Help Center
Practical guides and answers for using Ooctal.
Guides
All guides
Getting Started
Sign in to Ooctal
Open your workspace and recover access if you cannot remember your password.
Read guideGetting Started
Create an Ooctal account
Register your user account before setting up your company workspace.
Read guideGetting Started
Create your first company workspace
Choose your business type and enter the company details needed to launch your workspace.
Read guideDashboard
Using the company dashboard
Read KPIs, alerts, shortcuts, and recent activity.
Read guideGetting Started
First setup for a company
Prepare your company workspace before entering daily transactions.
Read guideSales & Invoices
Sales invoices and receipts
Issue an invoice, collect payment, and monitor the customer balance.
Read guideGetting Started
Recommended daily workflow
A simple operating cycle for companies using Ooctal every day.
Read guideSocial & WhatsApp
Broadcast campaign setup and audience resolution
Create targeted email and WhatsApp campaigns with audience resolution and recipient verification.
Read guideSocial & WhatsApp
Email deliverability and spam prevention guidelines
Protect your sending domain reputation, reduce bounce rates, and ensure inbox delivery.
Read guideSocial & WhatsApp
Unsubscribe compliance and company suppression lists
Comply with RFC 8058 one-click unsubscribe and manage company-isolated suppression records.
Read guideSales & Invoices
POS shift opening, cash float, and shift closing
Control cashier sessions, count opening float, and reconcile closing payment totals.
Read guideSales & Invoices
POS hardware setup: Receipt printers, cash drawers, and scanners
Connect thermal ESC/POS printers, automatic cash drawers, and barcode readers.
Read guideSales & Invoices
Offline POS sales and automatic background sync
Continue processing sales during network interruptions with local storage synchronization.
Read guideFinance
ZATCA Phase 2 e-invoicing onboarding and compliance
Onboard cryptographic CSIDs, generate compliant UBL 2.1 XML invoices, and integrate clearance/reporting.
Read guideFinance
Online payment gateway integration and payout settlement
Connect Stripe, Tap, PayTabs, and MyFatoorah for instant customer invoice checkout.
Read guideAccounting
Fixed asset registration, valuation, and depreciation schedules
Track company assets, calculate monthly depreciation, and post automated GL entries.
Read guideInventory & Products
Batch and lot tracking with expiration date management
Control perishable and serialized inventory with FEFO/FIFO dispatch rules.
Read guideSettings
Workspace security, two-factor authentication, and audit logs
Protect sensitive financial records with 2FA, session controls, and granular audit trails.
Read guideSales & Invoices
Quotation drafting, customer approval, and conversion to sales order
Issue professional quotations, track customer approvals, and convert seamlessly to orders.
Read guideAccounting
Cost centers, project dimensions, and analytical accounting
Tag revenue, expense, and journal transactions with cost centers to generate departmental and project P&L reports.
Read guideFinance
Recurring customer invoices and automated subscription billing
Automate regular monthly or annual retainer billing schedules with automated email delivery.
Read guideFinance
Cheque tracking, post-dated cheques (PDC), and bank clearing
Manage incoming and outgoing cheques, track maturity dates, and record bank deposit settlements.
Read guideFinance
Petty cash custodian funds, payment vouchers, and replenishment
Control office cash floats, track small expense vouchers, and approve replenishment reimbursements.
Read guideInventory & Products
Bill of Materials (BOM), product bundles, and kit assembly
Build finished products from component parts with automatic stock depletion and assembly costing.
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