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 395 of 395 synchronized guides.

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.

Marketing Reference Public

Module Research Notes

Evidence gathered from the current Marketing 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.

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.

Lending Reference Public

Module Research Notes

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

KPI Matrix How-to Guide Public

03 — Database Schema Design

03 — Database Schema Design Module: KPI Matrix Status: Implemented — reconciled to migration modules/KpiMatrix/migrations/20260604185300_create_kpi_matrix_tables.php Last Revised…

KPI Matrix How-to Guide Public

05 — Calculation Engine

05 — Calculation Engine How every metric is computed, scheduled, cached, and how auto-trigger salary upgrades work. Status: Implemented as…

KPI Matrix How-to Guide Public

06 — UI & Dashboards

06 — UI & Dashboards Visual design specifications for the KPI Matrix module — employee cards, manager dashboards, HR overview, review forms, salary auto-trigger settings, and…

KPI Matrix Reference Public

Core Concepts & Data Flow

Introduction Core Concepts & Data Flow Five objects, one pipeline. Once you can name a Template, a Cycle, an Assignment, a Score and a Recommendation — and see how data flows…