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Changes for page Sale For Existing Member

Last modified by David Stadnyk on 2026/03/23 16:54
From version 17.1
edited by Isaac Mejia
on 2025/12/15 17:02
Change comment: There is no comment for this version
To version 20.2
edited by David Stadnyk
on 2026/03/20 16:20
Change comment: There is no comment for this version

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2 2  
3 3  = Sale For Existing Member =
4 4  
5 -{{info}}KB: MSI Knowledgebase • Category: Member Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/sale-for-existing-member_1487437960>>https://membersolutions-9221154.hs-sites.com/kb/sale-for-existing-member_1487437960]]{{/info}}
5 +Use **Existing Member Sale** to sell a product, package, or service to a member already in the system. Navigate to **Sales > Existing Member Sale** and search by first name, last name, or member ID.
6 6  
7 -* [[Sales>>Sales_1616707657.html]]
8 -
9 - Sale For Existing Member
10 -
11 - Created by
12 - Amith on Feb 05, 2021
13 -
14 -**Sales > Existing Member**
15 -
16 -Use **Existing Member Sale **when selling an item, package or service to a specific member. Go to **Sales>Existing Member Sale**.
17 -
18 -image:kb-1487437960-1487569024-1.png
7 +[[image:1774023384671-630.png]]
19 19  **Choose User Type.** You can search for Member, Trainer or All. User Trainer if you are creating a sale to a staff member - "purchased by" staff.
20 20  
21 -image:kb-1487437960-1487569030-1.png
10 +[[image:kb-1487437960-1487569030-1.png]]
22 22  
23 -Search for the Member by **Member ID**, **First Name** and/or **Last Name**. Click **Search**, then double click on line for the member you need. //Note: Clicking the Member Name will open the Member Profile in a separate window.//
12 +Click **Search**, then double click on line for the member you need. //Note: Clicking the Member Name will open the Member Profile in a separate window.//
24 24  
25 -image:kb-1487437960-1487569036-1.png
14 +[[image:1774023549165-749.png]]
26 26  If your member is not found, a pop up will give you the option to add them. [[Click Here>>https://msisupport.zendesk.com/hc/en-us/articles/115000293086]] for for more details on adding a member during the sale.
27 27  
28 -image:kb-1487437960-1487569042-1.png
17 +[[image:kb-1487437960-1487569042-1.png]]
29 29  Next choose a **Product**, **Service**, or **Package** to sell. You can add multiple items from any category. Click **Add to Cart** for each pick. Enter the name under **Member Purchased For** if there is a different Member. Member Manager will search for a current member record or give you an option to //Add New Member// if the record is not found. //**Note: If you are selling a contract you must sell that separately. Go to Sales>New Contract to enter a contract.**//
30 30  
31 -image:kb-1487437960-1487569048-1.png
20 +[[image:kb-1487437960-1487569048-1.png]]
32 32  
33 33  Click to remove an item.
34 34  
35 35  * Click to add Renewal settings for a Package.
36 36  
37 -image:kb-1487437960-1487569054-1.png
38 -image:kb-1487437960-1487569060-1.png
26 +[[image:kb-1487437960-1487569054-1.png]]
27 +[[image:kb-1487437960-1487569060-1.png]]
39 39  
40 40  * Click **Checkout** to complete the sale.
41 41  
42 -image:kb-1487437960-1487569066-1.png
43 -image:kb-1487437960-1487569072-1.png
31 +[[image:kb-1487437960-1487569066-1.png]]
32 +[[image:kb-1487437960-1487569072-1.png]]
44 44  Once the Invoice is created, choose the payment method and click **Pay Now.**
45 45  
46 -image:kb-1487437960-1487569078-1.png
35 +[[image:kb-1487437960-1487569078-1.png]]
47 47  
48 48  {{include reference="KBSupportCTA.WebHome"/}}
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