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 390 of 395 synchronized guides.

Beginner ×
Kiosk Reference Public

Getting Started

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

Inventory How-to Guide Public

How to Manage Catalog Items

Step-by-step instructions to add, find, edit, and organize items in the Inventory catalog using the Items page and its tabs.

add itemcatalogcategoriesedit itemitems
Inventory Legend & Reference Public

Item Status and Label Legends

A quick reference to the status labels, item types, stock flow signs, and flags you see across the Inventory lists.

activeflowlegendstatusvariant
Human Resource Overview Public

Human Resource

How ERPat manages your people — employee records, departments and job positions, attendance and schedules, and leaves and holidays.

Helpdesk Reference Public

Permissions Reference

Every Helpdesk RBAC permission key — grouped by pillar — with its label, action, level, and what it gates. Filterable.

Helpdesk Reference Public

Developer APIs

The Integration REST API (api/v1/help, read-only, help:read scope) and the End-User API (v1/api/me/tickets read+write, v1/api/me/help-articles read).

Forms Reference Public

Module Research Notes

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

Finance Reference Public

Data and Screen Reference

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

Finance Reference Public

Getting Started

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

Finance Reference Public

Module Research Notes

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