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Opening a POS Session
Before you can ring up any sales, you need to open a POS session. This is like opening the regist...
POS Categories & Display
POS categories organize your products into groups on the POS screen, making it fast for counter s...
Setting Up POS Payment Methods
Payment methods define how customers can pay at the counter. You need at least one payment method...
Adding Products to the POS
Not every product in your system needs to appear in the POS. Only products you sell at the counte...
The POS Screen Layout
When you open a POS session, you will see a screen divided into a few main areas. Here is what ev...
Creating a POS Session
Before your staff can ring up sales, you need to create and configure a POS session. Think of a s...
POS vs Sales Orders — When to Use Which
CloudFFL gives you two ways to sell products: the Point of Sale and Sales Orders. They both recor...
What is the Point of Sale?
The Point of Sale (POS) is CloudFFL's built-in cash register. It turns any computer, tablet, or t...
Canceling a Sales Order
Sometimes a sale falls through — the customer changes their mind, financing is denied, or the ite...
Issuing a Credit Note / Refund
When a customer returns an item or needs a refund after an invoice has been created and paid, you...
Viewing & Filtering Sales Orders
CloudFFL gives you multiple ways to view and find your sales orders. Where to Find Sales Orders ...
Recording a Payment
Once the invoice is confirmed, you can record the customer's payment. Step by Step Open the co...
Creating an Invoice
After confirming a sales order, the next step is creating an invoice — the bill you send to the c...
Confirming a Sales Order
When the customer is ready to buy, you confirm the quotation to turn it into a sales order. Step...
Creating a Quotation
Every sale in CloudFFL starts with a quotation. Here is how to create one. Step by Step Go to ...
Adding Products to a Sale
Once you have a quotation open with the customer selected, you need to add the items they are buy...
The Sales Order Lifecycle
Every sale in CloudFFL follows a consistent path. Understanding this lifecycle helps you know whe...
Quotation vs Sales Order vs Invoice
These three terms come up constantly in CloudFFL. Here is what each one means and how they relate...
What is a Sales Order?
A sales order is your record of what a customer is buying from you. Every time you sell a firearm...
Printing Firearm Labels
CloudFFL can print barcode labels for serialized firearms, making it easy to tag inventory for re...