Skip to Content

Changes for page Sale For Existing Member

Last modified by David Stadnyk on 2026/03/23 16:54
From version 19.1
edited by David Stadnyk
on 2026/03/20 16:16
Change comment: Uploaded new attachment "1774023384671-630.png", version {1}
To version 21.1
edited by David Stadnyk
on 2026/03/20 16:30
Change comment: Uploaded new attachment "1774024226989-850.png", version {1}

Summary

Details

Page properties
Content
... ... @@ -2,39 +2,36 @@
2 2  
3 3  = Sale For Existing Member =
4 4  
5 -**Sales > Existing Member**
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 -Use **Existing Member Sale **when selling an item, package or service to a specific member. Go to **Sales>Existing Member Sale**.
8 -
9 -image:kb-1487437960-1487569024-1.png
7 +[[image:1774023384671-630.png]]
10 10  **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.
11 11  
12 -image:kb-1487437960-1487569030-1.png
10 +[[image:kb-1487437960-1487569030-1.png]]
13 13  
14 -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 hover your cursor over line where the name it appears. It will highlightdouble click on line for the member you need. //Note: Clicking the Member Name will open the Member Profile in a separate window.//
15 15  
16 -image:kb-1487437960-1487569036-1.png
14 +[[image:1774023549165-749.png]]
17 17  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.
18 18  
19 -image:kb-1487437960-1487569042-1.png
17 +[[image:kb-1487437960-1487569042-1.png]]
20 20  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.**//
21 21  
22 -image:kb-1487437960-1487569048-1.png
20 +[[image:kb-1487437960-1487569048-1.png]]
23 23  
24 24  Click to remove an item.
25 25  
26 26  * Click to add Renewal settings for a Package.
27 27  
28 -image:kb-1487437960-1487569054-1.png
29 -image:kb-1487437960-1487569060-1.png
26 +[[image:kb-1487437960-1487569054-1.png]]
27 +[[image:kb-1487437960-1487569060-1.png]]
30 30  
31 31  * Click **Checkout** to complete the sale.
32 32  
33 -image:kb-1487437960-1487569066-1.png
34 -image:kb-1487437960-1487569072-1.png
31 +[[image:kb-1487437960-1487569066-1.png]]
32 +[[image:kb-1487437960-1487569072-1.png]]
35 35  Once the Invoice is created, choose the payment method and click **Pay Now.**
36 36  
37 -image:kb-1487437960-1487569078-1.png
35 +[[image:kb-1487437960-1487569078-1.png]]
38 38  
39 39  {{include reference="KBSupportCTA.WebHome"/}}
40 -
1774023549165-749.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.DavidStadnyk
Size
... ... @@ -1,0 +1,1 @@
1 +16.0 KB
Content
1774024226989-850.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.DavidStadnyk
Size
... ... @@ -1,0 +1,1 @@
1 +5.3 KB
Content