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Adding Products to the POS

Point of Sale POS Configuration

Not every product in your system needs to appear in the POS. Only products you sell at the counte...

Updated 2 months ago by CloudFFL OS

The POS Screen Layout

Point of Sale Getting Started with POS

When you open a POS session, you will see a screen divided into a few main areas. Here is what ev...

Updated 2 months ago by CloudFFL OS

Creating a POS Session

Point of Sale POS Configuration

Before your staff can ring up sales, you need to create and configure a POS session. Think of a s...

Updated 2 months ago by CloudFFL OS

POS vs Sales Orders — When to Use Which

Point of Sale Getting Started with POS

CloudFFL gives you two ways to sell products: the Point of Sale and Sales Orders. They both recor...

Updated 2 months ago by CloudFFL OS

What is the Point of Sale?

Point of Sale Getting Started with POS

The Point of Sale (POS) is CloudFFL's built-in cash register. It turns any computer, tablet, or t...

Updated 2 months ago by CloudFFL OS

Canceling a Sales Order

Sales Orders Managing Your Sales

Sometimes a sale falls through — the customer changes their mind, financing is denied, or the ite...

Updated 2 months ago by CloudFFL OS

Issuing a Credit Note / Refund

Sales Orders Managing Your Sales

When a customer returns an item or needs a refund after an invoice has been created and paid, you...

Updated 2 months ago by CloudFFL OS

Viewing & Filtering Sales Orders

Sales Orders Managing Your Sales

CloudFFL gives you multiple ways to view and find your sales orders. Where to Find Sales Orders ...

Updated 2 months ago by CloudFFL OS

Recording a Payment

Sales Orders Making a Sale (Step by Step)

Once the invoice is confirmed, you can record the customer's payment. Step by Step Open the co...

Updated 2 months ago by CloudFFL OS

Creating an Invoice

Sales Orders Making a Sale (Step by Step)

After confirming a sales order, the next step is creating an invoice — the bill you send to the c...

Updated 2 months ago by CloudFFL OS

Confirming a Sales Order

Sales Orders Making a Sale (Step by Step)

When the customer is ready to buy, you confirm the quotation to turn it into a sales order. Step...

Updated 2 months ago by CloudFFL OS

Creating a Quotation

Sales Orders Making a Sale (Step by Step)

Every sale in CloudFFL starts with a quotation. Here is how to create one. Step by Step Go to ...

Updated 2 months ago by CloudFFL OS

Adding Products to a Sale

Sales Orders Making a Sale (Step by Step)

Once you have a quotation open with the customer selected, you need to add the items they are buy...

Updated 2 months ago by CloudFFL OS

The Sales Order Lifecycle

Sales Orders Understanding Sales

Every sale in CloudFFL follows a consistent path. Understanding this lifecycle helps you know whe...

Updated 2 months ago by CloudFFL OS

Quotation vs Sales Order vs Invoice

Sales Orders Understanding Sales

These three terms come up constantly in CloudFFL. Here is what each one means and how they relate...

Updated 2 months ago by CloudFFL OS

What is a Sales Order?

Sales Orders Understanding Sales

A sales order is your record of what a customer is buying from you. Every time you sell a firearm...

Updated 2 months ago by CloudFFL OS

Printing Firearm Labels

FastBound Integration Acquisitions (In-Depth)

CloudFFL can print barcode labels for serialized firearms, making it easy to tag inventory for re...

Updated 2 months ago by CloudFFL OS

Syncing Inventory with FastBound

FastBound Integration Setup & Configuration

The Inventory Sync wizard performs a bulk import of your entire FastBound inventory into CloudFFL...

Updated 2 months ago by CloudFFL OS

Importing Products from FastBound

FastBound Integration Setup & Configuration

If you already have firearms listed in FastBound and want to pull their compliance attributes int...

Updated 2 months ago by CloudFFL OS

Logging a Theft or Loss Disposition

FastBound Integration Dispositions (In-Depth)

A theft or loss disposition removes a firearm from your bound book when it is no longer in your p...

Updated 2 months ago by CloudFFL OS