# Adding Personal Accounts (Customers)

{% embed url="<https://s3.us-west-2.amazonaws.com/secure.notion-static.com/39d7bb4f-bdcb-469c-8d0b-d93144c5161a/Adding_Personal_Accounts_(Customers).webm?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIAT73L2G45EIPT3X45%2F20220321%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20220321T140401Z&X-Amz-Expires=86400&X-Amz-Signature=b6748ab557cf294a96b66841a9adc58bf23d3f25a78a68a7da555b0eee102810&X-Amz-SignedHeaders=host&response-content-disposition=filename+%3D%22Adding%2520Personal%2520Accounts%2520%28Customers%29.webm%22&x-id=GetObject>" %}

From the main screen, go to **Accounts** > **Personal Accounts** (if this is the first time an account will be added, this section will be empty), then select the "**+**"(Add) button located at the top right corner of the screen.&#x20;

![](/files/-MiXZiRWQK-MaJH8hLIW)

![](/files/GGbF67cXosFmxIKm2BXy)

The **Personal Account** section will open up, under the "**Account Details**" section select the **Account Type**, enter the **Account Code**, **Credit Limit**, **Tax Settings** and everything else in that section that you need to save under the account. &#x20;

![](/files/4ClvZ79QbBnNMis4JytZ)

Continue entering the information under the "**Personal Details**" section, starting by the "**General**" tab info and then the "**Address**" tab info, and lastly by entering a Note (if it applies) under the "**Note**" section on the right hand side. Once you are done entering the info you would like to save, click on the "**Save**" button located at the top right corner of the screen.

![](/files/1r6w5Sl2AJvmUf2TVCXg)

You will see a "**Service Message**" letting you know that the information for this account has been saved. This means that the account was properly entered and saved with all the details entered.&#x20;


---

# Agent Instructions: 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:

```
GET https://help.takulabs.io/pos/accounts-and-crm/adding-personal-accounts-customers.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
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.
