CRM Orders: Client Purchase History
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CRM: Orders
Section titled “CRM: Orders”The Orders section of IZI CRM is a unified journal of all client purchases: tariffs (game time), products (bar, merchandise), and combos. Unlike the Transactions section (financial journal), Orders shows what was actually purchased, not just the money movement.
The section is used to analyze sales by item, find a specific client purchase, and manually process a product sale through the POS.
What’s in this section
Section titled “What’s in this section”- Orders Overview — journal structure, filters by type and period
- Product Sales — how to process a product sale through the CRM POS