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 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 guide