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 ×
Point of Sale How-to Guide Public

How to Close Your Shift at End of Day

Count your drawer and close your shift so ERPat records expected versus counted cash, the variance, and the sequential Z-read number.

cash countclose shiftend of dayvariancez-read
Point of Sale How-to Guide Public

How to Process a Sale

Step-by-step checkout at the ERPat register, from scanning items and applying discounts to taking payment and printing the receipt.

checkoutdiscountpaymentreceiptsale
Point of Sale Overview Public

Point of Sale Overview

A plain-language tour of the ERPat Point of Sale module for cashiers and store supervisors selling across one or many branches.

cashierpoint of saleregisterretailshift
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
Patrol Reference Public

FAQ & Troubleshooting

Answers to the questions security teams ask most about ERPat Patrol, a plain-language glossary (blotter, chain of custody, legal hold, DSAR, retention, tracking code), and fixes for missing menus, silent alerts, disabled AI, undeletable assets, and lost public tracking codes.

Patrol Reference Public

Research & Evidence

The verification trail behind the ERPat Patrol guide: the actual controllers, models, database tables, migrations, cron jobs, config files, and public endpoints each documented claim was checked against.

Notes Reference Public

Module Research Notes

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

Movements Reference Public

Data & Screen Reference

Data and screen reference for the Movements module: all six database tables and their key columns, controllers and routes, cron jobs, system-log events, statuses, permissions, and the mobility policy rule engine.

Tenancy Reference Public

Data and Screen Reference

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

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.