> 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/store-manager/manage-customers/setting-up-customer-accounts.md). # Create customer records 1. Click **Customer**. 2. Click **Customers**. 3. Click **New**. 4. On the **Billing Information** tab, enter the contact information that will be used for billing.

Field	Description
Account number	The customer account number. Store Manager can automatically generate an account number, if desired.
Title	The title to use to address the customer, such as Mr., Mrs., Ms., Miss, Dr.
First Name	The customer's first name.
Last Name	The customer's last name.
Company	The name of the customer's company, if applicable.
Address	The street address of the billing address.
City	The city of the billing address.
State	The state of the billing address.
Zip Code	The postal code of the billing address.
Country	The country of the billing address.
Telephone	The phone number to use for billing inquiries. By default, the data enter into this field is not validated. It is only validated if you set up a mask under Setup \
Fax Number	The fax number to use for billing inquiries.
E-mail Address	The e-mail address to use if emailing statements.

5. (Optional) On the **Shipping Address** tab: 1. Click **New**. 2. When prompted **Do you want to use the existing Billing Information address?** click either **Yes** or **No**. 3. If you clicked **No**, enter the shipping address. Select **This is the primary shipping address for this customer**, if applicable. {% hint style="info" %} You can enter multiple shipping addresses for a customer. If the primary shipping address for a customer changes, select the applicable address and click **Set Primary**. {% endhint %} 6. (Optional) On the **Customer Options** tab, enter the applicable customer settings.

Field	Description
Customer is exempt from taxes	Select this option if the customer is exempt from paying taxes on purchases.
Customer is an employee	Select this option if the customer is an employee. Note: Refer to Best practices for employee discounts for more information.
Price Level	If you want to offer a price level discount to the customer, select Price A , Price B, or Price C . If a price level discount is not applicable to the customer, select Standard .
Discount (%)	If you want to offer a percent discount to the customer, enter the percentage in this field. Warning! This percent discount is applied to all items the customer purchases. If you want to limit discounts on items, consider using price level discounts or adding discounts in POS at the point-of-sale.
Tax ID Number	The customer's ID number for taxation purposes, if applicable.
Primary Sales Rep	If you store assigns sales representatives to manage purchases for specific customers, click the Browse icon and select the appropriate sales representative.
Primary Cashier	If your store assigns cashiers to enter purchases for specific customers, click the Browse icon and select the appropriate cashier.
Shipping Carriers	The shipping carrier to use when shipping purchases to this customer.
Shipping Service	The shipping service to use when shipping purchases to this customer.
Picture	If your store keeps pictures of customers on file, click the Browse icon and select the appropriate image file.

7. (Optional) On the **Aliases** tab: 1. Click **New**. 2. Enter the alias to use to look up this customer in POS. 3. Click **OK**. 8. Click **Save And Close**. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.rmhpos.com/store-manager/manage-customers/setting-up-customer-accounts.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.