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186 total results found

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

NICS Check Integration

Point of Sale Firearms Sales at the POS

NICS Check Integration NICS stands for the National Instant Criminal Background Check System. It is the federal database maintained by the FBI that determines whether a prospective buyer is legally allowed to purchase a firearm. When to Run a NICS Check A N...

tier
intermediate
type
procedural

Handling Delays & Denials

Point of Sale Firearms Sales at the POS

Handling Delays & Denials Not every NICS check comes back as "Proceed." Here is what to do when you get a Delayed or Denied result. Delayed A Delayed response means NICS needs more time to complete the background check. This does not mean the customer is pr...

tier
intermediate
type
procedural

What is FastBound?

FastBound Integration Understanding FastBound

FastBound is a cloud-based firearms compliance platform that manages your electronic bound book (Acquisitions & Dispositions record), handles ATF Form 4473 processing and storage, and tracks NICS background checks. It is the compliance backbone of your CloudFF...

tier
beginner
type
concept

FFL Compliance Basics

FastBound Integration Understanding FastBound

Before diving into how CloudFFL and FastBound work together, you need to understand the compliance fundamentals that every FFL dealer must follow. These are federal requirements — not optional best practices. What the ATF Requires from Every FFL Bound Book (A...

tier
beginner
type
concept

How FastBound Works with CloudFFL

FastBound Integration Understanding FastBound

FastBound is not a separate system you have to switch to. It is integrated directly into CloudFFL through a set of Odoo modules that connect to the FastBound cloud API. Here is how the pieces fit together. The Connection FastBound connects to CloudFFL through ...

tier
beginner
type
concept

Connecting Your FastBound Account

FastBound Integration Setup & Configuration

Before CloudFFL can communicate with FastBound, an administrator must set up the connection. This is a one-time setup that links your FastBound cloud account to your CloudFFL system. Admin Only: Only users in the FastBound / Administrator security group can cr...

tier
beginner
type
procedural