What is Winlium

Winlium is business software for running a company in one place. It covers money, stock, buying, selling, people, property and projects. Each part is a module. You only see the modules your company uses and your role allows.

What Winlium does

• It keeps your books. Every posted document updates the ledger.
• It tracks stock in your warehouses.
• It moves documents through approval before they are posted.
• It lets each person work only in the areas they need.
• It handles Nigerian needs such as naira amounts, VAT at 7.5% and Withholding Tax (WHT).

How the menu is grouped

The menu is on the left of every screen. Below the search box you see Home and Approvals. Then the modules appear in five groups. You see a module only when your company has turned it on and your role gives you access to it. See Navigating the app for the reasons a module can be missing.

Group	Modules in the group
Core Operations	Accounting, Compliance, Expense, Inventory, Sales, Point of Sales, Requisition, Manufacturing
Property	Property
People & Relationships	CRM, HRMS
Operations & Productivity	Purchase, Projects, Maintenance
Administration & Control	Administration, Reports Builder

What each module is for

Module	Use it to
Accounting	Keep the chart of accounts, invoices, bills, payments, banking, fixed assets, budgets and financial reports.
Compliance	Track tax and statutory obligations and the remittances you make.
Expense	Claim expenses and advances, run petty cash and reimburse staff. Guide: Expense.
Inventory	Manage items, warehouses, goods received, deliveries, transfers and stock counts.
Sales	Manage leads, quotations and sales orders.
Point of Sales	Sell at the till.
Requisition	Raise internal requests for stock or purchases.
Manufacturing	Plan and run manufacturing orders.
Property	Manage properties and leases.
CRM	Handle customer incidents and service levels.
HRMS	Manage employees, leave, payroll and appraisals.
Purchase	Onboard vendors, send RFQs and raise purchase orders.
Projects	Track projects and their costs.
Maintenance	Log and follow up maintenance requests.
Administration	Manage users, roles, workflows, company settings and master data.
Reports Builder	Design your own reports.

Parts that every module shares

Open a module in the menu and you see the same headings in the same order. Not every module has every heading.

Menu heading	What it holds
Quick View	A summary page for the module.
Configuration	Setup: the lists and rules the module needs before you can work.
Operations	Daily work: the documents you create, approve and post.
BID	The Business Intelligence Dashboard: charts and figures for managers.
Reports	Printable and exportable reports.

Some modules use a slightly different heading, such as Configurations in Sales. The meaning is the same.

How these guides are organised

Each module guide follows the menu.

1. Overview: what the module does, who uses it and how it connects to others.
2. Setup: the Configuration items, in the order you should do them.
3. Operations: one page per screen, with steps, fields and what happens in the ledger.
4. BID: what each Business Intelligence Dashboard shows.
5. Reports: what each report shows and how to filter it.

Two other areas help every module.

• Getting Started (this section) teaches sign-in, company choice, the menu and approvals.
• Concepts explains ideas once, for example Workflows and approvals, Document numbering, Roles, permissions and module restriction, Org-unit access scoping, Financial years and periods and WHT and VAT.

Guides use the exact words on your screen. When a guide says select Save, look for a button called Save. A menu path reads like this: Expense, then Operations, then My Expenses.

Where to find help

1. Search these guides. Press Ctrl K on this site and type a page name, a button or a field name.
2. Check the glossary. The Glossary explains the words Winlium uses.
3. Read the error message. Many screens tell you what to fix. Look up common messages in Sign in.
4. Look for a lock or a banner. A padlock in the menu, or a banner that starts "Part of this page is hidden by your permissions", means your role lacks access. Ask your administrator. See Navigating the app.
5. Ask your administrator. They can change your role and your access. Rules are in Roles, permissions and module restriction.