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Customer History

The Customer History section in CRM is used to review a customer's previous activities and transactions in SellerBix. It helps staff quickly check the customer's order history, wallet transactions, void orders, loyalty activity, unpaid orders, reservations, and party orders from the customer profile.

Manager, Cashier, Admin, and authorized CRM staff. 1 min read Updated Sep 14, 2026

Steps

  1. 1

    Open CRM.

  2. 2

    Search for and select the required customer.

  3. 3

    The customer's profile will be displayed.

  4. 4

    Select the required history option, such as All Orders, Running Orders, Unpaid Orders, Void Orders, Reservations, Consolidated Orders, or Party Orders.

  5. 5

    Select the required record to view additional details were available.

Screenshots

Frequently asked questions

Yes. Select the Void Orders tab.