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.

Sales Overview Public

Sales

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.

Recruitment Reference Public

Data and Screen Reference

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

Recruitment Reference Public

FAQ and Troubleshooting

Answers to the most common setup, access, workflow, and support questions for the Recruitment module, with troubleshooting and support guidance.

Recruitment Reference Public

Getting Started

A practical first-run checklist for enabling Recruitment, granting the right permissions, preparing your starter data, and training the first users.

Promos Reference Public

Data and Screen Reference

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

Promos Reference Public

FAQ and Troubleshooting

Answers to the most common setup, access, workflow, and support questions for the Promos module, with troubleshooting and support guidance.

Promos Reference Public

Getting Started

A practical first-run checklist for enabling Promos, granting the right permissions, preparing your starter data, and training the first users.

Promos Reference Public

Module Research Notes

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

Projects Reference Public

Administration and Controls

How administrators keep Projects secure and reliable: permissions, menus, settings, public pages, API surfaces, migrations, and change management.

Projects Reference Public

Daily Operations

The routine operating manual for staff who run Projects day to day — the core screens, records, and workflows to use once setup is complete.