Help Center
Practical guides and answers for using Ooctal.
Guides
All guides
Sales & 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 guideClinics & Medical
Clinic setup and patient records
Set up doctors, services, patients, and clinical information.
Read guideInventory & Products
Products, variants, and pricing
Create sellable items with stock, cost, price, tax, and SKU information.
Read guideHR & People
Attendance, leaves, and payroll
Run the monthly people operations cycle.
Read guideAccounting
Journal entries and financial statements
Review double-entry postings and understand the core reports.
Read guideReports
Sales, purchase, and customer reports
Analyze commercial activity, collections, and balances.
Read guideSocial & WhatsApp
Social inbox and WhatsApp messaging
Handle conversations and connect messages to customers.
Read guideFinance
Currencies, taxes, and payment methods
Configure transaction rules before using financial screens.
Read guideClinics & Medical
Appointments, visits, and clinic billing
Move a patient from booking to visit, prescription, and payment.
Read guideInventory & Products
Warehouses, transfers, and adjustments
Control stock quantities across locations and preserve movement history.
Read guideAdvertising
Advertising connections and campaigns
Connect advertising accounts and monitor campaign performance.
Read guidePurchases & Suppliers
Suppliers and purchase orders
Manage supplier records, purchasing terms, and purchase commitments.
Read guideSales & Invoices
Sales returns and credit notes
Correct a sale while preserving the accounting and audit trail.
Read guideReports
Finance, tax, and inventory reports
Read the reports used for financial control and stock decisions.
Read guideCRM & Customers
Customers and contacts
Create customer records, contacts, addresses, terms, and balances.
Read guideGetting Started
Company setup checklist
A practical checklist for preparing a new company workspace.
Read guideGetting Started
Add users and assign first permissions
Invite the team and give each role only the access it needs.
Read guideGetting Started
Enter opening balances and opening stock
Bring approved starting balances into the company without breaking the audit trail.
Read guideGetting Started
Configure document numbering and templates
Make company documents consistent before sending them to customers or suppliers.
Read guideDashboard
Dashboard filters and reporting periods
Use company, date, currency, and status filters correctly.
Read guideDashboard
Understand dashboard KPI cards
Read the main sales, collection, purchase, expense, and stock indicators.
Read guideDashboard
Use dashboard alerts and shortcuts
Turn operational alerts into the next useful action.
Read guideDashboard
Review recent activity
Trace important changes made in the company workspace.
Read guide