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Collateral Storage & Warehouse Bin Assignment

Purpose

This guide explains how collateral items are assigned physical storage locations, labeled, and tracked from initial deal creation through vault storage and final redemption release in Cashy-Hub.

Storage Lifecycle Workflow

graph TD
    CreateDeal["Deal Wizard: Collateral Items"] --> InputLabel["Enter Storage Label (e.g. BOX-A12-04)"]
    InputLabel --> Book["Create Deal Booked"]
    Book --> Physical["Physical Handover to Vault Custodian"]
    Physical --> Step6["Deal Wizard Step 6: Storage Stage"]
    Step6 --> SlotConfirmed["Location Locked in Warehouse Inventory"]
    SlotConfirmed --> Active["Vault Storage Active"]
    Active --> Payback["Deal Payback / Redemption"]
    Payback --> ReleaseToggle["Auto-Release Toggle ON in Payback Modal"]
    ReleaseToggle --> Unslot["Item Removed & Unslotted"]

1. Entering Initial Storage Label During Deal Creation

During deal creation in Step 1 (Basic Info): 1. Open Section 3 (Items). 2. For each collateral item tab, locate the Storage Label text field. 3. Enter the designated warehouse bin, shelf, or vault compartment identifier according to branch naming conventions: - Vault Small Items (Jewelry, Watches): VAULT-SAFE-1-TRAY-04 - Electronics Shelving: SHELF-E-08 - Bulky Goods / Musical Instruments: WAREHOUSE-BAY-02 - Automotive Compound: PARK-BAY-14

2. Finalizing Warehouse Assignment in Step 6 (Storage Stage)

Once a deal has undergone verification and payout disbursement: 1. Double-click the deal card on the Kanban board to open the Deal Wizard in Management Mode. 2. In the Stepper navigation bar, click or scroll to Step 6: Storage. 3. Verify: - Physical collateral matches item description and serial numbers. - Barcode label is affixed to the protective packaging. - Bin coordinates are verified in the warehouse management system. 4. If a dynamic storage schema is active, complete any vault checklist items (e.g. Dual-custody verification, Tamper-evident seal number). 5. The item status updates to STORED, and the deal moves to the Stored / Active Kanban column.

3. Storage Release Upon Deal Payback

When a customer redeems a deal: 1. The operator executes the Payback flow via the DealPaybackModal. 2. In Step 3 (Inventory Release - Vault Retrieval) of the modal: - The toggle Remove items from storage automatically is enabled by default. - This marks the storage location as vacant in real time upon payment confirmation. 3. The operator retrieves the collateral from the indicated vault slot, verifies customer identity, and hands over the merchandise.