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 5 of 395 synchronized guides.

Inventory Clerk ×
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 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 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.

addedadjustmentdeductedon handstock
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.

brandsinventoryitemsstockunits
Inventory Getting Started Public

Getting Started with Inventory

A first-day walkthrough that helps a new clerk open the Inventory module, prepare units and brands, and add a first item.

brandsfirst itemgetting startedsetupunits