Documentation
How Otura works
Step-by-step guides for setting up your catalogue, stock, offers and kitchen. Every page was checked against the product itself, and each one says when that was, so you know how fresh it is.
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How the catalogue fits together, which modules and setup your shop needs, languages, and finding your way around.
- How the catalogue fits togetherProducts, variants, units, packs, stock, bundles, modifiers and recipes in one picture — and which of them your kind of shop needs.Read
- Modules and plansThe parts of Otura your plan includes, switching one off when you do not use it and back on, and what a page belonging to a module that is off says.Read
- Trying Otura in test mode, and going liveA new business starts in test mode: it can try every part of Otura with sales that are not real, receipts say TEST, invoices are numbered TEST-INV, and nothing reaches the real books. On go-live day Otura archives the test data and the first real invoice is INV-000001.Read
- Languages, and Otura in ArabicChoosing English, Arabic or French for yourself, how the whole app turns right-to-left in Arabic, the language a till shows before anyone signs in, and light and dark themes.Read
- Finding a page: the command palettePress Ctrl+K (⌘K on a Mac) and type what you are looking for: any page, setting, product, customer or order, in your own language.Read
Catalogue
Products, variants, units and packs.
- ProductsCreate, edit, file and retire the things you sell — and understand what each field on the product form actually changes.Read
- VariantsSell one product in several colours and sizes — each with its own SKU, price and stock — and see how the till lets the cashier pick one.Read
- Units and decimal quantitiesThe units Otura knows, how to add your own, and how to sell half a portion or 0.75 kg of something.Read
- PacksSell and buy an item by the box, case or sack — with its own price and barcode — while stock is always counted in single units.Read
- Shared barcodesNames for barcodes your shop has never entered, from Open Food Facts and other shops — where each came from, and whether your own barcodes are shared.Read
- Serial numbers and warrantiesPhones, tools and appliances sold by serial number: the till asks for each unit’s serial, keeps its warranty, and frees it when it comes back.Read
- Your own barcodes and labelsBarcodes for clothes and anything else that arrives without one, and labels with size, colour, price and a barcode the till can scan.Read
At the till
The sale screen, the keyboard, taking payment, the cash drawer, returns and exchanges, and closing a shift.
- The sale screenRinging up an order at the till: held orders and order types in the top bar, the catalogue and its divider, pinned products, the cart and its dollar/lira switch, the calculator, and the keyboard.Read
- Taking payment, receipts and the billCheckout with or without a receipt, quick cash in one key, printing the last receipt again, the unpaid bill, and why the lira total is a round figure.Read
- Cash roundingRound what a customer pays in lira to notes that exist, choose the step and the direction, and see what the rounding does to the sale and its VAT.Read
- Returns, exchanges and past salesTaking goods back at the till, all or part of a line, as a refund or an exchange; what is paid back and where the stock goes; the History of a shift, finding a sale in it, a delivery in it, and voiding a sale.Read
- The cash drawer during a shift: drops, payouts, pay ins and no saleTaking cash out of the drawer to the safe, paying an expense from it, putting change into it, and opening it without a sale: the Cash screen, who may do what, and how the shift counts each.Read
- Closing a shift and the Closing Session reportCounting the drawer at the end of a shift, the Closing Session report the till shows when the shift closes, what each part of it means, and printing it again later from the back office.Read
- The exchange rate: what a dollar is worth in liraSetting the dollar-to-lira rate the tills use, its history, the range Otura accepts, and why a sale already rung keeps the rate it was rung at.Read
- Selling when the connection dropsThe desktop till keeps taking cash and card when the internet goes down, prints a provisional receipt, and sends everything when the connection returns. What works offline, what waits for the connection, and how to check that every sale arrived.Read
- Sales rung while offlineWhere the sales a till rang without a connection wait, how they reach the server, and what to do when one is stuck.Read
Sales records and invoices
Every sale the tills made, with its profit, invoice numbers and the invoice register, invoicing business customers on account, orders from your online shop, and the reports on what sold.
- Transaction historyEvery sale, return and void from every till in one list: filter it, see the profit and margin on each sale, and open one to see its lines, payment and delivery.Read
- Analytics: sales, products and waste over timeNet sales by day, week, month or year against the period before, the busy hours, what sold by order type, payment, category, branch and cashier, how many of each product sold in each period, and what waste cost.Read
- Sales invoices and credit notesInvoice a business customer on account, with VAT and a legal number; credit them when goods come back; void an invoice issued by mistake.Read
- Invoice numbers and the invoice registerEvery sale, invoice and credit note carries a legal number that never restarts. The invoice register lists them by month, by date or from one number to another, totals them for VAT and stamp duty, and exports or prints them for the Ministry of Finance.Read
- ReportsMargin, Sales by category and Modifier sales: what each report shows, the dates it covers, and which roles see it. Margin shows cost, so only someone who may see costs opens it.Read
- Online orders and channelsOrders from your online shop: each takes an invoice number when it is placed; confirm it to reserve the stock, ship and deliver it, or cancel it, which credits the invoice.Read
- Your online shop, as your customers see itWhat a customer does on your online shop, from finding a product to the tracking page, and what each step puts in your back office and your books.Read
Stock
Getting stock in and entering supplier invoices, counting it, moving it between locations, batches and expiry, what it is worth, and reordering.
