> For the complete documentation index, see [llms.txt](https://docs.rmhpos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rmhpos.com/readme-1/work-with-customers/customers-adding.md).
# Add customer records
{% hint style="info" %}
The **Allow new customers as POS** store rule must be enabled to allow cashiers, salespeople, or managers to add customer records in POS.
{% endhint %}
1. Tap **Customers** | **New Customer**.
2. On the **Customer** tab, enter the customer's contact information, such as:
* Title
* First Name
* Last Name
* Company (if applicable)
* Email Address
* Phone
{% hint style="success" %}
If the field label is bold, it means the store has defined a customer policy requiring you to enter information into those fields. You cannot save the customer record if those fields are empty.
{% endhint %}
3. (Optional) On the **Billing** tab, enter the customer's billing address. This is only necessary if they will be billed for purchases.
4. (Optional) On the **Shipping** tab, enter the customer's shipping address (or addresses). Refer to [**Add a shipping address**](/readme-1/work-with-customers/shipping-adding-address.md) for more information.
5. On the **Options** tab, select any of the following options that apply to the customer:
* **Exempt from taxes:** Select if the customer is exempt from paying taxes on purchases.
* **Employee:** Select if the customer is an employee.
* **Enforce purchase limits:** This is a legacy field from the Microsoft Dynamics Retail Management System apps. It is not used.
* **Price Level:** Select **Price A**, **Price B**, or **Price C** if the customer is approved for a price level discount. Select **Standard** if the customer is not approved for a price level discount.
* **Discount (%):** Enter a percentage if the customer is approved for a percent discount.
{% hint style="warning" %}
The **Discount (%)** is applied to all items the customer purchases.
{% endhint %}
* **Tax ID Number:** The customer's tax identification number for taxation purposes, if applicable.
6. (Optional) On the **Additional** tab:
1. Enter any notes about the customer in the **Notes** field.
2. Enter any additional information that your store collects about customers in the fields on this tab.
{% hint style="success" %}
These are custom fields. Refer to [**Configure custom fields for customer records**](/store-manager/manage-customers/setting-up-custom-fields.md) for more information.
{% endhint %}
7. (Optional) On the **Alias** tab, enter any aliases that may be used to look up the customer in POS:
1. Tap **New**.
2. Enter the alias.
3. Tap **Save**.
---
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