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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...

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 ...

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 ...

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...

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 ...

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 ...

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...

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...