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195 total results found

POS vs Sales Orders — When to Use Which

Point of Sale Getting Started with POS

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 ...

tier
beginner
type
decision

The POS Screen Layout

Point of Sale Getting Started with POS

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...

tier
beginner
type
concept

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

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