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 Troubleshooting Public

POS Common Issues and Fixes

Quick fixes for the register problems cashiers hit most often, from missing menus and closed shifts to stock blocks and discount errors.

errorsregistershiftstocktroubleshooting
Point of Sale Standard Operating Procedure Public

Void and Refund Standard Operating Procedure

The controlled procedure for voiding a whole sale or refunding selected lines in ERPat POS, with the authorization and audit checks each requires.

authorizationcontrolrefundreturnvoid
Tenancy Reference Public

Getting Started

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

Notes Reference Public

Getting Started

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

KPI Matrix Reference Public

API Reference

Reference & Standards API Reference The KPI Matrix exposes two read-only JSON APIs: a client (integration) API for other systems, and an end-user API for an employee's own data…

KPI Matrix Reference Public

Core Concepts & Data Flow

Introduction Core Concepts & Data Flow Five objects, one pipeline. Once you can name a Template, a Cycle, an Assignment, a Score and a Recommendation — and see how data flows…

KPI Matrix Reference Public

FAQ & Troubleshooting

Reference FAQ & Troubleshooting The questions people actually ask, and the quick fixes for the things that look broken but usually aren't. Grouped by theme — expand any question…

KPI Matrix How-to Guide Public

KPI Matrix Module — Documentation Package

KPI Matrix Module — Documentation Package Module: KPI Matrix (Employee Performance Management) Target System: ERPat ERP System (CodeIgniter 3 / PHP 8.2+) Documentation Date…

KPI Matrix How-to Guide Public

KPI Matrix — API

KPI Matrix — API The KPI Matrix module exposes two JSON APIs, both built on ERPat's stateless JWT-bearer surfaces and both reusing the module's src/Services/* (the same business…