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You do not always have to set up a vendor before starting a Purchase Order. If you realize mid-PO that the vendor is not yet linked to FastBound — or is not even in the system yet — CloudFFL lets you run the FFL Lookup directly from the PO without losing your ...

The Sales Order workflow is the standard back-office method for processing firearm sales — used for phone orders, pre-arranged purchases, and any case where you want to invoice the customer separately from the counter. When a Sales Order includes a compliance ...

Counter sales through the Point of Sale are the fastest way to ring up a firearm purchase for a walk-in customer. The POS handles the compliance workflow inline — you do not leave the register to initiate the FastBound disposition. When you ring up a complianc...

CloudFFL can print barcode labels for serialized firearms, making it easy to tag inventory for retail display, storage, or filing. Three label formats are available to match different printers and use cases. Label Formats FormatSizeBest For DYMO3.5" × 1.12...

A sales order is your record of what a customer is buying from you. Every time you sell a firearm, ammunition, accessories, or a service, you create a sales order to track the transaction. A sales order records: Who is buying (the customer) What they are bu...

These three terms come up constantly in CloudFFL. Here is what each one means and how they relate to each other. Quotation (Draft) A quotation is a draft proposal. It says "here is what we can sell you and the price." The customer has not committed yet, and ...

Every sale in CloudFFL follows a consistent path. Understanding this lifecycle helps you know where each order stands. The Steps Create a Quotation — Start a new sale, add the customer and products. Send to Customer (optional) — Email the quotation for revi...

Every sale in CloudFFL starts with a quotation. Here is how to create one. Step by Step Go to Sales → Orders → Quotations. Click New. In the Customer field, start typing the customer's name and select them from the dropdown. If they are not in the system, y...

Once you have a quotation open with the customer selected, you need to add the items they are buying. Step by Step Click the Order Lines tab on the quotation form. Click Add a line (or Add a product). In the Product column, start typing the product name and...

When the customer is ready to buy, you confirm the quotation to turn it into a sales order. Step by Step Review the quotation: check the customer, products, quantities, and prices. Click the Confirm button at the top. What Happens When You Confirm The s...

After confirming a sales order, the next step is creating an invoice — the bill you send to the customer for payment. Step by Step Open the confirmed sales order. Click the Create Invoice button. A dialog appears asking for the invoice type: Regular Invo...

Once the invoice is confirmed, you can record the customer's payment. Step by Step Open the confirmed invoice. You can get there from the sales order (click the invoice smart button) or from Invoicing → Invoices. Click Register Payment. In the payment dialo...

CloudFFL gives you multiple ways to view and find your sales orders. Where to Find Sales Orders Sales → Orders → Quotations — Shows all draft quotations (not yet confirmed) Sales → Orders → Orders — Shows all confirmed sales orders List vs Kanban View To...

Sometimes a sale falls through — the customer changes their mind, financing is denied, or the item is no longer available. Here is how to cancel a sales order. Step by Step Open the sales order you need to cancel. Click the Cancel button. Confirm the cancel...

When a customer returns an item or needs a refund after an invoice has been created and paid, you issue a credit note. A credit note reverses all or part of an invoice. When to Use a Credit Note Customer returns a defective product Customer was overcharged ...

The Point of Sale (POS) is CloudFFL's built-in cash register. It turns any computer, tablet, or touchscreen into a checkout station where your counter staff can ring up sales, take payments, and print receipts — just like a traditional register, but smarter. ...

CloudFFL gives you two ways to sell products: the Point of Sale and Sales Orders. They both record a sale, but they are designed for different situations. Use the POS When... The customer is standing in front of you at the counter They are paying right now ...

When you open a POS session, you will see a screen divided into a few main areas. Here is what everything is and where to find it. The Product Grid (Left Side) The left side of the screen shows your products as clickable tiles. Each tile shows the product na...