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.

Projects Reference Public

FAQ and Troubleshooting

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

Projects Reference Public

Getting Started

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

Projects Reference Public

Module Research Notes

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

Production Reference Public

Permissions & Roles

Administration Permissions & Roles Everything about who can see and use each part of Production & Manufacturing — the two module toggles that make the feature visible, how…

Production Reference Public

Work Centers & BOM (Mfg)

Advanced Manufacturing Work Centers & BOM (Mfg) Define the machines and stations where production happens, and the multi-level recipes (Bills of Materials) that say exactly what…

Production Reference Public

Engineering Changes (ECO)

Advanced Manufacturing Engineering Changes (ECO) An Engineering Change Order (ECO) is the formal, auditable request to change a manufacturing Bill of Materials — add a new one…

Production Reference Public

Labor & Downtime

Advanced Manufacturing Labor & Downtime Record who worked on which work order and for how long, and log the periods when a machine or station was not producing — two shop-floor…

Procurement Reference Public

Module Research Notes

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

Procurement Overview Public

Procurement

Standalone ERPat Procurement module. Provides the procure-to-pay master data and documents: Vendors (with groups, contacts and files), Purchase Orders (with line materials and budgets) and Purchase Returns. Controllers, models, views, language, configuration, menu, permissions and migrations are owned by this package and loaded at runtime through the HMVC.

Point of Sale How-to Guide Public

How to Close Your Shift at End of Day

Count your drawer and close your shift so ERPat records expected versus counted cash, the variance, and the sequential Z-read number.

cash countclose shiftend of dayvariancez-read