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Practical guides and answers for using Ooctal.
Guides
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CRM & Customers
Capture and convert leads
Turn an initial enquiry into a qualified customer opportunity.
Read guideCRM & Customers
Customer groups and segments
Organize customers for pricing, communication, and reporting.
Read guideCRM & Customers
Customer credit and payment terms
Set credit limits and payment rules before issuing sales documents.
Read guideCRM & Customers
Customer statements and aging
Explain what a customer owes and how long it has been outstanding.
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CRM tasks and reminders
Keep customer follow-up assigned, dated, and visible.
Read guideSales & Invoices
Sales pipeline stages
Move opportunities through a consistent sales process.
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Sales discounts and price lists
Apply pricing rules without losing approval control.
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Sales delivery and fulfillment
Move an approved sale from order to delivery.
Read guideSales & Invoices
Sales payment follow-up
Prioritize and record customer collection work.
Read guidePurchases & Suppliers
Purchase requisition to purchase order
Turn an internal need into an approved supplier order.
Read guidePurchases & Suppliers
Supplier price lists and terms
Keep supplier costs, currencies, and payment conditions accurate.
Read guidePurchases & Suppliers
Goods receipt and three-way check
Match what was ordered, received, and billed.
Read guidePurchases & Suppliers
Supplier aging and statement
Plan supplier payments from verified outstanding liabilities.
Read guideInventory & Products
Product categories and units
Create a clean product structure for stock and reporting.
Read guideInventory & Products
Barcodes and product search
Find products quickly and reduce selection errors.
Read guideInventory & Products
Stock receipts and issues
Record incoming and outgoing quantities with a clear source.
Read guideInventory & Products
Stock transfer workflow
Move stock between warehouses without losing custody or timing.
Read guideInventory & Products
Stock counts and variance approval
Correct physical-count differences with evidence.
Read guideInventory & Products
Inventory costing and cost of goods sold
Understand how stock cost affects sales and financial reports.
Read guideFinance
Expense approval workflow
Submit and approve expenses with supporting evidence.
Read guideFinance
Recurring expenses
Manage regular costs without losing review control.
Read guideFinance
Bank reconciliation workflow
Match system transactions to a bank statement.
Read guideFinance
Cash management
Control petty cash and cash movements.
Read guideFinance
Payment batches
Prepare multiple approved payments safely.
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