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Changes for page Sale For Existing Member

Last modified by David Stadnyk on 2026/03/23 16:54
From version 23.1
edited by David Stadnyk
on 2026/03/23 15:26
Change comment: Uploaded new attachment "1774279610929-219.png", version {1}
To version 25.2
edited by David Stadnyk
on 2026/03/23 15:31
Change comment: There is no comment for this version

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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.
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17 17  [[image:kb-1487437960-1487569042-1.png]]
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.**//
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20 -[[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** after you have selected the desired Products, Services, etc.h 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.
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22 -Click to remove an item.
21 +**Note:** Contracts must be sold separately via **Sales > New Contract**.
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24 -* Click to add Renewal settings for a Package.
23 +[[image:1774279849453-644.png]]
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26 -[[image:kb-1487437960-1487569054-1.png]]
27 -[[image:kb-1487437960-1487569060-1.png]]
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29 -* Click **Checkout** to complete the sale.
27 +* After clicking Add To Cart,
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31 31  [[image:kb-1487437960-1487569066-1.png]]
32 32  [[image:kb-1487437960-1487569072-1.png]]
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