Webhuk Documentation

  During the initital setup of Webhuk using the Setup Wizard, the Sales Terms are set and these terms become default terms for any customer that is added into the database. For some customers, t

  During the initital setup of Webhuk using the Setup Wizard, the Purchase Terms are set and these terms become default terms for any vendor that is added into the database. For some vendors, th

  1. To Edit an Existing Contact. Go to Customers (or Suppliers) Tab.  A drop down menu opens. Click on 'Show People'   2. A new window with Dashboard → Customers

  This topic details the process of adding a New Contact to an existing Company in your database.   1. On your Dashboard navigate to “Customers” tab. The mouse over would

1. To Edit an Existing Company. Go to Customers (or Suppliers) Tab.  A drop down menu opens. Click on 'Show Companies'.   2. A new window with Dashboard → Customers → S

Adding a New Customer’s Company Details to your database is as easy and effective as possible. Webhuk’s user friendly interface is self explanatory with adequate screen tips.   1.&n

  To Edit any of the existing Containers   Mouse-Over on Admin Menu Select Branches & Containers from drop down Select All Containers from right

As part of the Callsheet Objectives module built into Webhuk, the software defines call objectives that are used in the life of the sales activity   Callsheet objectives are a defined process f

  As part of the Opportunity Event Types module built into Webhuk, the software defines events that a sales process goes through.   The Opportunity Event Types has a predefined list of pr

  The Webhuk SMTP Wizard allows the administrator to add in SMTP settings to enable easy use of the company's email service to send out information to users of Webhuk or to the customers and ven