Help Center
Practical guides and answers for using Ooctal.
Guides
All guides
Restaurants & Menus
Restaurant menus and orders
Configure menu items and operate the order flow.
Read guideInventory & Products
Inventory valuation and low-stock alerts
Understand stock value, reorder thresholds, and inventory reports.
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 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 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