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 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 guideAdvertising
Advertising connections and campaigns
Connect advertising accounts and monitor campaign performance.
Read guideInventory & Products
Warehouses, transfers, and adjustments
Control stock quantities across locations and preserve movement history.
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 guideRestaurants & Menus
Restaurant menus and orders
Configure menu items and operate the order flow.
Read guide