Module guide
Workflow Guides
Use the installed Guides extension to record an approved demonstration, review the captured steps and redact sensitive information before sharing. Install the unpacked extension by selecting its folder rather than running a file.
How this module fits your work
Use the installed Guides extension to record an approved demonstration, review the captured steps and redact sensitive information before sharing. Install the unpacked extension by selecting its folder rather than running a file.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Quick Links
- GuidesService view · Quick Links
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.