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.

School Reference Public

Screen, Route & Data Reference

The quick-reference for ERPat School: every staff page with its route and base permission, the two portals, the full permission list, the status vocabularies (application, grade release, attendance, support, visitor), the audited actions, and the settings keys.

School Reference Public

Core Concepts & Data Model

The vocabulary of the ERPat School module explained: learner, guardian link, enrollment, section, grading scheme, the draft→submitted→approved→released grade state, report cards, and the audit trail — and how they connect.

Sales Reference Public

Module Research Notes

Evidence gathered from the current Sales module files — controllers, models, configs, and migrations — before writing these user guide pages.

School Reference Public

Roles & Access Map

Who does what in the ERPat School module and exactly which permission unlocks each screen and action — registrar, teacher/adviser, principal, guidance and clinic, system admin, plus the parent, student and gate-security surfaces.

Promos Reference Public

Data and Screen Reference

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

Promos Reference Public

FAQ and Troubleshooting

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

Promos Reference Public

Getting Started

A practical first-run checklist for enabling Promos, granting the right permissions, preparing your starter data, and training the first users.

Production Reference Public

Production Reports

Base Production Production Reports Pick a date range and instantly read three roll-up tables — order status, finished-goods output, and component consumption — all summarised from…

Promos Overview Public

Promos

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.

Production Reference Public

Quality Control

Advanced Manufacturing Quality Control Define what to check, record the checks, and manage failures — the full quality chain from a reusable QC Plan, through inspections and…