TajirPro User Manual
A practical guide for owners and staff using TajirPro every day.
Version: v65.1.41-voice-note-transaction-review-master-updateUpdated: 06 August 2026
1. Account and onboarding
- Create and verify an account
- Complete company profile
- Choose currency, timezone and invoice settings
- Create staff and assign only required permissions
2. Tajirs
- Create customers and suppliers
- Review balances and ledgers
- Record payments from the correct original workflow
3. Inventory
- Create categories and products
- Enable stock tracking for physical goods
- Record opening stock
- Review movements and low-stock alerts
4. Sales and returns
- Create invoices
- Receive payments
- Preview/download PDFs
- Create returns and refunds within allowed limits
5. Purchases and returns
- Record supplier purchases
- Make supplier payments
- Process returns and refunds
6. Cash, bank and expenses
- Create payment accounts
- Classify manual deposits and withdrawals
- Create transfers
- Record expenses with supporting references
7. CRM and quotations
- Create leads
- Schedule follow-ups
- Assign staff
- Create quotations and convert approved quotes
8. Reports
- Use Sales, Purchase and Stock reports
- Review Profit & Loss, Trial Balance and Balance Sheet
- Preview PDF and export CSV
9. Data and backups
- Download the complete Excel workbook
- Create and verify restorable backups
- Keep independent off-system copies
For account-specific support, submit an in-app support ticket. Financial and legal decisions should be reviewed by a qualified professional where required.