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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 23.2
edited by David Stadnyk
on 2026/03/23 15:27
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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 member already in the system. Go to **Sales>Existing Member Sale**. You c
8 -
9 9  [[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:1774279469717-233.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 double-click anywhere on the member's highlighted row to select them. Avoid clicking the first or last name directly, as this will open the member's profile in a separate window instead.
15 15  
16 -[[image:kb-1487437960-1487569036-1.png]]
14 +[[image:1774023549165-749.png]][[image:1774024226989-850.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 19  [[image:kb-1487437960-1487569042-1.png]]
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]]
19 +Select the Products, Services, or Packages you wish to sell — multiple items from any category can be added. Click **Add to Cart** for each item. If purchasing on behalf of a different member, enter their name in the **Member Purchased For** field; Member Manager will locate their record or offer the option to add a new member if not found.
23 23  
24 -Click to remove an item.
21 +**Note:** Contracts must be sold separately via **Sales > New Contract**.
25 25  
26 -* Click to add Renewal settings for a Package.
23 +[[image:1774279610929-219.png]]
27 27  
28 -[[image:kb-1487437960-1487569054-1.png]]
29 -[[image:kb-1487437960-1487569060-1.png]]
25 +Click to remove an item.
30 30  
27 +* Click to add Renewal settings for a Package.
31 31  * Click **Checkout** to complete the sale.
32 32  
33 33  [[image:kb-1487437960-1487569066-1.png]]
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