Step 1: Add a customer

First, register your customer, ACME Inc., in Zenskar.

  1. Log in to your Zenskar dashboard.
  2. Navigate to the Customers module.
  3. Click ADD CUSTOMER.
  4. Under Customer information, enter the following details:
    • Customer name: ACME Inc.
    • External ID (optional): Any ID associated with ACME Inc. in your CRM or CIS or similar system.
    • Email: [email protected]
  5. Under Billing address, provide sample details:
    • Address line 1: 123 Cloud St
    • Address line 2: Suite 100
    • City: Cloudville
    • State: CA
    • Zip code: 90210
    • Country: Select United States
    • Phone number: (555) 123-4567
  6. Ensure "Shipping address is same as billing address" is checked if applicable for your scenario.
  7. Click the "CREATE" button at the bottom right of the form.
  8. Make a note of the Customer ID assigned by Zenskar (e.g., a UUID like cust_7d2f9b8c-1e2a-4c3d-9f0e-1a2b3c4d5e6f). All IDs generated by Zenskar are UUIDs.