Day 1 Instructions
Follow these steps to open the store and test your data. Use our
helpful AI, Judy, to help you through the most common Day 1
questions.
First Time Opening the Store
Hint: Ask Judy: I need help opening my store for the first time.
Open Store:
1. From the Bravo Dashboard, click the “Open Store” button on the right side of the
screen.
2. Confirm that the “Open Amount” listed at the top of the screen is $0.00
3. Click the “Save” button.
Transfer Tender:
1. From the Bravo Dashboard, click the “Transfer Tender” button on the right side of
the screen.
2. Under “Source,” click the drop-down arrow and select “BANK.”
3. Under “Destination,” click the drop-down arrow and select “SAFE.”
4. Enter the amount given for “Ending Balance” found at the bottom of your previous
system’s “All Cash Drawer Detail” report on the date you provided the backup data
to Bravo into the “Amount” field in the “Cash” row.
5. Press the “Enter” key on your keyboard and click the “Save” button.
6. Repeat steps 1-3 using the “SAFE” as your “Source” and the active “TILLS” as the
“Destination” to prepare for business.
If you have converted any items below, please follow the necessary steps
to check the data.
Customer Conversion
Check Customers:
1. From the Bravo Dashboard, search for a known customer using first & last name,
only last name, phone number, email address, or business name.
2. Click on the customer on the “Customers Found” popup. Then click on the Edit
button.
3. Compare this to your previous system. Check to ensure all the customers’
information is populated into the correct fields and the data is accurate.
4. Repeat the steps above for several customers until the data is sufficiently validated.
We suggest testing at least 20 customers.
5. Contact your Conversion Specialist if there are irregularities with the customer
information.
After the conversion is completed, an email is sent to the store with a copy of the
internal results of the conversion. Here is a sample from a recent conversion. Use this
information to validate the conversion results.
Inventory Conversion
Check Inventory Base:
1. From the Bravo Dashboard, click on the Reports button.
2. Under Inventory Reports, double-click on the Inventory Base report.
3. Select today’s date for the starting and ending days, then click the OK button.
4. Compare the amount given for “Ending Inventory Base < today’s date>” found at the
bottom of the list to the inventory base of your previous system on the date you
provided the backup data to Bravo.
5. Contact your Conversion Specialist if the totals do not match.
Check Inventory Counts:
1. From the Bravo Dashboard, click on the Reports button.
2. Under Inventory Reports, double-click on the Inventory by Location report.
3. Select “All” under the Location field, unselect the Show Items checkbox, and click
OK.
4. There are four inventory counts in the Inventory by Location Report: Located
Jewelry, Unlocated Jewelry, Located Mfg Goods, and Unlocated Mfg Goods. Add
these four inventory counts together and compare the total to the total inventory
counts of your previous system.
5. Contact your Conversion Specialist if the totals do not match.
Check Data Converted for Individual Items:
1. Begin from the Bravo Dashboard.
2. At the top of the screen, click the arrow next to “Used Goods” and select “Inventory
Number” from the dropdown list.
3. Enter one of your current inventory numbers into the Inventory Search field and click
on the magnifying glass to search (or hit the Enter key on your keyboard).
4. Compare the tag description, location, price, and cost to the information for that
item in your previous system.
5. Repeat the steps above for several inventory items until the data is sufficiently
validated. We suggest testing at least 20 inventory items.
6. Contact your Conversion Specialist if there are irregularities with your inventory
details.
Testing Inventory Barcodes:
1. From the Bravo Dashboard, click on the Inventory button.
2. At the top of the screen, click the arrow next to the magnifying glass and select
“Inventory Number” from the dropdown list.
3. Use a barcode scanner to scan a jewelry label. The item should appear on the
Transaction screen.
4. Return to the Bravo Dashboard and repeat steps 1 and 2.
5. Use a barcode scanner to scan a GM label. The item should appear on the
Transaction screen.
6. If a barcode did not scan correctly, you can ask Judy for help. Use the prompts below
for assistance
- Ask Judy: “Converted inventory numbers are not recognized.”
