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Add a customer to Tukri to sell to them on due, collect what they owe and send them parcels by courier. A name and phone number are enough; an area, address and due limit are optional.
Before you begin
- You need permission to manage customers. The Owner, Admin and Staff roles all have it.
- Two customers in a shop cannot share a phone number.
Open the customer form
On a computer
- Open Customers in the menu on the left.
- Click Add customer at the top right.
On a phone or tablet
- Open Customers from Menu at the bottom.
- Tap the round button in the middle at the bottom: it is Add customer.
Fill it in and save
- Type the Name and Phone. Both are required.
- If you like, choose an Area and type the Full address; it is used for home delivery and courier parcels.
- If the customer already owed you money before you started using Tukri, type it in Previous due. Only the shop's owner sees this field. More: Add a customer's previous due.
- If you like, set a Due limit: Tukri warns you at the till when the customer's total due goes past it.
- Choose Save. With a previous due, you are asked to confirm first.
After saving
The customer appears in the list, and at the till you can find them by name or phone and attach them to the cart.
If something goes wrong
The phone number is refused. Another customer in the shop already has it. Search the list for the number.
There is no previous due field. Only the shop's owner sees it, and only when adding a new customer. To bring in an old balance for a customer who already exists, open their খাতা and use Credit given, noting that it is their old balance.
Watch the video
What the video says
Adding a new customer to Tukri? With their old due too? Let's see.
Open Customers from the menu at the bottom. Then tap the round button in the middle.
Type the customer's name and phone number; both are required. Add an area and full address if you like; they help with home delivery or a courier.
If they owed you before Tukri, type it in the Previous due box. Only the shop's owner sees this box, and only when adding a new customer. Set a Due limit if you like; when it's passed, Tukri warns you as you sell.
Now tap Save. With a previous due, Tukri asks you once. Check the amount and the name; it can't be edited later. If it's right, tap Add customer.
Done, the customer is in the list, and the previous due is in their খাতা. This isn't a sale, so stock and cash aren't touched. A sale on due adds to the due, a collection takes it down.
All your customers' accounts in one place, tukri.bd
Related articles
- Add a new customer's previous due Bring in what a customer owed you before Tukri, once, as a previous due when you add them. Only the shop's owner can do it.
- Sell on due and take part payment Attach a customer while selling and leave the whole bill, or what is left of it, as due in their খাতা. Taking part now and the rest later works the same way.
- The Due Book (তালি খাতা): see who owes you and how much See in one place how much your customers owe you. Each customer's খাতা lists every sale on due, payment and other entry, with dates and balances.
Still need help?
Write to us, call or send a WhatsApp message, and someone from Tukri will help you.
