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 modules48
Published guides395
SOPs3
Updated this month395
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 7 of 395 synchronized guides.

promos × Beginner ×
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.

Promos Reference Public

Module Research Notes

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

Promos Reference Public

Administration and Controls

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

Promos Reference Public

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.

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.