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Docs • Aug 2025

Override Default Sales Terms

  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

K. Romeo
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Override Default Sales Terms
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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, there maybe different sales terms that have been negotiated or decided that could be favourable to them.  These terms can be applied specifically for only those customers individually and will be applicable only to the individual customer. Hence, different customers can have different sales terms set for them in Webhuk

 

To Override Default Sales Terms

 

  1. On the Dashboard, mouseover Customers
  2. Navigate to All Customers & select
  3. The Customer Index page will open
  4. Select the Customer for which you want to Override Default Sales Terms
  5. The View Company page will open
  6. Scroll down and click the Sales Terms button
  7. Sales Terms window will open
  8. Edit details of the Sales Terms
  9. Scroll down and select Submit

 

 

 

 

 

 


About the author
K. Romeo writes practical ERP and operational workflow guides for SMEs in trading, retail, and multi-branch businesses. The focus is always the same: reduce manual work, increase visibility, and protect margin.