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 modules50
Published guides416
SOPs3
Updated this month416
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 11 of 416 synchronized guides.

Inventory Supervisor ×
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
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
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 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 How-to Guide Public

How to Transfer Stock Between Warehouses

Step-by-step instructions to move stock from one warehouse to another using ship and receive actions that keep on-hand figures accurate.

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Warehouse Standard Operating Procedure Public

Stock Adjustment via Cycle Count SOP

The standard procedure for correcting on-hand quantities through a cycle count, from planning the count to approving the variance adjustments.

adjustmentcycle countstock accuracyvariancecycle-count
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
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 How-to Guide Public

How to Record Stock Adjustments

Learn how to check on-hand stock and record stock added or deducted for an item, including serial, lot, and expiry details.

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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.

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