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138 total results found

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

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

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

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...

tier
beginner
type
procedural

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...

tier
beginner
type
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...

tier
beginner
type
procedural

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...

tier
beginner
type
procedural

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...

tier
beginner
type
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...

tier
beginner
type
procedural