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Changes for page Sale For Existing Member

Last modified by David Stadnyk on 2026/03/23 16:54
From version 20.1
edited by David Stadnyk
on 2026/03/20 16:19
Change comment: Uploaded new attachment "1774023549165-749.png", version {1}
To version 17.1
edited by Isaac Mejia
on 2025/12/15 17:02
Change comment: There is no comment for this version

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1 -XWiki.DavidStadnyk
1 +XWiki.IsaacMejia
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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}}
6 +
7 +* [[Sales>>Sales_1616707657.html]]
8 +
9 + Sale For Existing Member
10 +
11 + Created by
12 + Amith on Feb 05, 2021
13 +
5 5  **Sales > Existing Member**
6 6  
7 -Use **Existing Member Sale **when selling an item, package or service to a member already in the system. Go to **Sales>Existing Member Sale**. You c
16 +Use **Existing Member Sale **when selling an item, package or service to a specific member. Go to **Sales>Existing Member Sale**.
8 8  
9 -[[image:1774023384671-630.png]]
18 +image:kb-1487437960-1487569024-1.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]]
21 +image:kb-1487437960-1487569030-1.png
13 13  
14 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.//
15 15  
16 -[[image:kb-1487437960-1487569036-1.png]]
25 +image:kb-1487437960-1487569036-1.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]]
28 +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]]
31 +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]]
37 +image:kb-1487437960-1487569054-1.png
38 +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]]
42 +image:kb-1487437960-1487569066-1.png
43 +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]]
46 +image:kb-1487437960-1487569078-1.png
38 38  
39 39  {{include reference="KBSupportCTA.WebHome"/}}
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