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130 total results found

Creating a POS Session

Point of Sale POS Configuration

Before your staff can ring up sales, you need to create and configure a POS session. Think of a session as a specific checkout counter — you might have one for the main counter and another for a range shop or second register. Step by Step Open the Point of ...

tier
beginner
type
procedural

Adding Products to the POS

Point of Sale POS Configuration

Not every product in your system needs to appear in the POS. Only products you sell at the counter should be visible. Here is how to control which products show up. Making a Product Available in POS Go to the Inventory or Sales app and open the product you ...

tier
beginner
type
procedural

Setting Up POS Payment Methods

Point of Sale POS Configuration

Payment methods define how customers can pay at the counter. You need at least one payment method configured before your POS is useful. Where to Find Payment Methods Go to Point of Sale → Configuration → Payment Methods. You will see a list of existing paym...

tier
beginner
type
procedural

POS Categories & Display

Point of Sale POS Configuration

POS categories organize your products into groups on the POS screen, making it fast for counter staff to find what they need. Instead of scrolling through hundreds of products, staff can tap a category and see only the relevant items. Creating POS Categories ...

tier
beginner
type
procedural

Opening a POS Session

Point of Sale Counter Sales

Before you can ring up any sales, you need to open a POS session. This is like opening the register at the start of your shift. Step by Step Open the Point of Sale app from the main menu. You will see your configured POS (e.g., "Main Counter") with an Open ...

tier
beginner
type
procedural

Ringing Up a Sale

Point of Sale Counter Sales

This is the core action you will do dozens of times a day — adding products to an order and getting it ready for payment. Step by Step Add products to the order using any of these methods: Click the product tile in the product grid Scan the barcode w...

tier
beginner
type
procedural

Applying Discounts & Price Changes

Point of Sale Counter Sales

Sometimes you need to adjust prices — a loyalty discount for a regular customer, a markdown on a scratched display model, or a negotiated price on a trade deal. The POS makes this simple. Per-Line Discount (Percentage) Click the order line you want to disco...

tier
beginner
type
procedural

Processing Payments (Cash, Card, Split)

Point of Sale Counter Sales

After ringing up the products, you need to collect payment. The POS handles cash, cards, and split payments between multiple methods. Cash Payment Click the Payment button on the POS screen. The payment screen opens with your default method (usually Cash) s...

tier
beginner
type
procedural

Printing Receipts

Point of Sale Counter Sales

Receipts are proof of purchase for your customers and a record of the transaction for your shop. Here is how receipts work in the POS. Automatic Printing If you have a receipt printer configured, a receipt prints automatically after every completed sale. You...

tier
beginner
type
procedural

Customer Returns at the Counter

Point of Sale Counter Sales

When a customer brings something back, you can process the return directly from the POS. The POS creates a refund and updates your inventory automatically. Step by Step Open your POS session (if it is not already open). Click the menu icon (three lines) in ...

tier
beginner
type
procedural

Closing & Cash Reconciliation

Point of Sale Counter Sales

At the end of your shift (or end of the business day), you need to close the POS session. Closing reconciles your cash drawer and posts the session's transactions to CloudFFL's accounting. Step by Step Click the menu icon (three lines) in the top-left of th...

tier
beginner
type
procedural

Selling a Firearm at the Counter

Point of Sale Firearms Sales at the POS

Selling a Firearm at the Counter Selling a firearm at the POS works like any other sale — with one critical difference: you must complete all federal compliance steps before the customer walks out the door with the gun. The POS handles the financial side, whi...

tier
beginner
type
procedural

4473 Workflow from POS

Point of Sale Firearms Sales at the POS

4473 Workflow from POS The ATF Form 4473 is required for every firearm transfer from a dealer to a non-licensee (i.e., a regular customer). Here is the step-by-step workflow when selling a firearm at the counter. Step by Step Customer selects a firearm. Ri...

tier
beginner
type
procedural

Setting Up Your Epson ePOS Receipt Printer

Point of Sale POS Configuration

Your CloudFFL system is served over a secure HTTPS connection. Because of this, your browser requires that your receipt printer also communicate securely before it will allow the two to talk to each other. This is a one-time setup — once it's done on a compute...

tier
beginner
type
procedural

How CloudFFL OS Helps Your Business

Welcome to CloudFFL OS

Running an FFL means juggling a lot: tracking inventory, processing sales, ordering from distributors, managing customer records, and staying compliant with ATF regulations. CloudFFL OS brings all of that into one system so you can stop relying on scattered sp...

tier
beginner
type
concept

The Dashboard

Welcome to CloudFFL OS

When you log into CloudFFL OS, the first thing you see is the home screen. Think of it as your front desk — it gives you quick access to every part of the system. The App Grid The home screen shows a grid of app icons, similar to apps on your phone. Each icon...

tier
beginner
type
concept

Understanding the Main Menu

Welcome to CloudFFL OS

Once you open an app in CloudFFL OS, you will see a top menu bar that runs across the top of the screen. This menu changes depending on which app you are in and gives you access to everything that app can do. How the Top Menu Works Each app has its own set of...

tier
beginner
type
concept

Searching & Filtering Records

Welcome to CloudFFL OS

As your business grows, you will have hundreds or thousands of records — customers, sales orders, products, and more. CloudFFL gives you powerful search and filter tools to find exactly what you need in seconds. The Search Bar At the top of every list view, y...

tier
beginner
type
procedural