Orders — Overview

The Orders section in IZI CRM is the single source of truth for every player purchase. Each time a player buys gaming time, a product, or a combo, IZI creates an order that records what was purchased, how it was paid, and its current status. This makes it straightforward to track revenue, resolve disputes, and audit the cashier’s shift without switching between screens.

Order list

The list displays all orders with these columns:

• Purchase date — when the order was created
• Payment — payment status: Paid, Unpaid, or Partially Paid
• Client — the player who made the purchase
• Items — total count of tariffs, products, and combos in the order

Filters available: order status, payment status, and client search. Use the date range filter to narrow the list to a specific shift or period, which is helpful during end-of-day reconciliation or when a player raises a billing question about a past visit.

Click any row to open the full order details.

Order details

Each order contains:

• Order status and payment status
• A link to the client profile
• Purchased tariffs — gaming-time sessions tied to this order
• Purchased products — individual items such as food or merchandise
• Purchased combos — bundled packages included in the order
• Transactions — every financial operation linked to this order (payments, partial payments, refunds)

The transactions block is especially useful when a player pays in multiple steps or when a refund needs to be verified against the original payment. If a payment was split between cash and card, each transaction appears as a separate line, so the total always reconciles cleanly.

Order statuses

An order moves through statuses as it progresses:

• Active — the order is open and can still be modified
• Completed — all items were delivered and payment is settled
• Cancelled — the order was voided before completion

Knowing the current status helps staff handle edge cases quickly — for example, adding an extra product to an active order or issuing a refund on a completed one.

Creating an order

Click New Order to manually create a purchase for a player. Select the client, add items, and confirm. Use this when the purchase was not captured through the standard session flow — for example, a product sold outside an active session or a tariff booked in advance at the front desk.

Related articles

• Product sales
• Bar orders — overview
• Order delivery
• Automation in IZI — rules overview
• Clients — overview