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.