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138 total results found

Currency & Bank Account

System Setup Initial Configuration

Since CloudFFL is built for US businesses, your system should already be set to US Dollars (USD). This page helps you verify that and add your business bank account so you can track payments properly. Verify Your Currency Go to Invoicing (or Accounting) fro...

tier
beginner
type
procedural

Essential App Settings

System Setup Initial Configuration

The last step in your initial setup is to turn on a few key settings across CloudFFL's apps. These settings control how sales, purchases, and inventory behave. We will walk through each one with the recommended default for FFL dealers. Inventory Settings The...

tier
beginner
type
procedural

PrintNode — Initial Setup

System Setup PrintNode (Direct Printing)

Plan Availability: This feature is available on Professional and Enterprise plans. Follow these steps to connect CloudFFL OS to your PrintNode account and start printing. Step 1: Get Your API Key Log in to printnode.com Go to API Keys in your dashboard Copy...

tier
intermediate
type
procedural

PrintNode — Managing Printers & Scales

System Setup PrintNode (Direct Printing)

Plan Availability: This feature is available on Professional and Enterprise plans. Viewing Your Printers Navigate to Inventory → Configuration → PrintNode → Printers to see all synced printers. Printer List View Column Description Name Printer name as...

tier
intermediate
type
procedural

PrintNode — Scale Weighing on Deliveries & Products

System Setup PrintNode (Direct Printing)

Plan Availability: This feature is available on Professional and Enterprise plans. Overview When scales are enabled in PrintNode settings, a Weigh button appears in two key locations: Delivery Orders — Weigh a package before shipping, directly from the deli...

tier
intermediate
type
procedural

Connecting Your NMI Account

Payment Processing NMI Setup

Before you can accept credit card payments through CloudFFL, you need to connect your NMI (Network Merchants Inc.) account. This is a one-time setup that links your payment processor to your CloudFFL system. What You Need Before You Start An active NMI merc...

tier
beginner
type
procedural

Configuring Payment Methods

Payment Processing NMI Setup

Once your NMI account is connected to CloudFFL, you need to configure which payment methods are available and how they work. This includes enabling card types for online payments and setting up payment methods for your Point of Sale (POS) system. Enabling NMI...

tier
beginner
type
procedural

Going Live — Test Mode to Production

Payment Processing NMI Setup

After you have verified that test payments work correctly, it is time to switch to live (production) mode so you can accept real payments. Pre-Launch Checklist Test payment succeeded — You processed at least one test transaction and it appears in your NMI c...

tier
beginner
type
procedural

Taking a Card Payment on a Sales Order

Payment Processing Taking Payments

When a customer is ready to pay for a confirmed sales order, you can collect their credit card payment directly from the invoice. CloudFFL supports two payment processors — NMI and Authorize.net — and the steps are nearly identical for both. Step-by-Step: Col...

tier
beginner
type
procedural

Taking a Card Payment at the POS

Payment Processing Taking Payments

When a customer is standing at your counter ready to pay, the Point of Sale (POS) is where you'll process their card payment. CloudFFL supports two ways to take card payments at the POS through NMI: using a physical card terminal or manually keying in card det...

tier
beginner
type
procedural

Issuing a Refund to a Card

Payment Processing Refunds & Voids

When a customer returns an item or you need to reverse a charge, you can issue a refund directly from CloudFFL. The refund goes back to the same card (or bank account) the customer originally used to pay. Both NMI and Authorize.net support refunds, but there a...

tier
beginner
type
procedural

Setting Up NMI Payment Terminals

Payment Processing NMI Setup

This guide walks you through connecting a physical card reader (payment terminal) to your CloudFFL POS system through NMI. Once set up, customers can tap, swipe, or insert their card at the terminal during checkout and the payment flows directly through your N...

tier
beginner
type
procedural

Enabling the Authorize.net Module

Payment Processing Authorize.net Setup

Authorize.net is one of the most widely used payment gateways in the United States. The good news is that Odoo 18 includes an Authorize.net module out of the box — you just need to turn it on. This module handles online and keyed-in card payments through the A...

tier
beginner
type
procedural

Connecting Your Authorize.net Account

Payment Processing Authorize.net Setup

Now that the Authorize.net module is installed, you need to link it to your actual Authorize.net merchant account. This involves copying a few credentials from the Authorize.net dashboard into CloudFFL. What You Need Before you start, gather these three piec...

tier
beginner
type
procedural

Authorize.net Configuration

Payment Processing Authorize.net Setup

After connecting your Authorize.net account, there are several configuration options that control how payments are processed. This page covers capture methods, currency settings, ACH payments, and website checkout integration. Capture Method The capture meth...

tier
beginner
type
procedural

Taking a Payment on the Website

Payment Processing Taking Payments

Your CloudFFL website lets customers browse your inventory, add items to their cart, and pay online — just like any other online store. Card payments on the website are handled securely by your payment processor (NMI or Authorize.net), so you don't have to wor...

tier
beginner
type
procedural

Voids & POS Refunds

Payment Processing Refunds & Voids

Sometimes you need to cancel a payment or process a return at the register. This page explains the difference between voids and refunds, and how to handle returns through the POS. Void vs Refund — What's the Difference? Both voids and refunds give the custom...

tier
beginner
type
procedural

Connecting ShipStation to CloudFFL

ShipStation Integration Getting Started

Before you can ship anything through ShipStation, you need to connect your ShipStation account to CloudFFL. This is a one-time setup that takes about five minutes. What You Will Need Your ShipStation account login (to get your API key) Administrator access in...

tier
beginner
type
procedural