How to Add Customers and Vendors in MoncWare

Adding a Customer in MoncWare

Follow these steps to add a new customer in MoncWare:

Step 1: Navigate to Customer Creation

Go to Masters → Customer → Create Customers.

Download template

Step 2: Enter General Customer Details

  • Account Name (Mandatory)
  • GST No. (Mandatory)
  • Type (Mandatory)
  • Contact Person(Mandatory)
  • Email Address (Mandatory)
  • Sales Rep
  • Aadhar Card Number
  • Select the Aadhar Card Type

Step 3: Enter Branch Information

  • Country (Mandatory)
  • State (Mandatory)
  • City (Mandatory)
  • Address (Mandatory)
  • Pin code (Mandatory)
  • Description
  • Mobile Number
  • PAN / IT No
  • Sales Tax No

Step 4: Save the Customer Information

After entering all details, click on the Submit button to save the customer profile.

Submit customer

Bulk Customer Upload via CSV

If you need to add multiple customers at once, follow these steps:

  • Go to Masters → Customers → Import.
  • Click on Download Template, fill in the required customer data, and save the file.
  • Go to Import again, upload the completed file, and click Done.

Bulk upload

Adding a Vendor in MoncWare

Step 1: Navigate to Vendor Creation

Go to Masters → Vendor → Create Vendor.

Create vendor

Step 2: Enter Vendor Details

Fill in the vendor’s details:

  • Company Name (Mandatory)
  • Contact Name (Mandatory)
  • Phone Number (Mandatory)
  • Other Email Address
  • Speciality (Mandatory)
  • Country (Mandatory)
  • State (Mandatory)
  • City (Mandatory)
  • Address (Mandatory)
  • Pincode (Mandatory)

Step 3: Enter Export Service details information

  • Service Type
  • Mode of Freight Service
  • Export trade routes

Step 4: Enter Import details information

  • Service Type

  • Mode of Freight Service

  • Export trade routes

  • Choose Cargo Type (Mandatory)

  • Choose Vendor Creation type (Mandatory)

Step 5: Save the Vendor Information

Click the Create button to save the vendor profile.

save vendor

Bulk Vendor Upload via CSV

To add multiple vendors in bulk:

  • Go to Masters → Vendor → Import.
  • Click on Download Template, fill in the vendor data, and save the file.
  • Go to Import again, upload the file, and click Done.

bulk vendor


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