- Stock shortfallsWhen a till sells offline and another till sold the last units meanwhile, the sale is still booked and the missing units are recorded as a shortfall. Find each one and account for it: stock that arrived without being booked, a count that confirms the loss, or something else.Read
- Tracked and untracked itemsChoose whether selling an item reduces its stock. Goods you count, and dishes with a recipe, are tracked; services and fees usually are not.Read
- Getting stock in, and keeping it rightA tracked product sells only when it has stock where the till sells from. How to put stock in, correct it, see its history and get low-stock warnings.Read
- Stock counts and wasteCount what is on the shelf, let a manager approve the differences, and write off what was spoiled or broken, from the back office or at the till.Read
- Moving stock between locationsSend stock from a warehouse to a shop, or between branches: create a transfer, dispatch it, receive it. A branch can also ask for stock with a transfer request.Read
- Batches and expiry datesEvery delivery of an item is kept as its own batch, with its cost and, when you give one, its expiry date. Sales take the earliest-expiring stock first.Read
- Medicines: pack codes, expiry and Ministry pricesThe 2D code on a medicine pack read at the till, stock past its expiry date never sold, and each product priced beside the Ministry of Public Health’s list.Read
- What your stock is worthStock › Valuation adds up what the stock on hand cost, by location and by product, from the batches it was bought in.Read
- Reorder pointsTell Otura the level at which an item needs ordering, and it lists what has fallen to it and how much to order.Read
- Entering supplier invoicesThe receiving desk: type a stack of paper supplier invoices one after another on one screen, receive the goods, and create a missing supplier, product, pack or unit without leaving it.Read
- ConsignmentGoods a supplier leaves with you and is paid for only when they sell: the agreement and the supplier’s share, and settling what was sold. Not yet usable end to end — read the first box.Read
Offers and pricing
Bundles, discounts and price lists.
- Bundles and combo offersSell items together at one price — a combo meal, “3 for $10”, or a deal where the customer chooses (“any 3 Solo pizzas + fries + 2 drinks”) — with each item still leaving stock on its own.Read
- Discounts, price lists and currencyHow the till decides a price, how cashiers give discounts and who may, customer and volume price lists, and how US dollars and Lebanese pounds are handled.Read
Customers and delivery
Who a sale is for, their phone number, credit and loyalty points, where a delivery goes, and the drivers who take it.
- Customers, addresses, credit and tiersPut a customer on a sale, create one at the till, enter a phone number from any country, keep the addresses a delivery goes to, set a credit limit, read what a customer owes, give customers tiers and merge duplicates.Read
- Loyalty pointsCustomers earn points on what they pay and spend them at the till for money off; tiers earn faster. Set the rates, redeem at checkout, and look a card up.Read
- Delivery fees and driversWhere a delivery fee goes in your books, what a driver can see and do, marking a cash-on-delivery order delivered, and — if your drivers keep the fee — how a driver hands in the rest of the cash at a till.Read
- The drivers appdrivers.otura.app: the phone app a delivery driver signs in to, to go available, take waiting deliveries (several at once), see what to collect, tell the customer on WhatsApp, and mark it delivered.Read
Kitchen and recipes
Tables and the floor map, sending orders to the kitchen, modifiers, recipes, ingredient deduction and production runs.
- Tables and the floor mapSet up your areas and tables, open an order at a table from the floor map, and see which tables are taken; the kitchen ticket names the table.Read
- ModifiersOptions a customer chooses on an item — size, toppings, extras, “no pickles” — with a price, what the kitchen is told, and, optionally, the ingredients each option adds or removes.Read
- Recipes: selling an item made from ingredientsGive a dish a recipe — a pizza uses 300 g of cheese and 100 g of pepperoni — and every sale deducts those ingredients from stock and records their cost. Or make it ahead in batches with a production order and sell it from stock.Read
- Production runsMake a batch ahead — dough, sauces, bread — from a recipe: the ingredients leave stock when the run starts, the finished goods arrive when it is completed, at their cost.Read
- Sending orders to the kitchenHow an order reaches the kitchen — on the Kitchen Display, on the kitchen printer, or both — and how to turn the kitchen screen off if your kitchen works from printed tickets.Read
Your staff
Who signs in and what each person may do, employees and their pay, leave, payroll, the activity log, selling to your employees, and paying them commission.
