> For the complete documentation index, see [llms.txt](https://help.rbsgo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rbsgo.com/masters/main-master-module/master/customer-master.md).

# Customer Master

The **Customer Master** is a centralised record that stores all essential information about customers to whom goods or services are sold. It helps organizations maintain accurate customer data for billing, accounting, reporting, and customer management purposes.

## Steps to Create a Customer Master

Step 1: Log in to the application.

1. Go to the **Settings** section from the main menu.
2. Under **Masters**, click on **Customer**.

* The Customer Master screen will open.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-8845adc23e7b63acdd41fcdcb02a6596d2de6260%2Fs9%20(2).png?alt=media" alt=""><figcaption></figcaption></figure>

Step 2: Click on the **Add** button available on the screen.

* A new Customer Master entry form will open.

Step 3: Fill in the required customer information in the respective fields.

* Ensure that all mandatory fields are completed correctly.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-068f7dd0cdb32d9109088acd53ea818f5de90d1f%2Fs9.1%20(2).png?alt=media" alt=""><figcaption></figcaption></figure>

Step 4:After entering all required details, click the **Save** button.

* The system will save the Customer Master successfully.


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