- Ask Judy: “Converted barcodes don’t scan.”
Check Layaway Remaining Balance:
1. From the Bravo Dashboard, click on the Reports button.
2. Under Sales Reports, double-click on the Layaway Balance report.
3. Select yesterday’s date for the starting and ending days, then click the OK button.
4. Compare the amount given for “Ending Balance Due < yesterday’s date>” found at
the bottom of the list to the amount due for the current layaways of your previous
system on the date you provided the backup data to Bravo.
5. Contact your Conversion Specialist if the totals do not match.
Check Layaway Amount Paid:
1. From the Bravo Dashboard, click on the Reports button.
2. Under Sales Reports, double-click on the Layaway Deposits report.
3. Select yesterday’s date for the starting and ending days, then click the OK button.
4. Compare the amount given for “Ending Layaway Deposits < yesterday’s date>”
found at the bottom of the list to the amount paid for the current layaways of your
previous system on the date you provided the backup data to Bravo.
5. Contact your Conversion Specialist if the totals do not match.
Check Buys:
1. From the Bravo Dashboard, click on the Inventory button.
2. On the screen’s right side, click the Ad Hoc Reporting button.
3. Click the arrow next to “Add New Criteria” and select “Status” from the dropdown
list.
4. Select “Buy” from the drop-down list.
5. Click on the arrow next to Max Rows 250 and select “5000” from the drop-down.
6. Click OK at the bottom of the screen.
7. Click the arrow next to “Layouts” and check the box next to “Show summary panel.”
8. Compare the amount for “Sum” found at the bottom of the list to the cost for your
previous system’s current purchases/buys on the date you provided the backup
data to Bravo.
9. Contact your Conversion Specialist if the totals do not match.
Loan Conversion
Check Loan Base:
1. From the Bravo Dashboard, click on the Reports button.
2. Under Loan Reports, double-click on the Loan Base report.
3. Select today’s date for the starting and ending days, then click the OK button.
4. Compare the “Ending Loan Base < today’s date >” amount, found at the bottom of
the Loan Base report, to the loan base of your previous system on the date you
provided Bravo with your backup data.
5. Contact your Conversion Specialist if the totals do not match.
Redeem Loans:
1. From the Bravo Dashboard, click on the arrow next to “Used Goods” and select
“Pawn Ticket Number” from the drop-down list.
2. Type your loan number into the Smart Search field and click on the magnifying glass
to search (or hit the Enter key on your keyboard).
3. On the Transactions screen, make sure that:
- the loan is associated with the correct customer
- the due date is correct
- the default date is correct
- the principal is correct
- the interest and fees are correct
4. Click the Redemption button to ensure the amount listed matches the amount to
redeem in your previous system.
5. Click Cancel to abort the transaction.
6. Repeat the above steps with different types of loans (current loans, overdue loans,
loans in their grace periods, loans in their notice periods, etc.) until you feel
comfortable that the data is accurate.
7. Contact your Conversion Specialist if there are irregularities.
Renew Loans (if applicable):
1. From the Bravo Dashboard, click the arrow next to “Used Goods” and select “Pawn
Ticket Number” from the drop-down list.
2. Type your loan number into the Smart Search field and click the magnifying glass to
search (or hit the Enter key on your keyboard).
3. On the Transactions screen, make sure that:
- the loan is associated with the correct customer
- the due date is correct
- the default date is correct
- the principal is correct
- the interest and fees are correct
4. Click the Renewal button to ensure the amount listed matches the amount to
redeem in your previous system.
5. Click Cancel to abort the transaction.
6. Repeat the above steps with different types of loans (current loans, overdue loans,
loans in their grace periods, loans in their notice periods, etc.) until you feel
comfortable that the data is accurate.
7. Contact your Conversion Specialist if there are irregularities.
Extensions (if applicable):
1. From the Bravo Dashboard, click on the arrow next to “Used Goods” and select
“Pawn Ticket Number” from the drop-down list.
2. Type your loan number into the Smart Search field and click on the magnifying glass
(or hit the Enter key on your keyboard).
