> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aimventory.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customers

> Keep a list of the people and businesses you sell to, and set what pricing tier each one gets.

Keep a list of the people and businesses you sell to, and set what pricing tier each one gets.

**Where to find it:** [Open Customers in AIM](https://aimventory.com/retail/customers) — you will be asked to sign in first.

## What you can do here

* Add a new customer with their contact details
* Put a customer on a pricing tier so they see your special prices
* Edit a customer, add a shipping address, or view their change history
* See how many orders each customer has placed and how much they've spent

## Buttons, fields, and controls

| Control                        | Where                             | What it does                                                                                                  | When to use it                                                               |
| ------------------------------ | --------------------------------- | ------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------- |
| Add Customer                   | Page actions                      | Opens the form for a new customer record.                                                                     | Use it before creating retail, wholesale, or network orders for a new buyer. |
| Search                         | Filters                           | Filters customers by name, email, code, or company.                                                           | Use it to find one account quickly before editing or adding an address.      |
| Tier                           | Filters and customer form         | Filters customers by pricing tier or assigns a tier to one customer.                                          | Use it when customer-specific pricing should apply.                          |
| Type                           | Filters                           | Narrows the list by customer source such as manual, Shopify, wholesale, network, marketplace, POS, or TikTok. | Use it when auditing where customer records came from.                       |
| Status                         | Filters and customer form         | Filters or sets whether a customer is active, inactive, suspended, or pending.                                | Use it when old or inactive buyers should stay out of daily workflows.       |
| Clear Filters                  | Filters                           | Resets customer filters back to the full list.                                                                | Use it when a customer you expect is hidden by a filter.                     |
| Customer actions               | Customer row                      | Opens row actions such as edit, add address, view history, or deactivate.                                     | Use it when changing a specific customer record.                             |
| Create Customer / Save Changes | Customer form                     | Saves a new customer or updates the existing one.                                                             | Use it after confirming required contact and pricing information.            |
| Add Address                    | Customer actions and address form | Adds a shipping or billing address to the selected customer.                                                  | Use it before shipping orders to a new destination.                          |

## How to: Add a customer

1. Click "Add Customer" on the left.
2. Enter their name and email (those two are required), plus a phone and company if you have them.
3. Pick the pricing tier they should get (you can change this later).
4. Click "Create Customer" to save.

<Tip title="Real-world example">
  Add "Mike's Kicks" with email [mike@mikeskicks.com](mailto:mike@mikeskicks.com) and put him on your Wholesale tier.
</Tip>

## How to: Put a customer on a pricing tier

1. Find the customer in the list (use the Search box to narrow it down).
2. Click the ⋯ menu on their row and choose "Edit".
3. Open the "Pricing Tier" dropdown and pick the tier you want them on.
4. Click "Save Changes". From now on they'll see that tier's prices.

<Tip title="Real-world example">
  Set "Mike's Kicks" to the Wholesale tier so he sees $160 instead of your $200 retail price.
</Tip>

## How to: Add a shipping address for a customer

1. Click the ⋯ menu on the customer's row and choose "Add Address".
2. Fill in the recipient name and the street address, city, state, and ZIP.
3. Click "Add Address". It'll be ready to use the next time you ship them an order.

<Tip title="Real-world example">
  Add "Example Retail Receiving, 125 Market St, Indianapolis, IN 46204" to the sample customer record. The next wholesale shipment can use it without retyping the address.
</Tip>

## Good to know

* Use the Tier, Type, and Status filters on the left to quickly find a group of customers.
* A customer marked "Linked" is connected to another business in your network, so orders can sync between you.
* The Summary box on the left shows your total customers, revenue, and average customer value at a glance.
* The ⋯ menu also has "History", which shows every change made to that customer over time.

## Where to go next

* [Retail Sales](/retail/retail-sales)