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.
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.
Showing 11 of 395 synchronized guides.
A first-time setup path for warehouse teams, from building your storage locations to creating your first stock item and running a task.
A quick reference to every status, badge, and movement type used across warehouse orders, stock items, counts, and movement history.
Step-by-step instructions to add, find, edit, and organize items in the Inventory catalog using the Items page and its tabs.
A quick reference to the status labels, item types, stock flow signs, and flags you see across the Inventory lists.
Step-by-step instructions to log an incoming delivery, record accepted and rejected units, and put stock away into a location.
Step-by-step instructions to move stock from one warehouse to another using ship and receive actions that keep on-hand figures accurate.
The standard procedure for correcting on-hand quantities through a cycle count, from planning the count to approving the variance adjustments.
Understand what the ERPat Warehouse module does, who operates it, and the main areas you will work in every day.
Learn how to check on-hand stock and record stock added or deducted for an item, including serial, lot, and expiry details.
A plain-language tour of the Inventory module, the item catalog, stock levels, brands, units, and who relies on each area.