Bar Orders History in IZI CRM

Bar Orders History in IZI CRM

Bar orders history is the section of IZI CRM that stores every transaction from your club’s bar: paid orders, cancellations, and refunds. Open it via Bar → History. Each order record shows the full item breakdown, total amount, payment method (cash, card, money balance, or client bonuses), the employee who took the order, and the exact timestamp. Filters let you narrow the list by date, shift, or status — making this the primary tool for resolving disputes, monitoring staff, and verifying data before closing a period. You can also process a refund directly from an order card: IZI automatically restores stock levels in warehouse accounting and adjusts the shift report.

How the History section is organized

The section has two main elements: the order list and the filters.

The list displays all orders in reverse chronological order — newest first. By default it shows the current shift. For each order you can see:

• Order number
• Time created and closed
• Status: Closed / Cancelled / Refunded
• Total amount
• Payment method
• Employee name

Filters let you quickly find what you need:

• By date or date range
• By specific shift
• By order status
• By employee

Clicking any row opens the full order card: every line item, quantity, unit price, applied discounts, grand total, and payment method.

What order statuses mean

Status	What happened	Effect on revenue and stock
Closed	Order paid	Revenue recorded, stock deducted
Cancelled	Created but not paid, then deleted	Revenue unaffected, stock unchanged
Refunded	Paid, then returned	Refund amount reduces revenue, stock restored

A refund is a separate timestamped operation. It always belongs to the shift in which it is processed, but analytics traces it back to the original order. For the full order lifecycle, see Bar order flow: from creation to handoff.

Using history for business control

The section is useful beyond just resolving individual situations. Regular review surfaces patterns across several areas.

Staff monitoring

If an employee repeatedly creates orders and then cancels them unpaid, that is an anomaly. Cancelled orders do not affect revenue, but their presence raises the question of whether a client received goods without payment. Compare each employee’s cancellation count over the same time window.

The metric to watch: cancelled orders as a share of total orders created. If one employee’s rate is significantly above the average, that warrants a closer look.

Detailed staff activity monitoring is available through the Suspicious Operations section.

Handling client disputes

A client says they were overcharged or did not receive change — open History, find the order by time and amount, check the item breakdown and payment method. The order card immediately shows who took it and when.

Pre-close shift check

Before closing a shift, reviewing history helps catch any open or suspicious orders. IZI will warn you about unclosed orders automatically, but a manual check helps catch overlooked items.

Processing refunds through order history

If a client returns an item after paying, process the refund directly from the order card:

1. Open Bar → History
2. Locate the order (by time, amount, or employee name)
3. Open the order card
4. Click Refund
5. Select the items to refund (partial refunds are supported)
6. Confirm the operation

After confirmation:

• IZI creates a refund transaction tied to the current shift
• Stock levels for returned items are restored
• If payment was made with bonuses or from the client’s balance, funds are returned to the client
• If payment was cash or card, a cash-out entry is recorded in the register (card refunds are handled manually)

Note: refunds are recorded in the current shift, even if the original order belongs to a past shift. This affects the metrics of the shift in which the refund is processed.

How order history connects to analytics

The History section is an operational log — it is best for looking up a specific order or investigating an individual incident. For period-level sales analysis, shift comparisons, top-selling items, and revenue trends, use the analytics reports:

• Analytics → Bar → Overview — total revenue and order count for a selected period
• Analytics → Bar → Products — which items sell best
• Analytics → Bar → Movements — stock deductions and returns by item

For how bar totals appear in the shift summary, see Bar in the shift report.

What drives bar revenue totals

Understanding this logic helps owners avoid confusion when numbers do not add up.

Bar revenue for a shift = sum of all paid orders both created and closed within that shift.

Refunds processed during the shift are subtracted, even if the original order came from a different shift.

As a result:

• A refund processed the next day goes into that next shift, not the original
• An order created in one shift but paid in another is counted in the shift where payment occurred
• An open (unpaid) order at the time the shift closes does not count toward revenue

This logic directly determines how the bar’s share of total club revenue is calculated:

Bar share (%) = Bar revenue for the period ÷ Total club revenue for the period × 100

The typical bar share varies widely by club type, menu range, and how actively staff promote orders. Use your own 30–60 day baseline as the reference point. If the share drops without a menu change, the first thing to investigate is admin behavior: are they proactively offering clients the option to order?

Business logic: why order history is more than a log

For an owner, order history is the granular layer beneath the shift X-report. The shift X-report gives aggregates: total bar revenue, order count, payment method breakdown. Order history expands those aggregates to the individual transaction level.

The three-layer workflow:

1. History — spot an anomaly (refund, suspicious cancellation, amount mismatch)
2. Shift X-report — reconcile the shift total against expected figures
3. Bar analytics — identify a trend (revenue dropped, top items shifted)

This three-layer system lets you respond to specific situations in the moment while tracking business dynamics over time.

Frequently asked questions

Why are there no orders for a specific date in History? Check the filter — by default only the current shift may be selected. Reset the filter or enter the date range manually.

Can I edit a closed order from History? No. Closed and refunded orders cannot be edited. If a correction is needed, process a refund and create a new order.

Where can I see order history for a specific client? In the client card: Clients → select the client → History tab. This view also shows balance top-ups and bonus transactions.

What to read next

• Bar order flow: from creation to handoff — how orders are created, modified, and paid
• Bar in the shift report — how to read bar totals in the X-report
• Cancel and refund a bar order — step-by-step refund instructions