Bizwiz Guide¶

A module-by-module reference of how the Bizwiz ERP actually works — the multi-tenant Kenyan distributor platform. Built from static code analysis (nav → routes → controllers → models → migrations), layered so both non-developers and developers can read it, and written as a review instrument: every chapter separates code-proven fact from inference, and flags open questions for validation.

How to read this

Each chapter is plain-language first, then a --- divider, then technical depth. Every chapter follows the same 8-section template, ending with §7 Open questions (inference flagged for your confirmation) and §8 Source references (file:line for devs). If you only read two things, read the Overview / TOC and the Cross-Module Handoff Map.

What's inside¶

30 chapters across 7 books, plus 7 book indexes and two capstone appendices:

Book	Domain	Chapters
1 — Sales & Revenue	Orders, dispatch, POS, customers, routes, banking	1–6
2 — Inventory & Stock	Item master, stock ops, GRN, transfers, special stores	7–11
3 — Procurement & Suppliers	Purchases, accounts payable, supplier portal	12–14
4 — Finance & Accounting	General ledger, fixed assets, petty cash	15–17
5 — Fleet & Logistics	Vehicles, fuel, tyres, service/compliance, inbound	18–22
6 — HR & Payroll	Employees/payroll, benefits, leave, Sacco	23–26
7 — Platform & Admin	System admin, CRM, help desk, communications	27–30

Appendices: Placeholders (Manufacturing & Laboratory) · Cross-Module Handoff Map

The whole system in one picture¶

The guide's core finding: Bizwiz has one general ledger and one inventory ledger that every value-moving module posts into, wrapped by a control plane (permissions, feature flags, number series, dimensions, approver limits, and a messaging backbone).

flowchart LR
    SELL[Sales & Revenue<br/>Book 1] --> GL
    INV[Inventory<br/>Book 2] --> GL
    BUY[Procurement / AP<br/>Book 3] --> GL
    FLEET[Fleet spend<br/>Book 5] --> GL
    PAY[Payroll<br/>Book 6] --> GL
    GL[(General Ledger<br/>wa_gl_trans · Book 4)]
    CONTROL[Control plane · Book 7<br/>permissions · flags · number series · approver limits · SmsService] -.wraps everything.-> GL

See the Cross-Module Handoff Map for the full stitch, with every seam keyed to its exact table and service.

Status & scope¶

Complete — all 30 chapters, 7 indexes, and both appendices are written.
Method — static analysis only: no runtime profiling, no database access, no ERP boot. It documents how the system is built to work, to be confirmed by review.
Next — this guide is the foundation for the AI-leverage research phase (optimized workflows, explainability, prediction, dynamic reporting, better algorithms).