Welcome to the OCTO Ops end-user help centre. This site explains what you can do in OCTO Ops and gives you practical, step-by-step procedures for completing common work.
The help centre is public. You do not need to sign in to read any page under /help. You still need an OCTO Ops account, an active organization membership, and access to the relevant module to perform the procedures in the application.
What is documented now?
Every module in OCTO Ops now has a guide. Where a feature exists in the navigation but has no working screen in this version, its page says so plainly instead of leaving you to find out — so a page marked Coming soon means the feature is not available yet, not that the guide is missing.
Pick your work from the left navigation, or start here:
| If you work in | Start at |
|---|---|
| A container yard | Container Depot |
| A warehouse | Warehouse |
| Third-party logistics storage | 3PL |
| Equipment and controlled property | Asset Management |
| Selling | Sales and CRM |
| Buying and stock replenishment | Purchasing and Products |
| Manufacturing | Production |
| Repairs | Workshop and Maintenance |
| Accounts | Finance |
| People and leave | Human Resources |
| Project work | Projects & Tasks |
| Running the organization | Settings |
| Figures and analysis | Reports |
Navigate the help centre
- Select the white f(x) OCTO Ops logo in the top-left navigation to return to the dashboard.
- Use the left navigation to select a module and submodule.
- Use search to find a feature, field, status, or procedure by name.
- On a long page, use the table of contents to jump to a section.
- Follow links between related procedures when a workflow crosses submodules.
- Pay attention to notes, warnings, prerequisites, and status changes before confirming an action.
Setting up a new organization
Whatever you use OCTO Ops for, the same order works:
- In Settings, check your organization's details and Module settings — timezone and date format first, then the reference data your modules need.
- Add your people in Users and give them what they need in Permissions.
- Set up the master data your module depends on. Each module's overview page lists its own order; for example Container Depot starts with yards, and Asset Management starts with categories and locations.
- Start entering day-to-day work, and use Reports to check the picture.
Screens and available records are scoped to the organization currently selected in OCTO Ops. If expected data is missing, confirm that you are working in the correct organization and that the module is enabled for it.