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 modules58
Published guides478
SOPs3
Updated this month123
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 478 synchronized guides.

Inventory Supervisor ×
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.

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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.

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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.

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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 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.

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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.

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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.

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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.

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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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