Your Day One Setup Checklist
Before you start creating products, making sales, or ringing up customers, there are a few things you need to configure in CloudFFL. Think of this like setting up a new cash register — you need to program it before you can use it.
The good news: you only do this once, it takes about 30 minutes, and we will walk you through every step.
Tip: Have the following information handy before you start:
- Your state sales tax rate (check your state's Department of Revenue website if unsure)
- Your business bank account number and routing number
- Your EIN (Employer Identification Number)
The Setup Steps
Work through these pages in order. Each one builds on the previous step:
- Setting Your Country & Fiscal Localization — Tell the system you are a US-based business so it loads the right defaults
- Configuring Sales Tax — Set up your state sales tax rate so invoices calculate correctly
- Currency & Bank Account — Confirm US dollars and add your business bank account
- Essential App Settings — Turn on serial number tracking for firearms and set a few important defaults
Important: These settings affect the entire system. Only an administrator should go through this setup. If you are a sales associate or employee, your administrator has already done this for you — you can skip this chapter.
After You Finish
Once you complete these four steps, your system is ready for day-to-day use. The next steps would be:
- Set up your Company Information (name, address, logo) — covered in the next chapter
- Create user accounts for your employees
- Start adding products to your catalog
- Set up hardware like receipt printers and barcode scanners (if using them)
Let's get started.