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Your User Profile & Settings

Welcome to CloudFFL OS

Your user profile controls your personal settings in CloudFFL — things like your name, password, email notifications, and timezone. Each person who logs into the system has their own profile. Accessing Your Profile Click your name or avatar in the top-right c...

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beginner
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procedural

What is a Contact?

Managing Customers

In CloudFFL, a contact is any person or business you deal with — customers who buy firearms and accessories, vendors you order from, and other businesses you work with. They all live in the Contacts app. Think of it as your digital address book. Instead of ke...

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Creating a New Customer

Managing Customers

Every customer you sell to needs a contact record in CloudFFL. Here is how to create one. Step by Step Open the Contacts app (or go to Sales → Customers). Click New. Choose Individual (for a person) or Company (for a business) at the top. Enter the customer...

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beginner
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procedural

Editing Customer Information

Managing Customers

Customer information changes — people move, get new phone numbers, or update their email. Here is how to update a customer record in CloudFFL. Step by Step Find the customer by searching in Contacts or Sales → Customers. Click on their name to open their re...

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beginner
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procedural

Customers vs Companies

Managing Customers

In CloudFFL, you can create contacts as Individuals (people) or Companies (businesses). Understanding when to use each — and how to link them — helps you keep your records organized. When to Use Individual Use Individual for most walk-in customers and privat...

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Searching for a Customer

Managing Customers

When a customer walks in or calls, you need to pull up their record quickly. Here are the fastest ways to find a customer in CloudFFL. Quick Search Open Contacts (or Sales → Customers). Click in the search bar at the top of the list. Type part of the custom...

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beginner
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procedural

What is a Product in Odoo?

Products

In CloudFFL, a product is anything you sell, buy, or keep in stock. Firearms, ammunition, accessories, optics, services like FFL transfers or gunsmithing — they are all products in the system. What Counts as a Product? Firearms — handguns, rifles, shotguns ...

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Product Types: Storable, Consumable, Service

Products

Every product in CloudFFL has a type that tells the system how to handle it. There are three types, and choosing the right one is important. Storable Product Use this for items you track in inventory with specific quantities. CloudFFL knows exactly how many ...

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Creating a New Product

Products

Here is how to add a new product to CloudFFL. Step by Step Go to Inventory → Products → Products (or Sales → Products → Products). Click New. Enter the Product Name — be descriptive so you can find it later. Example: "Glock 19 Gen5 9mm" rather than just "Gl...

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beginner
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procedural

Setting Sales & Purchase Prices

Products

Every product has two key prices: what you charge customers and what you pay your distributor. Setting these correctly ensures your sales orders and purchase orders use the right amounts. Sales Price The Sales Price field on the product form is the default p...

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beginner
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procedural

Product Categories

Products

Product categories help you organize your inventory into logical groups. Instead of scrolling through a flat list of hundreds of products, you can filter and report by category. Common Categories for FFL Dealers Handguns Rifles Shotguns Ammunition Accessori...

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beginner
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Barcodes & Internal References (SKUs)

Products

Two fields on the product form help you identify products quickly: the Internal Reference (your SKU) and the Barcode (the manufacturer UPC). Internal Reference (SKU) This is your own code for the product. You can make up any system that works for you. Examp...

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beginner
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procedural

Adding Product Images

Products

Adding images to your products helps your team identify items quickly and makes quotations and invoices look more professional. Step by Step Open the product record. Click the camera placeholder (or existing image) in the top-right corner of the form. Selec...

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beginner
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procedural

What is Inventory in Odoo?

Inventory Management Inventory Basics

The Inventory app is where CloudFFL tracks everything you have in your store or warehouse. It knows how many of each product you have, where they are, and when they move. What You Will Use Inventory For Checking stock levels — How many Glock 19s do I have? ...

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Warehouses vs Locations

Inventory Management Inventory Basics

CloudFFL uses two levels to organize where your products are stored: warehouses and locations. Warehouse A warehouse represents your physical building — your shop, store, or storage facility. Most FFL dealers have one warehouse (their store). If you have mul...

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Checking Stock Levels

Inventory Management Inventory Basics

Need to know how many of a product you have in stock? Here are the quickest ways to check. From the Product List Go to Inventory → Products → Products. The list shows On Hand and Forecasted columns for each product. Use the search bar to find a specific pro...

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beginner
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procedural

Understanding On Hand vs Forecasted Qty

Inventory Management Inventory Basics

You will see two quantity numbers on product records: On Hand and Forecasted. They tell you different things. On Hand On Hand is how many you physically have right now. This number changes when you validate receipts (goes up) or deliveries (goes down). Fore...

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beginner
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What are Transfers?

Inventory Management Transfers & Shipping

In CloudFFL, every time products move — into your shop, out to a customer, or between locations — the system creates a transfer. Transfers are how Odoo tracks the movement of inventory. Three Types of Transfers Receipts (Incoming) — Products coming into you...

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