End-user instruction center

ERPat User Guide

Learn how to use active ERPat modules through role-based instructions, standard operating procedures, field legends, standards, compliance reminders, and step-by-step workflows. Every guide is synchronized from the owning module and versioned whenever its instructions change.

Active modules40
Published guides357
SOPs3
Updated this month13
01Getting StartedBeginner-friendly first steps SOPStandard ProceduresRequired operational workflows AaLegends & FieldsStatus, badge, and field meanings Controls & ComplianceReview points and reminders

End-user guides from active ERPat modules

Showing 357 of 357 synchronized guides.

Point of Sale How-to Guide Public

How to Process a Sale

Step-by-step checkout at the ERPat register, from scanning items and applying discounts to taking payment and printing the receipt.

100%helpful
checkoutdiscountpaymentreceiptsale
Warehouse Legend & Reference Public

Warehouse Statuses and Badges Legend

A quick reference to every status, badge, and movement type used across warehouse orders, stock items, counts, and movement history.

badgeslegendmovement typesstatusreference
Marketing Reference Public

Data and Screen Reference

A compact reference of the screens, data records, routes, permissions, and supporting files that make up the Marketing module package.

Compensation How-to Guide Public

Run a Payroll

Prepare, initialize and process a payroll run from finalized attendance and compensation settings, then generate its payslips.

cutoffinitializepayroll runpayslip generationrun wizard
Warehouse Standard Operating Procedure Public

Stock Adjustment via Cycle Count SOP

The standard procedure for correcting on-hand quantities through a cycle count, from planning the count to approving the variance adjustments.

adjustmentcycle countstock accuracyvariancecycle-count
Warehouse Overview Public

Warehouse Module Overview

Understand what the ERPat Warehouse module does, who operates it, and the main areas you will work in every day.

distributioninventorystockwarehouseoverview
Todo Reference Public

FAQ and Troubleshooting

Answers to the most common setup, access, workflow, and support questions for the Todo module, with troubleshooting and support guidance.

User Guide Getting Started Public

Getting Started with the User Guide

Find the right guide fast using search, module and role filters, and the quick collections on the portal home page.

filtersquick startrolessearch guidesbasics
School Reference Public

System Administrator Playbook

Guide for the ERPat system administrator running the School module: enable it and run per-tenant migrations, grant and separate permissions, configure portals and the default grading policy, provision portal logins, and keep the module healthy across tenants.

Projects Reference Public

Administration and Controls

How administrators keep Projects secure and reliable: permissions, menus, settings, public pages, API surfaces, migrations, and change management.