Overview
Monitor the token platform at a glance.
Quick actions
Create a customer directly from the administration dashboard or move into wallet management.
Customers
Create and manage customer accounts and their associated wallets.
Create customer
Create one customer and their wallet. The customer name is the primary working reference; the customer code remains the system identifier.
Import customers
Import a CSV with first_name,last_name,mobile,pin. Each imported customer receives a wallet and an audit entry.
Customer directory
Search by name, mobile or customer code. Select customers here for a bulk token operation.
| Customer code | Customer name | Mobile | Status | Actions | |
|---|---|---|---|---|---|
| Loading customers… | |||||
Bulk token issue
Issue the same number of tokens to every selected customer. Each customer is recorded separately in the ledger and audit trail.
| Customer | Status | Transaction | Balance | Message |
|---|
Wallets & Tokens
Find a customer, view their balance, issue tokens, make controlled adjustments, and review the ledger.
Find customer
Issue tokens
Adds tokens at the current system token value.
Adjust wallet
Use a positive or negative token delta. A reason is required.
Transaction history
| Date | Transaction | Type | Tokens | Amount | Balance | Status | Reference | Actor |
|---|---|---|---|---|---|---|---|---|
| Load a wallet. | ||||||||
Transactions
Search and review the platform-wide immutable token ledger.
Ledger transactions
No report loaded.| Date | Transaction | Customer | Type | Tokens | Amount | Status | Reference | Actor |
|---|---|---|---|---|---|---|---|---|
| Load a report. | ||||||||
POS Reconciliation
Reconcile settled token activity against POS activity using the PromptlyCash ledger as the authoritative record.
Reconciliation detail
Run a reconciliation to load detail.| Date | Transaction | Customer | Type | Tokens | Amount | Status | POS terminal | POS check | POS order |
|---|---|---|---|---|---|---|---|---|---|
| Run a reconciliation to load detail. | |||||||||
How this report reads
Settled includes completed redemptions and redemptions later marked reversed. Refunds are completed refund transactions. Failed and released redemptions are exceptions and do not reduce the settled total. Net value is gross settled redemption value less completed refunds.
POS Terminals
Provision terminals, update descriptions, and activate or revoke terminal credentials.
Provision terminal
Registered terminals
| Code | Description | Status | Actions |
|---|---|---|---|
| Loading terminals… | |||
Admin Users
Manage administrator accounts, roles, credentials and active/disabled state.
Create administrator
Administrator accounts
| Username | Name | Role | Status | Platform admin | Actions | |
|---|---|---|---|---|---|---|
| Loading administrators… | ||||||
Audit Log
Review administrative activity recorded by the backend.
| Date | Action | Actor | Entity | Request | Before | After |
|---|---|---|---|---|---|---|
| Load audit log. | ||||||
Configuration
View and update the platform configuration used by future operations.
System configuration
| Key | Value | Description | Action |
|---|---|---|---|
| Loading configuration… | |||