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 ×
Compliance Overview Public

Compliance

Operator guide to the ERPat Compliance suite: an Overview dashboard plus disciplinary cases, investigations, corrective actions, disclosures, speak-up, training, policy attestations, a compliance calendar, analytics, and an immutable audit log.

Assets Reference Public

Asset Reports

Reports & Automation Asset Reports Four read-only roll-up tables under one "Asset Reports" screen — the maintenance history of your fleet, the assets whose physical audit is…

Assets Reference Public

Glossary & Legends

Reference Glossary & Legends The reference page for the Assets (Safekeep) module: every term you will meet in the screens and in this guide, plus the exact status vocabularies…

Assets Reference Public

Import, Export & Labels

Daily Operations Import, Export & Labels Three bulk tools live on the Asset Registry toolbar: Import Assets brings whole inventories in from a CSV/XLSX (including a raw Snipe-IT…

Appointments Reference Public

Online Booking Portal

End-user documentation for the ERPat Appointments module (spa / salon / clinic booking).

App Library Overview Public

App Library

Complete user guide for the ERPat App Library module: the official catalog of ERPat apps and installers with versions, changelogs, download sources, ratings, media, role and tenant visibility, secure logged downloads, and per-user download history.

App Library Reference Public

Module Research Notes

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

Logistic Overview Public

Logistic

Standalone ERPat Logistic module: fleet + delivery management (vehicles, drivers, deliveries) extracted out of the core application so logistics can grow independently. Controllers, models, views, language, migrations, routes, menu and config are owned by this package and loaded at runtime through the HMVC compatibility layer (App_Router + module package.

Marketing Overview Public

Marketing

ERPat Marketing command center. Consolidates the email-campaign surface and extends it with a CRM acquisition pipeline, tracking/attribution, consent/suppression, a social publish queue, automations, and AkbAI (Hermes) assistance. Owns its controllers, views, permissions, menu, migrations and language via the HMVC compatibility layer.

Logistic Reference Public

Module Research Notes

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