Daily Operations
The routine operating manual for staff who run Promos day to day — the core screens, records, and workflows to use once setup is complete.
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.
Showing 7 of 357 synchronized guides.
The routine operating manual for staff who run Promos day to day — the core screens, records, and workflows to use once setup is complete.
A compact reference of the screens, data records, routes, permissions, and supporting files that make up the Promos module package.
Answers to the most common setup, access, workflow, and support questions for the Promos module, with troubleshooting and support guidance.
A practical first-run checklist for enabling Promos, granting the right permissions, preparing your starter data, and training the first users.
ERPat Promos - the customer-engagement module. Owns the Raffle Draw surface relocated out of core (draws, participants, prizes, winners, QR entry exports) and is the foundation for the full Promo Studio platform (campaign builder, entries + fraud signals, vouchers/coupons, rewards & claims, referrals, public promo pages, analytics) mapped in.
How administrators keep Promos secure and reliable: permissions, menus, settings, public pages, API surfaces, migrations, and change management.
Evidence gathered from the current Promos module files — controllers, models, configs, and migrations — before writing these user guide pages.