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Changes for page Enter A Contract

Last modified by Isaac Mejia on 2026/03/19 17:47
From version 33.1
edited by David Stadnyk
on 2026/03/19 16:33
Change comment: There is no comment for this version
To version 35.1
edited by David Stadnyk
on 2026/03/19 16:35
Change comment: There is no comment for this version

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16 16  David on March 17th 2026
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18 -Member Manager sales are split into Products, Services, Packages and Contracts. The Contract sales process is done separately from the other three, and you are not able to combine Product, Service or Package sales with the Contract sale. There are two ways to start a Contract sale.
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19 +**Making a Sale**
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21 +Member Manager sales are divided into four categories: **Products, Services, Packages,** and **Contracts.** Note that Contracts are sold separately and cannot be combined with Products, Services, or Packages in the same transaction. There are two ways to initiate a Contract sale.
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20 20  **Option 1: Sales>New Contract**
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22 22  [[image:1773767751613-414.png]]
23 23  **Option 2: Members>Member Profile**
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25 -Go to the Member Profile for the Purchased for Member. If the member has not been entered yet, go to Members>Add Member and add their profile information and click OK. Click New Contract to enter a contract for that member.
29 +Go to the Member Profile of the "Purchased for" Member. If the member has not been entered yet, go to Members>Add Member and add their profile information and click OK. Click New Contract to enter a contract for that member.
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27 27  [[image:1773767508677-618.png]]
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