Webhuk manages and maintains information related to your business as instances of objects. Each object type is covered in detail in sub-topics. Go through the overview and choose a sub-topic:
Companies and Contacts
Companies & Contacts are the basic objects that the system uses. A Company object can be a customer or a vendor organization that you do business with. A Contact is an individual customer or vendor that you directly do business with, or are representatives of companies that you do business with.
Further reading: Adding a New Company, Adding a New Contact
Users and Teams
A User is usually an employee of your organization allowed to log into Webhuk and access its features. However, a User can also be an individual or organization external to your business to whom you can provide limited access of your business data.
Further reading: Adding a New User, Role based Access Control
Branches and Containers
A Branch is an integral part of your organization. Every business that is using Webhuk has to have at least one branch -- the headquarters of the business. A Container is one more logical classification of inventory within the branch. That is, a Container is always associated with a Branch.
Webhuk is capable of maintaining inventory on a per Container per Branch basis. Containers are optional and inventory can also be maintained only on a per Branch basis. For example, if you have two branches -- the headquarters and a warehouse, then Inventory is maintained separately for the headquarters and the warehouse.
Further reading: Adding a New Branch, Adding a New Container
SKUs, Inventory and Logistics
SKUs or Stock Keeping Units is the description of items that can potentially be moved in or out of an Inventory. SKUs can be moved into or moved out from any Inventory (any Branch and/or Container) by creating an incoming or an outgoing Logistic. Logistics are automatically maintained in the normal course of doing business when you raise invoices or make purchases.
Further reading: SKUs: Stock Keeping Units, Moving Inventory using Logistics
Enquiries, Quotations, Orders and Invoices
Sales leads generated by your sales team, through the duration of the sale up until sales closure are marked by events of receiving enquiries, generating quotations, receiving orders or generating purchase orders and finally to sending out an invoice to the customer on sale closure. Each of these events when triggered set up a specific document of the enquiry received, quotation generated, invoice sent etc., in your database to be used for tax document generation or for accounting purposes.
Further reading: Adding a New Enquiry, Adding a New Quotation, Adding a New Order, Adding a New Invoice,
Leads, Opportunities and Sales Events
A Sales Funnel is a threaded conversation list of Callsheets associated with a specific Company to follow up on a specific lead. Sales funnels are progressed by specific events occuring, such as the generation of a Quotation or the receiving of a confirmed Order from a customer.
Further reading: Adding a New Sales Funnel, Adding a New Callsheet, Sales Funnel Events
Financial Accounts and Payments
Manage cash, bank and site credit finances by defining specific Financial Accounts. Move in or out Payments from specific Accounts as you go about running your business' day-to-day activities.
Further reading: Adding a New Financial Account, Adding a New Payment
User Tasks and Events
Define to-do lists, prioritize them, get Webhuk to remind you about tasks well in advance. Automatically generate tasks based on certain business decisions taken in Webhuk when generating invoices, expecting payments etc.
Further reading: Sales integration with user tasks