Operational User Guides Directory¶
This section contains task-oriented How-To guides for branch operations staff, cashiers, and store managers.
Operational Areas¶
Deal Creation¶
- Create a Standard Pawn Deal: Create pawn deals for electronics, luxury goods, and general merchandise.
- Create a Vehicle Pawn Deal: Appraise motor vehicles using VIN and automated pricing.
- Create a Purchase Deal: Outright commercial acquisition of second-hand goods.
- Assign Storage Bin Labels: Slot collateral into warehouse bins and vaults.
Deal Post-Disbursement Lifecycle¶
- Extend an Active Pawn Contract: 5-step contract rollover and accrued fee collection.
- Process Loan Payback & Settlement: 5-step loan redemption and collateral release.
- Override Payback Fees with Audit Notes: Authorize fee discounts with manager justification.
Cash Management & Accounting¶
- Daily Cash Reconciliation: End-of-day denomination counting for Kassa and Reserve.
- Manual Ledger Entries: Log store expenses, cash float additions, and deposits.
- Resolving Cash Discrepancies: Investigate till overages and shortages.
Customers & KYC¶
- Customer Search & Identity Verification: Verify customer identity and upload documents.
- Customer Notes & Sticky Alerts: Set transaction warnings and popup notices.
Kanban Board Tracking¶
- Managing Board Columns: Add, reorder, and configure custom workflow stages.
- Tracking Cards & Tasks: Monitor deal progress cards and branch operational tasks.