Getting Started Overview

Welcome to Cashy-Hub. This onboarding section provides new team members with the foundation needed to operate the system securely and effectively.

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Onboarding Pathways

Follow the recommended sequence based on your operational responsibilities:

For Branch Operations Staff

1. First Day on Cashy-Hub: Complete your first login, verify branch assignment, and understand store workflows.
2. System Navigation & UI: Master the global header, windows and panels, Kanban board, and shortcut controls.
3. User Roles & Access: Understand what actions your role permits across deals and inventory.
4. Tutorial: Create Your First Pawn Deal: Practice standard deal creation from appraisal to storage bin assignment.

For Branch Managers

1. User Roles & Access: Understand administrative roles and permissions.
2. Dual-Drawer Cash Architecture: Understand the regulatory relationship between Kassa and Reserve.
3. Daily Cash Reconciliation Guide: Master end-of-day cash drawer balancing and variance resolution.

For Product Administrators

1. Dynamic Wizard Engine Overview: Learn how category form schemas generate runtime forms.
2. Creating Dynamic Templates: Build your first custom item valuation wizard.
3. Deal Checkpoints Configuration: Map wizard steps to backend deal status triggers.