3. On the Transactions screen, make sure that:
- the loan is associated with the correct customer
- the due date is correct
- the default date is correct
- the principal is correct
- the interest and fees are correct
4. Click the Extension button to ensure the amount listed matches the amount to
extend in your previous system.
4a. Note the information in the “Extend Loan Detail” window. You will see fullperiod extensions or daily extensions depending on your store
configurations. Confirm that the Bravo configuration matches the
configuration from your previous system.
5. Click Cancel to abort the transaction.
6. Repeat the above steps with different types of loans (current loans, overdue loans,
loans in their grace periods, loans in their notice periods, etc.) until you feel
comfortable that the data is accurate.
7. Contact your Conversion Specialist if there are irregularities.
Partial Payments (if applicable):
1. From the Bravo Dashboard, click the arrow next to “Used Goods” and select “Pawn
Ticket Number” from the drop-down list.
2. Type your loan number into the Smart Search field and click on the magnifying glass
(or hit the Enter key on your keyboard).
3. On the Transactions screen, make sure that:
- the loan is associated with the correct customer
- the due date is correct
- the default date is correct
- the principal is correct
- the interest and fees are correct
4. Click the Partial Payment button.
6. Check that the “Current interest and fees due” and the “Minimum payment to
extend loan;’ match the amount in your previous system.
7. Click the OK button.
8. Ensure the “New Maturity Date” displayed in the loan description is as expected.
5. Click Cancel to abort the transaction.
6. Repeat the above steps with different types of loans (current loans, overdue loans,
loans in their grace periods, loans in their notice periods, etc.) until you feel
comfortable that the data is accurate.
7. Contact your Conversion Specialist if there are irregularities.
Firearm Conversion
ATF Gun Book:
Check your “Archived” gun book
1. From the Bravo Dashboard, click on Reports.
2. Under Sales Reports, double-click on the ATF A&D Book report.
3. Under “Book,” click the arrow next to “Current” and select the archived gun book
from the drop-down.
4. Click the OK button.
5. Review the information on the report and compare it to your old gun book. Once
complete, click Done.
Next, check your “Current” gun book
1. From the Bravo Dashboard, click on Reports.
2. Under Sales Reports, double-click on the ATF A&D Book report.
3. Under “Book,” ensure the drop-down option is set to “Current.”
4. Click the OK button.
5. Review the information on the report and compare it to your old gun book. Once
complete, click Done.
6. Contact your Conversion Specialist if you notice any discrepancies.
Having Trouble?
Before reaching out, please read our “Most Common Questions and Solutions on Day 1”
list at the end of this document to learn more about asking Judy for help!
Still Stumped? We can help!
For tutorials or instructions, ask Judy by clicking “AI Chat” on the top right of the Bravo
Dashboard. Additionally, you can visit our Solution Center by clicking “Solution Center” on
the top right of the Bravo Dashboard.
For conversion or calculation issues, contact Bravo Support by clicking “My Help Cases”
on the top right of the Bravo Dashboard.
For Tech Support, contact Bravo Support by clicking “My Help Cases” on the top right of
the Bravo Dashboard. Alternatively, you can call 702-701-9115 or 888-407-6287.
Most Common Questions and Solutions on Day 1
Judy is our powerful AI chat agent who can answer most of your Bravo-related questions.
Whether you are having trouble with a printer or unsure how to open your store, Judy is
here to help. Below are some questions you can ask Judy to help you resolve the most
common issues you may encounter on Day 1 of going live on Bravo.
Ask Judy: I need help opening my store for the first time.
Ask Judy: I’m having printer issues.
Ask Judy: How do I use E4473?
Ask Judy: How do I send SMS messages?
Ask Judy: Help me troubleshoot my Fortis terminal.
Ask Judy: Help me build an Ad Hoc Report.
Ask Judy: I want to move my Bravo license to a different computer.
Ask Judy: Help me with employee configurations.
Ask Judy: Help me with employee security settings.
Ask Judy: Converted inventory numbers are not recognized.
Ask Judy: Converted barcodes don’t scan.
Ask Judy: How to return an item after a conversion to Bravo