What this page is for
This page creates a new customer, or changes the details of one that already exists. Name is the only thing you must fill in; everything else is optional, including every contact detail.
A phone number, e-mail address or KRA (Kenya Revenue Authority) PIN already held by another customer is refused, so each person or business is recorded once rather than twice under slightly different details. If this happens, a link to the existing record appears so you can open it instead.
The customer's KRA PIN is what makes a tax invoice claimable by a business buyer: it is checked against KRA's own PIN checker when it is saved. If the checker cannot be reached at that moment, the PIN is accepted on its shape alone and checked again the next time it changes.
People whose role can operate on customers can create one; changing an existing customer's details needs a role that can manage customers.
Fields
Name
The customer's own name, or the business's name. Required; nothing else is.
Example: Grace Wanjiru
Phone
Typed in any form; a Kenyan number such as 0712 345 678 is saved as +254712345678.
Example: 0712 345 678
Needed for a receipt or statement sent by e-mail.
Example: grace.wanjiru@example.com
KRA PIN
The customer's Kenya Revenue Authority personal identification number, checked with KRA when it is saved or changed. Needed for a business-to-business tax invoice.
Example: A001234567X
Date of birth
A calendar date, kept for future use such as a birthday offer; nothing in Tulindo reads it yet.
Example: 14 March 1988
Customer group
The group whose price list the till charges this customer, such as Staff. A customer is in one group at most; choose No group to take them out. Shown only once your business has a group; see Customer groups. A retired group cannot be chosen, but a customer already in one keeps it, marked (retired).
Example: Staff
Notes
Free text for your own reference.
Example: Prefers M-Pesa; collects for the office every Friday.
How to…
How to add a customer
- On Customers and loyalty → Customers, press New customer.
- Type Name, and any of Phone, E-mail, KRA PIN, Date of birth and Notes you hold.
- Press Create customer.
- If they buy on credit, open a house account from their new page.
How to change a customer's details
Open the customer, press Edit customer, change what you need, and press Save customer.
Worked examples
Restaurant and bar
The Acacia Grill & Bar adds Coastal Logistics Ltd with KRA PIN P051234567Z so its monthly catering invoices carry a claimable tax invoice, then opens a house account for it to run a monthly tab.
Salon or car wash
Sparkle Car Wash & Salon adds a regular, Grace Wanjiru, with just a phone number, so the till can find her quickly next visit without asking for anything else.