Help Center
Practical guides and answers for using Ooctal.
Guides
All guides
Purchases & Suppliers
Landed cost allocation: Customs, shipping freight, and handling
Apportion international freight and customs duty into item valuation for true product margin analysis.
Read guideInventory & Products
Multi-warehouse stock transfers and in-transit tracking
Transfer inventory between physical branches with dispatch, in-transit custody, and destination receipt.
Read guideHR & People
Wages Protection System (WPS) and SIF file export
Export compliant salary transfer files for central bank and commercial bank payroll processing.
Read guideHR & People
End of Service Gratuity (EOSB) and employee exit settlement
Calculate statutory severance gratuity, accrued unused leave balances, and issue final settlement clearance.
Read guideHR & People
Employee personal loans, salary advances, and automated payroll installments
Disburse staff loans and schedule automated monthly deduction installments in payroll.
Read guideClinics & Medical
Electronic Medical Records (EMR), patient history, and vital signs
Record patient medical history, allergies, chronic conditions, and track vital sign charts across visits.
Read guideClinics & Medical
Electronic prescriptions, dosage instructions, and pharmacy dispensing
Issue standardized medical prescriptions with drug dosage, frequency, and direct pharmacy integration.
Read guideClinics & Medical
Medical insurance policy setup, patient co-pays, and claim batching
Manage insurance companies, policy coverage tiers, patient co-pay deductions, and insurer claim submissions.
Read guideRestaurants & Menus
Kitchen Display System (KDS) and prep station order routing
Route incoming food tickets to specialized kitchen screens with preparation timers and order bumping.
Read guideRestaurants & Menus
Recipe management, ingredient depletion, and food cost analysis
Link dishes to raw ingredient quantities for automatic inventory deductions and gross margin control.
Read guideRestaurants & Menus
Table reservations, dining floor plans, and guest waitlist management
Manage dining room floor plans, book table reservations, and coordinate guest seating.
Read guideSocial & WhatsApp
WhatsApp Business Cloud API setup, phone registration, and webhooks
Connect official Meta WhatsApp Cloud API credentials for verified automated messaging.
Read guideSettings
Role-based access control (RBAC) and custom staff permissions
Create customized user roles, restrict access to financial reports, and enforce company segregation.
Read guidePurchases & Suppliers
Supplier bills and payments
Record supplier invoices, liabilities, and settlements.
Read guideCRM & Customers
Customer activities and follow-up
Keep sales conversations, tasks, reminders, and files connected to the customer.
Read guideAI Assistant
Using the company AI assistant
Ask the assistant for navigation, drafts, summaries, and permitted company insights.
Read guideSettings
Company profile and document settings
Maintain company identity, numbering, templates, and communication defaults.
Read guideFinance
Expenses and expense categories
Record operating spending with the correct tax and accounting treatment.
Read guidePurchases & Suppliers
Purchase returns and debit notes
Return supplier goods or reduce a supplier liability with a traceable document.
Read guideHR & People
Employees, departments, and contracts
Set up the employee record and employment information.
Read guideAccounting
Chart of accounts
Organize the ledger into assets, liabilities, equity, income, cost, and expenses.
Read guideSettings
Users, permissions, and subscription limits
Control access while keeping the company within its enabled plan.
Read guideSales & Invoices
Quotations and sales orders
Prepare a customer offer and move it into the sales cycle.
Read guideFinance
Banks, cash, and reconciliation
Track accounts, payments, deposits, and differences against statements.
Read guide