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 11 of 395 synchronized guides.

Inventory Supervisor ×
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.

onboardingsetupstock itemswarehousegetting-started
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.

badgeslegendmovement typesstatusreference
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
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.

inboundput awayreceivingstockhow-to
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.

inter-warehouseshippingstocktransferhow-to
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.

adjustmentcycle countstock accuracyvariancecycle-count
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.

distributioninventorystockwarehouseoverview
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