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Changes for page Sale For Existing Member

Last modified by David Stadnyk on 2026/03/23 16:54
From version 20.3
edited by David Stadnyk
on 2026/03/20 16:28
Change comment: There is no comment for this version
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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2 2  
3 3  = Sale For Existing Member =
4 4  
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.
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 6  
7 -[[image:1774023384671-630.png]]
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
8 8  **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.
9 9  
10 -[[image:kb-1487437960-1487569030-1.png]]
21 +image:kb-1487437960-1487569030-1.png
11 11  
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.//
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.//
13 13  
14 -[[image:1774023549165-749.png]]
25 +image:kb-1487437960-1487569036-1.png
15 15  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.
16 16  
17 -[[image:kb-1487437960-1487569042-1.png]]
28 +image:kb-1487437960-1487569042-1.png
18 18  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.**//
19 19  
20 -[[image:kb-1487437960-1487569048-1.png]]
31 +image:kb-1487437960-1487569048-1.png
21 21  
22 22  Click to remove an item.
23 23  
24 24  * Click to add Renewal settings for a Package.
25 25  
26 -[[image:kb-1487437960-1487569054-1.png]]
27 -[[image:kb-1487437960-1487569060-1.png]]
37 +image:kb-1487437960-1487569054-1.png
38 +image:kb-1487437960-1487569060-1.png
28 28  
29 29  * Click **Checkout** to complete the sale.
30 30  
31 -[[image:kb-1487437960-1487569066-1.png]]
32 -[[image:kb-1487437960-1487569072-1.png]]
42 +image:kb-1487437960-1487569066-1.png
43 +image:kb-1487437960-1487569072-1.png
33 33  Once the Invoice is created, choose the payment method and click **Pay Now.**
34 34  
35 -[[image:kb-1487437960-1487569078-1.png]]
46 +image:kb-1487437960-1487569078-1.png
36 36  
37 37  {{include reference="KBSupportCTA.WebHome"/}}
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