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203 total results found

Trial balance

Financial Reports & Tools Running Reports

The trial balance is a report that lists every account in your chart of accounts with its current debit and credit balance. If the total debits equal the total credits, your books are balanced. If they don't, something needs investigation. Who uses it You pr...

tier
intermediate
type
procedural

Tax reports and sales tax summary

Financial Reports & Tools Running Reports

When it's time to file your state sales tax return, you need to know exactly how much tax you collected and on what sales. CloudFFL OS tracks this automatically — you just need to pull the right report. Running the tax report Go to Accounting → Reporting → ...

tier
intermediate
type
procedural

Customer and vendor statements

Financial Reports & Tools Running Reports

A statement is a summary of all transactions between you and a specific customer or vendor over a period. It shows every invoice, payment, credit note, and the running balance. Statements are useful for dealer-to-dealer accounts, wholesale customers, and any r...

tier
intermediate
type
procedural

What is asset management?

Financial Reports & Tools Asset Management

When you buy a $3,000 gun safe, a $5,000 display case, or a $15,000 security camera system, you don't expense the full cost in the month you bought it. Instead, you spread that cost over the useful life of the asset — that's depreciation. Asset management in C...

tier
intermediate
type
concept

Creating and depreciating an asset

Financial Reports & Tools Asset Management

When you purchase a business asset — like a new display case for $4,800 — here's how to set it up in CloudFFL OS so depreciation is tracked automatically. Step by step Go to Accounting → Accounting → Assets (or Accounting → Assets depending on your menu lay...

tier
intermediate
type
procedural

Disposing of an asset

Financial Reports & Tools Asset Management

When you sell, scrap, or replace a business asset — maybe you upgrade your display cases, replace a broken safe, or sell your old POS terminals — you need to record the disposal so your books reflect reality. Types of disposal Sale — you sell the asset to s...

tier
intermediate
type
procedural

How WooCommerce Store Sync Works

WooCommerce Store Sync Getting Started with WooCommerce

Available on Professional plans and above. WooCommerce store sync connects an outside WooCommerce website to CloudFFL OS. If you'd rather sell from the storefront built into CloudFFL OS, that's available on Starter plans and up — ask us about the built-in webs...

tier
beginner
type
concept
plan
professional

Connect Your WooCommerce Store

WooCommerce Store Sync Getting Started with WooCommerce

Connecting your store is a one-time setup. You'll create a set of API keys on your WooCommerce site, paste them into CloudFFL OS, and run a quick connection test. Your WooCommerce site must be served over HTTPS (a secure https:// web address). CloudFFL OS wil...

tier
beginner
type
procedural
plan
professional

List Products to Your Store

WooCommerce Store Sync Listing Your Products

Once your store is connected, you can list products from CloudFFL OS onto your WooCommerce site. CloudFFL OS sends the product details — name, price, description, images, category, and stock — and remembers the link so future updates change the same product in...

tier
beginner
type
procedural
plan
professional

Import an Existing WooCommerce Catalog

WooCommerce Store Sync Listing Your Products

Already have products on your WooCommerce site? You don't have to re-enter them. CloudFFL OS can read your existing catalog and link each store product to a product in CloudFFL OS, so the two sides start out matched. Run the import On the store, turn on Impo...

tier
intermediate
type
procedural
plan
professional

Map Your Store Categories

WooCommerce Store Sync Listing Your Products

Your WooCommerce store already has its own categories — like Handguns, Rifles, Ammunition, or Optics. Mapping tells CloudFFL OS which of your CloudFFL categories matches each store category, so products list under the right section of your website. Step 1: Pu...

tier
beginner
type
procedural
plan
professional

How Inventory Syncing Works

WooCommerce Store Sync Inventory & Orders

CloudFFL OS keeps your WooCommerce quantities in line with your real stock so you don't oversell. Your on-hand count in CloudFFL OS is the master number — it's pushed out to your store, never the other way around. CloudFFL OS is the source of truth When your ...

tier
beginner
type
concept
plan
professional

Orders Flow In Automatically

WooCommerce Store Sync Inventory & Orders

When a customer places an order on your WooCommerce site, it appears in CloudFFL OS on its own — usually within moments. You manage and fulfill it like any other sales order; you don't have to re-key anything. How orders arrive Your store notifies CloudFFL OS...

tier
beginner
type
procedural
plan
professional

Firearms Orders & FFL Dealers

WooCommerce Store Sync Inventory & Orders

Selling firearms online has an extra step that other products don't: the gun has to ship to a licensed FFL dealer, not straight to the customer's door. On WooCommerce, that part of checkout is handled by the CloudFFL for WooCommerce plugin, and CloudFFL OS wor...

tier
beginner
type
concept
plan
professional

Your Built-In Online Store

Your Built-In Online Store Getting Started with Your Website

Included on Starter plans and above. CloudFFL OS comes with its own online store, so you can sell on the web without any outside website. If you already run a separate WooCommerce site, you can connect that instead — see WooCommerce Store Sync (Professional pl...

tier
beginner
type
concept
plan
starter

Turn On Your Website and Choose a Theme

Your Built-In Online Store Getting Started with Your Website

Your storefront lives in the Website area of CloudFFL OS. Setting it up is mostly point-and-click — you choose a look, arrange your pages, and you're ready to add products. Open your website Go to the Website app in CloudFFL OS. The first time you open it, C...

tier
beginner
type
procedural
plan
starter

Publish a Product to Your Store

Your Built-In Online Store Selling Products Online

A product only shows up on your website once you publish it. This lets you control exactly what's for sale online — you might stock a hundred items but only publish the ones you want to sell on the web. Get the product ready Open the product in CloudFFL OS (...

tier
beginner
type
procedural
plan
starter

Organize Your Store with Categories

Your Built-In Online Store Selling Products Online

Categories are how customers find their way around your shop — sections like Handguns, Rifles, Ammunition, and Optics. Setting them up makes your store easy to browse and lets shoppers filter to what they want. eCommerce categories vs. internal categories Clo...

tier
beginner
type
procedural
plan
starter