- People: who signs in, and what they may doAdding the people who sign in to Otura, their role and their own permission exceptions, resetting a PIN or password, deactivating someone, and what terminating an employee in HR does to their sign-in.Read
- Roles and permissionsThe built-in roles, making a role of your own with only the permissions it needs, amount limits, templates, and what someone without a permission sees.Read
- Employees, their pay, and attendanceHiring an employee with their department, position and monthly salary, changing their pay from a date, monthly allowances, and the timesheet.Read
- Leave: requests, balances and self-serviceLeave types, an employee’s opening days, recording and approving a request, and how an employee asks for time off from My Leave.Read
- Payroll, NSSF and income taxSetting up Lebanon’s statutory rates, running a month’s payroll for staff paid in dollars or lira, reading a payslip, approval by a second person, and what reaches your books.Read
- The activity log: who changed whatEvery recorded change in your business, live: filtering it by person, record type, action and dates, reading what one change did, and exporting it.Read
- Selling to employeesEmployee prices and limits: give an item free or cheaper to your staff, sell it at the till with Sell to employee, and see it on the reports and in your books.Read
- Sales commissionsPay staff a share of what they sell: rules by product, category or for everything, who is eligible, what each sale earned, returns taken back, and paying it out.Read
Tills and printers
Who signs in on each till, tills and registers, exchange rates, printers, receipts, and the desktop app on the counter PC.
- Signing in at a till, and PINsWho a till lists for PIN sign-in and how to choose it per till, email and PIN for everyone else, the lock screen, PINs of 4 to 6 digits, and how many wrong tries Otura allows.Read
- Tills and registers: pairing a device, adding a registerA register is a selling point with its own drawer and shifts; a till is the device paired to it. Pairing a new till with a one-time code, revoking a lost one, and adding a register where the shop sells, which Otura turns on for a business on request.Read
- PrintersConnect a receipt, kitchen, label or document printer to the Otura desktop app, give it a role on this till, set its copies, paper width and line speed, and check that it really prints.Read
- Receipt settingsWhat prints on a customer receipt and in what order: the sections you switch on and off, header and footer lines, paper width, the second currency on each line and on the total, and why a receipt keeps the settings of its day.Read
- The desktop app windowFull screen for the counter PC, the window buttons on Windows, and collapsing the navigation sidebar.Read
- Getting help, Otura status and feedbackContact support, check whether Otura is working right now, send an idea or report a problem from the till, update the desktop app, see which version a till runs, and unpair a till nobody can sign in on.Read
Accounting
The chart of accounts, cash boxes and the end-of-day count, journal entries, month-end and year-end, what customers owe, paying suppliers, bank reconciliation, tax returns and the financial reports.
- How money moves: where your money sits and what each event doesEvery place your money sits in Otura — each drawer, the safe, the bank, card takings, what customers and suppliers owe, staff, VAT and your own capital — and what each everyday event moves, with the accounts for your accountant.Read
- Your money routine: every day, every month, every yearWhat to do with your money each day, each month and at the year end, on which screen, for one branch or several, one till or several, and one shift a day or several.Read
- Chart of accountsStart your books with the standard Lebanese chart in one click, add the accounts your business needs, and top up a chart that is missing standard accounts.Read
- Cash boxes, transfers and End of DayName the places your money sits, record every move between them, count them at the end of the day, and see where a shortage or overage went in the books.Read
- Journal entriesType a journal entry in dollars or in lira, finding each account by its code or name, keep it as a draft until it is right, then post it, reverse it or discard it.Read
- Fiscal years, month-end and year-end closeHow Otura files your books into fiscal years and months, how a month is closed and locked once it is over, how the year-end close moves the year’s profit into retained earnings, and how the next year opens.Read
- Receivables and collections: who owes you, and getting paidSee what each business customer owes and how late it is, call the late ones and note their promises, record the money when it comes in against the right invoices, and prove the customers’ balances against your books.Read
- Supplier bills, debit notes and paymentsWhen a supplier bill falls due, how a debit note reduces it, how to pay suppliers and reverse a payment, and the payables aging, statement and control reconciliation.Read
- Bank reconciliationPut a bank statement into Otura, match each line to the entry that recorded it, and complete the reconciliation when the statement agrees with your books.Read
- Tax returns: VAT, WHT, salary tax and income taxBuild the quarterly VAT return from your books, file it, pay it from a cash box or bank account, amend it, and handle withholding, salary tax (R10) and corporate income tax.Read
- Financial reports: trial balance, P&L, balance sheet, ledger and VATProve your books: a trial balance that ties, the profit and loss for any range, a balance sheet that says whether it balances, an account’s ledger with its running balance, and the VAT of a period.Read