase

A purchase is the mirror of an invoice — stock comes in instead of going out, and it's your payable to the supplier that moves instead of a retailer's balance.

  1. In the sidebar, click Purchases / GRN.
  2. Click + New Purchase / GRN.
  3. Pick the Supplier at the top.
  4. Under Products, add each product you're receiving with its quantity and purchase price.
  5. If you're paying the supplier something now, fill in the payment section — otherwise it's recorded as fully on credit.
  6. Click Record Purchase.

What happens next: stock goes up and your payable to that supplier goes up by the unpaid amount. Whenever you actually send them money later, that's Step 6 (Payment Out) — not another purchase.

💡 Stock updates the moment you record the purchase — no separate "receive goods" step needed.
↓
Step 5 of 7

Record a Payment In

This is different from checking "Mark as fully paid" on an invoice. Payment In is for money a retailer pays you separately from the moment of sale — clearing an old balance, a partial payment weeks after the invoice, or any general collection that isn't tied to one specific invoice.

  1. In the sidebar, click Cash & Bank.
  2. Click ↓ Payment In.
  3. Under Received From, search for and pick the retailer.
  4. Choose the Payment Mode — Cash, or a specific bank account.
  5. Enter the Amount. Description and Reference # are optional — TajirBook fills in a sensible description on its own if you leave it blank.
  6. Click Record Payment In.

What happens next: the retailer's outstanding balance drops by the amount received, and your Cash in Hand (or the bank balance you picked) goes up by the same amount, immediately.

💡 You can also start a Payment In straight from a retailer's own Party Statement screen — it opens the same form with that retailer already picked.
↑
Step 6 of 7

Record a Payment Out

The exact mirror of Payment In — money you send to a supplier, separate from the moment you recorded the purchase. Same form, opposite direction.

  1. In the sidebar, click Cash & Bank.
  2. Click ↑ Payment Out.
  3. Under Paid To, search for and pick the supplier.
  4. Choose the Payment Mode — Cash, or a specific bank account.
  5. Enter the Amount. Description and Reference # are optional.
  6. Click Record Payment Out.

What happens next: what you owe that supplier drops by the amount paid, and your Cash in Hand (or the bank account you picked) goes down by the same amount, immediately.

💡 Sent the wrong amount, or picked the wrong drawer? Every payment can be edited or voided from the Cash & Bank screen — the correction is tracked, not hidden.
💸
Step 7 of 7

Add Your First Expense

Rent, fuel, staff salary, anything that's a cost of running your business but isn't a purchase of stock — this is where it's tracked, separate from your product costs.

  1. In the sidebar, click Expenses.
  2. Click + Add Expense.
  3. Pick a Category, or choose Custom to type your own.
  4. Enter the Amount and confirm the Date.
  5. Choose Pay Via — Cash or a specific Bank account.
  6. Click Save Expense.

What happens next: whichever drawer you paid from (Cash or the bank account) drops immediately, and the expense feeds straight into your Profit & Loss report under its category.

💡 Categorized expenses feed straight into your Profit & Loss report — no need to sort them out later.
FAQ

Common questions

No — the 14-day free trial needs no card and no commitment. You'll be asked to activate a plan only after the trial ends.
Yes — every invoice, purchase, payment, and expense can be edited or voided afterward from its own list screen. Nothing is permanent the moment you save it.
Marking an invoice paid records money collected at the exact moment of that sale. Payment In is for everything else — collecting on an old balance, a partial payment weeks later, or any amount not tied to one specific invoice. Both end up in the same place: the retailer's Party Statement.
Yes — the Parties screen supports CSV bulk import for adding a large retailer list in one go.
You still need one supplier party on file, even a placeholder one — TajirBook requires every product to be linked to a supplier before it can be added.

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first party?

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