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 8 of 395 synchronized guides.

Inventory Supervisor × Beginner ×
Warehouse Getting Started Public

Getting Started with the Warehouse Module

A first-time setup path for warehouse teams, from building your storage locations to creating your first stock item and running a task.

onboardingsetupstock itemswarehousegetting-started
Warehouse Legend & Reference Public

Warehouse Statuses and Badges Legend

A quick reference to every status, badge, and movement type used across warehouse orders, stock items, counts, and movement history.

badgeslegendmovement typesstatusreference
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
Warehouse How-to Guide Public

How to Receive Stock into a Warehouse

Step-by-step instructions to log an incoming delivery, record accepted and rejected units, and put stock away into a location.

inboundput awayreceivingstockhow-to
Warehouse Overview Public

Warehouse Module Overview

Understand what the ERPat Warehouse module does, who operates it, and the main areas you will work in every day.

distributioninventorystockwarehouseoverview
Inventory Overview Public

Inventory Module Overview

A plain-language tour of the Inventory module, the item catalog, stock levels, brands, units, and who relies on each area.

brandsinventoryitemsstockunits
Inventory Getting Started Public

Getting Started with Inventory

A first-day walkthrough that helps a new clerk open the Inventory module, prepare units and brands, and add a first item.

brandsfirst itemgetting startedsetupunits