Docs

Editing an Existing Company

By Webhuk Team — August 21, 2025

Editing an Existing Company

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 → Search Company opens up.

 

3. The search crietrias at the top of the Widget Screen; gives you fields to search for the company that needs to edited in your database.

 

Note: You could also directly jump to New Company screen from here.

 

This is effective in searching the database for the record before adding a New Company

 

4. Once the Company that needs to be ediited shows up in the list, click either on the Key (a system generated unique identifier for this record)

 

Name or at the extreme right column Actions. Any of these three would open up the View/Edit page for the selected record. Here you see the existing Company details that have been added previously.

 

5. This screen has 10 tabs.

 

6. The first one Company shows you the company's basic details like Type (Customer/Supplier), Headquarters and Contact and Log Change details;

 

with an option to add a New Company Meta - this is an additional information which is not stored as part of Main Company Database but in a different table.

 

For Eg: A Sales Campaign identifier used by the business to track those companies that have been targeted via a mass mailer

 

Further Reading: Metadata

 

7. The rest of the tabs:

 

  • People
  • Addresses
  • Sales Funnels
  • Projects
  • Enquiries
  • Quotations
  • Orders
  • Invoices
  • Proforma Invoices

 

allow you to add the self-explanatory fields to the company's database. Apart from People and Addresses.

 

8. All of the other tabs could be filled from pre existing data for these fields

 

Further Reading: Enquiries, Quotations, Orders and InvoicesAdding a New Sales Funnel and  Inventory Management

 

 

 

Related Posts

Changing Access Control Permissions
Changing Access Control Permissions

This section talks about giving a particular Role; Permissions to various modules of the system.
 
The operation gives control over the User Access to various Webhuk Modules
 
Note: a&nb

Adding or Removing Labels
Adding or Removing Labels

 
Labels can be used to associate various elements in webhuk to certain types of entities or functions.
 
For Example: A particular company or can be labelled as a company who deals with

Managing Labels
Managing Labels

 
Labels applied can be viewed by clicking on a label on the Labels Index Page to show all associations the label has been applied to
 
To Manage Labels
 

On dashboard, clic

We use cookies to improve your experience. By continuing, you accept our Privacy Policy and use of cookies.