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.
Showing 7 of 395 synchronized guides.
A compact reference of the screens, data records, routes, permissions, and supporting files that make up the Sales module package.
A practical first-run checklist for enabling Sales, granting the right permissions, preparing your starter data, and training the first users.
Evidence gathered from the current Sales module files — controllers, models, configs, and migrations — before writing these user guide pages.
Standalone ERPat Sales module: clients, customers, invoices, estimates, estimate requests, the public estimate-request intake form, sales matrix/summary, client groups, and stores. Controllers, views, routes, menu and config are owned by this package and loaded at runtime through the HMVC compatibility layer (App_Router + module package paths). Sales-domain.
How administrators keep Sales secure and reliable: permissions, menus, settings, public pages, API surfaces, migrations, and change management.
The routine operating manual for staff who run Sales day to day — the core screens, records, and workflows to use once setup is complete.
Answers to the most common setup, access, workflow, and support questions for the Sales module, with troubleshooting and support guidance.