# Help and Video Tutorials for Fuel Stations — Octyn > Octyn help and video tutorials, step by step: setup, shifts, the attendant app, rosters, cash, credit, payroll, GST and reports. Canonical: https://octynerp.com/help # Help and _tutorials_ Step-by-step guides to every part of Octyn, each with a short video: setting up, shifts, cash, credit, the counter, payroll, the books and your reports. Tutorials **39** For **Owners, managers, cashiers, accountants** [Watch the video](https://www.youtube-nocookie.com/embed/ilLBbV0mkSM?rel=0) Start here ## A month at a fuel station on Octyn The 27 main tutorials in one film, in the order a station lives it — from sign-up to the month-end reports. ## Getting started Sign up, set up the station, add your team, and look after your account. - [ ### The daily briefing: your station's morning on one screen The daily briefing is the owner's first screen: today's sales across outlets, the next tanker payment, and what needs attention.2 min video · Owner](/help/home-briefing) - [ ### Getting started: sign up and set up your station Sign up and set up your fuel station on Octyn: business details, outlet, nozzles, opening stock, oil company, prices and shifts.6 min video · Owner](/help/getting-started) - [ ### Your team: staff records, logins and roles Manage your team in Octyn: add staff records, invite logins with the right role, change or suspend access, and revoke invites.3 min video · Owner](/help/people-and-access) - [ ### Invoice numbers: continue your numbering or start a new series Set GST invoice numbers in Octyn: continue the numbering you used before, or start a new series for the next financial year.3 min video · Owner or accountant](/help/invoice-numbers) - [ ### Billing: your plan, auto-debit and invoices Octyn billing for owners: check your trial and plan, set up auto-debit through Razorpay, download GST invoices, add add-ons.2 min video · Owner](/help/billing) - [ ### Keeping your account secure: password and two-factor sign-in Keep your Octyn login safe: change your password, turn on two-factor sign-in with an authenticator app, and save backup codes.2 min video · Every user](/help/security) - [ ### Install Octyn and turn on alerts Install Octyn on your phone or computer like an app, turn on push alerts for stock, licences and OMC balance, and pick a theme.2 min video · Every user](/help/install-and-alerts) - [ ### Adding a second outlet, and what it costs Add a second fuel station to your Octyn account: what an extra outlet slot costs, the new store form, and one login for both.2 min video · Owner](/help/second-outlet) - [ ### Forgot your password? Getting back in Locked out of Octyn? Reset a forgotten password, sign in with an emailed link instead, or change the email you sign in with.2 min video · Every user](/help/account-recovery) - [ ### Cancelling your subscription Cancel an Octyn subscription: the auto-debit stops with your bank first, the station turns read-only, and your records stay.2 min video · Owner](/help/cancel-subscription) - [ ### Find, filter and export any list Filter any Octyn list by period, outlet, search or the Advanced filter, then export just those rows as CSV, Excel or PDF.3 min video · Every user](/help/filters-and-exports) - [ ### Contact support from inside Octyn Contact Octyn support from inside the app: ask about the screen you are on, then read the replies and carry on in one place.1 min read · Everyone](/help/contact-support) - [ ### Setting up the attendant app Set up the Octyn attendant app: pin the outlet on the map, choose who assigns nozzles, give PIN logins and pick lubricants.4 min video · Owner](/help/attendant-app-setup) - [ ### The roster: who works which shift, and leave Plan the weekly roster in Octyn: draft it or build it by hand, publish it, approve shifts from the app and decide leave.3 min video · Owner or manager](/help/roster-and-leave) ## Fuel and shifts Prices, tanker invoices and the shifts that sell the fuel. - [ ### Fuel prices: set today's price and revise it Set and revise fuel prices in Octyn: read today's board, add a new price from its effective date, and copy it to outlets.3 min video · Owner](/help/fuel-pricing) - [ ### Fuel purchases from an oil-company invoice Book an oil company fuel invoice in Octyn: upload it, check what was read, post it to stock and your OMC account, or fix it.3 min video · Owner, manager or accountant](/help/fuel-purchase) - [ ### Cash planner: when the next tanker's money is due Octyn's cash planner shows how long your fuel tanks last, what the next tanker loads cost, and when each payment is due.3 min video · Owner, manager or accountant](/help/cash-planner) - [ ### Tanks, dip charts and the morning dip Set up fuel tanks and dip charts in Octyn, record the morning dip with water and density, and read daily stock variation.9 min video · Owner, manager or cashier](/help/tanks-and-dips) - [ ### Stock adjustments: correcting book stock Correct fuel book stock in Octyn when the count and the books disagree: record the difference in litres, with the reason why.2 min video · Owner or accountant](/help/stock-adjustments) - [ ### Run a shift: open, crew the pumps, read the meters, close Run a fuel station shift in Octyn: open it, put attendants on nozzles, and close it with each meter reading to post sales.3 min video · Manager](/help/full-shift) - [ ### When a shift isn't clean: pumps down, test fuel, shorts and reopens Handle shift exceptions in Octyn: a nozzle out of service, a corrected opening reading, test fuel, cash shorts and reopens.3 min video · Manager](/help/shift-exceptions) - [ ### The attendant app: a shift on the phone The Octyn attendant app: log in at the pump with a PIN, photograph meters, enter credit sales, count cash and send the shift.6 min video · Attendant](/help/attendant-app) - [ ### Checking a shift sent from the attendant app Check a shift sent from the Octyn attendant app: review meter photos, credit, oil and cash, then approve it or send it back.3 min video · Manager or owner](/help/shift-check) - [ ### Shift templates: dividing the trading day Set up shift templates in Octyn: see how your shifts cover the day, add a night shift past midnight, and rename or retime one.2 min video · Owner or manager](/help/shift-templates) ## Cash and credit Counting the cash, banking it, and credit customers. - [ ### Close the cash day: count, recover, bank and tie out Close the day's takings in Octyn: count each shift, carry a short on the attendant's ledger, recover it, deposit it and tie out.4 min video · Cashier and accountant](/help/cash-day) - [ ### Credit customers: account, vehicles, slips, payments and statements Run fuel credit customers in Octyn: open an account with a limit, add vehicles, write slips, take payments, send statements.3 min video · Manager, cashier or accountant](/help/credit-customers) - [ ### Customer portal: let credit customers see their own account Octyn's customer portal lets credit customers see their own fuel slips, balance and statement online. Invite or remove them.3 min video · Owner, manager or accountant](/help/customer-portal) ## Shop and staff The lubricant counter, restocking it, and paying your people. - [ ### Lubricants and the counter: catalog, sales and stock-takes Run the lubricant counter in Octyn: a catalog with HSN and GST, counter sales, expired batches, stock reports and stock-takes.3 min video · Manager or cashier](/help/retail-counter) - [ ### At the counter: discounts, services and voids At the Octyn counter: give a discount off MRP, bill a service, put a bill in a customer name, and void a wrong sale safely.3 min video · Owner, manager or cashier](/help/counter-extras) - [ ### Restocking the counter: suggestions, orders, deliveries and payments Restock the lubricant counter in Octyn: turn reorder suggestions into a purchase order, receive the invoice and pay suppliers.3 min video · Owner, manager or accountant](/help/restocking) - [ ### Keying a supplier invoice by hand No PDF? Key a lubricant supplier's invoice into Octyn by hand, as printed, check the total against the paper, and post it.2 min video · Owner or manager](/help/manual-supplier-invoice) - [ ### Staff and payroll: attendance, advances, the monthly run and payslips Run fuel station payroll in Octyn: mark attendance by exception, give and recover advances, finalize the month and payslips.2 min video · Owner, manager or accountant](/help/staff-payroll) ## Accounts and reports Month-end books, statutory compliance and the numbers that matter. - [ ### Month-end accounts: expenses, bank reconciliation and the CA pack Month-end accounts in Octyn: record expenses, reconcile the bank, read the P&L and tax reports, and download the CA pack.4 min video · Accountant or owner](/help/accounts-month) - [ ### Tally export: vouchers and ledger names for your accountant Export to Tally from Octyn: match each account to its Tally ledger name, then download Tally Prime vouchers and masters.2 min video · Owner or accountant](/help/tally-export) - [ ### GST returns: GSTR-1 and GSTR-3B, section by section Prepare GSTR-1 and GSTR-3B in Octyn for each GSTIN: read every section, add 3B adjustments, and download Excel or portal JSON.4 min video · Owner or accountant](/help/gst-returns) - [ ### Compliance: statutory registers, licences and pump stamping Fuel station compliance in Octyn: export statutory registers, track licence renewals, and record pump stamping and tests.3 min video · Owner, manager or accountant](/help/compliance) - [ ### Reports and MIS: the cockpit, trends, the library and your own reports Octyn reports and MIS: the owner's cockpit, daily trends, eight ready-made reports, outlet comparisons and your own reports.6 min video · Owner, manager or accountant](/help/reports-mis) - [ ### Anomaly Watch: the patterns worth a question Octyn Anomaly Watch reads your books each morning and flags odd patterns. See the proof, record what you did, tune checks.3 min video · Owner](/help/anomaly-watch) - [ ### Ask the books: plain questions, answered from your figures Ask the books in Octyn: type a plain question about cash, credit, stock or sales, and get an answer with the rows behind it.2 min video · Owner](/help/ask-the-books)