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.

App Library Reference Public

Daily Operations

The routine operating manual for staff who publish apps, manage releases and downloads, and moderate reviews in App Library after setup is complete.

Village Reference Public

Data and Screen Reference

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

Warehouse Getting Started Public

Getting Started with the Warehouse Module

A first-time setup path for warehouse teams, from building your storage locations to creating your first stock item and running a task.

onboardingsetupstock itemswarehousegetting-started
Warehouse How-to Guide Public

How to Transfer Stock Between Warehouses

Step-by-step instructions to move stock from one warehouse to another using ship and receive actions that keep on-hand figures accurate.

inter-warehouseshippingstocktransferhow-to
Todo Reference Public

Administration and Controls

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

Todo Reference Public

Daily Operations

The routine operating manual for staff who run Todo day to day — the core screens, records, and workflows to use once setup is complete.

Tools Hub Reference Public

Daily Operations

The routine operating manual for staff who run Tools Hub day to day — the core screens, records, and workflows to use once setup is complete.

Timeline Reference Public

Data and Screen Reference

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

Todo Reference Public

Data and Screen Reference

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

Tools Hub Reference Public

Data and Screen Reference

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