Table of Contents
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Common Actions and Screens
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Mobile App Actions
Overview of Information Screens
The right-side menu in the customer profile acts like a quick control panel.
You can edit customer information, view historical transactions, manage MobilePawn/Buya accounts, or access communication logs.
Options are dynamic based on your store’s configuration.
Common Actions and Screens
Edit Customer
Opens the customer's profile for editing, allowing you to update personal information, ID details, contact information, and more.
Transaction
Moves you directly to the Transaction screen to start a new transaction with the customer. Alternatively, clicking Done after editing the profile will also bring you to this screen.
Loan History
Shows all loans and buys completed by the customer, including the current status of each item, such as Active, Redeemed, or Forfeited.
The report includes:
- Date & Time - when the loan was issued
- Tkt Num - Ticket Number
- Description - item information
- Amount - Principal amount
- Exp Date - Pawn expiration date
- Disposition - last action on the item
- Disp Date - date of the last action
- Renewed From - previous Ticket Number if renewed
- Renewed To - updated Ticket Number if renewed
- Amt Paid - total amount paid before the last action
- Associate - employee responsible for the last action
- Qty - number of loan items on the ticket
Consignment History
Lists all consignments made by the customer along with the current status for each consigned item, like Sold, Active, or Expired.
The report includes:
- Date & Time - Transaction date and time
- Consignment Number - Bravo created number unique to the consignment written
- Description - Details about the item
- Min Price-The minimum amount you can accept to sell the consigned item
- Term Date - Employee who completed the transaction and payment method
- Status - Shows the current outcome of the consignment, such as Paid, Returned, or Written Off.
- Item Number - The individual inventory number provided to the item on consignment
- Sales Amount - Amount the item sold for
- Net to Consignor - Amount given to the customer
- Associate - employee responsible for the last action
Sales History
Displays all sales transactions completed by the customer, including purchases, active layaways, and any returned transactions.
The report includes:
- Txn Num - Transaction Number
- Date & Time - Transaction date and time
- Void - Indicates if the transaction was voided
- Tax - "T" if taxed, blank if not
- Transaction Type by: - Indicates a 3rd Party involved on behalf of: - Current customer as a 3rd Party Sale - Direct purchase by customer Fee - Transaction fee charged Layaway - Layaway started Layaway Payment - Payment made on layaway Layaway Cancel - Layaway cancelled Layaway Final - Layaway fully paid Loss Reimbursement - Store reimbursement for lost item Customer Credit - Credit used from a cancelled layaway Return - Item returned for original payment Repair - Customization order started Pickup Repair - Customized item picked up Cancel Repair - Repair order cancelled Exchange - Item sold back, usually for a gift card Hold Sale - Fully paid item on hold Shipping - Paid shipping for item Trade-In - Item traded for another Gift Card Sale - Gift card purchase
- Item/Layaway Number - Last known number for the item
- Item Description - Details about the item
- Qty - Quantity sold
- Our Price - Listed price
- Amount - Amount paid by the customer
- Assoc/Tender - Employee who completed the transaction and payment method
- Tendered - Required amount
- Applied - Amount given by the customer
Credits
Shows the customer’s total available credit balance along with an itemized list of credits that have been issued from previous transactions.
Resolved Lost or Damaged Items
If an item tied to a customer's loan has been marked as Lost or Damaged, you can use this screen to resolve the issue and finalize the outcome.
Check the article on Resolving Lost or Damaged Items for more information.
Print Lost or Damaged Notice
Allows you to print a notice informing the customer that one or more items on their account have been identified as lost or damaged.
Example Notice:
Active Loans
Provides a full list of the customer’s active loans, where you can offer quotes for redeeming a loan today or renewing it for a future date.
Active Layaways
Shows all active layaways for the customer, giving you a place to manage layaway payments and review current layaway statuses.
Customer Loyalty Report
Accessible from anywhere you see the customer profile, this report displays valuable customer analytics like lifetime store contribution, forfeit rates, redemption rates, a company ranking, and a star rating to help you assess the customer's standing.
Print Address Label
Generates a single mailing label for the customer, making it easy to send notices or other communication by mail.
Customer Rating (Buya Profile)
Opens the customer's Buyer Profile on Buya.com, showing customer activity, ratings, and online transaction reviews.
Contact History
Logs all system-generated contact attempts like SMS reminders and emails automatically. Employees can also manually log any customer contact attempts made outside the system.
Tip: System-generated contacts log automatically, but employee-initiated contacts must be entered manually to be recorded.
Mobile App Actions
Send New Activation Code
If a customer gets a new phone, you can send a new activation code to reconnect their MobilePawn or Buya account to the new device.
Deactivate MobilePawn/Buya Account
Deactivates the customer’s mobile app account if they no longer wish to use MobilePawn or Buya.
Important: Once deactivated, the customer must create a brand-new account if they want to reconnect in the future.
Unblock Web or Mobile Account
If a customer’s web or mobile account becomes locked — for example, after too many failed login attempts — this option allows you to unblock their account immediately from their profile.