# FAQ & Troubleshooting

Common questions and solutions for CloudPOS client-side issues.

# Frequently Asked Questions

# General Questions

Q: How do I login to CloudPOS? A: Go to your CloudPOS URL and enter your email and password. Contact your administrator if you don't have an account.

Q: Can I use CloudPOS on mobile/tablet? A: Yes, CloudPOS works on mobile browsers. For best experience, use a tablet or large phone.

Q: Do I need internet connection? A: Yes, CloudPOS requires internet connection to work. Offline mode is not available.

Q: Can multiple users use CloudPOS at the same time? A: Yes, multiple users can use the system simultaneously. Each user needs their own account.

Q: How do I change my password? A: Go to Settings → Security, enter your current password and new password, then save.

# Sales & POS Questions

Q: Why can't I process a sale? A: Make sure your cash register is open. Check the top bar for "Register: Open" status.

Q: Can I edit a sale after it's completed? A: Completed sales usually cannot be edited. Process a return instead to correct errors.

Q: How do I print receipts? A: After completing a sale, click "Print" on the receipt. Make sure your printer is connected and browser allows printing.

**Q: Can I process returns? A: Yes, go to Sales, find the original sale, and click "Return" to process a return.

Q: What payment methods are supported? A: Cash, Card, Bank Transfer, Mobile Payment, and Credit (if enabled). Available methods depend on your configuration.

# Products & Inventory Questions

Q: How do I add stock to a product? A: Go to Products, click on the product, go to Stock tab, enter quantity for each warehouse, then save.

Q: Why is a product showing "Out of Stock"? A: The product's stock quantity is zero or below minimum. Add stock or disable stock tracking for that product.

Q: Can I import products from Excel? A: If import feature is available, go to Products, click "Import", download template, fill it, and upload.

Q: How do I create product categories? A: When creating/editing a product, use the Category dropdown and create a new category if needed.

# Customer Questions

Q: Do I have to select a customer for every sale? A: No, customer selection is optional. However, selecting customers helps track purchase history.

Q: How do I add a customer? A: Go to Customers, click "Add Customer", fill in the information, then save.

Q: Can customers have credit/balance? A: If credit is enabled, yes. Set a credit limit for the customer and select "Credit" as payment method.

# Reports Questions

Q: How do I view sales reports? A: Go to Reports, select "Sales Report", choose a date range, and view the report.

Q: Can I export reports? A: Yes, most reports have an "Export" button to download as Excel, CSV, or PDF.

Q: Why does my report show zero sales? A: Check the date range filter. Make sure you're viewing the correct time period.

# Settings Questions

Q: How do I change the store name? A: Go to Settings → Business Settings, update the store name, then save.

Q: How do I set up tax? A: Go to Settings → Tax & Currency, enter tax rate and tax name, then save.

Q: Can I change the currency? A: Yes, in Settings → Tax & Currency. However, changing currency after sales may cause accounting issues.

# Common Issues & Solutions

# Login Issues

Symptom Cause Fix
Can't login Wrong password Use "Forgot Password" to reset
Account locked Too many failed attempts Contact administrator
Page not loading Wrong URL Verify you're using correct domain
Session expired Inactive too long Simply login again

# POS Issues

Symptom Cause Fix
Can't process sale Register not open Open register in top bar
Product not found Product doesn't exist or inactive Check Products page, ensure product is active
Price wrong Product price incorrect Edit product, update price
Printer not working Printer not connected or configured Check printer connection, allow pop-ups
Barcode not scanning Barcode not set or scanner issue Check product barcode, test scanner

# Product Issues

Symptom Cause Fix
Product out of stock Stock quantity is zero Add stock to product
Product not in POS Product inactive or wrong category Activate product, check category
Can't edit product No permission Contact administrator for edit permission
Duplicate products Created multiple times Delete duplicates, keep one

# Stock Issues

Symptom Cause Fix
Stock not updating Stock tracking disabled Enable stock tracking for product
Wrong warehouse Selected wrong warehouse Transfer stock or adjust manually
Low stock alert not showing Min quantity not set Set minimum quantity for product
Stock count wrong Not updated after sales Stock updates automatically, refresh page

# Sales Issues

Symptom Cause Fix
Sale not appearing Wrong date filter Check date range in Sales page
Can't view invoice Sale not completed Ensure payment was processed
Can't return sale Return not allowed or no permission Check return policy, contact administrator
Invoice missing info Business settings incomplete Complete Settings → Business Settings

# Customer Issues

Symptom Cause Fix
Customer not in POS search Customer inactive Activate customer in Customers page
Can't add customer No permission Contact administrator for permission
Customer balance wrong Payments not recorded Record customer payments properly
Duplicate customers Created multiple times Merge or delete duplicates

# Report Issues

Symptom Cause Fix
Report shows zero Wrong date range Select correct date range
Report not loading Large date range Use smaller date range
Export not working Browser blocking download Allow downloads, check pop-up blocker
Data inaccurate Sales not recorded properly Verify sales are completed correctly

# Settings Issues

Symptom Cause Fix
Tax not calculating Tax rate not set Set tax rate in Settings → Tax & Currency
Logo not showing Logo not uploaded Upload logo in Settings → Branding
Can't select branch Branch not assigned Contact administrator to assign branch
Currency wrong Currency not set Set currency in Settings → Tax & Currency

# Getting More Help

# Contact Support

If you can't resolve an issue:

  1. Check this guide - Review relevant sections
  2. Contact your administrator - For account and permission issues
  3. Check system status - Verify CloudPOS is running
  4. Review error messages - Error messages often indicate the problem

# Before Contacting Support

Gather this information:

  • What you were trying to do
  • What happened instead
  • Error messages (if any)
  • Screenshots (if possible)
  • Browser and device you're using

Still need help? Review the specific guides for each feature or contact your system administrator.